Financial ServicesAgentic AIConversational AI
Nexo resolves 62% of customer inquiries with Salesforce Agentforce
Nexo
Digital assets wealth platform Nexo deployed Salesforce Agentforce across its app and website to handle more than 20,000 complex customer inquiries a month requiring real-time financial data and jurisdiction-specific knowledge. Agentforce now autonomously resolves 62% of cases, saving 2,600 hours of manual work, and hands off unanswerable questions to human reps. Nexo built separate global and UK sandboxes to test jurisdictional compliance and created a custom object to translate crypto-specific terms for regulatory accuracy.