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Financial Service Agents
Investment Advisor Assistant
Low Complexity
Investment Advisor Assistant
Low ComplexityResponsibilities
- ● Answer questions about investment products
- ● Schedule meetings with financial advisors
- ● Investment product information is available in Knowledge Articles or other objects in Salesforce
- ● The client is viewing the chat on an authenticated community site
Financial Services SDR Agent
High Complexity
Financial Services SDR Agent
High ComplexityResponsibilities
- ● Qualify prospects based on email engagement, executed by the SDR Agent
- ● Respond to followup questions using knowledge base information
- ● Schedule meetings between qualified prospects and Financial Advisors
- ● Auto-update accurate prospect records in financial CRM systems
- ● User preferences and criterions to be present in SF
- ● Criterion to qualify lead is pre-defined/known
- ● Knowledge base to answer basic user queries to qualify them
Financial Services Support Agent
High Complexity
Financial Services Support Agent
High ComplexityResponsibilities
- ● Verify customers based on OTP/secure credentials
- ● Provide account balance and transaction history information
- ● Process simple service requests like limit changes and statement preferences
- ● Schedule appointments with specialized financial advisors for complex requests
- ● Relevant account/transaction information to be present in SF
- ● SF should be the source of truth for account information
- ● Pre-existing API/way to authenticate user (if apart from OTP) or availability of a third party system like OTP less for OTP gen and verification