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Financial Service Agents

Investment Advisor Assistant

Low Complexity

Responsibilities

  • ● 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

Responsibilities

  • ● 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

Responsibilities

  • ● 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