30% Faster Client Onboarding: Expert Wealth’s Agentforce-Powered Success
Financial services teams are there to guide clients toward the right financial decisions, but too often, their time gets eaten up by admin. Sorting through leads, collecting client details, and scheduling meetings takes hours, pulling focus away from what matters: building relationships and providing expert advice.
That is where Agentforce comes in. More than just a chatbot, it is an AI-powered assistant that talks to leads, gathers key details, and books meetings. No more wasted time for human agents, just instant and seamless customer interactions. For Expert Wealth, a leading Sydney-based financial planning firm, this was the missing piece in their client experience strategy.
The Solution
To maximise their website traffic potential, ProQuest has created Sully, the Agentforce Service Agent trained to guide their future customers:
- Sully engages website visitors instantly, assesses their current situation, their goals, recommends the right financial planning package, and books their initial appointments with the right financial advisor based on their specific situation, all without human intervention.
- In the background, a Lead record is automatically created in Salesforce, scored based on the provided details, with the recommended package. A suitable financial advisor for their team is identified, and their calendar gets booked through Salesforce Scheduler once the visitor has selected a suitable time slot.
Watch the Demo of their Agent here:
The Results for Expert Wealth
With Salesforce Financial Services Cloud at the core, Expert Wealth has built a connected, scalable service model.
- 30% faster client onboarding
- 50% fewer touchpoints needed to qualify leads and schedule meetings
- Less manual admin and duplicated effort
- More consistency across the client journey
- Advisers able to focus on strategic, value-added conversations
This success story is also featured on Salesforce’s website, showcasing how Expert Wealth is using digital automation to improve the client experience and streamline operations.
"We started using Agentforce for increased productivity, but also to deliver additional value to the client that typically we would not have been able to do."
Clinton Hatcher,
Digital Innovation Manager, Expert Wealth
The team is also exploring the use of voice AI to further extend the value of digital labour across their operations.
Your Turn to Transform
The future of financial services isn’t just digital. It’s automated, intelligent, and built for speed.
🚀 Ready to make the shift? Partner with ProQuest Consulting and bring AI-driven automation into your business. Smarter processes, seamless experiences, measurable impact.
