Compass Working Capital uses Salesforce Agentforce to cut coaching notes from 30 minutes to minutes per appointment. The AI transcribes calls and auto-populates records, freeing coaches to spend more time with clients. Compass expects to save 36,000 hours annually.
For millions of people, financial insecurity is about more than getting through the day. When families with low income lack the resources to cover 3 months of basic expenses, they face asset poverty, limiting their ability to plan for tomorrow. Compass Working Capital is on a mission to end asset poverty by providing financial coaching and access to the federal Family Self-Sufficiency Program. But with over 25,000 client appointments annually and a client-to-coach ratio of 200 to 1, It was difficult for coaches to spend the necessary time with each family. That's where Agentforce comes in. Compass Working Capital built a financial coaching assistant to automate transcripts, record updates, and provide coaching insights.
What's special about Salesforce's Agentforce product is that it already knows how to enter the data. It knows our field validations. We can train it to know how we want our notes to be written up. All of that stuff makes it so much faster And like more relevant for our coaches to actually use the tool.
And with Agentforce Contact Center, the process is seamless, automatically bringing coaching transcript details into the coach experience.
Being able to get up to speed before they go into a conversation with their clients really helps them sort of speed up.
Before Agentforce, coaches spent up to 30 minutes entering notes after a single appointment. By letting the AI agent handle administrative tasks, Compass is projecting an 80% improvement in efficiency across the agency. That adds up to That's 36,000 hours saved every single year.
We care about our impact. We need to have really detailed information about our clients' trajectories. And so if they can sit down and have a better conversation, a stronger relationship, better listening, because they have this tool sort of taking care of the data entry that they know they're going to have to do, that's just a huge benefit to our client.
When humans and agents drive success together, the path to a stable future stays open for everyone.
