This content was created by Automation App. This content was uploaded by Automation App. This is a YouTube video titled "Prudential Saves Sales time with Salesforce Agentforce" created on May 21, 2025. It features a discussion among multiple speakers from Prudential about how Salesforce's platform, particularly AgentForce, helps them manage customer relationships and improve efficiency in their sales processes.
Questions this video answers
Over 50 million customers.
Over 50 countries.
About 150 years.
About half a day per week.
Chapters
We have over 50 million customers in over 50 countries. And so to serve their needs, Prudential has to be able to scale.
Our demographics are wide, so we want to ensure that we're delivering highly efficient, highly accurate interactions with our customers. We are 150-year-old company, and the customer is at the heart of our brand.
Our vision really is to expand access to investments, insurance and retirement security. So how do we get to the people who need us the most? That's a big part of where Salesforce helps us.
At Prudential, we call our salespeople wholesalers, and they're managing relationships of about a few thousand financial advisors. So how many relationships can you really effectively manage when you're talking about that type of volume?
Where Salesforce comes in is it really organizes that data so we get a 360 view of the customer.
Being on the financial services cloud enables not only the data accessibility, but the ability to plug and play.
With AgentForce built directly inside of the Salesforce platform, we can help automate processes so that our wholesalers can focus more of their time on the moments that matter. And that's what we're really excited about in the future. So now fast forward to after a meeting is done. We had a really good conversation about Flexcard with mobile activity, capture. The tasks, the details, the clarity is all created directly inside of the Salesforce platform. We had four clients, but the main one of interest was Tom Jones. So now we're speeding up that part of the process where our response gets back to the financial advisor and we can save about half a day, a week of a wholesaler's time. AgentForce can help supercharge our wholesalers to take their sales to the next level.
With Salesforce, we have this deeply unified platform. We're able to show up and scale in the right way to help our customers with their lives work.
And Salesforce is helping Prudential to be the best in class at customer experience.
