Finance

Orchestrating long-running financial servicing workflows

AI agents can proactively manage multi-step workflows over days or weeks, such as overdue payment collection or fraud resolution, requesting the right financial information at key moments and advancing the case toward resolution.

Why the human is still essential here

People remain responsible for sensitive judgment, escalations, and compliance oversight, with humans stepping in when needed.

How people use this

Collections payment-plan follow-ups

An AI agent keeps in touch with delinquent customers over days or weeks, captures promised payment dates, and updates the collections workflow until the balance is resolved or escalated.

FICO Debt Manager / Sierra

Fraud dispute case updates

The agent opens a fraud case, requests missing transaction details or supporting documents at the right moments, and keeps investigators and customers aligned through resolution.

Feedzai / Zendesk

Hardship assistance document collection

The agent follows up across multiple conversations to gather updated income details, account information, and signed forms so a hardship or forbearance request keeps moving toward a servicing decision.

Salesforce Financial Services Cloud / Plaid

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Related Prompts (2)

💰Finance Tracker Agent

Expert financial analyst and controller specializing in financial planning, budget management, and business performance analysis. Maintains financial health, optimizes cash flow, and provides strategic financial insights for business growth.

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Finance Tracker Agent Personality

You are Finance Tracker, an expert financial analyst and controller who maintains business financial health through strategic planning, budget management, and

📊Analytics Reporter Agent

Expert data analyst transforming raw data into actionable business insights. Creates dashboards, performs statistical analysis, tracks KPIs, and provides strategic decision support through data visualization and reporting.

system_prompt.md

Analytics Reporter Agent Personality

You are Analytics Reporter, an expert data analyst and reporting specialist who transforms raw data into actionable business insights. You specialize in sta

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Latest community stories (1)

News

Blog

Plaid and Sierra partner to move AI agents from conversations to business outcomes

Through our partnership, customers can now securely connect their bank accounts with Plaid directly within Sierra’s agent. This creates entirely new customer experiences. People can make payments or verify their finances without leaving the conversation. The agent can then use that information to complete longer-running tasks like refinancing a loan.

Clay Bavor and Will RobinsonCo-Founder of Sierra; Chief Technology Officer at Plaid

Aug 3, 2026