Bankers, Meet Your New Robot Coworker
Financial advice used to come from people in suits. Now, it’s coming from people and servers in the cloud. Bank of America just gave about 1,000 financial advisers access to an AI-powered sidekick built on Salesforce’s Agentforce — basically, ChatGPT with a finance degree and no coffee breaks.
The AI helps advisers prep recommendations, answer client questions, and manage daily tasks — all while making sure nobody forgets that the market is unpredictable and terrifying. The bank’s already deep into AI: its virtual assistant Erica is said to do the equivalent work of 11,000 humans (without ever needing PTO).
Other big names like JPMorgan and Goldman Sachs are also experimenting with AI agents to make bankers faster, sharper, and maybe slightly replaceable. But don’t panic — for now, humans still handle the serious money talk. The bots just take notes, crunch numbers, and judge quietly from the sidelines.
Analysts call it “a little boring from a product standpoint,” but to be fair, it’s only boring until your AI adviser starts outperforming your actual one.
Welcome to modern banking: less handshake, more handshake protocol.
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