Bank of America Deploys AI Agent Advisory Platform

Bank of America is deploying an internal AI-powered advisory platform to a subset of its financial advisers, rolled out to around 1,000 financial advisers, according to Banking Dive as reported by AI News on March 25, 2026. The platform is based on Salesforce's Agentforce, which enables the creation of AI agents to handle tasks. The system is designed to help advisers handle client queries and prepare recommendations, and it can also help manage daily workflows. Bank of America has been expanding its use of AI across the business. The bank has said its virtual assistant Erica handles work equivalent to about 11,000 employees, while 18,000 of its software developers use AI coding tools that have improved productivity by around 20%.