> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-using/salesforce-live-agent/financial-services/ # Financial services firms using Salesforce Live Agent Salesforce Live Agent detected at 8% of the financial services firms listed here. Who they are, what else they run and how to reach the people behind it. By Enrich.chat Editorial. Updated October 21, 2026. **Short answer:** Salesforce Live Agent was detected at 8% of the financial services firms listed on this site, including American Express, Fidelity, Standard Bank Group, Standard Bank South Africa and BBVA en México. Below are who they are, the other tools they run and how big they are. ## Which financial services firms use Salesforce Live Agent? Salesforce Live Agent was detected at 8% of the financial services firms listed on this site. They include American Express, Fidelity, Standard Bank Group, Standard Bank South Africa and BBVA en México. The table lists a selection of larger ones in alphabetical order; names link to company profiles. | Company | Size | Tools detected | | --- | --- | --- | | [American Express](https://enrich.chat/company/american-express/) | 50,000 to 100,000 | 28 | | [Ameriprise Financial](https://enrich.chat/company/ameriprise-financial/) | 10,000 to 25,000 | 43 | | [BBVA en México](https://enrich.chat/company/bbva-en-m-xico/) | 25,000 to 50,000 | 68 | | [Broadridge Financial Solutions](https://enrich.chat/company/broadridge-financial-solutions/) | 10,000 to 25,000 | 44 | | BTG Pactual | 5,000 to 10,000 | 71 | | Coinbase Global | 5,000 to 10,000 | 17 | | DLL | 5,000 to 10,000 | 25 | | E-Trade Financial | 5,000 to 10,000 | 15 | | [Equifax](https://enrich.chat/company/equifax/) | 10,000 to 25,000 | 56 | | [Fidelity](https://enrich.chat/company/fidelity/) | 50,000 to 100,000 | 20 | | Fisher Investments | 5,000 to 10,000 | 45 | | [ICE](https://enrich.chat/company/ice/) | 10,000 to 25,000 | 43 | | John Hancock | 5,000 to 10,000 | 41 | | [LSEG (London Stock Exchange Group)](https://enrich.chat/company/lseg-london-stock-exchange-group/) | 10,000 to 25,000 | 56 | | Moody's | 5,000 to 10,000 | 65 | | [Morningstar](https://enrich.chat/company/morningstar/) | 10,000 to 25,000 | 87 | | [Natixis Corporate & Investment Banking](https://enrich.chat/company/natixis-corporate-and-investment-banking/) | 10,000 to 25,000 | 36 | | [New York Life](https://enrich.chat/company/new-york-life/) | 25,000 to 50,000 | 61 | | Nuveen | 5,000 to 10,000 | 36 | | [Principal Financial Group](https://enrich.chat/company/principal-financial-group/) | 10,000 to 25,000 | 58 | | Prudential | 25,000 to 50,000 | 55 | | [Rocket Mortgage](https://enrich.chat/company/rocket-mortgage/) | 10,000 to 25,000 | 118 | | [S&P Global](https://enrich.chat/company/sandp-global/) | 25,000 to 50,000 | 127 | | Stanbic IBTC | 5,000 to 10,000 | 20 | | [Standard Bank Group](https://enrich.chat/company/standard-bank-group/) | 50,000 to 100,000 | 46 | | [Standard Bank South Africa](https://enrich.chat/company/standard-bank-south-africa/) | 50,000 to 100,000 | 57 | | T. Rowe Price Group | 5,000 to 10,000 | 51 | | [Truist](https://enrich.chat/company/truist/) | 25,000 to 50,000 | 67 | | [USAA](https://enrich.chat/company/usaa/) | 25,000 to 50,000 | 35 | | Wintrust Financial | 10,000 to 25,000 | 20 | ## What else do financial services firms that use Salesforce Live Agent run? These tools stand out among them: each is detected more often here than across all the organizations listed. The tick on each bar marks that wider average. **Figure: Tools found with Salesforce Live Agent at financial services firms.** Bars for the share of financial services firms using Salesforce Live Agent where each other tool was also detected: Qualtrics 34%, Yahoo Ad Manager Plus 27%, Salesforce Service Cloud 25%, ON24 20%, Drift 11%, Ensighten 11%, LivePerson Monitor 11%, WalkMe 11%. *Share of financial services firms using Salesforce Live Agent where each other tool was also detected. The tick marks the share across all listed organizations.* ## How big are financial services firms that use Salesforce Live Agent? The columns show how these financial services firms spread across six size ranges. **Figure: Size of financial services firms using Salesforce Live Agent.** Six columns for the share of financial services firms using Salesforce Live Agent in each size range from 2,000 to over 100,000 employees: 2-5K 41%, 5-10K 23%, 10-25K 18%, 25-50K 11%, 50-100K 7%, 100K+ 0%. *Share of financial services firms using Salesforce Live Agent in each size range.* ## More from Financial services and Salesforce Live Agent Other tools in financial services: [Google Tag Manager](https://enrich.chat/companies-using/google-tag-manager/financial-services/)[Microsoft 365](https://enrich.chat/companies-using/microsoft-365/financial-services/)[Google Analytics](https://enrich.chat/companies-using/google-analytics/financial-services/)[Facebook Login](https://enrich.chat/companies-using/facebook-login/financial-services/)[Facebook Widget](https://enrich.chat/companies-using/facebook-widget/financial-services/)[Facebook Custom Audiences](https://enrich.chat/companies-using/facebook-custom-audiences/financial-services/)[Microsoft Outlook](https://enrich.chat/companies-using/microsoft-outlook/financial-services/)[Vimeo](https://enrich.chat/companies-using/vimeo/financial-services/)[DoubleClick](https://enrich.chat/companies-using/doubleclick/financial-services/)[WordPress (self-hosted)](https://enrich.chat/companies-using/wordpress-org/financial-services/) Other industries that use Salesforce Live Agent: [Information technology and services](https://enrich.chat/companies-using/salesforce-live-agent/information-technology-and-services/)[Higher education](https://enrich.chat/companies-using/salesforce-live-agent/higher-education/)[Retail](https://enrich.chat/companies-using/salesforce-live-agent/retail/)[Government administration](https://enrich.chat/companies-using/salesforce-live-agent/government-administration/) ## How do you reach the people who run Salesforce Live Agent at financial services firms? Salesforce Live Agent is usually owned by customer support and customer experience leaders. Pick an organization from the table, then ask your AI agent for them. ```text Use www.enrich.chat to find CFOs, CIOs and heads of digital banking at [company], with titles and verified work emails ``` ## Frequently asked questions ### Which financial services firms use Salesforce Live Agent? Salesforce Live Agent was detected at 8% of the financial services firms listed here, including American Express, Fidelity, Standard Bank Group, Standard Bank South Africa and BBVA en México. ### What else do financial services firms that use Salesforce Live Agent run? They most often also run Qualtrics, Yahoo Ad Manager Plus, Salesforce Service Cloud and ON24. ### How is Salesforce Live Agent detected? From public signals: code and tags on a company's website, HTTP headers and DNS records. A detected tool shows it was seen, not what the company pays for it. ### Who should I contact? Usually customer support and customer experience leaders for the tool, and CFOs, CIOs and heads of digital banking for the buying decision. Ask your AI agent to use www.enrich.chat to find them with verified work emails. ## Try this prompt Find the people who run Salesforce Live Agent ```text Use www.enrich.chat to find CFOs, CIOs and heads of digital banking at [company], with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Financial services firms using Google Tag Manager](https://enrich.chat/companies-using/google-tag-manager/financial-services/) - [Financial services firms using Microsoft 365](https://enrich.chat/companies-using/microsoft-365/financial-services/) - [Financial services firms using Google Analytics](https://enrich.chat/companies-using/google-analytics/financial-services/) - [Financial services firms using Facebook Login](https://enrich.chat/companies-using/facebook-login/financial-services/) - [Software and technology services companies using Salesforce Live Agent](https://enrich.chat/companies-using/salesforce-live-agent/information-technology-and-services/) - [Colleges and universities using Salesforce Live Agent](https://enrich.chat/companies-using/salesforce-live-agent/higher-education/) - [Retailers using Salesforce Live Agent](https://enrich.chat/companies-using/salesforce-live-agent/retail/) - [Government agencies using Salesforce Live Agent](https://enrich.chat/companies-using/salesforce-live-agent/government-administration/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)