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Make Financial Services More Personal with Agentforce
Meet rising customer expectations in uncertain times. Discover how marketers with AI-powered digital workers drive growth and deeper customer relationships with personalized, data-driven experiences.
Important: Reserved seat released 10 min prior to session if not present.
, Lead Solution Engineer, Salesforce
, VP Marketing and Sales Enablement, The Lincoln National Life Insurance Company
, Principal Solution Engineer, Mortgage & Lending, Salesforce
, Senior Director, Product Marketing, Salesforce
, Managing Director, Head of Financial Services Industry and Growth Strategies, Salesforce
, Principal Solution Engineer, Salesforce
Role: Marketing, Administrator, Service
Industry: Financial Services
Product: Agentforce Financial Services, Agentforce, Data 360
Topic: Artificial Intelligence
Session Level: Beginner
Session Type: Breakout
- Wednesday, Jun 118:30 AM - 9:15 AM CDT(1:30 PM - 2:15 PM GMT)Breakout (Room W181, Level 1)
Objective 1: Understand how Agentforce addresses changing customer expectations for financial services.
Objective 2: Explore how AI-powered digital workers and humans improve financial services marketing, sales, and service operations.
Objective 3: Learn to drive growth and build stronger customer relationships with personalized, data-driven experiences.
Available Now on Salesforce+: Watch now
