Uncover how AI partnerships can empower your bank. See how Trailblazers can leverage generative AI with a trust layer that maintains security and compliance, while enhancing services.
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AI Spotlight: How to Bring Trusted AI to Your Bank
, Industry Solutions - Investment Banking & Capital Markets, Salesforce
, VP & GM, Banking Industry Solutions & Strategy, Salesforce
, VP, Operations Strategy Integration, PenFed Credit Union
Role: IT
Industry: Financial Services
Product: Einstein
Session Level: Introductory
Available Now on Salesforce+: Watch now
- Tuesday, Sep 123:30 PM - 3:50 PM PDT(10:30 PM - 10:50 PM GMT)AI Landing (Moscone South, Lodge Village)
- Thursday, Sep 149:30 AM - 9:50 AM PDT(4:30 PM - 4:50 PM GMT)AI Landing (Moscone South, Lodge Village)
Session Summary by Einstein: This Dreamforce session discussed the potential of generative AI in the banking industry. It emphasized the need for trust and the importance of understanding the technology before deploying it to the entire customer base. Also highlighted is the importance of iterative delivery, releasing new functionality to employees as a pilot use case first, gathering feedback, and then adjusting and releasing in incremental phases. The session also showcased a demo of how large language models can identify and resolve issues, such as sanction on a bank during a wire transfer. The session concluded with the importance of making AI functionally useful within organizations and working with regulators and internal privacy and security teams to get the most value out of AI.
Key Takeaways by Einstein:
- • Salesforce is focusing on harnessing the power of generative AI to enhance customer service and streamline internal processes in the banking sector.
- • The company is working with LLM providers to enable AI models to be industry-specific and firm-specific, ensuring they align with the policies and procedures of individual organizations.
- • Salesforce is committed to making AI technology accessible and functional for all users, with the goal of improving efficiency and reducing risk across various use cases.
From thought-provoking sessions to hands-on workshops, Dreamforce equips you with the tools and knowledge to succeed."
Nadina D. Lisbon
CRM Enterprise Architect
NetApp
