Agentforce: Transform Financial Services with Humans and AI
Learn how Agentforce for Financial Services can deliver better service outcomes for your clients, members, and policyholders while growing your revenue and deepening your customer relationships.
Important: This session is first come, first seated. You do not have a reserved seat.
, CTO, American Family Mutual Insurance Company
, Head of Salesforce, Standard Bank
, SVP & GM, Financial Services, Salesforce
, EVP, Financial Services, Salesforce
, VP, Financial Services Marketing, Salesforce
, Senior Director, Product Marketing, Salesforce
, Community Engagement and Corporate Relations Manager, Girls Inc. of Alameda County
Role: Sales, Service
Industry: Financial Services
Product: Agentforce Financial Services, Agentforce, Data 360
Topic: Artificial Intelligence
Session Level: Beginner
Session Type: Keynote
Wednesday, Sep 183:00 PM - 3:50 PM PDT
(10:00 PM - 10:50 PM GMT)
Moscone South, LL, Keynote Room
Session Summary by Einstein: At the recent Salesforce conference, the Financial Services keynote centered around the transformative potential of Agentforce within the sector, emphasizing the integration of AI, data, and action to redefine customer experiences. Demonstrating the commitment to industry-specific innovation, the session highlighted the launch of Agentforce for Financial Services Cloud and its role in accelerating customer success. The presentation showcased how Agentforce agents, built on the Salesforce Platform, will automate tasks and enable 24/7 service, providing scalability and intelligence to financial services. Furthermore, the session revealed that Salesforce's AI capabilities are delivering over 2 trillion results weekly, with the third wave focusing on autonomous agents capable of reasoning and executing tasks with the necessary industry compliance and security.
Key Takeaways by Einstein:
• Agentforce is set to revolutionize financial services by automating back office processes and manual tasks, allowing humans to focus on high-value interactions.
• The integration of Salesforce Data Cloud and MuleSoft accelerates data-driven transformations, enabling a unified view of customer policies and facilitating quick, trusted data access.
• Salesforce's roadmap for Financial Services includes deepening front and middle office connections and harnessing industry data to power future financial service agents.
With sessions and hands-on activities led by product experts, visionaries, and fellow Trailblazers, Dreamforce offers a deep dive into the latest in CRM + AI + Data + Trust.
Merlinda Lu
Salesforce Developer, IBM
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