Skip to content

Next-Gen Banking & Wealth with Agentforce: Agentic AI & the Future of Client Engagement

Upcoming Live On-demand
Please wait..
  • Share

Salesforce Webinar
Oops, something went wrong. Please try again later.

Financial institutions are no longer merely enhancing client experiences—they’re reimagining how they operate. Agentic AI is driving this transformation, enabling banks and wealth firms to scale efficiently, automate complex tasks, and optimise decision-making at unprecedented levels.

Agentforce equips next-gen bankers and financial advisers with AI-powered digital labour and intelligent automation, freeing teams to focus on high-value work while delivering more proactive, personalised, and meaningful client engagement.

Join this webinar to learn how agentic AI helps firms:

  • Revolutionise operations with automation and AI-driven workflows
  • Scale efficiently by transforming work and augmenting human expertise
  • Unlock growth with data-driven decision-making

Discover how AI is transforming financial services from the inside out.

Register now to watch.


Featured Speakers:

  • Cheryl Pipia, Head of Global Sales Management, T. Rowe Price
  • Michelle Feinstein, VP and GM, Product Management, Salesforce
  • Niema Alimohammadi, Senior Director, Industry GTM, Salesforce
  • Patrick Quackenbush, Principal Solution Engineer, Salesforce