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

Financial institutions are no longer just enhancing client experiences—they’re reimagining their entire operations. Agentic AI is at the forefront of this transformation, enabling banks and wealth firms to scale efficiently, automate intricate tasks, and optimise decision-making like never before.

Agentforce empowers next-generation bankers and financial advisers with AI-driven digital labour and intelligent automation. This allows teams to concentrate on high-value tasks while providing 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

Learn how AI is reshaping financial services from the inside out.

Register for our webinar or watch it on demand afterwards.



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

Register now

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