Financial services institutions are at a turning point. After early experiments with generative AI, institutions are shifting their focus to more advanced capabilities that can drive real outcomes. In this next phase — the Agentic Era — AI agents are emerging as a new kind of digital labour.
These systems are designed to operate with context, make informed decisions, and take on tasks that once required manual intervention, helping teams move faster while improving precision and control.
This whitepaper explores how banks, insurers, wealth managers, and superannuation providers are moving from experimentation to real execution. Learn how to scale AI with the right data foundation, architecture, and operating model to unlock gains in productivity, accuracy, and customer experience.
See how financial services leaders are turning AI into real enterprise value. In this whitepaper, you'll discover how forward-thinking institutions are putting digital labour to work across the business.
You’ll learn:
- Why 91% of mature financial institutions now see AI as a core value driver
- How autonomous agents are already reducing manual prep work from hours to seconds
- What it takes to shift from siloed pilots to enterprise-wide deployment
- How Agentforce supports trusted, governed AI systems that can scale
Get the whitepaper and see how leaders are using digital labour to improve outcomes across the business.
