{"id":13456,"date":"2026-05-28T15:18:11","date_gmt":"2026-05-28T05:18:11","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=13456"},"modified":"2026-05-28T15:18:12","modified_gmt":"2026-05-28T05:18:12","slug":"salesforce-financial-services-summit-sydney-2026","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/au\/news\/stories\/salesforce-financial-services-summit-sydney-2026\/","title":{"rendered":"Australian Financial Leaders Pioneer the Agentic Era at Salesforce Summit"},"content":{"rendered":"\n

As financial service organisations across Australia and New Zealand face strict regulatory frameworks and rising consumer demands, the focus has turned to building unified ecosystems where humans and autonomous agents securely manage complex work together.<\/p>\n\n\n\n

The Salesforce Financial Services Summit <\/a>in Sydney this week highlighted just how much the conversation around artificial intelligence in banking, wealth and insurance has changed with the arrival of the Agentic Enterprise<\/a>.\u00a0<\/p>\n\n\n\n

\u201cThe trial-and-error phase of isolated AI pilots is officially over\u201d reflected Greg Beltzer, Chief Customer Officer for Agentforce at the event keynote.\u00a0<\/p>\n\n\n\n

\u201cAI without context is just a hallucination, and regulated industries cannot afford to trust their operations to an unpredictable and opaque system. By combining the creative reasoning of LLMs with the precise steering of predictable, rule-based processes, financial services leaders now have the complete operating system required<\/a> to move from individual automation to collective, enterprise agency.\u201d<\/p>\n\n\n\n

The Shift to Quantifiable Work<\/strong><\/h2>\n\n\n\n

Beltzer emphasised that the defining challenge for modern financial institutions is no longer the intelligence of the underlying AI model, but converting that intelligence into secure, quantifiable work<\/a>.\u00a0<\/p>\n\n\n\n

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\u201cAI alone does not generate enterprise value; people do. The true metric of technological success in 2026 has shifted from how many tokens a model processes to how much meaningful work an organisation successfully executes to augment human capacity.\u201d<\/p>\n

Greg Beltzer, Chief Customer Officer for Agentforce<\/div><\/blockquote>\n\n\n\n

For highly regulated entities, trust isn\u2019t a constraint – it\u2019s a competitive advantage. Local customer success stories shared at the summit illustrated how financial institutions are achieving rapid time-to-value while anchoring their AI deployment in strict data governance.<\/p>\n\n\n\n

Global fintech and online trading platform Eightcap<\/strong><\/a> was one of those to present on how agentic AI is supporting a team that operates across multiple compliance jurisdictions. According to\u00a0<\/p>\n\n\n\n

\u201dThe company has made a deliberate decision to become an agentic enterprise, and since deploying Agentforce for customer service, we\u2019ve achieved a 47% case deflection rate, while unlocking 24\/7 multilingual support across every time zone its traders operate in,\u201d said Julius Anuari, Salesforce Product Owner and Platform Lead for Eightcap. <\/p>\n\n\n\n

\u201cThis is freeing up our internal teams to focus exclusively on complex, high-value cases, and for certain enquiries, cutting the time to respond to these by half. With Agentforce, we\u2019re reshaping our workforce model, accelerating resolution times and creating headroom to upskill staff across the business,\u201d Anuari concluded<\/p>\n\n\n

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Open Image Modal<\/span>\"Sunjeev<\/a>
Sanjeev Gupta, CITO at HBF, speaks at the Salesforce Financial Services Summit keynote in Sydney. <\/figcaption><\/figure>\n
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