Niema Alimohammadi, Managing Director, Industry Adivisor, Financial Services, Salesforce
Julie Jutte, Senior Product Marketing Manager, Financial Services, Salesforce
Jeremy Scholwater, Distinguised Solution Engineer - Wealth Management, Salesforce
Financial services are entering a new era of AI. Beyond basic automation and even generative AI, agentic AI is poised to fundamentally transform how institutions operate and engage with customers. This webinar will reveal how specialized AI agents can autonomously tackle complex tasks, leading to average revenue increases of 15% within the first year. Discover how to strategically implement agentic AI to empower your workforce, boost efficiency, and achieve measurable business outcomes, positioning your institution for a significant first-mover advantage.
We'll explore use cases and the critical foundational steps for successful implementation, emphasizing mapping processes, building in regulatory readiness, and prioritizing a seamless user experience. Understand how to mitigate risks like data privacy and bias while leveraging AI to reduce human error and improve auditability. Position your institution for a significant first-mover advantage, empower your workforce for higher-value work, and achieve unparalleled efficiency and revenue growth.