Unify the Journey: From Lending to Recovery

Most banks treat Lending and Collections as two different worlds, leaving borrowers lost in the middle. Salesforce closes this gap. By connecting application details with payment history, we make debt recovery smarter and use those insights to improve how we lend. This allows banks to grow their loan books safely while keeping credit standards high.

Join our experts for an immersive look at how Agentforce Financial Services (Formerly Financial Services Cloud) is closing the gap. We will demonstrate how to build a "Golden Thread" of data that connects the entire lifecycle—ensuring every interaction is informed, compliant, and empathetic.

What we will cover:

• The Infinity Loop Strategy: How to unify Digital Origination, Servicing, and Collections into a single, cohesive customer story.
• Financial Intermediary Center: Transforming how you collaborate with brokers and third parties to drive volume.
• The Power of Voice AI: Seeing how real-time intelligence turns every phone conversation into actionable data.
• Spring ’26 Highlights: A first look at the new Banking Customer Service Agent and Complaint Management Agent templates to ensure regulatory "safe growth" and Insurance Billing capabilities