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
Financial institutions are no longer just enhancing client experiences—they’re reimagining how they operate. Agentic AI is driving this transformation, enabling banks and wealth firms to scale efficiently, automate complex tasks, and optimize decision-making at unprecedented levels.
Agentforce equips next-gen bankers and financial advisors with AI-powered digital labor and intelligent automation, freeing teams to focus on high-value work while delivering more proactive, personalized and meaningful client engagement.
Join this webinar to learn how agentic AI helps firms:
- Revolutionize operations with automation and AI-driven workflows
- Scale efficiently by transforming work and augmenting human expertise
- Unlock growth with data-driven decision-making