Power Your Agentic Transformation: New Financial Services Cloud Editions and Winter '27 InnovationsPower Your Agentic Transformation: New Financial Services Cloud Editions and Winter '27 Innovations

Discover how the new Financial Services Cloud Editions, Core, Advanced, and Max, bundle industry data models, built-in governance controls, preconfigured vertical workflows that speed time to value, and agentic AI pretrained on financial services context and ready to deploy out of the box. Join this session to explore breakthrough 264 (Winter '27) Release innovations across banking, wealth and asset management, and insurance, built for becoming an Agentic Financial Services Enterprise, where humans and agents drive customer success together. Learn how your institution can deliver faster outcomes, boost workforce productivity, and deepen client trust using unified industry capabilities.

Key Takeaways

• Capitalize on 264 (Winter '27) Innovations: Discover new industry-specific capabilities across banking, wealth, and insurance that empower teams and scale digital labor.
• Automate the Moments That Matter in Banking, Wealth, and Insurance: See 264 (Winter '27) innovations in action, including a voice-enabled Agentforce agent that lets policyholders file a First Notice of Loss 24/7 with no CSR required, a unified Customer 360 view that gives banking service reps full context the instant a case escalates, and cross-business-line referral routing that keeps warm leads from going cold.
• Streamline Agentic Transformation with New Editions: Learn how the new Financial Services Cloud Editions, Core, Advanced, and Max, bundle industry data models and governance into single packages to lower operational complexity and speed up time-to-value.