In financial services, your relationships are your business. But most relationship managers spend their days buried in data, reports, and follow-ups, leaving little time to advise clients or identify new growth opportunities.
Join Salesforce experts for a live session built for B2B financial institutions: banks, insurers, and asset managers focused on transforming relationship management.
You’ll see how Salesforce’s new features in Financial Services Cloud and industry-specific AI agents combine to create a single, intelligent view of every client and connection. Learn how to:
- Reduce manual prep and follow-ups with AI-driven automation
- Map complex relationship networks to uncover risks and opportunities
- Give teams the insights they need to act as trusted advisors
This isn’t about technology for technology’s sake. It’s about helping your most valuable people spend less time managing data and more time deepening relationships, strengthening trust, and driving growth.
Featured Speakers
Greg Blasuey
Kelley Azam
