Featured Speakers:
Drew Seelig, Industry Solutions & Strategy Senior Director, Salesforce
Umair Ilyas, Principal, Account Solutions Engineer, Salesforce
Chuck Snow, Principal, Account Solutions Engineer, Salesforce
Join us for the launch of the groundbreaking Agentforce skills in Financial Services Cloud — available in the summer ‘25 release. Discover how these innovative AI-powered capabilities are specifically designed for banks, wealth managers, and insurance firms to automate critical tasks like meeting preparation and follow-up, streamline routine service requests, and empower frontline teams to deliver more focused and impactful client interactions. See how agents can work autonomously with loan applicants to streamline the loan discovery process and increase loan approvals.
Learn how Agentforce accelerates productivity and time-to-value with pre-built assistive and autonomous agents, offering a significant advantage over building from scratch. Our product and solutions engineering team will demonstrate the these new agents, explain the difference between them and service agents not specifically built for financial services, and go under the hood with Agentbuilder.