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Automate Customer Service with Prebuilt Processes and AI from Financial Services Cloud

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Agentforce Financial Services
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Salesforce Webinar
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Featured Speakers:

Lori Borg, Sr. Product Marketing Manager, Financial Services Cloud, Salesforce
Harshal Waghmare, Senior Manager, Product Management, Salesforce
Ryan Kellogg, Principal Specialist Solutions Engineer, Salesforce
Ben Altom, Industry Solutions Specialist, Salesforce


Learn how to build service processes and integrate them with external systems quickly and efficiently using Service Process Studio and a a library of templates in Financial Services Cloud. Hear from Financial Services Cloud product management for a deep dive into the Spring '24 innovations including the details of a more complex process: transaction disputes, which will now feature generative AI to speed up email communications. See a demonstration of a transaction dispute with generative AI that drives efficiency and improves customer satisfaction.