{"id":4368,"date":"2026-01-05T16:36:07","date_gmt":"2026-01-05T16:36:07","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=4368"},"modified":"2026-01-05T16:36:09","modified_gmt":"2026-01-05T16:36:09","slug":"agents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/fr\/blog\/agents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial\/","title":{"rendered":"Agents IA : comment Meilleurtaux Placement r\u00e9invente le conseil patrimonial"},"content":{"rendered":"\n<p><em>Le leader fran\u00e7ais du courtage mise sur l&rsquo;IA agentique pour \u00e9pauler au quotidien ses conseillers et offrir une exp\u00e9rience client de meilleure qualit\u00e9, tout en gardant l&rsquo;humain au c\u0153ur de la relation.&nbsp;<\/em><\/p>\n\n\n\n<p><strong>Le secteur du conseil patrimonial conna\u00eet une mutation sans pr\u00e9c\u00e9dent. Les clients, toujours plus inform\u00e9s et exigeants, attendent des r\u00e9ponses instantan\u00e9es et \u00e9clair\u00e9es sur des sujets financiers complexes. Face \u00e0 cette \u00e9volution, Meilleurtaux Placement a fait un pari audacieux : r\u00e9inventer le m\u00e9tier de conseiller en tirant parti des nouvelles technologies. Adrien Vesteghem, Chief Data &amp; AI Officer de Meilleurtaux, d\u00e9voile les contours de cette transformation.<\/strong>&nbsp;<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-plus-de-20-ans-au-service-du-pouvoir-d-achat-des-francais-nbsp\"><strong>Plus de 20 ans au service du pouvoir d&rsquo;achat des Fran\u00e7ais<\/strong>&nbsp;<\/h1>\n\n\n\n<p>Depuis sa cr\u00e9ation en 1999, Meilleurtaux s&rsquo;est impos\u00e9 comme une r\u00e9f\u00e9rence du courtage en France. Le groupe couvre aujourd&rsquo;hui l&rsquo;ensemble des besoins financiers des particuliers : cr\u00e9dits, assurances et placements. Chaque ann\u00e9e, pr\u00e8s de 3 millions de Fran\u00e7ais font appel \u00e0 l&rsquo;expertise du r\u00e9seau, fort de plus de 1 300 conseillers r\u00e9partis dans 300 agences.&nbsp;<\/p>\n\n\n\n<p>\u00ab Cette r\u00e9ussite repose sur un triptyque \u00e9prouv\u00e9 : informer pour faire des \u00e9conomies au quotidien, comparer pour offrir les meilleures solutions, et accompagner gr\u00e2ce \u00e0 notre r\u00e9seau de conseillers \u00bb, indique Adrien Vesteghem, Chief Data &amp; AI Officer chez Meilleurtaux.&nbsp;<\/p>\n\n\n\n<p>Avec 6 milliards d&rsquo;euros d&rsquo;actifs sous gestion en 2025, Meilleurtaux Placement, entit\u00e9 du groupe d\u00e9di\u00e9e \u00e0 l&rsquo;\u00e9pargne et l&rsquo;investissement, devance aujourd&rsquo;hui le m\u00e9tier historique du cr\u00e9dit. Cette croissance spectaculaire s&rsquo;accompagne d&rsquo;un d\u00e9fi de taille : comment maintenir une qualit\u00e9 de conseil irr\u00e9prochable quand les attentes des clients et la complexit\u00e9 r\u00e9glementaire ne cessent de cro\u00eetre ?&nbsp;<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-repenser-l-experience-client-grace-a-l-ia-nbsp\"><strong>Repenser l&rsquo;exp\u00e9rience client gr\u00e2ce \u00e0 l&rsquo;IA<\/strong>&nbsp;<\/h1>\n\n\n\n<p>Pour relever ces d\u00e9fis, Meilleurtaux Placement a engag\u00e9 une ambitieuse transformation avec Salesforce, en adoptant un mod\u00e8le hybride o\u00f9 technologie et humain se renforcent mutuellement. \u00ab Chez Meilleurtaux, nous ne croyons pas \u00e0 un monde enti\u00e8rement digitalis\u00e9. Nous lui pr\u00e9f\u00e9rons un monde hybride, o\u00f9 nos clients b\u00e9n\u00e9ficient des atouts de la technologie, sans compromettre la qualit\u00e9 de la relation humaine \u00bb, explique Adrien Vesteghem.&nbsp;<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Paradoxalement, l&rsquo;IA nous permet de remettre l&rsquo;humain au centre. \u00bb&nbsp;<\/p>\n<\/blockquote>\n<span class=\"citation-role\">Adrien Vesteghem, <br>Chief Data &amp; AI Officer de Meilleurtaux<\/span>\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Partager sur LinkedIn (S&#039;ouvre dans un nouvel onglet)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Ffr%2Fblog%2Fagents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=Agents%20IA%20%3A%20comment%20Meilleurtaux%20Placement%20r%C3%A9invente%20le%20conseil%20patrimonial\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Partager sur Twitter (S&#039;ouvre dans un nouvel onglet)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=Agents%20IA%20%3A%20comment%20Meilleurtaux%20Placement%20r%C3%A9invente%20le%20conseil%20patrimonial&#038;url=https%3A%2F%2Fwww.salesforce.com%2Ffr%2Fblog%2Fagents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewBox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Partager sur Facebook (S&#039;ouvre dans un nouvel onglet)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Ffr%2Fblog%2Fagents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"Agents IA : comment Meilleurtaux Placement r\u00e9invente le conseil patrimonial\" https:\/\/www.salesforce.com\/fr\/blog\/agents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p>Avec l&rsquo;intelligence artificielle, Meilleurtaux Placement souhaite digitaliser l&rsquo;exp\u00e9rience client de bout en bout pour offrir des r\u00e9ponses imm\u00e9diates, \u00e0 tout instant. L&rsquo;objectif est d&rsquo;automatiser les t\u00e2ches chronophages et \u00e0 faible valeur ajout\u00e9e pour lib\u00e9rer le temps des conseillers. \u00ab Nos \u00e9quipes peuvent ainsi se concentrer sur ce qui compte vraiment : le conseil, l&rsquo;accompagnement et la construction d&rsquo;une vraie proximit\u00e9 avec nos clients. Paradoxalement, l&rsquo;IA nous permet de remettre l&rsquo;humain au centre. \u00bb&nbsp;<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-le-conseiller-augmente-au-coeur-de-la-relation-nbsp\"><strong>Le conseiller augment\u00e9 au c\u0153ur de la relation<\/strong>&nbsp;<\/h1>\n\n\n\n<p>La vision de Meilleurtaux Placement prend forme avec le projet de \u00ab conseiller augment\u00e9 \u00bb, lanc\u00e9 pour optimiser la pr\u00e9paration des rendez-vous patrimoniaux. Cet agent IA analyse automatiquement l&rsquo;ensemble des informations clients stock\u00e9es dans Salesforce et en dehors, comme les PDF de recommandations d\u2019investissement d\u00e9sormais charg\u00e9s dans Data 36O. L\u2019agent IA en extrait une synth\u00e8se intelligente, met en lumi\u00e8re les points d&rsquo;attention prioritaires et sugg\u00e8re des axes de discussion personnalis\u00e9s. \u00c0 la cl\u00e9, un gain de 15 minutes par entretien et des \u00e9changes beaucoup plus fluides et qualitatifs avec les clients.&nbsp;<\/p>\n\n\n<div class=\"wp-block-quote-article\" style=\"\"><div class=\"wp-block-quote-social-wrapper\"><figure class=\"wp-block-quote-article-quote\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Deux semaines apr\u00e8s le d\u00e9ploiement, 100\u00a0% de nos conseillers avaient d\u00e9j\u00e0 utilis\u00e9 la solution. \u00bb<\/p>\n<\/blockquote>\n<span class=\"citation-role\">Adrien Vesteghem, <br>Chief Data &amp; AI Officer de Meilleurtaux<\/span>\n<div class=\"post__social post__social--v2 post__social--blockquote\">\n\n\t\n\t<ul class=\"social-nav social-nav-v2\">\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Partager sur LinkedIn (S&#039;ouvre dans un nouvel onglet)\"\n\t\t\t\t\thref=\"http:\/\/www.linkedin.com\/shareArticle?mini=true&#038;url=https%3A%2F%2Fwww.salesforce.com%2Ffr%2Fblog%2Fagents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial%2F%3Futm_source%3DLinkedIn%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;title=Agents%20IA%20%3A%20comment%20Meilleurtaux%20Placement%20r%C3%A9invente%20le%20conseil%20patrimonial\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"21\" fill=\"none\"><path fill=\"#032D60\" d=\"M16.625 0H4.375A4.375 4.375 0 0 0 0 4.375v12.25A4.375 4.375 0 0 0 4.375 21h12.25A4.375 4.375 0 0 0 21 16.625V4.375A4.375 4.375 0 0 0 16.625 0M7 16.625H4.375V7H7zM5.687 5.89a1.54 1.54 0 0 1-1.53-1.543c0-.852.685-1.544 1.53-1.544.846 0 1.532.692 1.532 1.544S6.534 5.89 5.687 5.89M17.5 16.625h-2.625v-4.903c0-2.947-3.5-2.724-3.5 0v4.903H8.75V7h2.625v1.544c1.222-2.262 6.125-2.43 6.125 2.167z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Partager sur Twitter (S&#039;ouvre dans un nouvel onglet)\"\n\t\t\t\t\thref=\"https:\/\/x.com\/intent\/tweet?text=Agents%20IA%20%3A%20comment%20Meilleurtaux%20Placement%20r%C3%A9invente%20le%20conseil%20patrimonial&#038;url=https%3A%2F%2Fwww.salesforce.com%2Ffr%2Fblog%2Fagents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial%2F%3Futm_source%3DTwitter%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt&#038;via=salesforce\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" fill=\"#032D60\" viewBox=\"0 0 32 32\"><path d=\"M17.4 14.8 23 8.3h-1.3L16.8 14 13 8.3H8.5l5.9 8.5-5.9 6.8h1.3l5.1-6 4.1 6h4.5zm-1.8 2.1-.6-.8-4.7-6.8h2l3.8 5.5.6.8 5 7.1h-2z\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"social-nav__item\">\n\t\t\t\t<a\n\t\t\t\t\taria-label=\"Partager sur Facebook (S&#039;ouvre dans un nouvel onglet)\"\n\t\t\t\t\thref=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.salesforce.com%2Ffr%2Fblog%2Fagents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial%2F%3Futm_source%3DFacebook%26utm_medium%3Dorganic_social%26utm_campaign%3Dus_cbaw%26utm_content%3Dblog-ctt\"\n\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t>\n\t\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"19\" height=\"19\" fill=\"none\"><path fill=\"#032D60\" d=\"M19 9.5a9.5 9.5 0 0 0-19 0c0 4.742 3.474 8.672 8.016 9.385v-6.639H5.604V9.5h2.412V7.407c0-2.38 1.418-3.696 3.588-3.696 1.04 0 2.127.185 2.127.185v2.338h-1.198c-1.18 0-1.549.733-1.549 1.484V9.5h2.635l-.421 2.746h-2.214v6.639C15.526 18.172 19 14.242 19 9.5\" \/><\/svg>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\n\t\t<li class=\"social-nav__item\">\n\t\t\t<button\n\t\t\t\tclass=\"copy-share js-copy-link\"\n\t\t\t\taria-label=\"Copy link to clipboard\"\n\t\t\t\thref=\"#\"\n\t\t\t\tdata-clipboard-text='\"Agents IA : comment Meilleurtaux Placement r\u00e9invente le conseil patrimonial\" https:\/\/www.salesforce.com\/fr\/blog\/agents-ia-comment-meilleurtaux-placement-reinvente-le-conseil-patrimonial\/'\n\t\t\t>\n\t\t\t\t\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"10\" fill=\"none\"><path fill=\"#032D60\" d=\"M14.586.406h-3.667V2.24h3.667a2.76 2.76 0 0 1 2.75 2.75 2.76 2.76 0 0 1-2.75 2.75h-3.667v1.833h3.667a4.585 4.585 0 0 0 4.583-4.583A4.585 4.585 0 0 0 14.586.406m-5.5 7.334H5.419a2.76 2.76 0 0 1-2.75-2.75 2.76 2.76 0 0 1 2.75-2.75h3.667V.406H5.419A4.585 4.585 0 0 0 .836 4.99a4.585 4.585 0 0 0 4.583 4.583h3.667zm-2.75-3.667h7.333v1.833H6.336z\" \/><\/svg>\n\t\t\t<\/button>\n\t\t<\/li>\n\t<\/ul>\n<\/div>\n<\/figure><\/div><\/div>\n\n\n<p>\u00ab Nos r\u00e9sultats sont tr\u00e8s encourageants. Deux semaines apr\u00e8s le d\u00e9ploiement, 100 % de nos conseillers avaient d\u00e9j\u00e0 utilis\u00e9 la solution, s&rsquo;enthousiasme Adrien Vesteghem. Et leur efficacit\u00e9 augmente en moyenne de 25 %. \u00bb Gr\u00e2ce \u00e0 cette approche hybride, Meilleurtaux Placement r\u00e9invente la relation client : plus rapide, plus intelligente et toujours profond\u00e9ment humaine.&nbsp;<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-sur-le-chemin-de-l-entreprise-agentique-nbsp\"><strong>Sur le chemin de l&rsquo;entreprise agentique<\/strong>&nbsp;<\/h1>\n\n\n\n<p>Avec le d\u00e9ploiement de son conseiller augment\u00e9, Meilleurtaux Placement a franchi une premi\u00e8re \u00e9tape vers l&rsquo;entreprise agentique. \u00ab Ce projet est la premi\u00e8re brique d&rsquo;une transformation plus vaste. Nous souhaitons aller plus loin et d\u00e9ployer de nouveaux cas d&rsquo;usage, \u00e0 la fois internes et externes \u00bb, indique Adrien Vesteghem.&nbsp;<\/p>\n\n\n\n<p>Pour cela, le premier d\u00e9fi consiste \u00e0 ancrer durablement ces outils dans le quotidien des \u00e9quipes. Meilleurtaux Placement acc\u00e9l\u00e8re pour \u00e9tendre le p\u00e9rim\u00e8tre d&rsquo;action de l&rsquo;IA \u00e0 l&rsquo;ensemble du parcours client. \u00c0 court terme, l&rsquo;entreprise pr\u00e9voit d&rsquo;ouvrir le mode conversationnel interne et de d\u00e9ployer des agents capables de r\u00e9pondre aux questions m\u00e9tier. Ensuite, l&rsquo;exploitation du canal voix constitue le chantier le plus strat\u00e9gique, les \u00e9changes t\u00e9l\u00e9phoniques \u00e9tant une mine d&rsquo;informations souvent inexploit\u00e9es. Captur\u00e9es et analys\u00e9es en temps r\u00e9el gr\u00e2ce \u00e0 l&rsquo;IA, ces donn\u00e9es permettront d&rsquo;enrichir la connaissance client et de personnaliser l&rsquo;accompagnement.&nbsp;<\/p>\n\n\n\n<p>Loin de d\u00e9shumaniser le conseil patrimonial, la r\u00e9volution agentique le recentre sur son essence m\u00eame : l&rsquo;\u00e9coute, la confiance et l&rsquo;accompagnement sur le long terme. \u00ab Pour y parvenir, la confiance du management, une base de connaissances fiable et des solutions industrielles robustes sont indispensables. Mais nous comptons aussi sur l&rsquo;accompagnement de Salesforce, crucial pour r\u00e9pondre \u00e0 ces exigences et passer \u00e0 l&rsquo;\u00e9chelle \u00bb, conclut Adrien Vesteghem.&nbsp;<\/p>\n\n\n<div class=\"wp-block-salesforce-blog-trending-articles\">\n\n\t<header class=\"wp-block-salesforce-blog-trending-articles__header\">\n\t\t<h2 class=\"wp-block-salesforce-blog-trending-articles__title\">Articles tendance<\/h2>\n\t<\/header>\n\n\t\t\t\t\t\t<div class=\"wp-block-salesforce-blog-trending-article\">\n\t\t\n\t\t\t<div class=\"wp-block-salesforce-blog-trending-article__thumbnail\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/AI-sales.png?w=300&#038;quality=80\" sizes=\"(min-width: 48em) 500px, 100vw\" srcset=\"https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/AI-sales.png 1186w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/AI-sales.png?w=300&amp;h=166 300w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/AI-sales.png?w=768&amp;h=426 768w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/AI-sales.png?w=1024&amp;h=568 1024w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/AI-sales.png?w=150&amp;h=83 150w\" alt=\"Graphic of a winding path leading to a laptop with people walking and looking at various graphical icons\" loading=\"lazy\" \/><\/span>\t\t\t<\/div>\n\n\t\t\t<div class=\"wp-block-salesforce-blog-trending-article__content\">\n\t\t\t\t<h3 class=\"wp-block-salesforce-blog-trending-article__content--title\">\n\t\t\t\t\tQuels sont les avantages de l&#039;IA pour une entreprise ?\t\t\t\t<\/h3>\n\t\t\t\t<p class=\"wp-block-salesforce-blog-trending-article__content--text trending-article__content--font-size-small\">\n\t\t\t\t\t5 min de lecture\t\t\t\t<\/p>\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"wp-block-salesforce-blog-trending-article\">\n\t\t\n\t\t\t<div class=\"wp-block-salesforce-blog-trending-article__thumbnail\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/data-cloud-whitepaper_visual_asset__1_.png?w=300&#038;quality=80\" sizes=\"(min-width: 48em) 500px, 100vw\" srcset=\"https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/data-cloud-whitepaper_visual_asset__1_.png 1268w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/data-cloud-whitepaper_visual_asset__1_.png?w=300&amp;h=224 300w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/data-cloud-whitepaper_visual_asset__1_.png?w=768&amp;h=572 768w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/data-cloud-whitepaper_visual_asset__1_.png?w=1024&amp;h=763 1024w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/04\/data-cloud-whitepaper_visual_asset__1_.png?w=150&amp;h=112 150w\" alt=\"\" loading=\"lazy\" \/><\/span>\t\t\t<\/div>\n\n\t\t\t<div class=\"wp-block-salesforce-blog-trending-article__content\">\n\t\t\t\t<h3 class=\"wp-block-salesforce-blog-trending-article__content--title\">\n\t\t\t\t\tQu&#039;est-ce que Data\u00a0Cloud\u00a0?\t\t\t\t<\/h3>\n\t\t\t\t<p class=\"wp-block-salesforce-blog-trending-article__content--text trending-article__content--font-size-small\">\n\t\t\t\t\t4 min de lecture\t\t\t\t<\/p>\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"wp-block-salesforce-blog-trending-article\">\n\t\t\n\t\t\t<div class=\"wp-block-salesforce-blog-trending-article__thumbnail\">\n\t\t\t\t<span class=\"img-object-fit\"><img decoding=\"async\" src=\"https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/10\/retail-marketing-blog-salesforce-fr.jpeg?w=300&#038;quality=80\" sizes=\"(min-width: 48em) 500px, 100vw\" srcset=\"https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/10\/retail-marketing-blog-salesforce-fr.jpeg 1500w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/10\/retail-marketing-blog-salesforce-fr.jpeg?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/10\/retail-marketing-blog-salesforce-fr.jpeg?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/10\/retail-marketing-blog-salesforce-fr.jpeg?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/fr\/blog\/wp-content\/uploads\/sites\/15\/2024\/10\/retail-marketing-blog-salesforce-fr.jpeg?w=150&amp;h=84 150w\" alt=\"Une illustration montre une cliente entour\u00e9e de pictogrammes, repr\u00e9sentant les diff\u00e9rents canaux marketing.\" loading=\"lazy\" \/><\/span>\t\t\t<\/div>\n\n\t\t\t<div class=\"wp-block-salesforce-blog-trending-article__content\">\n\t\t\t\t<h3 class=\"wp-block-salesforce-blog-trending-article__content--title\">\n\t\t\t\t\tRetail marketing : data et IA au service de l\u2019engagement client\t\t\t\t<\/h3>\n\t\t\t\t<p class=\"wp-block-salesforce-blog-trending-article__content--text trending-article__content--font-size-small\">\n\t\t\t\t\t4 min de lecture\t\t\t\t<\/p>\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Le leader fran\u00e7ais du courtage mise sur l&rsquo;IA agentique pour \u00e9pauler au quotidien ses conseillers et offrir une exp\u00e9rience client de meilleure qualit\u00e9, tout en gardant l&rsquo;humain au c\u0153ur de la relation.&nbsp; Le&hellip;<\/p>\n","protected":false},"author":748,"featured_media":4378,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"sf_justforyou_enable_alt":true,"optimizely_content_id":"695be85f6c075e9f05e1b4a6","post_meta_title":"","ai_synopsis":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"sf_topic":[485,539],"sf_content_type":[],"blog":[],"coauthors":[27],"class_list":["post-4368","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","sf_topic-customer-success-2","sf_topic-temoignages-clients"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Agents IA : comment Meilleurtaux Placement r\u00e9invente le conseil patrimonial \u2022 Salesforce<\/title>\n<meta name=\"description\" content=\"Le leader fran\u00e7ais du courtage mise sur l&#039;IA agentique pour 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