Resources

Demo

See how leading fintechs acquire, onboard, and grow merchants with Salesforce.

Agentforce 360 for Financial Services helps fintech companies manage the entire merchant life cycle — from lead acquisition and intelligent onboarding to relationship growth and portfolio management.

Guide

Agentic AI: A New Era for Financial Services

Imagine transforming your firm with agentic AI to grow new revenue streams and customer wallet share all while providing a better customer experience. This playbook provides the blueprint.

eBook

The Financial Services Guide to Revenue Growth

Insights from 6 industry Trailblazers on contending with increasing customer demands for personalised experiences and trusted advice.