Discover how the Agentforce Financial Advisor Assistance skill helps financial advisors reduce manual work, automate meeting prep, and deliver real-time insights.
Watch our demo to see how financial advisors can:
- Automate meeting preparation and follow-up tasks, freeing up time for client interactions
- Provide personalised client experiences with real-time insights and a complete customer view
- Reduce manual processes and administrative tasks, and focus on strategic growth and client satisfaction
Questions? Call us at: +65 6302 5700 (Intl)
