The Ultimate Guide to Agentforce Adoption in Financial Services

Speakers

Jim Collins

Managing Director, Financial Services Industry Advisor, Salesforce

Erich Picchietti

Director, Solution Engineering, Salesforce

Tatum Marshall

Senior Product Marketing Manager, Salesforce

John Sahagian

VP and Chief Data Officer, Baxter Credit Union

AI adoption is transforming the financial services industry, but many firms struggle to know where to start. 

Join us to discover how to take AI-powered, industry-ready tools like Agentforce Financial Services from strategy to live deployment. 

What we’ll cover:

• Agentforce Financial Services Overview: Get acquainted with Agentforce Financial Services and its pre-built templates, designed to help teams implement AI quickly and effectively.
• Practical Use Cases and Best Practices: Learn specific use cases for agentic AI that can be applied in financial services, along with tips to ensure successful adoption.
• Walkthrough of Agentforce: See Agentforce in action as we navigate templates, workflows, and features, demonstrating how it can streamline operations and drive measurable results.

Don’t miss this webinar if you want to see how agentic AI and Agentforce can transform financial services operations, boost productivity, and accelerate AI adoption from strategy to action.