Top 5 Dreamforce 2025 announcements for financial services

1. Agentforce 360 ushers in the AI agent era

Salesforce’s headline announcement, Agentforce 360, introduces a unified platform for building and managing AI agents across every Salesforce cloud. These agents combine enhanced natural language reasoning, deterministic business logic, and hybrid automation to handle tasks such as customer authentication, claim validation, or loan servicing, all while maintaining compliance and traceability.

Financial institutions are among the first to expand Agentforce deployments across contact centers and back-office operations, using it to deliver faster, more compliant service experiences. Adoption is expected to scale significantly in 2026 as early success stories become public.

What’s new: Agentforce 360 builds on earlier versions with hybrid reasoning (combining deterministic logic with LLM flexibility), Agentforce Voice for conversational service, and new observability dashboards that let firms monitor agent accuracy and compliance in real time. It’s a leap from proof-of-concept tools to production-grade automation that can scale across regulated environments.

Why this matters for financial services:
Agentforce 360 makes intelligent automation operational. Financial institutions can use agents to automate repeatable workflows from case resolution to portfolio prep, while maintaining audit trails, permissions, and regulatory oversight

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2. Data 360 becomes the intelligence layer

Formerly Data Cloud, Data 360 sits at the core of Salesforce’s AI strategy. It unifies structured and unstructured data through features like Intelligent Context (for reading PDFs, contracts, and forms) and Tableau Semantics (for translating complex datasets into business-ready insights). Data 360 also introduces Clean Rooms and MuleSoft Agent Fabric, enabling secure data sharing and orchestration across systems.

How it’s different from Data Cloud: Data 360 moves beyond storage and unification, it adds contextual intelligence and real-time orchestration. Features like Intelligent Context let agents pull insights directly from unstructured data, while MuleSoft Agent Fabric governs how AI interacts with external systems. It transforms Data Cloud from a passive data layer into an active intelligence engine.

Why this matters for financial services: We’ve stood behind the fact that AI agents are only as good as the data that feeds them. With Data 360, financial institutions can deliver governed, zero-copy access to data across platforms like BigQuery and AWS, giving agents real-time context while meeting privacy and compliance standards.

3. Slack becomes the agentic OS

Salesforce is positioning Slack as the new “Agentic OS”, the workspace where employees, data, and AI agents operate together. Deeply integrated with Agentforce, Slack now serves as the collaboration hub for real-time, compliant action across the enterprise.

What’s new: Slack-first Agentforce apps allow users to query data, summarize conversations, and automate workflows,  all in-channel. It’s also increasingly taking the place of Salesforce Chatter, shifting from a messaging app into the collaboration backbone of the Salesforce ecosystem.

Why this matters for financial services: Slack enables secure, auditable collaboration, crucial for regulated environments. Imagine a risk analyst asking an AI agent in Slack for an updated exposure report, or a wealth advisor generating a compliance-approved client summary. Slack turns these scenarios into seconds-long workflows that meet governance standards.

4. Trusted AI, tailored for regulated industries

Salesforce has expanded their partnerships with OpenAI, Anthropic, and Google, offering enterprises greater agentic flexibility and trust. Anthropic’s Claude model, tuned for regulated industries, is already helping RBC Wealth Management automate meeting prep synthesizing CRM data, compliance updates, and market insights in minutes. Meanwhile, Google’s Gemini models power multimodal reasoning, enabling AI to analyze documents, charts, and images together.

Why this matters for financial services: Firms can deploy advanced generative AI safely within Salesforce’s Trust Layer, ensuring data privacy, explainability, and zero retention. It’s AI power without regulatory risk.

5. Process intelligence comes to the core

Salesforce’s acquisition of Apromore adds process mining and simulation capabilities to its platform. Institutions can visualize workflows end to end, test AI interventions, and measure potential impact before deployment.

Why this matters for financial services: Financial institutions can identify inefficiencies like loan approval delays or claim bottlenecks, and design AI agents that improve throughput while maintaining compliance. Apromore helps ensure AI doesn’t just automate existing processes, but optimizes them.

Want to get a headstart? We’re teaming up with Hubbl Technologies to deliver free process discovery and monitoring to understand how your business really runs within Salesforce. We’ll set you up. 

BONUS: The Zenn Lounge was the center for community and collaboration at Dreamforce

Zennify once again hosted the Zenn Lounge, the hub for financial services leaders to connect, learn, and recharge amid the Dreamforce buzz. Over four days, we welcomed hundreds of attendees across 12+ sessions, 6 unique events, and 45+ speakers, all tailored exclusively for one audience: financial services professionals.

From a lively tailgate welcome party, to an inspiring Women in FINS panel, an intimate Future of Insurance chat, a Credit Union Community Roundup, and a Data Debate, the Zenn Lounge was alive with conversation. It was a reminder that transformation doesn’t just happen through technology, it happens when people come together to share ideas and build what’s next.