Agentforce for Financial Services
Agentforce promises to reshape customer experience and enhance the value organizations gain from Salesforce. To realize AI’s promised change, we need tangible steps. Join us and get agentic.
In this session, financial services leaders, Salesforce, and Zennify will provide a step-by-step guide on using Agentforce to boost efficiency, elevate customer interactions, and drive measurable outcomes. Through real-world examples, we’ll show how Agentforce and AI can benefit your service team in 2025. We’ll offer a clear overview of Agentforce, showcase what’s available now, and highlight key use cases.
You’ll leave with a step-by-step guide to start immediately, build your internal AI cohort, and drive meaningful change in your service operations.
Key Takeaways
- Get Agentic with Agentforce: Learn practical strategies to applying Agentforce for banks, credit unions, wealth management and insurance firms.
- Insights from Industry Leaders: Get advice on building AI into your business from those who have already done it.
- Actionable Next Steps for 2025: Receive a comprehensive guide with concrete steps to implement Agentforce and build your internal AI team.
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