Financial Services Keynote | Transforming Business with Agentforce | Dreamforce 2024

Описание: Agentforce for Financial Services shows how generative AI and real-time data can unlock financial insights and automate service workflows so banks, insurers, and wealth teams deliver faster, more personalized outcomes for clients, members, and policyholders. In this demonstration, Agentforce agents, built on Financial Services Cloud, Data Cloud and the Einstein Trust Layer, bring data, reasoning, and safety together to resolve complex tasks while keeping compliance and customer data protection front and center. This session gives a practical playbook: start with high-value processes, connect the right institutional data via Data Cloud’s zero-copy approach, and deploy Agentforce templates that reason, take guarded actions, and hand back to humans when policy or discretion is required. See how an agent can turn days-long workflows into near real-time outcomes that are reinforced by Salesforce’s emphasis on trust, via Einstein Trust Layer, anchoring every agent with data governance, masking and zero-data-retention options. In doing so, sensitive PII never inadvertently feeds external LLMs a key requirement for regulated financial services adoption.

Learn more about Financial Services: https://www.salesforce.com/financial-...

For the full Dreamforce 2024 Digital Experience, Visit Salesforce+: https://www.salesforce.com/plus

#Salesforce #Dreamforce #SalesforceAI

Subscribe to Salesforce’s YouTube Channel: http://bit.ly/SalesforceSubscribe

Learn more about Salesforce: https://www.salesforce.com
Facebook:   / salesforce  
Twitter:   / salesforce  
Instagram:   / salesforce  
LinkedIn:   / salesforce  

About Salesforce:
Salesforce is the #1 AI CRM, helping companies connect with customers in a whole new way. Our product portfolio, Einstein 1, brings #1 CRM apps together with trusted AI and data on one integrated platform so companies can grow relationships, productivity, and their bottom line – all at the same time in our new era of artificial intelligence.

Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality and sustainability, Salesforce is more than a business — we’re a platform for change.