Agentforce for Wealth & Asset Management: Your AI Strategy for Growth

Join industry leaders from Salesforce and Atrium for a webinar focused on the future of wealth and asset management — and how agentic AI is accelerating innovation in a highly regulated space.

Get a breakdown of key trends, technologies, and use cases curated for financial professionals navigating increased client expectations, fee compression, and evolving regulatory demands.

We’ll cover:

• AI-powered advisor experiences: See how Agentforce is helping advisors deliver more personalized, proactive service at scale.
• Streamlined workflows: Learn how agentic automation reduces friction and frees up time for high-value client engagement.
• Data and compliance: Understand how secure, governed AI can drive insights while meeting industry regulations.
• Agentforce in action: Watch a live wealth management demo showing how AI can support advisors in real time.