On-Demand Webinar

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

Join industry leaders from 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.

Speakers:

Paul Harmon

Paul Harmon

Head of Gen AI and Data Science

Atrium logo
Valerie Weis

Valerie Weis

Financial Services Industry Lead

Atrium logo

Watch On-Demand