Top 6 Takeaways from Agentforce World Tour for Financial Services
AI in financial services has officially moved from exploration to execution. We’re past the point of exploration. Leaders aren’t asking
Valerie Weis is a financial services expert with nearly 20 years of industry experience spanning retail banking, business banking, wealth and asset management, and advanced solutions like Salesforce and nCino. As the Financial Services Industry Lead at Atrium, Valerie is instrumental in driving innovation within banking and wealth management, leveraging her deep industry knowledge to enhance client experiences and empower businesses with strategic tools. She is also a member of Salesforce’s Partner Advisory Board for Financial Services, where she helps shape the future of financial technology.
AI in financial services has officially moved from exploration to execution. We’re past the point of exploration. Leaders aren’t asking
“It feels like this system was designed for management, not for me to serve my customers!” Sound familiar? If you’ve
There’s a unique, painful sound every Salesforce admin knows: the groan of frustration when someone pulls a report and realizes
“We tried to do everything at once… and the project collapsed under its own weight.” We see it all the
Think about it: you can have the most cutting-edge Salesforce system, but if your team isn’t truly ready to use
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room,
Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly
Let’s be honest, how’s your CRM really still working for you? Is it a seamless engine for growth, or a
Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection,
© Atrium. All Rights Reserved | Privacy Policy