Get Started with AI: Don’t Wait for Perfect, Iterate to Success (Like Tony Stark!)
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room, by the way, is a shrine to all things superhero — thanks, targeted advertising!) and I were watching a video the other day about Iron Man, and it struck me: Tony didn’t build his suit […]
5 Agentforce Takeaways from Salesforce Partner Summit: Your Guide to the Agentic Future
Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly valuable to connect with Salesforce leaders and fellow partners and dive headfirst into the future of Agentforce. The energy? Electric! The focus on collaboration? Inspiring! Outside, the rain was coming down, which, honestly, made our […]
Is Your CRM Holding You Back? Unlock Growth with Salesforce Financial Services Cloud
Let’s be honest, how’s your CRM really still working for you? Is it a seamless engine for growth, or a clunky, outdated system that’s constantly requiring bandaids and workarounds? If you’re starting to question whether your current system is truly serving you, you’re not alone. Many financial services firms are finding that their existing CRMs […]
On-Demand Webinar: AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue
On-Demand Webinar AI in Banking: How to Reduce Costs, Boost Productivity, & Drive Revenue Are your bankers bogged down by time-consuming, low-value tasks when they could be building more meaningful client relationships? Does your team lack the predictive insights to proactively engage accounts with the right offers at the right time? Join banking and data […]
Data and AI in Banking and Wealth Management: Top 4 Takeaways of 2024
As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through the financial services industry. From the rise of generative and autonomous AI to the ongoing quest for deeper customer relationships, this year has been a dynamic one. In this final blog post of 2024, I […]
Agentforce for Wealth Management: Unlocking Personalized Experiences at Scale
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio complexities increase, advisors are stretched thin. Enter Agentforce, Salesforce’s generative AI solution, offering a powerful way to deliver personalized wealth management experiences at scale. Beyond robo-advisors: The Agentforce advantage In our previous exploration of Agentforce […]
Agentforce for Banking: Redefining Customer Engagement in the Age of AI
In today’s world of instant gratification, customer expectations are soaring. People demand instant, personalized service, available around the clock. Imagine this: your customers raving about your bank, not just for your friendly staff (who are undoubtedly fantastic!), but for the sheer speed and ease with which they can get support, find answers, and resolve issues […]
Designing Effective AI Agents for Maximum ROI
The rise of Large Language Models (LLMs) — and the scramble by every large technology company from Microsoft to Google to Salesforce trying to keep pace with OpenAI — presents an influx of powerful and transformational tooling for companies. Experts believe it will be the most significant change since the internet. The ability to leverage […]
7 Takeaways from Dreamforce 2024: Agentforce, Tableau Einstein, and More
Dreamforce 2024 ushered in a new era of AI, where the emphasis was on pushing beyond predictive and generative models into the world of assistive and autonomous agents. From the highly anticipated launches of Agentforce and Tableau Einstein, to deeper integrations between AI and data, here are our top takeaways from the event. 1. Agentforce […]