Webinar

Agentforce in Banking: How Leonard Rickey is Bringing Their AI Strategy to Life

Wednesday, February 19 | 1pm ET

Join us for an engaging webinar with experts from Leonard Rickey Investment Advisors, Salesforce, and Atrium to explore the key strategies banks need to implement to thrive in the rapidly evolving financial landscape.

Our speakers will explore the exciting future of banking, with a focus on AI, data, and CRM in the industry. They will explore the opportunities and challenges that lie ahead, strategies for success, and the role of innovation in banking today. Hear from Atrium customer Leonard Rickey, as their COO shares how the organization is thinking about AI and how solutions like Agentforce will help them achieve their business goals.

What you’ll learn:

  • The big picture: The major trends and disruptions impacting the banking industry, including the rise of data, AI, and changing customer expectations.
  • Strategic priorities for banks in 2025: Customer-centricity, data-driven decision-making, operational excellence, and other imperatives for long-term success.
  • Real-world applications: How financial services firms are successfully implementing cutting-edge data and AI strategies — and getting real results.

Speakers:

Jim Collins

Jim Collins

Managing Director, Financial Services Industry Advisor

Salesforce logo
Susan Van Tress

Susan Van Tress

Chief Operating Officer

Leonard Rickey
Valerie Weis

Valerie Weis

Financial Services Industry Lead

Atrium logo

Register

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