PDT11:00 AM – 11:20 AM
Jeremy Schowalter
Managing Director - Financial Services
Salesforce
Claire Potter
Principal Solution Engineer, Asset Management
Salesforce
Trey Arnett
VP, Global Sales Enablement
Nuveen
See how top asset managers build the agentic enterprise, hear how Nuveen, a TIAA Company, grew AUM with Agentforce, and watch next-gen agentic capabilities in a live demo.
Outcomes
Goal A
Understand the trends, requirements, and use cases shaping the agentic asset management enterprise.
Goal B
Hear how Nuveen, a TIAA Company, uses Agentforce to boost sales efficiency and drive AUM growth across the client lifecycle.
Goal C
Watch a live demo of next-gen agentic capabilities and how they transform the asset management industry.
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