PDT4:00 PM – 5:00 PM
Pavan Kumar Kota
Senior Director, Product Management
Salesforce
Marilee Protonentis
Principal Solution Engineer, Wealth Management
Salesforce
Stop building from scratch. In this hands-on workshop, configure and deploy Agentforce to deliver faster, smarter relationship management workflows for financial services institutions.
Outcomes
Goal A
Configure and deploy the Agentic Advisor Experience and leave with a working agentic setup for your advisory workflows.
Goal B
Move from activated to adopted by gaining the use case clarity and skills to embed AI into financial services workflows.
Goal C
Go beyond out-of-the-box. Learn to customize the Agentic Advisor Experience to fit your firm's unique advisory workflows.
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