Financial Services

Executive Masterclass: Accelerating Agentforce Development and Rollout

Join Salesforce and AI experts as they explore high-value, low-risk Agentforce use cases in financial services and the ways to successfully prepare, develop, and roll out AI agents. You’ll see how to make a business case for...

Harnessing the Power of Data Cloud, MuleSoft, and Agentforce

You’ve seen the talk about Agentforce, now it’s time to see it in action. Here we show you an exciting demo of a financial services AI Agent, dive into how we made this all happen with Agentforce, Data Cloud, and MuleSoft, and...

Data Cloud Summer Series: Data Cloud for Wealth & Insurance

Learn about Salesforce Data Cloud cross-sell use cases for insurance and wealth management and how Data Cloud is enabling organizations to seamlessly identify triggers, derive insights, and take action.

Data Cloud Summer Series: Data Cloud for Insurance

Learn about Salesforce Data Cloud use cases specifically for insurance and how you can use Data Cloud to better understand your distributors and customers while unifying the service experience.

Building the Future of Real Estate with Slack

It’s more important than ever for real estate firms to get the most out of their technology investments and do more with less. Watch this webinar to learn how Slack and Salesforce are helping real estate firms accelerate work...

Harness the Power of Digital Transformation

Speakers from Forrester, Equitable, Salesforce, and Mphasis Silverline discuss the latest trends shaping the future of insurance and how technology is evolving to meet industry demands. In this webinar, you will learn: The key...

Empowering Bankers: Leveraging CRM Analytics with FSC

Learn new strategies to leverage analytics to enable your bankers to focus on what matters. In this webinar, you will learn how to empower your bankers to: Spend more time with clients to develop trusted relationships Eliminate...

Salesforce for Growing Community Banks and Credit Unions

Operational efficiency is at the forefront of every executive’s mind as sky-high inflation and interest rates have slowed profitable growth and put the focus on cost takeout/reduction. While Salesforce is well-equipped to help...

Insurance Industry Trends for 2023

The massive insurance landscape is a fast-changing world of ebbs and flows, and the industry is continually influenced by trends that are beyond its control but that organizations need to overcome in order to succeed. In this...

Drive Innovation with Salesforce DevSecOps Best Practices

Learn how DevSecOps is quickly emerging in the Salesforce ecosystem to help organizations innovate faster while ensuring security is at the heart of their program. In this webinar, we’ll walk through: What are the important...

Winning the Talent War with Slack and Salesforce

The Future of Data in Canadian Capital Markets

2021 proved to be a banner year for Canadian investments, with more than CAD $11.8B in venture capital invested and $20B in private equity deployed. What does this growth mean for busy operations and technology executives? The...