Agentforce is the next frontier for leading banking organizations, providing leaders with the opportunity to use Agentic AI in many unique, value-adding ways: mortgage loan follow-up, lead management, fraud detection, refinancing, customer experience, and more.
Real-time account balance information, telecheck deposits, real-time transaction alerts, and 24/7 chat support? This isn’t your grandparents’ bank. Today’s financial industry provides unprecedented, individualized services for the ideal customer experience beyond...
Sarah Colley is the lead for all things Financial Services here at Simplus, and she's here with the latest insights on driving the Agentic AI future for the industry. Whether it's privacy and security concerns or enhancing customer experiences across banking, wealth...
Elle Fettig, Principal Consultant within Business Transformation Services at Simplus, is here with an insightful video on how Agentforce and Revenue Cloud—together—make your Salesforce instance even more powerful. Salesforce users can take advantage of full ROI and...
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