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,...
Blog
Industry - Financial Services
Financial Services in Spring ‘25: What to watch
Salesforce’s Spring ’25 release introduces cutting-edge features that significantly enhance the capabilities of financial services organizations. From personalized wealth management to tailored insurance solutions,...
Agentforce in the insurance industry
Agentforce has many valuable use cases for the insurance industry, from underwriting and claims to sales support and more.
Why large-scale claims events highlight Agentforce AI’s value
The images were haunting. Videos showing flames, ash, smoke, and miles of smoldering structural and natural devastation along the California coastline. The fire danger is over, but the challenges facing thousands of...
Simplus’ enterprise transformation radar for financial services in 2025
The financial services industry is undergoing an unprecedented transformation. With rapid advancements in artificial intelligence (AI), we’re on the brink of a major leap forward in how financial institutions operate,...
2024 in review for the financial services sector
The enterprise financial services sector has undergone significant changes in 2024, spurred by a surge in digital transformation efforts. The drive to modernize systems, enhance customer experiences, and streamline...
Financial services’ deep dive into Salesforce Winter ‘25 release
Calling all financial services enthusiasts! The Salesforce Winter '25 release is here, and it’s packed with exciting updates tailored to banking, wealth management, insurance, and more—with a particular focus on the...
Revenue deep dive into Salesforce Winter ‘25 release
As we dive into the latest updates from the Winter '25 release, there's a lot to be excited about, especially if you're working in the revenue space. This release introduces features that streamline processes, enhance...
