THE FUTURE IS HERE

How AI Agents Are Transforming Financial Services, One Call at a Time

In this episode of Executive Conversations, Eran Argios, SVP and GM of Financial Services at Salesforce, reveals how 100 pre-built AI use cases within Agentforce are helping financial clients save time and enhance customer service. From disputed banking transactions to onboarding, AI is simplifying complex processes seamlessly.

Eran Argios explains how pre-built AI agents are solving intricate issues like disputed transactions, saving up to five minutes per call across millions of interactions. Financial advisors are onboarding clients in minutes, proving AI’s potential to simplify and accelerate.

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