During this live presentation, Agentforce product experts will demonstrate how Agentforce for Financial Services delivers out-of-the-box service capabilities for financial services customers— purpose-built to accelerate time-to-value with minimal customization and no custom development required.
Live demo of real-world service use cases: Product experts will walk through real customer scenarios such as lost card reporting, fee reversals, and transaction dispute resolution that are ready to deploy straight out of the box, with the flexibility to tailor to your unique needs, and ready to deploy.
Built for financial services customers: See how Agentforce is purpose-built for banking, wealth management, and insurance — designed from the ground up with the compliance, security, and governance standards.
Live Q&A with Agentforce experts: Bring your questions and get answers directly from product experts. Walk away with a clear, actionable path to deploying Agentforce in 30 days or less — and the confidence to take the next step.
Distinguished Enterprise Architect, Financial Services
Raveesh is a Distinguished Enterprise Architect on Salesforce's Financial Services Industry Architecture team, serving as a trusted technical advisor for financial services customers. With 20 active Salesforce certifications and 15 years of experience, Raveesh helps financial institutions unlock the full potential of Agentforce, Data Cloud, Financial Services Cloud, MuleSoft, and Slack — and knows how to turn AI potential into real-world results for financial services customers.
Product Marketing Senior LeadÂ
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Kelley is a Product Marketing Senior Lead at Salesforce specializing in Agentforce and AI-driven solutions for Financial Services. With a deep background in go-to-market strategy and enterprise storytelling, Kelley bridges the gap between cutting-edge AI technology and the real-world needs of banking, wealth management, and insurance customers — helping teams understand not just what Agentforce can do, but how to put it to work today.
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