Name: Redefining customer engagement in a digital first, financial services world
Start: 2021-09-17T05:05:00Z
End: 2021-09-17T05:05:33.000Z
Location: BrightTALK

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Through Agentforce, our suite of customizable agents and tools, Salesforce brings autonomous agents, unified data, analytics, and Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way.

Join Salesforce SVP and author of the new book “Agentforce” (Wiley) Martin Kihn as he shares everything you need to know about the AI agent revolution.

During this webinar, we will explore:
* How Agentforce works
* Useful things agents can do for you
* Why you need a unified platform to make them work
*How to create, test, and control AI agents

As the new global digital labor platform, Agentforce works alongside humans to get more done. We’ll talk about the role of us humans in the hybrid workforce, and how you can get started today building your AI agent labor force of tomorrow.

Agentforce & the AI Agent Revolution: What You Need to Know Now

Running a small business today means doing more with less, which is why many businesses are turning to new technologies and AI to drive growth. In fact, 78% of SMB leaders say AI will be a game changer for their company.*

Learn how to sell smarter and grow revenue faster with Agentforce. Join this webinar to see how AI agents unify marketing and sales and power the full B2B revenue journey—from first touch to upsell—on one connected platform.

*Source: Salesforce SMB Trends Report, Sixth Edition, 2024

Agentforce for Small Business: Smarter Marketing and Sales Alignment

With new business expectations come new opportunities to adapt. With agentic AI, be sure to unlock the full potential of your business.
In this upcoming webinar, discover how Salesforce can help you navigate today's challenges and drive unprecedented growth. 

Bringing the latest insights from Agentforce World Tour Auckland to you, you'll learn:

***Navigate Economic Uncertainty:** Understand how to overcome rising costs and competitive pressures.
***Empower Your Workforce:** Learn to maximise productivity with AI and consolidated tech.
***Boost Customer Experience:** Discover how AI can personalise interactions and foster loyalty.
***Drive Revenue Growth:** See how to find, win, and keep customers more effectively.
***Prepare for AI Success:** Assess your organisation's AI readiness and future-proof your business.


Register for our  or watch it on demand afterwards.

Agents of Growth: Unlocking SMB Potential with Unified Data

AI promises a sales revolution, yet your reps are still losing deals and wasting time. That’s because even the most powerful AI falters when selling teams are drowning in tools and communicating in silos, lacking a complete picture of customer data. So, how do you fix that?

Join us to learn how Salesforce Sales Cloud and Slack unlock a competitive advantage by uniting your people, data, AI, and automation in one experience. See how new innovations like Salesforce channels and Agentforce connect data and dialogue to deliver actionable AI insights, all in one place where sales teams have everyone and everything they need to win.

In this session, you'll learn how to:

*Accelerate deal cycles* with real-time collaboration that connects customer data and conversations, so selling teams can strategize together with a complete view of the business.
*Empower your reps* with instant, AI-driven intelligence and automation—enabling smarter decisions, better coaching, and faster wins.
*Boost productivity and data quality* by making it easy to update CRM, capture notes, and automate busywork —whether reps are working in Slack or Salesforce.

The Deeply Unified Advantage: How Sales Cloud and Slack Drive Revenue Success

Register for our  or watch it on demand afterwards.

El Jannah’s Secret Sauce: How AI Agents are Redefining the Future of QSR

Unlock a new era of agentic analytics with the powerful combination of Tableau Next. Discover how intuitive conversational analytics lets you simply ask questions in natural language and instantly receive accurate, contextual insights. We'll explore how Tableau Next leverages Tableau Semantics, Salesforce's trusted AI-infused semantic layer, to ground agent responses in your trusted business knowledge, clarify your intent, and continuously learn, delivering increasingly accurate and relevant insights over time. Transform raw data into meaningful insights – all without complex queries or manual digging.

In this on-demand, learn how Tableau Next and Tableau Semantics:
* Provides conversational analytics for quick, actionable insights and visual answers – no complex queries needed.
* Delivers trusted accuracy by grounding responses in a unified semantic layer with rich business context.
* Continuously improves insights accuracy and relevance by enabling agents to clarify intent and continuously learn over time.

Beyond Dashboards: Unlock Trusted Conversational Analytics with Tableau Next

Are disconnected systems and friction-filled checkouts costing you sales? In a competitive market, every interaction matters. It's time to build a commerce experience that captivates buyers and accelerates revenue.

This session reveals how Salesforce Commerce Cloud empowers you to meet and exceed modern buyer expectations. Move beyond a simple storefront and build an intelligent, unified commerce engine that drives efficiency and loyalty.

Accelerate Growth and Create Seamless Experiences with Unified Commerce

Feeling the squeeze to grow your small business while juggling a million things? Are messy communications slowing your team down as you expand? It's time to stop switching between tabs and start streamlining your success.

Watch this on-demand demo to see how Slack and Starter Suite combine to create the ultimate toolkit for landing more deals and making your customers rave. We cut through the fluff to show you exactly how these tools work together to boost your team's efficiency and keep everyone on the same page, turning chaotic workflows into powerful results.

How to use Slack and Salesforce to win new deals and deliver better customer service

Learn how agentic AI is transforming work from simple assistance to active collaboration. Featuring our partners at Deloitte, this session explores how to leverage autonomous systems to accelerate decisions, scale impact, and unlock new capacity and creativity when paired with a smart workforce strategy.

Rearchitecting work in the age of AI

our financial services contact centre holds a goldmine of customer insights. The key to unlocking this value is AI, which offers a powerful opportunity to drive significant productivity gains and free up your teams for the high-value conversations that truly matter with customers.

In this live webinar, happening today, you will hear directly from AIA New Zealand, the country's largest life insurer, as they share their transformation story. Discover how they integrated AI into their frontline experience to reduce agent cognitive load and enhance customer outcomes.

Driving Productivity: 3 ways AI is changing contact centres in financial services

The pressure on IT leaders to innovate with AI while fortifying security has never been greater. This webinar unpacks the latest findings from Salesforce's State of IT reports, drawing on insights from over 4,000 global IT decision-makers, with a special focus on perspectives from ANZ leaders.

Watch this on-demand session to explore how AI is reshaping app development and creating new demands on IT, understand how robust security measures build customer trust amidst evolving threats, and see how AI agents are becoming critical tools for enhancing both innovation and resilience. You'll gain practical strategies to ensure your organisation stays ahead in the ever-evolving IT landscape.

The State of IT: AI and Security Insights for 2025 and Beyond

Time is your most valuable asset, yet we waste nearly a full day each week just searching for information. Slack's Enterprise Search solves this by bringing all your tools, files, and conversations into one intelligent, searchable hub.

Watch this on-demand webinar with experts from Salesforce and Slack to learn how to implement this powerful feature to boost productivity, unlock hidden knowledge, and measure its value, all while keeping your data safe and secure.

Unlock Insights with Enterprise Search: Find and Act on Knowledge Quickly and Easily

Connected telephony is no longer just about making calls, it’s a strategic asset for high-performing teams. Join us to discover how Salesforce Voice transforms every interaction into a seamless, AI-powered experience. You’ll learn how to connect conversations to your CRM, activate real-time AI, and automate post-call work to drive measurable gains in productivity, customer satisfaction, and revenue.

Calling all Sales & Service pros: Why Connected Telephony is your Next Superpower

Australia and New Zealand thrive off of small businesses. But with a saturated market, it is equally difficult and critical to stand out in the crowd by exceeding customer expectations. Continuing on with our webinar series, we will explore how to grow your business by differentiating yourself through optimal service. Tune in to hear insights from Amanda Carne, Global COO of Urban Rest and Tom Brandon, Regioanl Sales Director at Salesforce.

Join this webinar to discover:
- A Real-World Success Story
- Insights for Competitive Advantage
- Leveraging Data-Driven Insights

Watch on-demand now.

The Future of Growth: Exceeding Customer Expectations with Urban Rest

Imagine a workforce that is always available, scales effortlessly, and delivers exceptional service with trust, accuracy, and compliance. With Agentforce for Financial Services, banks, insurers and wealth managers, can leverage autonomous AI agents as a limitless digital workforce—automating processes, streamlining operations, and enhancing customer experiences like never before. 

Watch this session to explore how financial institutions are driving smarter growth, improving efficiency, and building trust with Agentforce.

Build the Workforce of the Future in Financial Services with Autonomous Agents

Boost productivity, cost efficiency and safety at every mine with AI-powered Field Service 

Harness the power of AI and witness first hand how Salesforce agent-first Field Service can transform your mining operations, boosting efficiency by up to 30%.

In this dynamic webinar you will discover how to:

Elevate site safety and compliance: using AI agents to deliver highest safety standards and regulatory adherence

Empower your teams: explore the transformative impact of AI agents, from streamlined onboarding to accelerated problem-solving, and intelligent scheduling

Optimise dispatch with precision: ensure the right person arrives at the right job with the right tools, knowledge, and timing, every time

Guide worker action: equip your workforce with real-time, intelligent guidance to execute tasks flawlessly on the right assets, in the right location, at the optimal moment

Leverage asset insights: Empower asset managers to make informed decisions based on critical asset data and telematics.

Boost productivity, cost efficiency and safety at every mine site

Ready to discover how you can do more with less? AI agents are revolutionising Consumer Goods and Manufacturing, and we're showing you how.

Unbox Agentforce for Consumer Goods and Manufacturing and other cutting-edge AI, data, planning, and execution innovations designed to automate complexity, boost efficiency, and unlock strategic wins.

Humans with agents deliver profitable growth for consumer goods and manufacturing

Join us for a look at the Summer ‘25 Marketing Cloud Release! You’ll get the inside scoop on the most important features from this release, right from our experts. They’ll take you through what you need to know and how each feature is built to help answer some of the biggest challenges facing marketers today. And the cherry on top? We’ll also take you through a few demos so you can see how it works. Register today to save your spot!

What you can expect:
- A review of the biggest new features coming to Marketing Intelligence, Salesforce Personalisation, Marketing Cloud Engagement, Account Engagement, Marketing Cloud Growth and Advanced Editions, as well as Loyalty and Referral Marketing.
- Demos of select features so you can get a front-row seat to how it all works
- A Q&A so you can ask our team questions

In addition, fresh off the back of Connections in Chicago, our product experts will be sharing the latest announcements and innovations in Marketing Cloud — bringing the best of what’s new right to your doorstep!

The Summer '25 Marketing Cloud Release Highlights

In the new digital era, customer demands for improved financial experiences are spurring change in the industry where 66% of customers expect companies to understand their unique needs. In reality, only 27% of customers feel the financial services industry is fully customer-centric.

Growth-oriented financial providers, however, are narrowing the customer experience gap to drive growth.

Join us and hear from our Salesforce experts as they unpack key trends, insights and learnings from this curated session that you can tap on immediately:

Building trusted customer relationships by putting customer at the centre
Evolving your operations by focusing on customer needs and financial wellness
Empowering your employees with 360 view of customers to drive loyalty

FEATURED SPEAKERS

Andrew Brandman | SVP, Financial Services | Salesforce
Aashima Khurana | Senior Solutions Engineer | MuleSoft

Redefining customer engagement in a digital first, financial services world

Financial Markets

Salesforce

Customer Care

Customer Experience

Growth Hacking

Customer Engagement

Financial Planning

Customer Data

Service Assurance

Service Delivery

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Data and Analytics

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Customer Success

Get powerful insights on how to best serve today's customers. If you want to create a successful customer experience today, you will have to appeal to the need for “alone together” time. Millennials, Gen X, Boomers or Silent Generation all look for shared but individual experiences.

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Redefining customer engagement in a digital first, financial services world

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About this talk

Salesforce, APAC