Unlocking Unstructured Financial Data for Deeper Customer Insights with Agentforce 2025 | Salesforce | 11 February 2025 | Webinar
Venue
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| Event Date |
Wed Feb 12 +08 (4 months ago)
In your timezone (EDT): Tue Feb 11 11:00am - Tue Feb 11 11:00am |
| Location | Webinar |
| Region | APAC |
Details
Over 80% of the data within the financial services sector is unstructured, residing in formats such as case notes, meeting summaries, call transcripts, PDFs, images, audio files, and more. Historically, this rich data source has been unavailable and underutilised.
Join our webinar to discover how Data Cloud can unlock these valuable customer insights, transforming your CRM workflows and enhancing your business operations. Learn how connecting and processing unstructured data with Data Cloud not only provides a deeper understanding of customer behaviours and preferences but also streamlines your CRM processes, making them more intuitive and efficient.
This session will also explore how such integrations pave the way for more effective use of Agentforce, enabling financial firms to deliver hyper-personalised customer experiences and drive significant business growth by empowering agents with even more data for personalisation, context, and content creation.
Speakers
2025 Speakers
Mohith Shrivastava
Principal Developer Advocate, Salesforce
Stephen Bennett
Senior Customer Success Manager, Financial Services, Salesforce
Rob Pal
Director of Customer Success Management, Financial Services, Salesforce
Jose Sifontes
Principal Solution Engineer, Data Cloud, Salesforce
Julie Jutte
Product Marketing Manager, Financial Services, Salesforce