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Unlocking Unstructured Financial Data for Deeper Customer Insights with Agentforce

Featured Speakers:

Rob Pal, Director of Customer Success Management, Financial Services, Salesforce
Thomas Krawczyk, Product Marketing Director, Data Cloud, Salesforce
Stephen Bennett, Senior Customer Success Manager, Financial Services, Salesforce
Julie Jutte, Product Marketing Manager, Financial Services, Salesforce
Jose Sifontes, Principle Solution Engineer, Data Cloud, Salesforce


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 underutilized. 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 behaviors 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-personalized customer experiences and drive significant business growth by empowering Agents with even more data for personalization, context and content creation.

 

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