AI in the flow of business for Financial Services


Salesforce breakout session | 9am PT

 

Michelle Feinstein, GM/Vice President, Global Wealth Management Solutions & Strategy - Salesforce Industries 
Susan Emerson, Senior Vice President, Product - Salesforce, Analytics and AI 

 

Join Salesforce Financial Services experts to understand how Salesforce's Einstein AI brings insights to Financial Services cloud users.  Delivered in the context of customer interactions and automated processes in Salesforce, Einstein brings visual and predictive insights to bankers and advisors and agents to help prioritize leads and growth opportunities, manage the book of business, deepen relationships, manage service interactions, and drive marketing events and programs.  Hear real world examples of how customers are bringing trusted, transparent, actionable AI to life.