The Secret to More Capacity & Creativity in Finance? AI

In the wealth management space, there's a brewing gap of 100,000 financial advisors that are going to be needed in 2034 if we keep up with the current pace. On top of that, expectations are rising. 21% of financial services customers feel like they're getting the personalized service they expect. That means four out of five feel that they're not. 35% of customers say they feel like they're just being treated like a number. I'm really excited to announce agentforce for financial services. It is instead of three bills built role based agent templates that can take on administrative tasks. These are the administrative tasks that are burdening bankers, insurance agents, financial advisors and keeping them from spending time with their clients. They're going to do things like enabling for an investment review or providing a meeting summary in an expert way. They're going to provide accurate answers to questions that are grounded in policy and procedure. They'll be able to reorder that lost or stolen card for you. They'll be able to provide product advice and recommendations, whether that's to internal, say a loan officer who's working with a client, or even directly to clients in a digital experience. What's exciting is that where we were once constrained by human capacity, we're now only constrained by our creativity and what we're able to think of in terms of how we want to service our customers.