Salesforce Unveils Agentic Advisor For Financial Services

Salesforce announced Agentic Advisor, an AI-powered solution built natively in Agentforce for Financial Services.

Agentic Advisor is designed to act as a digital teammate for financial advisors and wealth managers by automating routine administrative tasks and helping professionals spend more time building client relationships.

https://pulse2.com/salesforce-unveils-agentic-advisor-for-financial-services/