AI Agents for Financial Services Event

Learn how to augment your teams with AI Agents for Financial Services.

Event Description

Join Salesforce and Adapt IQ at the Pan Pacific Hotel in London to learn how AI Agents for Financial Services can augment your existing teams, leading to huge productivity and efficiency gains.

AI Agents built on the Agentforce platform are a proactive and augmentative application that provide specialised, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. During a half day of a buffet lunch, refreshments and networking we will show case live demonstrations of three different Financial Services specific agent use cases, namely:

- Complaints Handling Agent
- Onboarding & KYC Agent
- Wealth Advisor Agent


Secure your spot at this exclusive event and be one of the first to build AI agents with us!

Event Details

📅 Date: Thursday, 23rd January 2025

⏰ Time: 12:30 PM - 4:00 PM

📍 Venue: The Green Dragon Room, Pan Pacific Hotel

Agenda

12:30 PM - Arrive & Buffet Lunch

1:15 PM - Introduction to Adapt IQ and Salesforce

1:45 PM - Agentforce Overview and Live Demos

2:45 PM - Q&A and Open Conversation

3:10 PM - Coffee Break & Networking

4:00 PM - Event Close


Pan Pacific Hotel, London

80 Houndsditch, London EC3A 7AB



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