ON-DEMAND WEBINAR
Preparing FinServ Salesforce Users for Agentforce
Discover how financial services organisations can prepare their Salesforce environments for trusted, practical, and responsible Agentforce adoption.
About this webinar
Join Ben McCarthy, Founder and CEO of SFB Ventures, Jalpa Bhatt, Director of Marketing Technology at Janus Henderson Investors, and Gemma Livermore, FS Marketing Director, EMEA & APAC at Seismic, for a customer-led discussion on preparing Salesforce environments for successful AI adoption in highly regulated industries.
The session explores the foundations required to introduce Agentforce effectively, from improving data quality and reducing technical debt to building user trust and establishing strong governance. You'll also hear practical lessons from the field, including common implementation challenges and how organisations can focus on measurable business value rather than AI hype.
What you'll learn
- How to prepare your Salesforce environment for Agentforce by strengthening data foundations and reducing technical debt
- How to build trust and confidence in AI by focusing on practical applications and measurable outcomes
- How to scale AI responsibly through effective governance and Centres of Excellence
- How financial services organisations are approaching implementation including practical lessons, common challenges, and considerations for getting started
Speakers
Ben McCarthy
Founder & CEO, SF Ben
Gemma Livermore
FS Marketing Director, EMEA/APAC Seismic
Jalpa Bhatt
Director, Marketing Technology, Janus Henderson Investors
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