Sarah Colley is the lead for all things Financial Services here at Simplus, and she’s here with the latest insights on driving the Agentic AI future for the industry. Whether it’s privacy and security concerns or enhancing customer experiences across banking, wealth management, and insurance, there are sustainable, proven AI solutions to address financial services’ needs. Learn more here:
The promise of AI is speed. Faster decisions. Faster execution. Faster outcomes. But in revenue and finance workflows, speed without control is often a liability. Because when autonomous agents begin making decisions that impact forecasts, contracts, commissions, and...
Most organizations believe they have a sales process. It’s documented somewhere. It shows up in CRM stages. It’s referenced in onboarding decks. And on paper, it looks consistent. But when you ask your top performers how deals actually get done, they mention gut...
Before you deploy Agentforce, you need an honest answer to one question: if an autonomous agent updated 200 accounts simultaneously based on your current CRM data, how many of those updates would be correct? There is a dangerous assumption baked into every AI agent...
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