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:
To be honest, most companies are not ready for Agentforce. They think they are. But wanting AI and being operationally positioned to benefit from AI are two very different things. Salesforce's Agentforce has been declared its fastest-growing product ever, closing 2025...
There's a common fantasy playing out in boardrooms right now. Leaders see Salesforce's Agentforce and imagine autonomous AI agents swooping in to handle the messy, manual, time-consuming work that's been slowing their teams down for years. The demos are impressive....
Every business obsesses over acquiring new customers. Sales targets, marketing campaigns, and growth initiatives all focus on filling the top of the funnel. However, the data reveals that approximately 65–70% of total revenue comes from existing customers, rather than...
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