Articles & Insights
Financial Services
What’s new for financial services in the Summer ‘25 release
Salesforce’s Summer ’25 release brings headlining updates to Agentforce, specifically tailored for financial services organizations. These enhancements empower institutions to deliver personalized, efficient, and compliant experiences across collections, banking,...
A 2025 midway pulse check on financial services
As we approach Dreamforce 2025, the financial services industry is undergoing a profound transformation, driven by advancements in artificial intelligence (AI) and data strategy. These innovations are reshaping how institutions operate, engage with customers, and...
Challenges in the finance industry? Meet Data Cloud and Agentforce AI solutions
Real-time account balance information, telecheck deposits, real-time transaction alerts, and 24/7 chat support? This isn’t your grandparents’ bank. Today’s financial industry provides unprecedented, individualized services for the ideal customer experience beyond...
An AI-Driven Future for the Financial Services Industry
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...
Agentforce in the banking industry
Agentforce is the next frontier for leading banking organizations, providing leaders with the opportunity to use Agentic AI in many unique, value-adding ways: mortgage loan follow-up, lead management, fraud detection, refinancing, customer experience, and more....
Financial Services in Spring ‘25: What to watch
Salesforce’s Spring ’25 release introduces cutting-edge features that significantly enhance the capabilities of financial services organizations. From personalized wealth management to tailored insurance solutions, these updates offer advanced tools powered by AI,...
Agentforce in the insurance industry
Agentforce has many valuable use cases for the insurance industry, from underwriting and claims to sales support and more.
Why large-scale claims events highlight Agentforce AI’s value
The images were haunting. Videos showing flames, ash, smoke, and miles of smoldering structural and natural devastation along the California coastline. The fire danger is over, but the challenges facing thousands of people hoping to rebuild their lives are just...