As a trusted partner for banks, insurers, and wealth management firms, Simplus is committed to delivering industry-specific data and AI solutions built on the Salesforce platform. At Dreamforce 2025, the message to the financial-services industry was clear: transformation isn’t just about technology—it’s about becoming an Agentic Enterprise, where humans, data, and AI Agents operate in seamless harmony.

Here are three major themes we observed at the event, and how Simplus, your partner of choice for banking, insurance, and wealth management data and AI on Salesforce, can help turn them into real business value.

1. Data 360 + AI Agents = the new foundation for finance

One of the standout announcements at Dreamforce 2025 was the evolution of Salesforce’s data layer into “Data 360”, paired with the launch of the unified agent platform called Agentforce 360. For financial institutions, this means your core data (portfolios, policies, claims, credit records, client interactions) can now power governed, enterprise-grade AI Agents.

At Simplus, we specialise in financial services data modelling, cleansing, and consolidating disparate systems (banks, insurers, advisers) and enabling AI Agents within Salesforce to act on trusted data. Choosing Simplus means you’re partnering with a team that understands not just Salesforce technology but also the complexities of banking, insurance, and wealth management workflows.

2. AI Agents embedded in real workflows for banking, insurance, and wealth

Dreamforce showcased use cases beyond pilots, including AI Agents designed for loan officers, insurance agents, wealth advisors, relationship managers, and service teams. For example: conversational financial-advisory assistants that summarise meetings, recommend next steps, flag compliance issues; service-desk Agents that assist with underwriting queries, claims triage, or client servicing.

These Agents are not standalone bots; they’re embedded in Salesforce, drawing on the same trusted data as your human teams, governed for auditability and compliance. When working with Simplus, you gain access to our industry-specific accelerators: workflows tailored to banks, insurers, and wealth managers, built on Salesforce. As the partner of choice for the financial services industry, we help organisations deploy these AI Agents rapidly and securely.

3. Ecosystem enablement, regulatory readiness, and transformation at scale

Financial services firms face intense pressures: regulatory compliance, legacy systems, privacy mandates, evolving client expectations, and disruptive business models. At Dreamforce, the conversation shifted from “pilot” to “scale”. It was all about how firms must partner across the technology ecosystem to deliver transformation end-to-end—not just point solutions.

For insurers and wealth managers, that means combining Salesforce’s innovations (Agentforce, Data 360, Slack as the “Agentic OS”) with expert partners who know finance, governance, and execution. That’s where Simplus comes in. We bring deep experience in regulatory-safe deployments, data governance for finance, and real-world transformation (e.g., quoting automation in insurance, channel modernisation in banking, service-optimisation in wealth). Selecting Simplus as your partner means you can move from concept to enterprise-scale transformation with confidence.

Dreamforce 2025 clearly laid out the roadmap for the financial-services industry: unify your data, embed AI Agents into business workflows, and lean into ecosystem-based transformation—all while staying compliant, trusted, and human-centred. For banks, insurers, and wealth managers ready to turn opportunity into advantage, this is your moment.

At Simplus, we stand ready as your industry-specific partner for banking, insurance, and wealth management data & AI solutions on the Salesforce platform. Let’s build your Agentic Financial Enterprise together—the sooner the better.