Join us on 17 September 10 a.m.
AI initiatives can often stay stuck in pilot mode, disconnected from where the work actually happens. This one didn’t.
Join the Futureform team for a practical look at how an asset management firm brought Agentforce directly into Slack, turning AI agents from a back-office experiment into a tool their investment and operations teams use every day, without switching platforms or retraining habits.
What You’ll See
A walkthrough of the implemented solution: Agentforce agents surfaced natively in Slack channels and DMs, automated research and reporting workflows, and real-time query handling for portfolio and client data, with a focus on the configuration decisions that made adoption immediate rather than aspirational.
What You’ll Hear
The team will cover what it actually takes to bring Agentforce into a firm’s daily workflow via Slack: what was built on out-of-the-box capability, where data and permissioning needed care, and how the project was structured to deliver a working agent fast rather than a lengthy AI roadmap. You’ll also hear where the client is headed next, and how having agents live in Slack is opening the door to broader automation across research, compliance, and client service.
If you’re evaluating Agentforce for your asset management business and want to understand what a practical, Slack-first AI rollout looks like in practice, this is that session.
Who This Is For
Operations leads, IT decision-makers, and senior leadership at asset managers and investment firms who are considering an AI/agent strategy, or who are mid-way through one and want a benchmark for what fast, adoption-focused delivery looks like.