[Webinar] Streamlining Budget Summaries in Wealth Management with Agentforce
📢 Webinar: Streamlining Budget Summaries in Wealth Management with Agentforce
What if you could cut the time it takes to produce accurate, client-ready budget summaries from hours to minutes?
Wealth management firms are under pressure to deliver faster insights, tighter reporting, and cost-efficient operations. In this session, we’ll explore how Agentforce automates budget summary creation — reducing manual effort, eliminating errors, and freeing advisors to focus on client relationships.
🔍 What You’ll See in Action
- Faster Client Reporting – How Agentforce reduces the turnaround for budget summaries from days to minutes.
- Accuracy and Compliance – How Agentforce can use your defined guardrails to flag and enforce regulatory expectations for your clients.
- Operational Efficiency – Unlock cost savings and productivity gains across wealth management teams.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.