Join us on 6 August 10 a.m.
Investment advisers don’t need more dashboards. They need a shortlist of people to call.
Portfolio and market share data usually sits across reports, exports and analyst time before it turns into an actual call list. This session shows how Agentforce, working directly inside Salesforce, takes an adviser from a sector priority to a ranked list of investors worth contacting, in one sitting.
What You’ll See
We’ll walk through a demo with an investment adviser working a distribution priority, using a purpose-built Agentforce agent inside Salesforce. You’ll see:
- How an adviser goes from a sector priority straight to the active fund products that matter, no exports or analyst pull needed
- A whitespace analysis, where the agent looks beyond Salesforce to surface investors worth calling
- How the agent draws on Data Cloud and external market data (think Nasdaq, Morningstar) alongside what’s already in your org
- How the same approach extends from products to client meeting prep
- How agent responses are shaped over time, and what stays governed by Salesforce’s existing permissioning
Why It Matters
Asset managers who get this right in 2026 will:
- Turn a sector or distribution priority into a specific list of investors to call, without waiting on analyst time or manual report-pulling
- Use the data they already hold in Salesforce as a starting point, without needing every external market data source connected upfront
- Extend the same approach from products to clients, using an agent to prepare for portfolio reviews and client meetings
- Shape agent responses over time through instruction and feedback, rather than treating the agent as fixed on day one
- Keep every agent response governed by existing Salesforce permissioning, so data access never exceeds what a user is already entitled to see
Agentforce, built on well-structured Salesforce data, turns portfolio and market share analysis into something an adviser can do themselves, in minutes, ahead of the calls they need to make.
Who Should Attend
- Investment Advisers & Relationship Managers
- Heads of Distribution & Sales
- Asset Management COOs & Operations Leaders
- Salesforce Product Owners in Financial Services
- Marketing & Business Development Leads in Asset Management
Join us to see how Futureform is helping asset managers turn Agentforce into a distribution engine, surfacing the right investors for the right products without adding headcount.