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Unlock Hidden Market Share with Agentforce: AI-Powered Portfolio Insights for Asset Managers

 

Join our webinar to discover how Agentforce, the Salesforce’s AI Agent platform, can help Asset Managers generate portfolio and product insights right from their dashboard, tapping a universe of market data to find the best products for their best clients.

What you’ll learn:

✅ How Agentforce can analyze market data, summarise product performance and accelerate investor outreach

✅ How Agentfore helps to quickly identify top funds by sector

✅ How Agentforce can summarise top products with current performance and pipeline

✅ How Agentforce can analyze market performance gaps and recommend focused outreach