WEBINAR
Practical Ways to Ease Into AI with Salesforce
- Google Meet
- April 24, 2005
- 1:00 p.m. CST
- 45 minutes
See how financial institutions are easing into Agentforce and Einstein—gaining insights, reducing compliance fears, and avoiding the bigger risk of standing still. Learn how to crawl, walk, run — jump, and fly — with AI.
Register Today
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DID YOU KNOW
Only 15% of financial institutions have an AI plan.
Is this a surprising wake-up call or a competitive opportunity in the making?
Join John and Vicky for a dynamic 45-minute session on how to demystify (and actually start using) AI Agents.
They’ll share advice that can be executed immediately and offer practical strategies for those struggling to gain footing with AI. Stick around for a live Q&A and a takeaway for turning on hidden Salesforce features.
📅 Save your spot! The session recording and follow-up whitepaper will be available exclusively to registrants.
Participants will discover:
John Hamon
Founder & CEO
With 20 years of experience in Financial Services, John continues to be the practical voice connecting and expanding custom relationships with technology.
Victoria Smith
VP of Professional Services
Vicky transforms businesses with smart tech, sharp strategy, and Salesforce magic—making complex systems click while people actually enjoy the process.
Disclosures: This webinar may be recorded for quality and training purposes. By registering, you consent to the recording and agree to our privacy policy. The information shared is for general informational purposes only. Every insurance carrier’s needs are unique, and we strongly recommend scheduling a consultation to assess your specific requirements before making any decisions regarding products or solutions. Statistic Source.
