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How Agentic AI Will Change the Way Financial Services Institutions Work

Within the first year of leveraging agentic AI, businesses have increased revenue by an average of 15%, according to a recent report by Futurum. And they’ve also accelerated time to market 4 to 5 times faster. So, agentic AI is undeniably changing the way that organizations work. This playbook zeroes in on agentic AI’s impact on financial services institutions (FSIs). Along with offering a deep dive into the technology and its capabilities, the playbook shares agentic AI use cases for FSIs. It also features guidance from Managing Director of Industry Advisory at Salesforce, Niema Alimohammadi.

Browse the playbook now to unlock those insights and to learn about:

  • 4 top-line risks of agentic AI
  • A roadmap for setting the foundation for agentic AI success 
  • 3 key benefits that AI agents can deliver for financial services institutions


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