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How Can Financial Services Firms Grow Business With Agentforce?

Salesforce

Between 2024 and 2028, IDC forecasts that financial services will account for 20% of a worldwide AI spending surge to $632 billion. In claims management, AI agents can help facilitate first notice of loss (FNOL) and straight-through processing for less complex claims. Back to top.

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The Impact of AI on Sales Strategies and Performance

Highspot

In the same vein, buyers are becoming increasingly AI-savvy, with projections suggesting that by 2028, 70% of B2B buyers in the U.S. Enrich Sales Data AI integration ensures up-to-date customer relationship management (CRM) data, offering salespeople instant access to the latest customer information.