Discover why AI scales successfully at some financial services firms while others remain stuck in experimentation. Learn the strategies that separate AI leaders from experimenters and discover what it takes to achieve similar success with AI at scale. Learn more about Agentforce Financial Services: https://www.salesforce.com/financial-services/cloud/ Check out our guide for scaling AI responsibly: https://www.salesforce.com/agentforce/scaling-responsible-ai/ Learn more about Agentforce: https://www.salesforce.com/agentforce/ Timestamps: 00:00:05 - Salesforce Financial Services Cloud Keynote Intro 00:05:28 - Building Deterministic AI in Financial Services Cloud 00:08:05 - Anthropic & Claude Integration with Financial Services Cloud 00:17:49 - Headless Financial Services Cloud & MCP Agent Demo 00:21:23 - Rocket Pro Headless CRM Success Story 00:26:51 - Untangling Banking Processes with Agentforce Operations 00:28:39 - Automated Client Onboarding & Workflow Optimization 00:36:21 - Bank of America Enterprise AI Scale & ROI Story 00:44:05 - Agentforce Co-worker, Run My Day & Meeting Concierge Demo ______ This video comes to you from Dreamforce 2026, the conference that helps you unlock unprecedented success with the power of trusted AI Agents, real-time data, and CRM. This is where you become an Agentic Enterprise. Watch Marc Benioff's opening keynote here: https://youtu.be/wYFt9NCYaVI Watch all of our content from Dreamforce 2026 here: https://www.salesforce.com/plus/experience/dreamforce_2026 Continue your learning journey on Salesforce+: https://www.salesforce.com/plus Subscribe to Salesforce’s YouTube Channel: http://bit.ly/SalesforceSubscribe Learn more about Agentforce Financial Services: https://www.salesforce.com/financial-services/cloud/ Check out our guide for scaling AI responsibly: https://www.salesforce.com/agentforce/scaling-responsible-ai/ Learn more about Agentforce: https://www.salesforce.com/agentforce/ _______ #Salesforce #Dreamforce #AgenticCRM #AgenticEnterprise #Dreamforce2026 #DF26 Learn more about Salesforce: https://www.salesforce.com Twitter: https://www.twitter.com/salesforce LinkedIn: https://www.linkedin.com/company/salesforce Facebook: https://www.facebook.com/salesforce Instagram: https://www.instagram.com/salesforce About Salesforce: Improve customer relationships with Salesforce, the #1 Agentic CRM where humans with agents drive customer success together. Our integrated platform pairs your unified customer data with trusted agents that can assist, take action autonomously, and hand off seamlessly to your employees in sales, service, marketing, commerce, and more. Disclaimer: This video is for demonstration purposes only. All account data depicted is fictional and does not contain personally identifiable information (PII). This content is intended solely to illustrate product functionality in a simulated environment.

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