Other Highlights from Financial Services Sessions: • CIBC successfully integrated Einstein AI into their Service Cloud case management, reducing manual e昀昀ort in complaint resolution and setting a benchmark for AI adoption in 昀椀nancial services. (1) • Salesforce's AI capabilities are being embedded within work昀氀ows to provide advisors with actionable insights and recommendations, enhancing decision-making and client service. (2) Resources: • Financial Services at Dreamforce Collection • Financial Services AI Use Case Library • Data Maturity Playbook for Financial Services • Financial Services Cloud Demo • Ask an Expert • Website: Financial Services Source 1: Initiate Your AI-Powered Banking Service Journey Source 2: Prep for the Pivot: Transforming Wealth with Data and AI 39

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