Financial Services Transform Financial Services with Humans and AI. The Financial Services Keynote centered around the transformative potential of Agentforce within the sector, emphasizing the integration of AI, data, and action to rede昀椀ne customer experiences. Demonstrating the commitment to industry-speci昀椀c innovation, the session highlighted the launch of Financial Services Cloud and its role in accelerating customer success. The presentation showcased how Agentforce agents, built on the Salesforce Platform, will automate tasks and enable 24/7 service, providing scalability and intelligence to 昀椀nancial services. Keynote Announcements 1 Agentforce for Financial Services 4 Financial Services Cloud for • Banking Agents | Summer ‘25 Commercial Banking • Advisor Agents | Winter ‘25 Precon昀椀gured Solutions for Client Engage- • Claims Agents | Winter ‘25 ment and Onboarding • Business and Relationship Building | Winter ‘24 2 Financial Services Cloud for Invest- • Business Services Product Model | ment Banking Spring ‘25 Modernize Agency Management on the #1 5 Insurance Brokerage | GA Spring '25 AI CRM • Account Management | Spring ‘25 • Foundation • Line of Business Servicing | Spring ‘25 • Commission Processing • Commissions and Revenue | Spring ‘25 • Client Management • Carrier RFPS | Summer ‘25 • Agency Billing • Agentforce for Insurance Brokers | Summer ‘25 • Commissions and Revenue | Summer ‘25 3 Compliance | GA Spring '25 • Preventative Controls • Control Management • AI Powered Regulation Management • Compliance Analytics 38