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Join the Gerent & Salesforce

Dreamforce 2U Banking and Credit Union Webinar

About

Artificial Intelligence is set to drive major technological innovations, but Financial Institutions face challenges in managing risk within a highly regulated environment. Salesforce offers AI-driven innovation secured by its Trust Layer. With the launch of Agentforce, how can your Bank or Credit Union benefit?

We’ll show you how to leverage your Salesforce investment to harness AI innovations today. Learn how Agentforce can improve handle times, enhance data quality, and provide deep customer insights, while enabling teams to proactively cross-sell and upsell with actionable insights.

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Thursday, November 7th, 2024
11:00AM - 12:00PM CST
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Virtual Panel Chat

Join esteemed financial services experts as they discuss and show how the latest ground-breaking innovations in agent-based AI and walk through how they translate into game changing real world applications for Banks and Credit Unions. Learn about the advantages of using Agentforce and watch Gerent demonstrate how.

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Agenda

1
Welcome & Overview
2
How Agentforce Can Help Drive Quick Wins
3
Service Support Agent Demo: Automated Knowledge Base, Call Disposition and Sentiment Tracking
4
Sales Enablement Agent: Real-Time Cross-Sell/Upsell Opportunity Identification by Interpreting a Credit Report and Rate Table
5
Questions & Answers
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ABOUT GERENT

Gerent is a trusted Salesforce Summit consulting and implementation partner. With a deep anchor in industry, the agility of a mid-sized firm, and the extended capabilities of a large integrator, we offer a one-stop shop for all your transformation goals.

ABOUT SALESFORCE

Salesforce is the #1 CRM, enabling companies of every size and industry to digitally transform and connect with their customers in a whole new way through a single view of customer data and real-time insights that create personalized experiences and drive cost savings.

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Featured Speakers

Steve Stevens

Banking and Credit Union SME
Gerent

Steve Stevens is an innovative executive leader skilled at solving tomorrow’s business challenges through the strategic lens of digital solutions that enhance revenue growth, control costs, and increase customer satisfaction. With a proven ability to lead large-scale projects such as digital banking conversions, Salesforce implementations, and core banking conversions, Steve is passionate about helping organizations utilize digital solutions to enhance their customers' and members' experiences.

Charlie Ballard

Principal Architect, Financial Services
Gerent

As an 18x Salesforce Certified Architect and Mulesoft Certified Integration Architect, Charlie has led large-scale projects including Sales, Service, CPQ, and Financial Services Cloud implementations, as well as integrations with key technologies like Jack Henry and Fiserv. Throughout his leadership roles, he has consistently delivered solutions that streamline operations and enhance customer experiences, helping organizations harness the power of digital transformation.

Alex Bryce

Financial Services Leader
Gerent

Alex Bryce is a value-driven sales leader who has spent over 17 years in progressive sales roles. Alex's approach centers on discovery; he believes that by uncovering the “why” behind clients’ pain points, he and his team can drive more meaningful interactions that deliver the best results for Gerent’s clients and partners.

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We look forward to having you join us. See you soon!