Salesforce on Wednesday launched Agentforce for Financial Services, which will allow financial services users to automate routine front-office tasks—like loan recommendations, client meeting ...

Learn more at www.iopex.com. Areya Technologies is a Salesforce Summit (Platinum) Partner of advisory, implementation, managed services, and AI-integrated Salesforce services. With deep expertise ...

Salesforce has introduced Agentforce for Financial Services, a set of pre-built, role-based AI agent templates that augment financial services teams with digital labour and automate key front-office ...

PandaDoc, a document management platform provider, has launched PandaDoc CPQ for Pipedrive, a deeply integrated configure, price, quote (CPQ) solution with bi-directional synchronization designed ...

In the lead up to the earnings call, Salesforce introduced a version of Agentforce for health care, financial services and ... of AI‑powered configure, price, quote (CPQ) tool provider Logik.ai.

This is a demo recommendation engine which reads all org quotes from salesforce database ... custom object records inserted by the engine are queried and processed by the CPQ ...