[Webinar]Want to SAVE hundreds of hours processing P60s, Bank Statements and Letters of Authority? Find out here
Join us for an exclusive webinar to see Salesforce’s Mulesoft Intelligent Document Processing in action—automating document processing utilising Mulesoft’s pre-trained AI capabilities.
What You’ll Learn:
✅ How to easily configure documents for processing using Mulesoft’s IDP User Interface
✅ How to leverage AI prompts to extract and analyse unstructured financial data, such as displaying transaction details and categorisation
✅ How to ingest forms such as bank statements or P60 tax returns into multiple objects from one single file
✅ How this type of automation can be triggered via front-end business users to reduce the amount of re-keying and manual user input
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.