Join our webinar to discover how Agentforce, the Salesforce’s AI Agent platform, can help Asset Managers generate portfolio and product insights right from their dashboard, tapping a universe of market data to find the best products for their best clients.
What you’ll learn:
✅ How Agentforce can analyze market data, summarise product performance and accelerate investor outreach
✅ How Agentfore helps to quickly identify top funds by sector
✅ How Agentforce can summarise top products with current performance and pipeline
✅ How Agentforce can analyze market performance gaps and recommend focused outreach
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.
Robert Timm – Co-Founder, Futureform
Robert’s life and professional roots are in the New York world of business, technology and education. He started his own professional journey managing financial data and information systems for his family’s business, taught in the City University of New York for several years, and later expanded into technology and internet solutions for small businesses and start-ups in education, media, non-profit, and investment industries. Robert now lives in Wales, and is proud to be part of the Futureform team delivering world-class Salesforce solutions for financial service companies.