Success with internal agents has PenFed looking to deploy consumer-facing tools
PenFed Credit Union has been gaining efficiency with internal AI agents and plans to deploy consumer-facing agentic AI tools by ...
Tag: Salesforce
PenFed rolls out 3 AI agents with Salesforce
PenFed Credit Union has launched three AI agents, underpinned by Salesforce’s Agentforce 360 platform, to improve client-facing and back-end operations. The agents are “streamlining repetitive tasks, surfacing insights ...
Stax chief AI officer breaks down multi-LLM strategy
Payments company Stax is taking a multi-LLM approach to AI — leaning on a “pay as you go” strategy to ensure that it has access to the technology it needs, while ...
FinAi firms spending big bucks on Super Bowl LX ads
As the Seattle Seahawks and New England Patriots face off in the Super Bowl on Feb. 8, many FinAi companies will be showcasing ...
Two sides of the coin: Smarsh’s approach to AI
AI-driven communication compliance company Smarsh’s approach to AI is twofold: it builds proprietary AI technology for regulated industries while also ...
Moody’s Analytics deploying agentic AI tool
Integrated risk assessment company Moody’s Analytics is deploying agentic AI tools and helping bank clients adopt the technology. The agentic AI ...
Inside Cambridge Savings Bank’s 3-year digital roadmap
Cambridge Savings Bank is executing a three-year digital roadmap with automation, client experience and modern platforms at the forefront of ...
BNY Mellon selects Salesforce for advisory productivity
BNY Mellon technology arm Pershing X is collaborating with cloud-based software provider Salesforce to automate data exchange for a unified ...
RBC invests in tech, employees in Q3
Royal Bank of Canada’s discretionary and technology-related spending accounted for 23% of the bank’s non-interest expenses in the third quarter. ...
RBC to use new Salesforce platform
Financial institutions can see the terms of a loan being offered by a competitor with a new platform launched Thursday ...
