This session dives into how Tableau Next, Salesforce's revolutionary agentic analytics platform, can transform the way financial services organizations leverage their data within Salesforce Financial Services Cloud (FSC) and beyond. We will showcase real-world use cases across wealth management, banking, and insurance, demonstrating how Tableau Next's embedded and AI-powered capabilities enhance FSC's robust data models and workflows. We'll specifically highlight the synergy across Tableau Next's Data Layer, Semantic Layer, Visualization Layer, and Action Layer, enabling deeper client insights, optimized operations, and proactive risk management. You’ll see the art of the possible, and walk away with resources and best practices to get started on your agentic analytics journey.
What Attendees Will Learn:
- Understand the fundamentals of Tableau Next and its capabilities to integrate AI-powered insights and actions directly within your Salesforce Financial Services Cloud applications and workflows, driven by its innovative multi-layered architecture.
- See live demonstrations showcasing how embedded Tableau Next analytics can create powerful, branded data experiences for financial advisors, bankers, agents, and clients. We'll illustrate how the Data Layer (powered by Data Cloud) provides a holistic view, the Semantic Layer ensures consistent business definitions, the Visualization Layer delivers intuitive insights, and the Action Layer enables direct engagement and automation within FSC.
- Interactive Q+A to address everything you want to know about Agentic AI.
