Salesforce and IBM have entered into a strategic partnership aimed at overcoming the challenges of AI implementation in the highly-regulated finance sector. The collaboration combines Salesforce’s Agentforce platform, a suite of autonomous agents, with IBM’s advanced watsonx AI capabilities to help financial institutions unlock the full potential of AI while maintaining strict compliance and control over their systems.
The integration of Salesforce Data Cloud and IBM Data Gate enables businesses to tap into data stored in IBM Z mainframes and Db2 databases, allowing them to seamlessly use this information for AI-driven processes and data analysis across the Agentforce platform. This setup is expected to streamline key operations like customer onboarding, data reconciliation, and approvals, reducing inefficiencies and enhancing customer engagement.
Expanding AI Capabilities with Customizable Autonomous Agents
Through the Agentforce Partner Network, businesses will have the ability to build and customize AI agents that autonomously interact with enterprise systems, make informed decisions, and perform multi-step tasks. These agents, powered by Salesforce and IBM's data, will help automate repetitive and time-consuming tasks, freeing up resources for more strategic initiatives. The agents are designed to request approval when encountering tasks beyond their scope, ensuring secure and accurate operations.
Moreover, IBM will integrate its watsonx Orchestrate product, leveraging the Granite foundation models—purpose-built for enterprise-grade AI use cases—to create pre-built AI agents tailored to specific business challenges. These agents will be designed to optimize efficiency, streamline workflows, and enhance overall customer service.
Empowering Financial Institutions to Maximize AI ROI
This partnership aims to enable financial institutions to effectively harness AI in ways that align with their regulatory obligations while delivering measurable return on investment (ROI). With enhanced automation and AI-powered agents, companies can expect to see improvements in operational efficiency, customer satisfaction, and strategic decision-making.
Brian Landsman, Executive Vice President of Global Technology Partners at Salesforce, emphasized that this collaboration will help customers meet their strategic goals by making their data and AI agents work "smarter and harder."
This Salesforce-IBM partnership represents a significant step forward in enabling the finance industry to adopt AI technologies while maintaining compliance with industry regulations. It is poised to deliver transformative benefits across various financial operations, driving both innovation and regulatory adherence.
The integration of Salesforce Data Cloud and IBM Data Gate enables businesses to tap into data stored in IBM Z mainframes and Db2 databases, allowing them to seamlessly use this information for AI-driven processes and data analysis across the Agentforce platform. This setup is expected to streamline key operations like customer onboarding, data reconciliation, and approvals, reducing inefficiencies and enhancing customer engagement.
Expanding AI Capabilities with Customizable Autonomous Agents
Through the Agentforce Partner Network, businesses will have the ability to build and customize AI agents that autonomously interact with enterprise systems, make informed decisions, and perform multi-step tasks. These agents, powered by Salesforce and IBM's data, will help automate repetitive and time-consuming tasks, freeing up resources for more strategic initiatives. The agents are designed to request approval when encountering tasks beyond their scope, ensuring secure and accurate operations.
Moreover, IBM will integrate its watsonx Orchestrate product, leveraging the Granite foundation models—purpose-built for enterprise-grade AI use cases—to create pre-built AI agents tailored to specific business challenges. These agents will be designed to optimize efficiency, streamline workflows, and enhance overall customer service.
Empowering Financial Institutions to Maximize AI ROI
This partnership aims to enable financial institutions to effectively harness AI in ways that align with their regulatory obligations while delivering measurable return on investment (ROI). With enhanced automation and AI-powered agents, companies can expect to see improvements in operational efficiency, customer satisfaction, and strategic decision-making.
Brian Landsman, Executive Vice President of Global Technology Partners at Salesforce, emphasized that this collaboration will help customers meet their strategic goals by making their data and AI agents work "smarter and harder."
This Salesforce-IBM partnership represents a significant step forward in enabling the finance industry to adopt AI technologies while maintaining compliance with industry regulations. It is poised to deliver transformative benefits across various financial operations, driving both innovation and regulatory adherence.