Salesforce launches Agentic Advisor as AI notetakers threaten CRM dominance - InvestmentNews
AI SummaryAI-generated — verify against the source.Salesforce has introduced 'Agentic Advisor,' a new AI-driven tool designed to enhance CRM capabilities for financial advisors. This launch signals a shift in the CRM landscape as established providers respond to the growing competition from specialized AI notetaking and automation tools.
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