Banks don't need more AI demos. They need agents they can actually trust in production. At Dreamforce, Ravit Jain had a chat with Jyoti Chaudhary, Global Head of Salesforce Practice at Altimetrik, to talk about what that takes.
A few things that stood out:
Altimetrik has a full 360 relationship with Salesforce. They sell to Salesforce, for Salesforce, and with Salesforce, from joint product innovation to services integration.
The big theme this year is data first. Automation, semantic layers, agent creation and Salesforce showing up inside Slack and cloud environments all sit on that foundation.
For BFSI clients, Altimetrik starts with workshops to set KPIs and a roadmap before any agent goes live.
Every agent has to be grounded, monitored, governed, compliant and auditable. In regulated industries that is the price of entry.
The use cases are practical. Onboarding, KYC, claims and servicing.
The payoff is a full customer view for relationship managers, which means better insight and more cross-sell and upsell opportunities.
You can find more of their thinking on the Altimetrik website and LinkedIn page.
Thank you Jyoti for the great conversation.
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