Introducing AgentFlow, the Agentic AI Platform for Financial Services In 2026, “using AI” in banking and insurance isn’t the hard part. Running AI safely inside real workflows is. Most teams start with point tools and pilots. Then reality hits: 1. workflows span documents + systems + approvals + exceptions 2. multiple agents need to collaborate reliably 3. compliance needs traceability, controls, and audit-ready logs scaling across teams turns into fragmentation and cost. That’s why we built AgentFlow: an all-in-one platform for creating, orchestrating, and monitoring AI agents in finance and insurance, with governance built in. Key takeaways 1. AgentFlow is an all-in-one platform for creating, orchestrating, and monitoring AI agents in finance and insurance. 2. It embeds governance with confidence scores, explainability, and audit trails for compliance and trust. 3. Flexible deployment and self-serve or white-glove setup let teams automate workflows at their own pace. #Productvideo# #MultimodalAgentFlow#

Despite the fintech surge, trust remains a credit union advantage. Consumers still see CFIs as safer than digital banks, especially when it comes to data privacy and fraud protection. Double down on that perception. Use AgentFlow to operationalize safety: 1. Employ Decision AI for proactive fraud detection 2. Automate suspicious activity alerts via Conversational AILog and audit every action for compliance with full traceability Security and governance are embedded in the AgentFlow platform, from SOC 2 Type II compliance to VPC deployments and immutable audit logs.

Big news! Multimodal has been selected as the build partner for FiLab’s Agentic AI Discovery Test Over the next several months we’ll work with Filene Research Institute and a cohort of credit unions to: → Educate teams on what agentic AI actually is → Build three real, hands-on POCs in our AgentFlow sandbox → Model time savings, error reduction, and member impact No slideware, just workflows credit unions can touch, test, and evaluate. Excited to help shape the next generation of member service! #CreditUnions# #AgenticAI# #FinTech# #MemberExperience# #Innovation#

Welcome Agentforce Coworker. 🤝 Half your morning is tabs. Ask: “What’s important today?” It pulls the 9am, the $950K, and the billing dispute you’d have missed. Then it just acts. Coworker: Ask. Find. Act. Close. See it at Dreamforce. #DF26# #Agentforce#

Welcome Agentforce Operations: Deterministic execution beats probabilistic guesswork. 🛠️ Blueprints now guide specialized agents through complex, multi-step back-office workflows. No more broken handoffs. Full observability, audit trails, and human-in-the-loop control. This is how enterprise AI finally gets real work done. @Salesforce

.@FultonBank shows how Agentforce Coworker helps sales leaders get from data to decisions faster — live at @Dreamforce → Brings pipeline + activity into one view → Flags the opportunities leaders should focus on → Turns that workflow into a reusable Skill From digging through records → acting on what matters

Here's what Agentforce Coworker can do: ↳ Handle complex, multi-step goals from one prompt ↳ Save and reuse past tasks and skills with a history panel ↳ Delegate to the right agent — with governance across every interaction Powered by Data 360. Turn it on in minutes.