Exploring Real-World AI Use Cases: Six Practical Implementations of AI and Agentforce

It's a RuleSixPack of awesomeness.

You want to get on the hype train with an agentic application.

"But where do I start?" you think.

The answer to that question is obviously going to be highly dependent on the type of business you're in, the amount of effort you can give a solution, and maybe the amount of risk you're willing to take.

Here is our RuleSixPack of examples that we've helped clients create and some measures of WHY you should consider something similar in your business.

(hint: it's the payoff!)

Please reach out to us if you want to solve your version of the problem!

1. 💼 Wealth firm retains over $40M AUM by using Einstein to predict client churn. Here’s how AI changed the game. → [link] ✅

2. 🧠 Agentforce generates RM meeting briefs in seconds. Goodbye prep deck slogging, Hello efficiency. → [link] ✅

3. 🤖 Bots now handle 40% of call volume at this Credit Union. Faster service, happier members, hours saved. Explore the story → [link] ✅

4. 🚀 Business lending just got smarter. Using AI to score leads based on close likelihood — and it worked. → [coming soon! link] 📅

5. 📣 Your investors are talking. Are you listening? Einstein Natural Language Processing (NLP) helped this firm quantify sentiment — fast. → [coming soon! link] 📅

6. 📊 This credit union boosted financial planning uptake 35% using predictive AI targeting. Details → [coming soon! link] 📅