How Financial Services firms can create long-term leadership in the age of AI

In the high-impact, high-risk regulatory environment of financial services firms, "it’s little wonder that banks and similar financial institutions are cautious about leveraging artificial intelligence." The Salesforce acquisition of Informatica is good news for the financial sector because it shines an even brighter light on the need for data transparency, deep contextual understanding, and rigorous governance.

The combination of Informatica's rich data catalog, data integration, and metadata management with the Salesforce platform will help establish a unified architecture for agentic AI, enabling AI agents to operate safely, responsibly, and at scale across the modern enterprise. Combining Informatica’s cloud-native capabilities with the Salesforce Data 360 and Agentforce platform can deliver more trustworthy data sources, deeper customer understanding, and enhanced customer experience. With accurate data in hand, the platform can be used for a wide range of sales and marketing purposes as well as compliance, resulting in a 360-degree view of customers in the cloud across an organization.

KPMG has invested more than $2 billion to develop AI-enabled tools that drive value for companies in the financial sector. "KPMG and Salesforce have developed a trusted AI framework for financial services firms that applies rigorous monitoring, verification, and governance throughout the AI lifecycle." As a leading Salesforce alliance partner, KPMG has deep industry experience and solutions that drive peak execution and accelerate utilization of the Salesforce platform. KPMG has developed a robust approach and suite of assets to help organizations harness the power of Data 360 and Agentforce with Informatica's leadership in managing the entire lifecycle of client data. The firm's deep relationship with Salesforce and Informatica and well-established alliances will continue to help clients transform customer interactions, streamline operations, and provide personalized services at scale.