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With FinServ set to lead the AI revolution, is your team Agent-ready?

Titan’s four-week newsletter series will get your financial services organization up and running for fast and efficient Agentforce adoption.

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Onboarding

Agentforce + FinServ

Overview

An introduction to Agentforce for financial services, including key features and benefits

Get Started

Enable Agentforce, get system requirements, and find out the pricing model for you

Use Cases

Access real-life use cases for FinServ and Agentforce to get inspired!

FinServ + Agentforce 101

Enable Agentforce

System Requirements

Integration Tips

Feature Breakdown

Business Implementation

FinServ/ Agentforce FAQs

Troubleshooting Guidance

Agentforce/ FinServ Roadmap

Titan is Trusted by Industry Giants

It’s so powerful, we haven’t even touched the surface

Titan has transformed our business, saving us time and money. We have been able to incorporate Titan Forms into our application process helping us close deals 25% faster, saving us over 15 hours per week.

Ben Clumeck

Uber BC

An amazing tool with great support — my new go-to!

I find myself building more in the titan tool, to avoid heavy flow configs in Salesforce which my clients can easily update on their own leaving them with less “tech debt” that they have to pay consulting fees for.

Gretchen Allnutt

Prolocity

The best Salesforce integrated form and web builder

I looked for a long time for a web based tool like this! This is the only tool I have found that could meet our needs. Finally, Salesforce can be my database and I can have an intelligent client facing interface.

Tammy Sager

Senior Programmer

Using this app to build any sort of web to lead forms

Strongly recommend using Titan to build any sort of Web-to-Lead forms, standard object forms, or custom object forms. It integrate seamlessly with Salesforce and adapts to any nature of the business.

Harsha BR

Senior Software Engineer

Solution for capturing data from our website into custom objects

Outstanding ssupport. I was evaluating the use of Titan against other apps on Salesforce as a solution for capturing data from our website into custom objects. We chose Titan as it was extremely easy to use.

Simon Baker

Senior Engineer

Excellent web forms application that stands out in flexibility

Great in functionality features and support. Titan is the excellent web forms application. It has the unique set of features and stands out in flexibility and extendability possibilities.

Sergey Erlikh

Customer Success Architect

Titan Academy

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Complete Guide to Sales Engagement in Salesforce

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Even though today’s business-to-business (B2B) market is large and lucrative, it is also highly competitive. Looking at the U.S. market alone, we see that it has over 330 million people and 25% of the global gross domestic product (GDP), making it a super attractive environment for entrepreneurs (source). For this reason, sales professionals who want to attract…

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Example of a Notarized Document

If you are uncertain about the structure of a notarized document, join us in the article below. We will show you an example of a notarized document, so that you can see where signature fields and the notary public’s seal are placed. You will also get a glimpse of the type of language used in these formal…