In the financial services world, the ability to deliver intelligent, timely advice depends entirely on data—yet most institutions struggle with fragmented systems, costly integrations, and rising security concerns. In this session, we’ll follow the story of Emma, a customer trying to assess her retirement readiness, and David, the advisor supporting her. Their seamless experience—powered by Salesforce Data Cloud’s Zero Copy ETL and Agentforce—shows how live, secure data access enables both AI-driven customer assistance and smarter internal workflows. We’ll explore what Zero Copy ETL is, when to use it, its consumption model, and how harmonized data can be delivered securely to Agentforce in real time. You'll leave with a clear framework for transforming your own customer and advisor experiences—while keeping governance, compliance, and cost top of mind.