詳細情報:
Agentic Advisor 用 BridgeFT コネクタ
BridgeFT からの保管口座データを金融サービスクライアントレコードと統合して、クライアントの資産の全体像を把握します。Agentic Advisor 用 BridgeFT コネクタは、コネクタライブラリを介して保管およびポートフォリオ管理データを Agentforce Financial Services に取り込みます。
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