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工作人員顧問的 BridgeFT 連接器
將 BridgeFT 的託管帳戶資料與您的「財務服務」用戶記錄整合,以取得用戶財富的完整檢視。BridgeFT Connector for Agentic Advisor 透過 Connector Library 將託管與產品組合管理資料帶入 Agentforce Financial Services。
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