Agentic AI for CFOs, with Vivienne Wei, COO of Salesforce Unified Agentforce Platform

Episode notes

Join Vivienne Wei , COO of Unified Agent Force Platform at Salesforce and a leading thinker in financial technology, as she shares her journey from Wall Street to orchestrating enterprise-wide AI transformations. In this episode, Vivienne breaks down the realities and myths of AI in the finance function, from predictive models to generative AI, and reveals how agentic AI is creating a new category of digital workers, “AI agents,” that drive both productivity and resilience in modern businesses. You'll also learn the essentials of upskilling for an AI-augmented workforce, the leadership behaviors needed to foster adoption, and actionable strategies for CFOs to harness AI for operational and strategic advantage. Whether you're a finance leader, tech executive, or simply curious about the future of work, discover practical lessons and frameworks to drive innovation and business value in the AI era. If becoming a CFO is part of your goals, get your CFO readiness score here: Don't forget to download the free guide on AI prompts every finance leader needs:

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