Your Pilot-to-Profit Playbook | Financial Services Keynote, Dreamforce 2026
Customers increasingly prefer AI for financial advice over traditional sources.
“Your customers are not waiting to use AI. They're already using it.”
During the Dreamforce 2026 keynote, Ryan Rading highlighted a significant shift in customer behavior, noting that reliance on AI for financial advice has surged from 10% to 50% in just a year. With a massive wealth transfer to younger generations, the use of AI in managing finances is becoming increasingly common, prompting financial institutions to adapt to this evolving landscape.