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Dreamforce is the Place to Be if You’re In the Financial Services Industry

Financial Services

Dreamforce starts tomorrow! We are ready for a fantastic week of learning, teaching, and sharing of innovative solutions and ideas. With a deep dive into Financial Services, we have an array of the places you should be this week. Take a look at some sessions, keynotes, and demos we’ve compiled. If you don’t know where to go, make sure you get into some of these sessions.

MetLife: The Making of a Digital Insurer
Tuesday, October 4, 10:00 AM – 10:40 AM, InterContinental San Francisco Hotel, InterContinental Ballroom A-B
“Digital Transformation” has become a vital strategic imperative for insurers in response to rampant policyholder and agent dissatisfaction in the industry. However, the path to effortless, efficient digital experiences is fraught with challenges related not just to technology, but also process, people, and culture. As a result, it’s not enough to simply hand off digital initiatives to the CIO or CMO. The entire organization and its leadership must rethink the way they do business with its customers. Leading innovators are making every touchpoint — whether B2C or B2B — more personalized, predictive and repeatable. Learn how MetLife does it effectively at scale.

FinTech Leadership Panel: What the Industry Can Learn from FinTech Success
Tuesday, October 4, 11:30 AM – 12:10 PM, InterContinental San Francisco Hotel, InterContinental Ballroom C
The perfect triad of massive VC investment, demand for innovation, and open, flexible digital technology is rewriting the rules of financial services experiences, driven by FinTechs. It’s predicted that by 2023, FinTech will account for 17% or $203 billion of retail banking in North America. Join us as we explore this rising tide and what the financial services industry can learn from the success of new FinTech entrants. FinTech leaders will share their insights and discuss how Salesforce is positioned to help innovators adapt, thrive, and deliver customer success.

The New Asset Management Ecosystem: Drive Customer Loyalty & Grow AUM
Tuesday, October 4, 3:00 PM – 3:40 PM, Palace Hotel, Presidio
Faced with increased competition for assets, intense cost pressures and growing regulatory and transparency requirements, asset management firms are making core operational, marketing, and technology changes. Join us to learn more about this ecosystem expansion that includes marketing automation tools, such as Salesforce, and enabling highly compliant and customized communications.

Financial Services Keynote: Get Smarter in the Age of the Customer
Wednesday, October 5, 9:00 AM – 10:00 AM, Moscone West, Keynote Room, Level 3
In every industry, cracks in traditional businesses models are widening. Nowhere is this more prevalent than in the financial services industry where FinTech disruptors and nonbanks are now competing with impressively differentiated customer experiences. In this keynote, join industry trailblazers Jeff Dailey, CEO of Farmers Insurance and Cathy Bessant, Chief Operations and Technology Officer at Bank of America to hear how Salesforce is helping their companies get smarter about their customers to personalize relationships at scale. Plus watch live demonstrations of the new Salesforce Financial Services Cloud, the world’s #1 CRM, reinvented for financial services.

Using Salesforce as an Omni-channel Platform
Thursday, October 6, 11:00 AM – 11:40 AM, InterContinental San Francisco Hotel, Union Square
Join us to learn how one of the world’s largest Insurers, AIG Insurance, plans to use Salesforce as an Omni-channel platform. AIG, which already has a large global install of Salesforce across various LOBs, sees Salesforce as an Omni-channel platform that can be used across the entire insurance value chain to provide a better experience for its employees and customers. Hear their Point of View and future vision around their planned use of the Salesforce Platform.

Wealth Management: The Playbook for Winning the Trust of Connected Clients
Thursday, October 6, 1:30 PM – 2:10 PM, InterContinental San Francisco Hotel, Grand Ballroom A-B
We’re witnessing a new era in which clients and employees are the focus, and disruptive technology is the fuel. Nowhere is this being felt more than in wealth management, an industry scrambling to meet higher client expectations and compete with a growing list of technology-fueled disruptors. Join us to learn how to extend the Financial Services Cloud, leveraging the Salesforce Platform and the partner ecosystem to address the needs of your business.

Silverline Booth Demos

Stop by our booth 2047 in Moscone South for live demos of our industry accelerators and Fullforce solutions, AppExchange apps, and Lightning components that solve everyday business challenges with Salesforce. When you attend a demo you’ll be entered for a  chance to win a Drone plus other great giveaways at our booth.

Tuesday, Oct 4

  • Insurance Community Portal @ 5:00 PM

Thursday, Oct 6

  • Mobile Pipeline Management @ 2:00 PM
  • Master Data Management (MDM) for Financial Services @ 3:30 PM

Remember to follow us at on Twitter for updates all week long: @SilverlineCRM.

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