The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Hit the Ground Running… Your Banking Journey at Dreamforce!

Banking

It’s the final countdown to Dreamforce and I know you’re busy getting your schedule ready for next week. Dreamforce will be a fantastic experience if you work in the banking, credit union, mortgage, and wealth management industries. As the industry is changing so drastically, it’s important to maintain momentum with technology to retain your competitive advantage. Dreamforce will offer amazing sessions, keynotes, and knowledge sharing opportunities.

Below are some sessions I want to highlight for you to add to your calendar:

New Digital – First Experiences Dominate Mortgage and Lending
Gemma Currier, VP, National Retail Sales Operations, Guild Mortgage Company
Monday, Nov 6 from11:00 AM to 11:40 AM
InterContinental San Francisco Hotel, InterContinental Ballroom A-B

Reimagine Success in Mortgage
Gemma Currier, VP, National Retail Sales Operations, Guild Mortgage Company
Tuesday, Nov 7 from 9:30 AM to 9:50 AM
InterContinental San Francisco Hotel, Industries Trailblazer Theater

Financial Services Keynote: Build Loyalty by Unlocking Your Firm’s Full Power
Wednesday, Nov 8 from 11:30 AM – 12:30 PM
Moscone North, Keynote Room to North Hall D

Institutional Banking & Markets:The Connected Investment Banker
Jill Harrison, Innovation Programs, Silverline
Wednesday, Nov 8 from 3:00 PM to 3:20 PM
InterContinental San Francisco Hotel, Industries Trailblazer Theater

Financial Services in the Silverline Lounge

Additionally this year, Silverline is offering an offsite meeting space. The Silverline Lounge is a short walk away and has open seating, private rooms, wifi, a place to charge your devices, catering, and much more! Visit the Silverline Lounge landing page to schedule a meeting with me.

We will be offering networking sessions with several topics you may be interested in. Let us know you’ll be attending by filling out the form on the landing page and check out the sessions below:

Banking Networking Hour: Customer Centric Banking
Pam Hannett, Banking & Wealth Management Practice Director
Tuesday, Nov 7 at 11:30 AM

Banking Networking Hour: Financial Services Cloud for Banking
Pam Hannett, Banking & Wealth Management Practice Director
Wednesday, Nov 8 at 2:00 PM

Banking Networking Hour: Financial Services Marketing Cloud Networking Hour
Engage today’s connected clients, and exceed their expectations with Marketing Automation
Brett Brewer, Marketing Automation Practice Director & Pam Hannett, Banking & Wealth Management Practice Director
Wednesday, Nov 8 at 3:30 PM

You can also find Silverline every day at the Financial Services Lodge in the InterContinental Hotel. Plus, when you explore the expo hall in Moscone South you should stop Silverline’s booth 1200 to say hello.

Excited to see everyone next week! Travel safely and bring comfortable shoes! Be sure to follow me on Twitter @PamelaHannett and @SilverlineCRM for live updates.

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