Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where to go and what was important for me to see (I was a very small fish in an ocean no doubt). With that fond memory in mind, I wanted to take this opportunity to provide some guidance on how to make the most of your experience at Dreamforce. You should definitely check out these sessions:
A New Model for Client Engagement: The Northern Trust Transformation Journey
Join Northern Trust as they discuss how they were able to use Salesforce to transform their Wealth Management business to deliver an elevated client experience.
Reinventing the Customer Experience in a Digital-First Banking World
Join Webster Bank and Salesforce as they discuss how this bank was able to make digital the DNA of their business by utilizing Salesforce as a tool to bring together customer knowledge, geographical awareness, data science with revenue and service goals.
Tear Down The Barriers That Block Cross-Selling At Your Bank
Join Key Bank and Salesforce as they discuss how to leverage Salesforce to deepen relationships with your existing customer base. You will learn more about breaking down the silos in your organization with increased collaboration across business lines, how to empower your employees to know their customer before their interactions and maximizing the potential of their sales cycle.
Supercharge Growth in Business and Commercial Banking
Join Frost Bank, TCF Bank and Salesforce discuss how to streamline the commercial sales processes as well as centralizing key lending and treasury management processes to provide a higher level service to their customers. You will hear how to differentiate yourself from your competitors through a team selling approach using Salesforce.
Customer Theater: Geoffrey Moore Hosts Barclays is a Bank on a Service Mission
Join Barclays and Salesforce as they discuss how Barclays was able to transform their processes to change the way their Mortgage Brokers conducted business. You will learn how they were and are able to solve issues instantly, have the flexibility of mobile and provide reports and dashboards to reinforce their successes.
Community Bank Synovus’ Customer Experience Transformation with Salesforce
Join Synovus and hear about how they were successful in transforming their business with Salesforce to sharpen their focus on relationship driven banking.
Disruptive Forces in Banking: How to Respond with Salesforce
Join Deloitte as they discuss the current disruptive forces in banking and how your organization can plan an effective response leveraging Salesforce.
As you can see, there are many great banking sessions this year that you definitely don’t want to miss! I am excited to be providing on the ground commentary throughout the week on the state of banking at Dreamforce 2015. If you should need assistance in finding these sessions or are looking for more Dreamforce advice, please stop by a Silverline booth in the expo center or tweet me @pamelahannett or @silverlinecrm. See you there!