Dreamforce is next week, and it’s a great experience for bankers! As banking is rapidly changing “lightning” fast within the Financial Services industry, it is a great year to attend to keep up with innovation and stay on top of those FinTech disruptors and stay competitive in the market. To help prepare you for a week of sessions, keynotes, training, and demos, here is a list of some great stuff to attend:
The Intersection of Disruptive Technologies and Commercial Banking
Tuesday, October 4, 12:30 PM – 1:10 PM, InterContinental San Francisco Hotel, InterContinental Ballroom C
Join us to learn how Deloitte is integrating disruptive technology like block chain, robotics, digital, and mobile into a vision for a digital bank. Hear how Deloitte is helping Regions Bank take advantage of nCino technology to enable a “friction-less” customer experience for commercial banking customers and bankers.
Transforming SunTrust’s Commercial Loan Business with nCino
Tuesday, October 4, 2:00 PM – 2:40 PM, InterContinental San Francisco Hotel, Union Square
Join us to learn how SunTrust, working with Accenture to implement the nCino wholesale lending solution, has transformed its commercial lending business. The solution, built on Force.com, and complete with straight-thru processing and integrations to both Sales Cloud and legacy systems, enabled SunTrust to retire legacy platforms, improve loan pull through and cycle times, while rapidly responding to customer and regulatory demands.
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.
Best Practices in Customer Onboarding
Wednesday, October 5, 11:30 AM – 12:10 PM, Palace Hotel, Twin Peaks
It doesn’t matter who your customer is – shoppers, clients, partners, or employees – you never get a second chance to make a first impression. Learn how brands like Weight Watchers, Berkshire Hathaway Travel Protection, and Salesforce are using onboarding journeys to get customers up-to-speed and retain them for the long-term.
Digital, Speed & Innovation: Addressing Massive Expectations in Retail Banking
Thursday, October 6, 10:30 AM – 11:10 AM, InterContinental San Francisco Hotel, Grand Ballroom A-B
Banking continues to undergo massive forces of transformation. The continued rise of the fintechs is adding further pressure to reimagine the banking experience and make it simple, frictionless, and totally digital. Modern banking is not so much about transactions, but adding unique value at those moments where it makes most sense for customers based on their unique profile, journey and needs. In this session, we will explore the core concepts of digital banking from a value-added experience perspective using CRM to deliver digital banking services, and we’ll hear from leading banks embracing this future and seeing significant results.
Driving Regulatory Compliance w/ Repeatability, Visibility and Auditability
Thursday, October 6, 4:30 PM – 5:10 PM, InterContinental San Francisco Hotel, InterContinental Ballroom C
With ever-increasing regulatory demands across the financial services industry, Wealth and Asset Management firms, Banks and Insurance Companies are using the Financial Services Cloud to get armed with tools needed to drive repeatable, visible, and compliant collaboration. FSC makes it easy for companies to remain flexible with changing regulations, such as the Department of Labor Fiduciary Rule, while continuing to strengthen client relationships with personalized advice across any channel. Join us to hear how firms are continuing to focus on growth and compliance, while putting their clients’ best interests at the center of everything they do.
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
- Banker360 @ 4:00 PM
Wednesday, Oct 5
- Banker360 @ 12:00 PM
Thursday, Oct 6
- Master Data Management (MDM) for Banking @ 3:30 PM
If you would like to be added to the Banking Daily Update Email for the best places to be each day, please email me at firstname.lastname@example.org Don’t forget to follow me on Twitter at @PamelaHannett and Silverline@SilverlineCRM for live updates next week!