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Don’t Miss These Dreamforce 2019 Financial Services Sessions

By 11.11.19
Reading time: 6 minutes

Dreamforce 2019 is just around the corner! If you’re still not quite sure which sessions are best for your needs, our Financial Services practice has hand-picked speakers and panels to help you round out your Dreamforce schedule.

Banking & Lending

Mortgage & Lending Transformation: Unifying Borrowers, Lenders, and Partners

Tuesday, November 19, 8:30 AM – 9:10 AM

Lenders of all shapes and sizes are trying to navigate an uncertain future. Market competition and borrower expectations are increasing, along with the inherent complexities and costs of the lending process. In this session, we will explore how to leverage new mortgage innovation in Financial Services Cloud and a rich fintech partner ecosystem as the foundation for simplifying and accelerating the mortgage process end to end. We’ll hear from trailblazers at SunTrust and Land Home who are putting the borrower at the center of every interaction and improving loan officer productivity with streamlined processes and a unified view of every borrower.

Transform Customer Relationships with Open Banking and MuleSoft

Tuesday, November 19, 12:30 PM – 1:10 PM

Due to regulatory pressures and increasing customer expectations, banks are fundamentally upending their business model through the implementation of Open Banking. Learn how leading banks are adapting to the novel demands of Open Banking by using Anypoint Platform to unlock data from core banking systems with APIs.

How One Company is Empowering Their Broker Community Using Salesforce

Wednesday, November 20, 8:00 AM – 8:40 AM

Please join Justin Glass, Chief Digital Officer at United Wholesale Mortgage, the largest wholesale mortgage company in the U.S. with a network of over 40,000 brokers, to learn how they are leveraging Partner Communities and Marketing Cloud to turn independent mortgage brokers into Marketing experts. Using innovative cross-cloud solutions and self-service tools, UWM is helping brokers grow their business exponentially, turning pipeline into new deals, and achieving high retention of existing customers.

Transform Customer Service Engagement in Financial Services

Thursday, November 21, 11:00 AM – 11:40 AM

With 90% of interactions between banks and customers being service oriented, companies must differentiate on customer service experience to succeed in today’s competitive environment and meet customer expectations for personalized, convenient, and trusted service. Join our Trailblazers leading the industry and hear how they are leveraging Salesforce innovation to achieve digital transformation and unify the customer service experience across lines of business in banks and credit unions. By simplifying and removing friction from key service processes, every interaction streamlines and strengthens long-lasting customer relationships.


The Future of Insurance Distribution

Tuesday, November 19, 8:00 AM – 8:40 AM

Open APIs and data standards are poised to revolutionize the world of insurance distribution. In this session, learn how Financial Service Cloud can help insurers optimize distribution by analyzing performance, improving productivity, and executing segmentation. See how Salesforce and its partners are helping insurers catapult themselves to the future of ecosystem-driven, multi-channel distribution.

How Travelers Drives Transformative Growth with the Salesforce Platform

Tuesday, November 19, 11:30 AM – 11:50 AM

As customer expectations are defined by companies like Amazon and Uber, an insurer’s ability to grow is critically dependent on how easy partners find it to do business with them. Learn how Travelers is leveraging the Salesforce platform to provide its business partners with easy-to-adopt experiences. Taking an aggressive delivery approach, Travelers ensured that they focused on experience, got to market quickly, and drove transformative results by putting customers at the center of everything that they do.

Transform Policyholder Engagement with MuleSoft and Financial Services Cloud

Wednesday, November 20, 11:00 AM – 11:40 AM

In order to gain and retain new customers, insurance companies are investing in modernizing policyholder experiences. Join us to learn how the joint power of MuleSoft Anypoint Platform and Financial Services Cloud has enabled leading insurers to unlock data from core insurance platforms and use it to transform how they engage with their customers.

Insurtech for Brokers: Ascot’s Next Generation Insurance Portals

Tuesday, November 19, 4:30 PM – 5:10 PM

Ascot is transforming the stale portal model to a new platform that will provide a best-in-class experience for brokers. Learn how they are using Vlocity and Salesforce to deliver a state-of-the-art, comprehensive broker portal to combine the transactional quote and bind functionality with new broker self-service and reporting capabilities.

How Financial Services Cloud Helps Insurers Drive Digital Engagement

Wednesday, November 20, 8:30 AM – 9:10 AM

Insurers are building customer-centric and end-to-end digital strategies strategies that are based on trust, transparency, and convenience. In this session, learn how Financial Services Cloud is bringing policyholders, insurers, and agents together through exciting new innovations in insurance. See how leading insurers are leveraging the power of the platform to deliver a unified customer experience across lines of business and functional silos.

Transform Policyholder Engagement with MuleSoft and Financial Services Cloud

Wednesday, November 20, 11:00 AM – 11:40 AM

In order to gain and retain new customers, insurance companies are investing in modernizing policyholder experiences. Join us to learn how the joint power of MuleSoft Anypoint Platform and Financial Services Cloud has enabled leading insurers to unlock data from core insurance platforms and use it to transform how they engage with their customers.

Capital Markets

Corporate & Investment Banking: Connecting the Front, Middle, and Back Office

Wednesday, November 20, 1:30 PM – 1:50 PM

Ten years on from the financial crisis, corporate and investment banks are still on a journey of change. For some time, their focus has been on improving the front-office client experience, while cutting costs in the middle and back office. However, decades of tactical fixes — often in response to regulatory and compliance demands — have created extraordinary complexity and restricted real innovation within the middle and back office. This is now changing. Today, pioneering firms are integrating internal and external data sources, using artificial intelligence to generate insights, and connecting the front, middle and back office to create a completely new experience for their customers and employees. In this session, join industry trailblazers to learn how they are working with Salesforce and its partner ecosystem to streamline processes and gain deeper insights about clients to help their businesses thrive.

The Power of FSC in Capital Markets

Thursday, November 21, 4:30 PM – 4:50 PM

Join us as we take you through the Financial Services Cloud Edition built by Tier1. Hear from Tier1’s Mark Notten as he walks you through the cutting-edge technology that combines Salesforce’s powerful FSC and Tier1’s capital markets-focused workflow which includes a streamlined data and communication channel and supports an increased flexibility of add-on tools. Discover how the interoperability of FSC and Tier1 can help grow business through the addition of two vital functions, Action Plans and Relationship Maps, that provide coverage teams with standardized strategies to target a greater percentage of a clients’ wallet share and a breakdown around the connection of individual contacts and accounts. In this 20-minute session, Mark will discuss how this functionality delivers the universal bank with the platform to extend its power to capital markets.

Wealth & Asset Management

How Asset Management Distribution Technology Supercharges Sales Organizations

Wednesday, November 20, 11:00 AM – 11:40 AM

Since the financial crisis of 2008, the asset management landscape has shifted with new expectations from clients, downward pressure on fees, and increasing regulatory complexity. In this session, Olivier Bouteille, Chief Information Officer & Digital Transformation Lead at Natixis Investment Managers, one of the world’s largest asset management firms, will provide timely and valuable perspective on his vision for optimizing sales leveraging technology.

Why Wealth Managers Need to Move Beyond Core CRM

Thursday, November 21, 8:30 AM – 9:10 AM

Changing customer expectations has forced the wealth management industry to evolve beyond traditional contact management. Successful firms are able to redefine the meaning of modern customer 360 and create solutions to meet their client’s needs. In this session, hear how Fidelity has successfully expanded beyond CRM to grow client relationships.

General FS Sessions

Financial Services Keynote: Accelerate Transformation and Inspire Customer Trust

Wednesday, November 20, 3:00 PM – 4:00 PM

The global financial services industry is grappling with evolving customer expectations, emerging regulations, and disruptive new entrants. Yet there are also unprecedented opportunities to accelerate digital transformation and inspire customer trust. In this keynote, find out how Salesforce is helping financial services firms maximize these opportunities and achieve 147% greater ROI with Financial Services Cloud. State Farm and Barclays will share how they are using Financial Services Cloud to create a 360-degree view of their customers, and you’ll see how new innovations for mortgage and insurance are ushering in the latest chapter in unified financial services. Good Return will also tell their inspirational story of enabling economic empowerment with help from the Salesforce Customer 360 platform.

Future of Financial Services: Driving Change in the Digital Economy

Wednesday, November 20, 11:15 AM – 12:00 PM

With the promises of deep learning and more secure information exchange, disruptive technologies like artificial intelligence and blockchain could transform the nature of customer relationships throughout the financial services industry. Established financial institutions and upstart fintechs alike are reimagining customer experiences and adopting new technologies and mindsets that can create greater levels of trust with their stakeholders. What will be the financial services experience of the future? Join our panel of leading CEOs who are disrupting their business and operating models to exceed customers’ growing expectations for trust, transparency, and convenience.

Financial Services Cloud Roadmap: Accelerate Your Digital Transformation

Thursday, November 21, 2:30 PM – 3:10 PM

Join the Financial Services Cloud product team as we share our roadmap for future product innovation. Learn about what’s coming up in Financial Services Cloud in 2020, see product demos of the new features, and hear how Royal Bank of Canada is leveraging Financial Services Cloud to accelerate digital transformation.


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