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By 08.24.15
Reading time: 2 minutes

Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers to partners and parties, here’s a list of stuff you can’t miss!

Top Sessions to attend:

Title: Keynote: Precision is the Future of Financial Services

Time: Tuesday, September 15, 9:00 – 10:00

Location: San Francisco Marriott Marquis Hotel, Golden Gate A-B

Description: The Financial Services industry has moved from defense to offense. Leaders are clear the industry has to disrupt itself or be disrupted. Salesforce is investing heavily to help. What is Salesforce’s vision for the future of financial services? How we are helping leading financial services firms reimagine customer & employee experiences? This keynote is about you and your journey to precision.

Title: Reinventing the Customer Experience in a Digital-First Banking World

Time: Tuesday, September 15, 12:00 – 12:40

Location: Metreon AMC Theaters, Metreon Theater 11

Description: Banks are spending hundreds of millions of dollars to shift to a digital-first customer engagement model, but initial approaches have been transaction-oriented. This one-dimensional approach has left a massive void in the market – the value that existed from personal, 1:1 relationships at the branch level 30 years ago. How do we solve this? How do we augment transactional interactions with relational ones? How do you blend customer knowledge, data science, geographical awareness and revenue and service goals in a digital banking model? Learn from banks who are making Digital the DNA of their new model and infusing all sorts of game changing services in the digital world. The era of a personal, “Digital CFO” for every customer is at hand.

Title: Building a Center of Excellence to Manage Complex Business Environments

Time: Tuesday, September 15, 2:30 – 3:10

Location: InterContinental San Francisco Hotel, InterContinental Ballroom A-B

Description: Join us to learn how Wells Fargo manages their federated, multi-instance Salesforce model via a world class Center of Excellence (CoE). The CoE delivers clear definition of roles and responsibilities, consistent and timely communications, and executive-level reporting. Cost savings have also been realized by leveraging common service frameworks that address go-to-market business strategies, compliance, roles, responsibilities, and cost efficiencies. Learn how a CoE can help you manage your Salesforce environment more efficiently.

Special Events:

  • Financial Services Cocktail Reception, Wednesday September 16th 7pm AT PABU
  • Bloomberg + Silverline Luncheon, Thursday September 17th at 11:30am
  • Silverline Banking Demo, Thursday September 17th at 1pm

Contact marketing at for more info or to register for our events.

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