How Insurance Companies Can Increase Productivity with Hyper-Personalized User Experiences

Date: Tuesday, September 17
Time: 8-9 a.m.
Location: Twin Peaks South in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Join experts from Mphasis Silverline, AgentSync, and Salesforce, along with guest insurance panelists, as they speak about the latest trends shaping the future of insurance and how technology is evolving to meet industry demands. You’ll also learn how Equitable embarked on a successful digital transformation journey and how their new personalization capabilities revolutionize their processes.

The discussion will explore:
• The key technology elements that are making hyper-personalization possible
• The value of tapping into the larger ecosystem for industry-specific challenges
• The critical components of a successful digital transformation plan
• The best ways to address change management and ensure long-term growth

(Sponsored by AgentSync.)

Insurance Trailblazer Community Networking

Date: Tuesday, September 17
Time: 9-10 a.m.
Location: Sunset Court in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

We are excited to get the Insurance Trailblazer Community together at Dreamforce 2024 for some face-to-face networking! We will have Salesforce for Insurance product team members to meet and greet, answer any questions, and take feedback from the insurance community. Stop by to say hello to your fellow Insurance Trailblazers!

Sign up via the Trailblazer Community Group here.

Dreamforce Keynote Viewing

Date: Tuesday, September 17
Time: 10 a.m.-12 p.m.
Location: Presidio in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Watch the Dreamforce Keynote presentation from the comfort of the Mphasis Silverline Lounge! We’ll have coffee, snacks, and great company to discuss all of the announcements.

Transforming Distribution and Sales with AI in Wealth & Asset Management

Date: Tuesday, September 17
Time: 12-1 p.m.
Location: Twin Peaks South in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Wealth and Asset Management firms face more competition than ever. Investors of all types expect digital account tools, proactive white-glove servicing, and personalized investment insights that help keep pace with the market. So how are top firms reaching their clients with the right message, at the right time, through the right channels? 

Please join Silverline and special guests for a lively discussion and demo of some of our favorite AI-enabled Salesforce tools. We will explore what is shaping these technology trends, including: 

• How AI-assisted tools can give your teams an edge
• How firms are creating an advantage for their sellers with market data
• How top wealth and asset managers are marketing these tools to attract new advisors and books of business

.

AI + Data Cloud: Ask the Experts

Date: Tuesday, September 17
Time: 12:30-1:30 p.m.
Location: Presidio in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Need guidance or a fresh perspective on AI and Data Cloud? Bring your toughest questions and get actionable advice from seasoned professionals. Our experts have been in your shoes and are ready to share insights to elevate your Salesforce efforts.

Welcome Reception

Date: Tuesday, September 17
Time: 6-9 p.m.
Location: Sunset Court in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Celebrate the kickoff of Dreamforce 2024 with Mphasis Silverline and Salesforce industry leaders! Our Dreamforce Reception at the Palace is a great opportunity to engage in meaningful discussions, network with peers, and enjoy gourmet food and drinks. Elevate your Dreamforce experience and connect with the best in the industry!

Breakfast and Salesforce: How to Serve Up Success and Grow Your Business

Date: Wednesday, September 18
Time: 8-9 a.m.
Location: Twin Peaks South in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Attention banks, lenders, and credit unions seeking to enhance customer/member experiences and drive organic growth with Salesforce! Join us for a breakfast session with Salesforce’s Jim Collins, Managing Director, Financial Services Industry Advisor, where we’ll explore the latest trends in banking and demonstrate how Salesforce can address these challenges. Whether you’re new to Salesforce or just beginning your journey, discover how others are leveraging the platform to deliver meaningful value across their organizations. Don’t miss this opportunity to network with industry peers and transform your business approach!

Unlocking Efficiency: Harnessing MuleSoft Automation and Intelligent Document Processing (IDP)

Date: Wednesday, September 18
Time: 10-11 a.m.
Location: Twin Peaks South in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Join us for an enlightening discussion exploring how MuleSoft can revolutionize your business processes across various industries. Don’t miss this opportunity to gain valuable insights and practical knowledge on unlocking the full potential of automation with MuleSoft. In this session, you will learn:

• How MuleSoft’s robust automation capabilities, including RPA and IDP, can streamline and optimize your workflows
• Strategies for leveraging MuleSoft to enhance data accuracy, improve operational efficiency, and deliver superior customer experiences
• Real-world use cases demonstrating successful implementations in healthcare diagnostics and financial services, showcasing the tangible benefits achieved
• Best practices for implementing and maximizing the value of MuleSoft automation in your organization

Data Cloud + AI Lunch

Date: Wednesday, September 18
Time: 12-1 p.m.
Location: Twin Peaks South in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

This event is now full. Register to be added to the wait list.

This exclusive workshop explores the frontiers of Salesforce Data Cloud and Einstein AI. This immersive session is designed for industry leaders and innovators seeking to harness the power of advanced AI and data technologies, and provides networking opportunities with peers in the AI and data space.

Led by our industry and product experts, you’ll gain insights into:
• The latest advancements in Salesforce Data Cloud and Einstein AI
• Pragmatic, ROI-driven use cases for AI and data orchestration
• Practical applications of Generative AI to address complex organizational challenges

Unlocking the Power of Salesforce Marketing Cloud: Capabilities and Best Practices

Date: Wednesday, September 18
Time: 2-3 p.m.
Location: Twin Peaks South in The Palace Hotel
Address: 2 New Montgomery St., San Francisco, CA 94105

Discover how Marketing Cloud features like Automation Studio, Journey Builder, Einstein AI, and more can be leveraged to optimize customer engagement, streamline marketing processes, and enhance overall marketing performance. This session is ideal for marketing professionals, business leaders, and Salesforce administrators seeking to enhance marketing initiatives and drive business growth.

Pre-Concert Networking Reception

Date: Wednesday, September 18
Time: 5-7:30 p.m.
Location: District San Francisco
Address: 216 Townsend St, San Francisco, CA 94107 (map)

This event is now full. Register to be added to the wait list.

Get ready to rock with Mphasis Silverline, Upland, and Salesforce at an exclusive Networking Reception before P!NK and Imagine Dragons’ performance at Dreamfest! Join us at the District San Francisco for an evening of fun before heading over to Oracle Park to experience Dreamfest. Don’t miss this perfect blend of business and entertainment!

(Sponsored by Upland.)