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Salesforce & Silverline Summit 2023

Date: July 20, 2023

Location: Wrigley Field, Chicago

Salesforce and Silverline Lending Summit 2023

Join us on Thursday, July 20, for a day of learning and fun in Chicago with your banking and lending peers!

We’ll spend the afternoon exploring current industry trends, challenges, and opportunities before taking in the Chicago Cubs vs. St. Louis Cardinals at Wrigley Field!

Banking industry experts from Salesforce and Silverline will cover topics such as:

  • Managing your deposit portfolio with advanced analytics
  • Account opening and onboarding best practices (consumer, commercial, and wealth)
  • Future-proofing your fraud infrastructure
  • Navigating today’s economic conditions
  • Peer success stories and demos

Space is limited, reserve your seat today.

Thank you to our event partners


12:00 p.m. Registration and Lunch at American Airlines Conference Center

12:30 p.m. Keynote Session

1:45 p.m. Coffee Break and Demo Stations

2:15 p.m. Partner Demo Stations and Breakout Sessions

5:00 p.m. Scheduled Meeting End Time

7:05 p.m. Chicago Cubs vs. St. Louis Cardinals at Wrigley Field

Breakout Sessions

  • 12:30PM
    Keynote Session

    Provide a Premier Business Banking Experience with Real-Time Insights, Relevant Campaigns, and Streamlined Processes
    Business owners are focused on growing their businesses, but often lack the tools and time to confidently manage their finances. In this session, you will learn how to empower your bankers to:
    Spend more time with clients to develop trusted relationships
    Eliminate wasted time looking for relevant data and insights on their clients
    Increased visibility of Deposit portfolio and white-space
    Streamlined relationship team collaboration leading to efficiency and banker accountability

    Your Blueprint to Enable a Secure and Compliant Data Strategy
    Join experts from OwnBackup, Salesforce, and Silverline to discuss best practices related to data compliance and security. Businesses everywhere need to establish a proactive data strategy to not only maintain customers’ trust, but also to ensure you have visibility into the experiences you’re delivering to them.

    Converting Your Business Portfolio White Space
    Join Salesforce and Silverline to learn best practices for driving banker accountability through seamless processes.

  • 12:30PM
    Keynote Session

    Future-Proofing Your Fraud Infrastructure
    In our digital world, fraudsters are more tech-savvy, agile, and well-funded than ever. Fraud continues to plague financial institutions, with 91% of FIs reporting an increase in fraud rates in 2022 and 67% of FIs stating that over half of their workforce is working on fraud-related activities. Find out how scalable technology and resources can help your FI not only react when fraud occurs, but stay ready for what could come next.

    Reimagine Digital Experiences for Wealth Management
    More than 26,000 advisors switched firms in 2022, representing nearly 10% of the US total. With more than $31tn in retail assets at stake, traditional wealth management firms, bank advisors, and independent operators are getting creative with how they leverage technology to provide great tools and digital experiences for advisors, clients, and support staff. How are the most visionary firms using Salesforce and its powerful technologies to attract top advisors and grow AUM? Join us to explore the newest trends in recruitment, client onboarding, operational efficiency and generational loyalty.

    Streamline Consumer Account Opening and Onboarding
    Employees at financial institutions are struggling with outdated systems and manual processes. Customers are not getting the digital experiences that they expect from their banks, but with the power of Financial Services Cloud, banks can resolve these issues by bringing a better digital account opening process on both the front and back end.

    Join banking and lending peers and hear from Jim Collins, Banking Industry Advisor at Salesforce, and Ty Wittman, Director of Banking & Lending Solutions at Silverline, on the importance of designing a highly automated and compliant onboarding process. Silverline will demonstrate their online account opening solution that includes best in class integrations with multiple data sources to fulfill all Know Your Customer (KYC), Know Your Business (KYB), and Anti-Money Laundering (AML) requirements.

  • 1:30PM – 5PM
    Demo Booths

Meeting Location Details

Meeting Time: 12:00 p.m.

Conference Center Address: 1101 W Waveland Ave f2, Chicago, IL 60613

Meeting Rooms: First, Second, and Third Base rooms in the American Airline Conference Center

Wrigley Stadium Arial View

Chicago Cubs vs. St. Louis Cardinals

Game Time: 7:05 p.m.

Location: Wrigley Field

Address: 1060 W Addison St., Chicago, IL 60613

Chicago Cubs vs St. Louis Cardinals at Wrigley Field

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