12:30PM
Keynote Session

2:15PM
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

3:15PM
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.

4:15PM
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

2:15PM
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.

3:15PM
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.

4:15PM
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Employees at financial institutions are struggling with outdated systems and manual processes.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