Top 10 Must-Attend Dreamforce Banking Sessions

November 7, 2019


Fortimize’s Banking and Lending Practice is gearing up for an action-packed Dreamforce! We’ve been building our agendas and below recommend a few top sessions you should have on your list.

1. How a Swiss bank Met Complex Regulations to Get to the Cloud
Tuesday, November 19, 1:00 PM – 1:40 PM, Moscone West, Room 2024

Banks are still grappling with moving operations to the cloud. While they may be late adopters, this story resonates with me on how to overcome the board room and break room arguments and figure out how to get it done.

2. 4 Ways to Measure & Improve Your Omni-Channel Marketing
Tuesday, November 19, 1:30 PM – 1:50 PM, City View at Metreon, Level 4 – Yellow Brick Road Theater

Is your bank struggling to transform the customer experience with personalization? Are you still trying to figure out how to get everyone’s data out of the silo and into a format that is actionable and available? As a former banking technologist reporting to marketing, I understand there are challenges to getting data you can market against!

3. How to Create Customer-First Banking Experiences
Tuesday, November 19, 1:30 PM – 1:50 PM, Moscone South, Campground – Theater 3

Digital Transformation in banking is more than a buzzword.  The evolution of the customer and their needs is very real and impacting the banking industry. In this session, you’ll hear how another bank has stepped up to the challenge and solved for the customer-first experience.

4. Change Management Simplified!
Tuesday, November 19, 1:30 PM – 2:00 PM, Hilton Union Square, Trailhead Academy Theater

There’s no denying the cultural impacts of a Salesforce implementation in banking organizations! While this session is not FinServe or banking specific, I think it’s useful to get an understanding of what change management strategies could look like for your organization.

5. Digital Bank in a Box: Driving Transformation with Salesforce and Q2 E-banking
Tuesday, November 19, 5:30 PM – 5:50 PM, InterContinental Hotel, Industries Theater

Two banking technology powerhouses on one stage! JP Owens and Angel Torres have great insights into how smaller banks and credit unions can leverage Salesforce to compete with larger organizations.

6. Banking in a World of Ecosystems: The Promise of Open Banking
Wednesday, November 20, 8:00 AM – 8:40 AM, InterContinental Hotel, Union Square

Open banking is more than a buzzword, it’s a growing trend in the financial services world. This session should provide great insights into how some of the larger banks are embracing FinTech to help them grow into the concept of open banking and to meet the customer demands in a new age of technology.

7. Banking Beyond CRM: Maximizing Salesforce to be Mission Critical
Wednesday, November 20, 10:30 AM – 11:10 AM, InterContinental Hotel, Grand Ballroom A-B

More and more, I’m hearing about how banks are tackling the ever-changing landscape of design, data, and compliance when implementing any technology. Banks are looking to expand the old-school definition of CRM, and reimagining ways to leverage Salesforce’s powerful platform to meet more than just the customer needs.

8. Banking’s Branch of the Future: The Human Face of Digital Interactions
Wednesday, November 20, 12:00 PM – 12:40 PM, InterContinental Hotel, Grand Ballroom C

This session means a lot to team Fortimize, as Jim Collins from Customers Bank (a Fortimize Customer) is part of a panel to talk about how branches are leveraging the Customer 360 to become more digitally engaged.

9. Financial Services Keynote: Accelerate Transformation and Inspire Customer Trust 
Wednesday, November 20, 3:00 PM – 4:00 PM, Moscone West, Level 3 – Keynote Room

It’s the keynote – doesn’t that say enough? This is a never-miss for me – I love seeing the art of the possible, and the revealing of the themes for the upcoming year for the financial services vertical. Salesforce Fins team does such a great job, this should be on the top of your list!

10. Banking: Digitizing the Mid and Back Office
Thursday, November 21, 4:00 PM – 4:20 PM, Moscone South, Campground – Village Theater

When I speak to banks and credit unions I’m often asked why they should bring the mid and back offices onto the platform. This session will help you understand that Salesforce is more than just a CRM. It is a platform of engagement where you can streamline business processes and workflow, take interoffice engagement out of email chains and phone tag, and leverage the power of the platform for true digital transformation. Plus, I like to hear Greg talk –  he was a banking technologist who sat on your side of the table, so he gets it!

Let’s talk Dreamforce! Connect with me here and we can schedule some time to meet up.

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Digital Transformation in the Financial Services Industry During COVID by Jim Collins