The financial services industry is changing rapidly. In a world where 72% of clients rather bank with a non-traditional firm (e.g. Google, Apple or Amazon)*, it’s evident that today’s customers are looking for new experiences that are digital-first, effortless, and highly personalized.
At Dreamforce ‘16 engage your industry peers, thought leaders, and our financial services team at Salesforce in a conversation where we’ll explore how financial services firms can get more predictive about their customers and personalize relationships at scale.
Check out this interview with Rohit Mahna, GM of Financial Services at Salesforce to hear all about the financial services program at Dreamforce ‘16!
Get Inspired at the Financial Services Keynote
You won’t want to miss the Financial Services Opening Keynote where you’ll hear firsthand from Jeff Dailey, CEO of Farmers Insurance about their strategy to put the customer at the center of their engagements and deliver effortless experiences. We’ll hear Cathy Bessant, Chief Operations and Technology Officer at Bank of America, discuss how they are collaborating as one team to strengthen the financial lives of their customers through every interaction.You’ll also see live demos of Financial Services Cloud, the world’s #1 CRM reinvented for financial services. Plus, one lucky attendee will win a trip to Miami to see U2 play in their spring concert series.
See the Farmers Customer Success Experience in Action
Imagine if a bear broke into your home. What would you?! Come check out the Farmers Customer Success Experience at this year’s campground and see an unbelievable but true claims story come to life from Farmers Hall of Claims. At the customer demo station, you’ll see how Farmers is using Salesforce to provide an effortless experience to submit a claim. Take a walk through a “grizzly” experience and discover how Salesforce is connecting agents with customers in a whole new way.
Sign Up for Financial Services Breakout Sessions to Learn More
With all the session selections this year, the financial services program is sure to have something for everyone. We’re covering exciting ground across retail and business banking, insurance, wealth and asset management. From approaching regulatory compliance with confidence, to fireside chats with the top FinTech leaders, here are the top sessions you won’t want to miss:
Tuesday, October 4th
10:00 AM - MetLife: The Making of a Digital Insurer
12:00 PM - Partner Meetup: Financial Services Industry
Wednesday, October 5th
9:00 AM - [Opening Keynote] Financial Services Keynote: Get Smarter in the Age of the Customer
Thursday, October 6th
We hope you’re as excited as we are about the financial services program at Dreamforce ‘16. See you there!