Salesforce’s AI Roadmap: 10 Sessions You Won’t Want to Miss
Jenna Trott | SEPTEMBER 8, 2023 | 5 Minute Read
In what can only be described as the most “magical AI event ever”, Dreamforce 2023 promises to be an unmissable journey into the forefront of innovation. This year’s conference will offer a diverse variety of AI-themed sessions delivering an exclusive glimpse behind the veil of enterprise AI from the foremost experts in the field. Salesforce’s introduction of generative AI in an array of products and services unlocks a world of possibilities for those working within the financial services industry. The ability to analyze vast datasets in real-time, predict market trends, and provide personalized financial advice will be nothing short of a game-changer. It not only enhances efficiency and reduces operational costs but also opens doors to innovative customer experiences. The financial institutions that harness the full potential of generative AI are poised to stay ahead of the curve, providing superior services, minimizing risks, and the ability to navigate the ever-changing financial market with confidence and foresight.
With the highly anticipated return of Salesforce’s Dreamforce event being mere days away, we’ll be diving into “can’t miss” sessions for financial services professionals looking to deepen their understanding of generative AI and the implications it will have on the future of the industry.
1. AI and Data Keynote: Invest in Your AI Future
Unified data powers trusted AI. See how your teams can deliver AI-native customer experiences grounded in your CRM data and safeguarded with enterprise-leading trust controls.
When: Thursday, September 14, 9:00 AM – 9:50 AM PDT (12:00 PM – 12:50 PM EDT)
Session Level: Introductory
Speakers: Claire Cheng, Sr. Director, AI and Engineering, Salesforce | Muralidhar Krishnaprasad, EVP – Software Engineering, Salesforce | Clara Shih, CEO, Salesforce AI, Salesforce | Adam Caplan, SVP Product, Salesforce AI, Salesforce | Alexa Vignone, EVP, Comms, Media & Technology Sector, Salesforce | Joseph Inzerillo, EVP & Chief Product & Technology Officer, SiriusXM Radio Inc.
Why attend?
As a financial services professional, attending this session is a strategic move. Unified data is the backbone of trusted AI, and this event offers a unique chance to understand how to leverage it. Discover how to integrate AI seamlessly into customer experiences, utilizing your CRM data effectively.
2. AI Spotlight: How to Bring Trusted AI to Your Bank
Uncover how AI partnerships can empower your bank. See how Trailblazers can leverage generative AI with a trust layer that maintains security and compliance, while enhancing services.
When: Tuesday, September 12, 3:30 PM – 3:50 PM PDT (6:30 PM – 6:50 PM EDT) | Thursday, Sept 14, 9:30 AM – 9:50 AM PDT (12:30 PM – 12:50 PM EDT)
Session Level: Introductory
Speakers: Ahmed Zaman, Industry Solutions – Investment Banking & Capital Markets, Salesforce | Greg Jacobi, VP & GM, Banking Industry Solutions & Strategy, Salesforce |
Nicole LaCamp, VP, Operations Strategy Integration, PenFed Credit Union
Why attend?
Explore how AI partnerships can empower your bank and learn how Trailblazers harness generative AI with a trust layer to ensure security and compliance while elevating services. This session offers invaluable insights into the future of AI in banking, making it a crucial opportunity for banking professionals to stay at the forefront of innovation and ensure the trustworthiness of AI-driven enhancements in bank services.
3. Transform CX in Financial Services with AI + Data + CRM
Learn how Banks, Wealth, and Insurance firms are transforming their customer experiences with automation and intelligence from Einstein, Data Cloud, Marketing Cloud, and Financial Services Cloud.
When: Wednesday, September 13, 3:30 PM – 4:10 PM PDT (6:30 PM – 7:10 PM EDT)
Session Level: Intermediate
Speakers: Neil Pryce, Head of Salesforce, Standard Bank | Alysse Anderson, Vice President, Frontline Platforms & Enablement, Canadian Imperial Bank Of Commerce | Jim Eup, Sr. Director, Industry Product Marketing, Salesforce | Vanessa Mizel, Lead Solution Engineer, Salesforce
Why attend?
In the financial sector, customer experience is paramount. This session will provide you with insights into how leading banks, wealth management, and insurance firms are revolutionizing customer experiences through cutting-edge technologies like Einstein, Data Cloud, Marketing Cloud, and Financial Services Cloud.
4. Financial Services Keynote: Empower Customer Success
Learn how to leverage AI and real-time data to unlock financial insights to deliver better outcomes responsibly for your clients, members, and policyholders with Salesforce for Financial Services.
When: Wednesday, September 13, 12:30 PM – 1:20 PM PDT (3:30 PM – 4:20 PM EDT)
Session Level: Introductory
Speakers: Tina Jacoby, Industry Solutions Specialist, Salesforce | Steve Dobbs, SVP, Financial Services, Salesforce | Kelly Utley, Senior Director, Product Marketing, Salesforce | Cory Haynes, VP, Financial Services Marketing, Salesforce | Ben Altom, Industry Solutions Specialist, Salesforce | Akif Unal, VP, North American Digital Marketing & Personalization Strategy, The Toronto-Dominion Bank | Eran Agrios, SVP & GM, Financial Services, Salesforce | Mojgan Lefebvre, EVP, Chief Technology & Operations Officer, The Travelers Indemnity Company | Shree Reddy, Senior Vice President, Head of Consumer Banking, Pentagon Federal Credit Union
Why attend?
In an era where data and technology reign supreme, this keynote unlocks the transformative power of AI and real-time data. It’s your chance to learn how to gain that coveted edge, as you’ll discover how to harness cutting-edge tools to unlock invaluable financial insights. In doing so, you can deliver better outcomes, all while upholding the highest standards of responsibility, to your clients, members, and policyholders.
5. The Power of Generative Assistance for Financial Services
Generative AI promises the possibility of one-to-one guidance at an unprecedented scale. Explore the opportunities to improve customer satisfaction and efficiency in your Financial Services business.
When: Wednesday, September 13, 9:00 AM – 9:20 AM PDT (12:00 PM – 12:20 PM EDT) | Thursday, September 14, 12:30 PM – 12:50 PM PDT (3:30 PM – 3:50 PM EDT)
Session Level: Intermediate
Speakers: Sandra Heinzen, Design Lead, Salesforce | Axel Quack, RVP Ignite Financial Services, Salesforce
Why attend?
For financial services professionals, this session acts as a key to unlocking the immense potential of Generative AI. Participants are offered insight into the boundless opportunities that Generative AI presents to elevate customer satisfaction and operational efficiency within financial services enterprises.
6. AI + Data + CRM = Insurance Broker Magic
Learn the secret to driving efficient growth for independent agencies and brokerages. Discover how to use AI + Data + CRM to increase revenue and improve client engagements.
When: Tuesday, September 12, 1:30 PM – 1:50 PM PDT (4:30 PM – 4:50 PM EDT) | Wednesday, September 13, 3:30 PM – 3:50 PM PDT (6:30 PM – 6:50 PM EDT)
Session Level: Intermediate
Speakers: Michelle Lewis, Industry Solutions & Strategy Director, Insurance Brokerage & Agencies, Salesforce | Ty Beba, Chief Revenue Officer, AssuredPartners, Inc. | Urviben Patel, Solution Engineer, Salesforce | Sankha Ghosh, Chief Information Officer, AssuredPartners
Why attend?
This session proves to be pivotal for insurance professionals as they gain the opportunity to delve into the dynamic world of AI, data, and CRM. Explore how this powerful combination can supercharge your revenue and elevate client engagements. Gain valuable insights into enhancing client interactions and boosting your bottom line like never before.
7. AI Spotlight: Design Prompts for Better Generative Outputs
Generative AI outputs are only as strong and relevant as the prompt you give. Learn to enrich your prompts to maximize the utility of generated content.
When: Tuesday, September 12, 1:00 PM – 1:20 PM PDT (4:00 PM – 4:20 PM EDT) | Thursday, September 14, 2:30 PM – 2:50 PM PDT (5:30 PM – 5:50 PM EDT)
Session Level: Intermediate
Speakers: Avanthika Ramesh, Senior Manager, Product Management, Salesforce | Kevin Qi, Associate Product Manager, Salesforce | Tiaan Kruger, Senior Director Product Management, Salesforce
Why attend?
In the ever-evolving world of financial services, the strength and relevance of generative AI outputs hinge on the quality of the prompts you provide. This session is your chance to master the art of crafting prompts that unlock the full potential of generated content.
8. Prepare Your Salesforce Data for the AI Revolution
Explore strategy and best practices to prepare for Salesforce data to deliver on the promise of AI with improved data quality and generative synthetic test data for trusted application deployments.
When: Tuesday, September 12, 9:30 AM – 9:50 AM PDT (12:30 PM – 12:50 PM EDT)
Session Level: Intermediate
Speakers: Ayori Selassie, Sr Product Marketing Manager, Salesforce | Vivek Viswanathan, Director of Product Management, Salesforce | Rosaline Gulati, CEO, ActivePrime, Inc. | Juan Baranda, VP Product, ActivePrime Inc | David McCray, Business Development Representative, Salesforce
Why attend?
As the financial landscape undergoes a transformative shift, the key to harnessing the power of AI lies in the quality and readiness of your Salesforce data. In this session, uncover proven strategies and best practices for preparing your data to unlock AI’s full potential. Discover seamless deployments and applications powered by high-quality data and generative synthetic test data, all built on trust.
9. Data + AI + CRM + Trust: The Perfect Equation for Innovation
Easily bring together all of your data into the #1 AI CRM with Data Cloud. Activate relevant, contextual data to ground AI and safeguard with enterprise-leading trust controls.
When: Tuesday, September 12, 9:00 AM – 9:40 AM PDT (12:00 PM – 12:40 PM EDT) | Wednesday, September 13, 4:30 PM – 5:10 PM PDT (7:30 PM – 8:10 PM EDT) |
Thursday, September 14, 1:30 PM – 2:10 PM PDT (4:30 PM – 5:10 PM EDT)
Session Level: Introductory
Speakers: Kapil Sharma, Senior Manager, Marketing Technology, BMO Financial Group | Jason Huffman, Sr. Director Product Management, Salesforce | Kamaria Wilson, Associate Product Marketing Manager, Salesforce | Vandana Gangwar, SVP Product, Cross Cloud and Ecosystem for Data Cloud, Salesforce | Kaushal Kurapati, SVP – PM – AI and Search, Salesforce | Claudia Robinson, Product Marketing Manager, Salesforce | Phil Hebenstreit, Principal Solution Engineer, Salesforce | Shachi Kakkar, Senior Solutions Engineer, Salesforce
Why attend?
In this era of data-driven decision-making, harnessing the power of AI within your CRM is no longer a choice but a necessity – particularly for the financial services industry. This session promises to unveil the transformative potential of uniting your data with the #1 AI CRM and leveraging the Data Cloud. By activating relevant, contextual data and fortifying it with enterprise-leading trust controls, you’ll not only enhance your institution’s competitive edge but also bolster trust among your clients.
10. A Smarter Way to Work: Driving Customer Loyalty with AI
Siloed data is slowing companies down and preventing them from unlocking the true potential of AI. Learn how to get your data in order to effectively leverage AI and improve customer loyalty.
When: Tuesday, September 12, 9:30 AM – 9:50 AM PDT (12:30 PM – 12:50 PM EDT)
Session Level: Introductory
Speakers: Neel Patel, Head of Platform & Partnerships, Asana
Why attend?
Within the financial services industry, fostering unwavering customer loyalty is a mission-critical objective. This session offers a strategic blueprint to streamline your data, empowering you to unlock the transformative capabilities of AI and, in turn, enhance customer loyalty.
As Salesforce introduces generative AI across its suite of products and services, the potential for financial institutions is nothing short of revolutionary. Real-time data analysis, market trend prediction, and personalized financial guidance are poised to reshape the industry’s landscape.
This isn’t just about efficiency and cost reduction; it’s about ushering in a new era of customer experiences.
The road to the next era of innovation starts with Salesforce – looking to get started? Talk to us!
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