AI in Financial Services: An Executive Roundtable & Luncheon

The dynamic worlds of lending, mortgage, wealth and asset management, banking, and insurance are being reshaped by market volatility, regulatory changes, and rising customer expectations. Gain a competitive edge by understanding how AI is providing a clear path forward. Join Salesforce, Atrium, and Cotality at the beautiful waterfront Balboa Bay Resort for an insightful lunch and roundtable on leveraging AI to navigate today’s headwinds and build a resilient, future-ready organization.

Here’s what you can expect:

• AI-Powered Leadership Insights: Hear firsthand how seasoned leaders are strategically implementing data and AI to achieve critical business outcomes and stay ahead of the curve.
• Deep Dive into AI Trends: Discover how AI is revolutionizing the financial services landscape, driving speed and scale across various lifecycle stages.
• The Power of Data + AI + CRM: Understand how integrating your data with cutting-edge AI within a robust CRM platform like Salesforce can revolutionize your business. We’ll show how companies are improving in four key areas, including acquisition strategy, relationship management, process and cost optimizations, and data activation.

Lunch will be provided. Don’t miss this crucial opportunity to understand how AI can empower your organization for success in today’s environment and beyond. Register today!