AI in Lending: An Executive Panel & Luncheon

The mortgage and lending landscape is shifting rapidly, from fluctuating interest rates and evolving regulations to heightened 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 panel discussion 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 in Lending: Explore the transformative power of AI in reshaping the lending lifecycle by enhancing speed and scale.
• 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 lending business. We’ll show how companies are improving in four key ares 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 lending organization for success in today’s environment and beyond. Register today!