Breakfast Session | Building the Future of Relationship Banking with Liberty Bank


Banks are under pressure to modernize customer engagement while balancing operational complexity, legacy systems, and evolving business expectations.

This session highlights how Liberty Bank is building a scalable Salesforce foundation using Financial Services Cloud and a managed services operating model to support long-term transformation. Rather than focusing solely on technology, the conversation explores the importance of prioritization, governance, executive alignment, and adaptable delivery models in achieving sustainable progress.

Attendees will gain practical insight into how financial institutions can modernize incrementally while preserving flexibility and maintaining focus on business value.

What You’ll Learn

  • Modernization: How banks evolve platforms incrementally and strategically
  • Scalability: Approaches for supporting long-term platform growth
  • Partnership: The role of collaboration and governance in transformation success
  • How to prioritize and govern a manageable, value-driven modernization roadmap

Join us for breakfast and a conversation worth having.

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