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AI in Lending: An Executive Panel & Luncheon

Wednesday, December 4 | 11am-2pm
Balboa Bay Resort at 1221 West Coast Hwy, Newport Beach, CA
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Salesforce logo
Send360 logo

From interest rate uncertainty to evolving customer expectations to new compliance and regulations, we know the lending industry faces plenty of headwinds. Join Salesforce, Atrium, and Send360 at the beautiful waterfront Balboa Bay Resort, where we’ll enjoy lunch and an in-depth panel discussion of these industry trends, and explore what to invest in now to future-proof your organization.

Here’s what you can expect:

  • Speaking from Experience: Hear how seasoned leaders are utilizing data and AI to drive down the cost to fund, enhance customer and employee experience, gain operational efficiency and cost takeout, navigate compliance, and mitigate risks.
  • AI Trends in Lending Discussion: Explore the transformative impact of AI in lending and the latest trends in credit scoring, risk assessment, and more. Learn from industry leaders on how to position your organization for growth and stay ahead of the curve.
  • Data + AI + CRM: Learn how you can enhance efficiency, improve decision-making, and drive customer satisfaction with predictive and generative AI technologies.

Lunch will be provided. Don’t miss this opportunity, register today!

Geoff Green

Geoff Green

Managing Director, Mortgage and Lending

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Mark Cira

Mark Cira

Chief Executive Officer

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Valerie Weis

Valerie Weis

Financial Services Industry Lead

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Register

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