NextGen Financial Services Workshop in NYC

Join Salesforce and Atrium for an exclusive afternoon focused on the future of financial services.

Explore what’s next for financial services with Salesforce and Atrium

Join a select group of financial services leaders for an exclusive, in-person workshop and lunch in NYC focused on the next generation of the Salesforce platform.

This session will highlight the data foundations required for the agentic era and showcase how leading firms are putting AI-powered capabilities into practice, from foundational workflows to advanced digital experiences.

Through a mix of product insights, live demonstrations, and practical deployment strategies, you’ll gain a clear view of what’s possible—and how to execute.

Why Attend

• See what’s next: Hear from Salesforce leaders on the future of financial services
• Understand the foundation: Learn how modern data architecture enables next-gen capabilities
• Experience real use cases: Watch live demos across AI-driven workflows and customer experiences
• Learn how to execute: Gain perspective on deploying successful NextGen initiatives
• Connect with peers: Join a curated group of industry leaders for a networking lunch, following by discussion and happy hour