Lunch Session | Service to Sales: Dollar Bank’s FSC Transformation

170 years of relationship banking. One question: how do you extend that into a connected, digital model without losing what made it work?

Dollar Bank did it. Working with Atrium on Salesforce Financial Services Cloud, they rebuilt how service is delivered across a 170-year institution without touching what made customers trust them in the first place. That meant simplifying processes before building them, rethinking how work moves across teams, and treating change management as the transformation itself, not a workstream alongside it.

In this session, Heather Maples shares how Dollar Bank drove real adoption across a tenured workforce, what it looks like to build for your bankers first, and how getting the fundamentals right is already positioning the bank for AI-enabled service with Agentforce.

A practical, honest look at what it actually takes to get FSC right.

What You’ll Learn

• How to drive real FSC adoption in a tenured, relationship-driven organization
• Why process design and change management have to come before platform build
• What it looks like to build a service model that works for employees and customers at the same time
• How to structure an FSC foundation that’s ready to scale with AI and Agentforce

Join us for lunch and a conversation worth having.