Dreamforce is the premier destination for financial services leaders looking to gain a competitive advantage with new CRM data strategies, product roadmaps and announcements, and industry insights from competitors and peers in the space. You name it, there’s a session for it.
But sifting through the official agenda, partner sites, and social media can be overwhelming, and it’s difficult to parse out what’s most relevant for you — whether you’re in banking, insurance, wealth management, or if you’re specifically interested in what’s next for Einstein 1, Tableau Einstein, industry-specific generative AI use cases, etc.
Never fear! We’ve done the work for you with a rundown of all the breakfast panels, lunch sessions, networking opportunities, and expert-led talks focused on what you’re focused on — at Dreamforce 2024 and beyond.
Can’t-miss Dreamforce financial services sessions
Product Roadmap for Banking and Wealth
Explore the Salesforce product vision and roadmap for banking and wealth management. Be the first to see future products in action, with live demos provided by Salesforce product managers.
Time: Tuesday, Sep 17, 8:30am-9:15am PT
Location: InterContinental, L5, InterContinental Ballroom B
Time: Thursday, Sep 19, 12:45pm-1:30pm PT
Location: InterContinental, L5, InterContinental Ballroom C
Analytics Unleashed: Tableau’s Role in Modern Data Strategy with 6sense and Medidata
Join us for an engaging panel discussion featuring two esteemed customers who have revolutionized their data strategies with Tableau. This session will delve into the unique journeys of our panelists, showcasing how they have harnessed the power of analytics to drive their business intelligence modernization efforts in core business functions, including marketing and finance.
Time: Tuesday, Sep 17, 12:30pm-1:30pm PT
Location: Ecosystem Coworking at 540 Howard Street
A Vision for the Future: Salesforce Roadmap for Insurance
Join us to explore the Salesforce product vision and roadmap for insurance. Be the first to see our future products in action, with live demos provided by our product managers.
Time: Tuesday, Sep 17, 1:00pm-1:45pm PT
Location: InterContinental, L5, InterContinental Ballroom B
Time: Thursday, Sep 19, 2:00pm-2:45pm PT
Location: InterContinental, L5, InterContinental Ballroom C
Tableau AI for Financial Services Roundtable
Join your financial services peers to discuss the challenges, benefits, and approaches of leveraging Tableau AI. Learn how to implement a winning AI strategy with safety and governance in mind.
Time: Tuesday, Sep 17, 2:30pm-3:30pm PT
Location: Moscone West, L2, Einstein 1 Platform Lodge RT 10
Time: Wednesday, Sep 18, 3:00pm-4:00pm PT
Location: Moscone West, L2, Einstein 1 Platform Lodge RT 12
Boost Insurance Profitability with Automation, Data, and AI
Data insights and automation are key drivers of insurance carriers’ profitable growth imperatives. Use prebuilt workflows and AI-powered insights to remove friction and grow your business.
Time: Tuesday, Sep 17, 3:30pm-4:30pm PT
Location: Moscone West, L2, Industries Lodge Roundtable 5
Time: Wednesday, Sep 18, 1:00pm-2:00pm PT
Location: Moscone West, L2, Industries Lodge Roundtable 5
Time: Thursday, Sep 19, 11:30am-12:30pm PT
Location: Moscone West, L2, Industries Lodge Roundtable 5
Tableau Pulse: Bring AI Analytics to Financial Services
Discover how Tableau Pulse helps financial institutions scale data-driven decisions across the organization with AI-powered insights that matter to each team.
Time: Tuesday, Sep 17, 4:00pm-4:20pm PT
Location: Moscone West, L3, Tableau Theater
AI-Fueled Efficiency in Banking: How Houlihan Lokey Automates Engagements and Insights with Einstein Copilot
Financial firms are under constant pressure to manage client engagements while gaining critical, real-time insights into companies. Generative AI, like Einstein Copilot, has emerged as a game-changer for Houlihan Lokey, enabling automated company research, generating comprehensive summaries, and extracting insights from unstructured data — saving countless hours and driving deeper client engagement.
Learn how Houlihan Lokey is revolutionizing its workflow with AI and discover how your bank can lay the foundation for its own AI-powered transformation.
Time: Wednesday, Sep 18, 8:00am-9:00am PT
Location: Ecosystem Coworking at 540 Howard Street
Deliver Award-Winning Policyholder Service with Data and AI
Hear from top insurance industry leaders and discover useful data and AI strategies to build policyholder experiences that increase customer satisfaction and grow your business.
Time: Wednesday, Sep 18, 9:00am-9:45am PT
Location: InterContinental, L5, InterContinental Ballroom C
Grow Insurance Sales with Data-Driven Insights
Give your agents a competitive advantage and increase conversions with streamlined lead management and robust analytics. Create transparent workflows that improve cross-team collaboration.
Time: Wednesday, Sep 18, 10:45am-11:05am PT
Location: InterContinental, L5, InterContinental Ballroom A
Time: Thursday, Sep 19, 11:45am-12:05pm PT
Location: InterContinental, L5, InterContinental Ballroom A
Strengthen Commercial Banking Relationships with AI and Data
Use AI, data, and CRM to overcome today’s challenges in commercial banking. Build trust with clients using data-driven insights that generate growth and stronger relationships.
Time: Wednesday, Sep 18, 11:30am-11:50am PT
Location: Moscone South, LL, Content Pavilion, Stage 7
AI in Wealth Management: Go Beyond the Hype with an Actionable Strategy
Cut through the buzz surrounding AI and take action — starting with a candid discussion on the real-world impact of AI on client engagement for wealth and asset management leaders.
In this session, experts in the space will detail practical steps to implement AI solutions that deliver measurable results, identify the most effective use cases for enhancing client relationships and streamlining operations, and demystify the complexities around introducing AI in a highly regulated industry while maintaining the highest standards of trust and compliance. Whether you’re newer to AI in practice or looking to optimize existing strategies, this panel will provide you with the knowledge and tools to leverage AI for a competitive edge.
Time: Wednesday, Sep 18, 2:00pm-3:00pm PT
Location: Ecosystem Coworking at 540 Howard Street
The Future of Analytics: Tableau Einstein Deep Dive
As your #1 CRM + Data + AI partner, it’s our job to be ahead of the curve. Tableau Einstein is coming — you’ll have questions, and we’ll be here for you every step of the way.
Join us for a conversation about the Tableau Einstein announcement and the latest advancements in analytics at Salesforce. This session will provide a comprehensive look at how Tableau Einstein will revolutionize the way businesses gather, analyze, and use data to drive growth and make informed decisions.
Time: Wednesday, Sep 18, 3:00pm-4:00pm PT
Location: Ecosystem Coworking at 540 Howard Street
Simplify Banking Disputes with AI, Data, and Automation
Manage dispute processes more effectively with enriched transactional data and automated actions. Resolve issues with connected workflows and integrations to reduce friction and improve efficiency.
Time: Thursday, Sep 19, 8:30am-9:15am PT
Location: Moscone South, LL, Content Pavilion, Stage 10
How RBC Uses Einstein 1 Studio to Safely Deploy AI
Discover how RBC Wealth Management uses Salesforce, Anthropic, and AWS to build a secure, generative AI strategy, transforming its employee experience.
Time: Thursday, Sep 19, 10:15am-11:00am PT
Location: Moscone South, LL, Content Pavilion, Stage 11
Enhance Banking Processes with Front-Back Office Automation
Orchestrate work across banking operations with automation. Embed compliance into business processes, and use analytics and data to create better experiences and optimize costs.
Time: Thursday, Sep 19, 12:00pm-12:20pm PT
Location: Moscone South, LL, Content Pavilion, Stage 9
Skip the stress! Visit the Atrium Lounge during Dreamforce 2024
Look at all that time saved scrolling through endless pages of session and nightlife content at #DF24. And there’s even more at the Atrium Lounge! Beyond our financial services sessions and events, you can set time to meet with our industry leaders in a relaxed setting, recharge, grab a snack away from the conference chaos, and more.
See what we have in store — only at the Atrium Lounge.
