Financial Services Resources at Dreamforce 13
Wednesday in particular is packed with everything from a keynote session with industry visionaries as well as breakout sessions, demos, and opportunities to network. Sessions will cover topics pertinent to the future of this industry. These include social and mobile impacts, data security and privacy, personal customer relationships, and successful integration in a highly regulated environment.
Social and Mobile Influences
Social media and mobile are transforming the Financial Services industry. The speed and agility of the Salesforce platform along with it’s social and mobile capabilities has changed how organizations engage with customers. Learn how industry leaders are embracing and leveraging this technology to transform their cultures to better service customers.
Sessions:
- Financial Services Kickoff: Becoming a Customer Company in Financial Services - Wednesday at 10:30 am
- Mobile & Social: Meeting Your Connected Customers' Expectations - Wednesday at 12:00 pm
- Asset Managers Transform Client Relationships - Wednesday at 3:00 pm
Data Security and Privacy
Keeping data secure and private in a public cloud arena continues to be an ongoing topic of debate. Join in as experts in the field share their views on global regulations and how organizations can find ways to securely recognize the benefits of a cloud solution.
Session:
- Data Security & Privacy - Breaking It Down for Financial Services - Wednesday at 12:00 pm
Maximizing Salesforce for Deeper Personalized Customer Relationships
What once was a focus on products is now a focus on building deep relationships with customers; supporting their goals and life event needs. Learn how Financial Services advisors are utilizing the power of the Salesforce platform to change the way they do business.
Sessions:
- Salesforce: The Financial Advisor’s Personal Assistant - Wednesday at 1:00 pm
- Changing Face of the Branch - Not Just for Deposits Anymore - Wednesday at 1:00 pm
- On the Road to 360 - Wednesday at 2:00 pm
- Customer Nurturing: Best Practices for Revenue Generation - Wednesday at 2:00 pm
- “Moments of Truth”: Is Your Firm Ready? - Wednesday at 3:00 pm
Integration in a Highly-Regulated Environment
The Financial Services industry has increasingly become more complex over time. This is in part due to regulations. Learn how organizations have embraced and successfully integrated the Salesforce platform and utilized Financial specific Apps in the AppExchange.
Sessions:
- Industry Discussion: Financial Service - Monday at 2:30 pm
- Cautious Transformation: Service Cloud Transforms Highly Regulated Industries - Tuesday at 1:30 pm
- An Enterprise CRM Journey in the Financial Services Industry - Tuesday at 2:00 pm
- AppExchange for Financial Services: Designed for Money and Management - Thursday at 9:30 am
Take full advantage of the many Financial Services focused sessions that Dreamforce is offering this year. If the session(s) listed above are full, check out the other sessions available for Financial Services and Banking by filtering for these industries on the Sessions page on the Dreamforce site. Be sure to bookmark your sessions and follow them in Chatter. You can also attend the many open Keynote sessions and visit the Cloud Expo where companies will be showing new Salesforce features and services. Regardless of what you attend, you will definitely walk away with tips, tricks, best practices, and techniques that you can begin to implement at your organization.
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