Dreamforce 2024 for banks & credit unions: A guide

Zennify Team

Dreamforce 2024 is fast approaching, offering banks and credit unions a chance to dive into the latest innovations and connect with industry leaders.

But with so many sessions, events, and networking opportunities, planning can feel overwhelming—especially when you need to focus on what's most relevant to you and your institution's needs. That's where this guide comes in.

We've curated the must-attend experiences to help you cut through the noise and maximize your time at Dreamforce, ensuring you walk away with actionable insights and valuable connections.

Recommended Sessions: Dreamforce 2024 for Banks and Credit Unions

Product Roadmap for Banking and Wealth
- Always a must-attend session for Financial Services, explore the Salesforce product vision and roadmap for banking and wealth management. Be the first to see their future products in action, with live demos provided by our product managers.
- Where: Intercontinental, L5, Intercontinental Ballroom
- When: Tuesday, Sep 17th | 8:30 – 9:15 AM & Thursday, Sep 19th | 12:45 – 1:30 PM

Mastering Modern Data Strategies for Banks and Credit Unions
- Master your data strategy in 2025. Grab a tasty breakfast and discover how leading financial institutions are leveraging advanced data strategies to drive personalized customer experiences and operational efficiencies.
- Where: Thursday, Sep 19th | 8:00 – 9:00 AM
- When: Zenn Sky Lounge

Integrating CRM & KYC for Better Client Experience
- Learn how you can leverage Salesforce and AI-powered onboarding systems to cut the average 95-day KYC review process. Breakfast provided!
- Where: Zenn Sky Lounge
- When: Tuesday, Sep 17th | 8:00 – 9:00 AM

Increase Bank Deposit Growth with CRM + Data + AI
- As lending volumes shift, banks need to boost deposits. Join Bell Bank, as they discuss how they’re staying ahead of the competition with data and AI in a CRM that improves conversions, retains more wallet share, and increases growth.
- Where: Intercontinental, L5, Intercontinental Ballroom A
- When: Tuesday, Sep 17th | 1:15 - 1:35 PM

Roundtable: The Cognitive Credit Union
- Learn how cognitive banking can revolutionize your credit union by delivering personalized member experiences, boosting operational efficiency, and enhancing decision-making through AI, data analytics, and seamless integration with Salesforce. Lunch provided.
- Where: Zenn Sky Lounge
- When: Wednesday, Sep 18th | 12:00 – 12:45 PM

Transforming Branch Experiences in the Age of Data and AI
- Retail branches are evolving with data and AI. This session explores how they blend physical and digital experiences using AI and CRM to boost customer satisfaction, efficiency, and associate roles.
- Where: Intercontinental, L4, Telegraph Hill
- When: Thursday, Sep 19 | 12:00 - 1:00 PM

Optimizing CRM Efficiency for Banks & Credit Unions
- Lunch and learn. Discover practical strategies to ensure accurate and up-to-date CRM data in Salesforce by engaging frontline bankers, leveraging APIs, implementing real-time updates, and maintaining data integrity.
- Where: Zenn Sky Lounge
- When: Tuesday, Sep 17th | 12:00 PM – 12:45 PM

Must-Attend Dreamforce 2024 Banking Events & Happy Hours

Financial Services Community Appreciation Cocktail Hour
- After a busy day at Dreamforce, take a moment to unwind, connect with fellow financial services community members, and get ready for the evening ahead with Elton John.
- Details: Zenn Sky Lounge | Wednesday, Sep 18th | 4:00 – 6:00 PM

Women in Financial Services Panel and Cocktail Hour
- Head over to the Zenn Sky Lounge to hear some fantastic insight from women in financial services, all while enjoying some cocktails during their cocktail hour event!
- Details: Zenn Sky Lounge | Tuesday, Sep 18th | 4:00 – 6:00 PM

Dreamfest with P!nk & Imagine Dragons
- Join P!nk & Imagine Dragons at the Giants Ballpark for the annual Dreamfest celebrations!
- Details: The Giants Ballpark | Wednesday, Sep 18 | 6:00 - 9:30 PM

Salesforce Ben’s House of Cloud: Vice Edition
- A Dreamforce event list wouldn’t be complete without mentioning the annual Salesforce Ben party. Join the fun at The Grand for the ultimate after party, with food, drinks and music all night long!
- Details: The Grand | Tuesday 17 | 7:00 PM – late

Tips for Planning Your Dreamforce Experience

Prioritize Your Schedule: With so much to see and do, it's essential to prioritize the sessions and events most relevant to your institution's goals. Use the Dreamforce agenda builder to plan your days and ensure you don't miss out on key opportunities.
Network, Network, Network: Dreamforce is a unique opportunity to connect with industry peers, thought leaders, and Salesforce experts. Make the most of networking events, happy hours, and informal meetups to build relationships that can benefit your bank or credit union.
Go Off-Campus: The areas surrounding the Dreamforce campus are a treasure trove of unique, targeted experiences. From impactful sessions, to delicious (non-Dreamforce) breakfast/lunch options, take the time to explore the surrounding area and learn about the tools and services that can help your institution stay competitive in the digital age.
Take Breaks: Dreamforce can be overwhelming, so don't forget to take breaks and recharge. Find a quiet spot to relax, reflect on what you've learned, and plan your next move.

Looking for a home base? Find your Zen @ The Zenn Sky Lounge

Looking for a spot to relax and recharge (you and your devices)? Head to the Zenn Sky Longe, your go-to spot for banks and credit unions at Dreamforce 2024!

Just steps from the Dreamforce campground, the Zenn Sky Lounge offers expert sessions, fintech demos, networking, and relaxation with stunning SF skyline views. Join us for dedicated financial services events, product demos, cocktail hours, and more.

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