Your ultimate wealth management guide to Dreamforce 2024

Zennify Team

The countdown is officially on to Dreamforce 2024! But to ensure you get the most from your week in San Francisco, it's essential to craft a game plan that aligns with your goals in wealth management.

Think about how what you learn can help you face 2025's challenges—like integrating AI, boosting cybersecurity, or meeting the expectations of a more informed client base. This guide is here to help you cut through the noise, so you can zero in on the sessions and connections that will truly make a difference for your wealth management practice.

Recommended Sessions: Wealth Management Dreamforce 2024

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

Use AI to Power Service for Banking and Wealth
- Reimagine service with digital, omni-channel engagement powered by AI, data, and CRM. Deliver better satisfaction and improve productivity, transforming service departments into profit centers.
- Where: Moscone South, LL, Content Pavilion, Stage 10
- When: Wednesday, Sep 18th | 9:45 - 10:30 AM

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 is provided.
- Where: Zenn Sky Lounge
- When: Tuesday, Sep 17th | 8:00 – 9:00 AM

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

Prep for the Pivot: Transforming Wealth with Data and AI
- Whether you're new to AI or well into your journey, learn how Charles Schwab and other firms use data, AI, and automation to boost advisor productivity and enhance engagement with the next generation.
- Where: Moscone South, LL, Content Pavilion, Stage 7
- When: Wednesday, Sep 18th | 12:00 - 12:20 PM

Modernizing the Middle and Back Office
- Discover how to transform your operations by centralizing data, leveraging AI, and implementing predictive forecasting. This session provides actionable insights and real-world examples to help you streamline processes and enhance operational efficiency. Breakfast provided.
- Where: Zenn Sky Lounge
- When: Wednesday, Sep 18th | 8:00 – 9:00 AM

Mastering Modern Data Strategies
- 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

Must-Attend Dreamforce Wealth Management 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 – 5:00 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 17th | 4:00 – 5:00 PM

Dreamfest with Elton John
- He’s back! The recently retired Elton John is returning to stage to perform at this year’s Dreamfest. With this likely being one of Rocket Man’s last live shows, this is one you surely can’t miss!
- Details: The Giants Ballpark | Wednesday, Sep 18th | 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, Sep 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 you and your team’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 firm.
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 firm 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: The Heart of Financial Services at DF24

Looking for a spot to relax and recharge (you and your devices)? Head to the Zenn Sky Lounge, your go-to spot for financial services at DF24!

Explore what's on