Dreamforce 2025: Your Guide to Banking & Lending

Zennify Team

The financial services world is in the middle of a reset. Deposits aren’t guaranteed, lending strategies are under pressure, and customer expectations are shifting faster than ever. Add to that the rise of Agentforce, AI-powered assistants, and the next wave of regulatory changes, and you’ve got a year where every decision counts.

That’s why Dreamforce 2025 isn’t just another conference. For banks and lenders, it’s the place to pressure-test strategies, see Salesforce’s roadmap up close, and hear directly from peers who are finding new ways to grow, scale, and win in a competitive market.

We’ve rounded up the sessions, panels, and events that you won’t want to miss if your focus is banking and lending.

Dreamforce 2025 sessions for Banking & Lending

The Dreamforce 2025 agenda is packed with content that speaks directly to banking and lending priorities. Some sessions we’re most looking forward to:

Your Top Banking Service Challenges, Answered Live
Tuesday, Oct 14 | 2:00 – 3:00 PM | Moscone West, L2, Roundtable 1
What’s your top service challenge? Compliant AI? Automation? Transparency? In this live roundtable, you vote on the topics that matter most to you and get answers from our panel of banking leaders.

AI in Financial Services: Moving from Pilots to Impact
Tuesday, Oct 14 | 3:00 – 4:00 PM | Metreon AMC, L3, Theatre
Discover how three financial services companies moved from AI pilots to measurable business value. Hear their stories and learn proven strategies for scaling, operationalizing, and delivering impact.

The Future of Banking: Turning Data into Action
Wednesday, Oct 15 | 9:00 – 9:45 AM | Moscone South, LL, Content Pavilion, Stage 6
Learn how banks can connect and activate data end to end to move faster and scale. Hear best practices to boost productivity, fuel AI, and deliver better experiences across the customer journey.

Financial Services Keynote: Agentic Service, Limitless Growth
Wednesday, Oct 15 | 11:30 – 12:20 PM | Moscone South, LL, Keynote - Hall B
Built on a foundation of trust and compliance, Salesforce connects your front, middle, and back office. See how digital labor can create new revenue, empower teams, simplify work, and scale service.

(Pro tip: use the Dreamforce Agenda Builder so you don’t miss these.)

Must-attend Financial Services Zenn Lounge sessions

Just steps away from the Dreamforce campground, the Zenn Lounge is the home base for financial services conversations at DF25. Here are the ones you’ll want to circle:

Banking on Relationship Capital: Transforming Business Data into Wallet Share
Tuesday, Oct 14 | 8:30 – 9:15 AM | Zenn Lounge
Growth isn’t just about deposits. This breakfast session shows how banks are using data and AI to turn customer knowledge into deeper loyalty, cross-sell, and wallet share. Breakfast included!

Optimization & FSC: Benchmarks, Bottlenecks, and Breakthroughs
Tuesday, Oct 14 | 12:00 – 12:45 PM | Zenn Lounge
Financial Services Cloud is a powerful tool, but are you getting full value? Learn from real benchmarks, discover where banks stall, and explore proven paths to speed up adoption and ROI. Lunch included!

From Data to Done: The Intelligent Operating Model for Marketers
Wednesday, Oct 15 | 8:30– 9:15 AM | Zenn Lounge
Even though it’s billed for marketers, this session is highly relevant for banks managing multiple lines of business. Learn how data-driven operating models can align marketing, lending, and service teams to move faster from strategy to execution. Breakfast included!

The Data Debate: Democratization with Data Cloud, Databricks, Snowflake, Azure
Wednesday, Oct 15 | 10:30 – 11:15 AM | Zenn Lounge
The ultimate data showdown. Leaders from top institutions debate the future of data democratization and what it means for banks. Expect sharp perspectives on interoperability, governance, and how to unlock innovation with the right data strategy.

Autonomous: The Road to AI-First Institutions
Wednesday, Oct 15 | 12:00 – 12:45 PM | Zenn Lounge
AI isn’t an add-on, it’s becoming the core operating model. This session explores how financial institutions are shifting to “AI-first,” and what steps you can take today to prepare for autonomous operations.

Why this year matters

Dreamforce 2025 lands at a tipping point for banks and lenders. AI agents aren’t hype anymore, they’re being deployed in frontline operations. Deposit growth requires more than rate wars, it demands smarter data strategies. And with regulators watching closely, institutions need to innovate while staying compliant.

Attending these sessions will give you:

A roadmap: Where Salesforce is heading in FSC, Agentforce, and Data Cloud.
Benchmarks: How peers are modernizing lending workflows and scaling efficiency.
Tactics you can use right away: From improving KYC speed to optimizing CRM adoption.

Tips for getting the most out of DF25

Prioritize your goals: Decide if your top focus is growth, efficiency, or compliance, and build your session schedule around it.
Make the Zenn Lounge your base: It’s the easiest way to connect with other banking and lending leaders, grab a meal, and recharge while staying close to the action.
Network intentionally: Coffee chats, happy hours, and impromptu meetups often deliver just as much value as formal sessions.
Leave space: Dreamforce is intense. Plan buffer time to reflect and turn inspiration into action.

Your Dreamforce social calendar = booked

Dreamforce is legendary for its content, but let’s be honest, the best connections often happen over a drink, a bite, or a much-needed recharge. Here’s what we’ve got lined up for you in the Financial Services Zenn Lounge:

The Financial Services DF25 Tailgate Welcome Party
Monday, Oct 13 | 6:00 – 9:00 PM
Start your Dreamforce week the right way: views, ice-cold drinks, hotdogs, churros, pretzels, and the friendliest crowd in financial services. This is where networking feels more like a block party.

Annual Women in Financial Services Cocktail Hour
Tuesday, Oct 14 | 4:00 – 5:00 PM
Raise a glass with some of the most inspiring women in the industry. Expect candid stories, fresh perspective, and a community vibe that goes way beyond small talk.

Dreamfest Recovery Room
Thursday, Oct 16 | 9:00 – 11:00 AM
Because after a night with thousands of your newest best friends, you’ll need it. Swing by for chair massages, green juice, and a zen space to recharge before heading home.

Explore the whole agenda

Find your zen @ The Zenn Lounge

Looking for a place to reset between sessions? The Zenn Lounge is the heart of financial services at Dreamforce 2025. Stop by for expert panels, fintech demos, networking, and a view that beats any crowded hallway.

Register now