Dreamforce 2026: Your guide for Wealth Management

Dreamforce 2026 sessions for wealth management

If we were mapping out a wealth management schedule for DF26, this is where we'd start, catalog sessions and the Zenn Lounge panel together.

Financial Services Keynote: Your Pilot-to-Profit Playbook
Keynote | Intermediate Wed, Sept 16 | 9:15 - 10:05 AM PDT | Moscone West, L3, Keynote - Room 3001
First come, first seated Why does AI scale at some financial services firms but stall at others? Salesforce's SVP & GM of Financial Services, Eran Agrios, joins the SVP of North America FINS Enterprise and the product team to lay out what separates the firms actually scaling AI from the ones still stuck experimenting. This is the marquee financial services session every year, and worth building your first day around.

Wealth Management Lunch & Panel: Keeping the next generation of clients
Zenn Lounge panel Sept 16 | 12:00 - 1:00 PM 

Trillions will change hands over the next two decades, and history says the heirs often leave. This panel brings wealth management leaders together to talk about what actually retains the next generation: earning trust early, before the money moves; meeting digital expectations without watering down the advice; and giving advisors room to serve two generations at once. Lunch included, space reserved for wealth management professionals.

Agentic Wealth & Asset Management: Grow Relationships & AUM
Breakout | Intermediate Thu, Sept 17 | 11:00 - 11:40 AM PDT | Metreon AMC, L3, Theatre 8 First come, first seated Next-gen financial advice is taking shape. See the shift from AI insight to agentic execution and how firms are expanding advisor capacity while deepening relationships and building the next era of growth.

Roadmap Session: Agentforce Innovations for Banking & Wealth
Breakout | Advanced Offered twice: Wed, Sept 16 | 3:00 - 3:40 PM PDT, Metreon AMC, L3, Theatre 14, or Thu, Sept 17 | 3:00 - 3:40 PM PDT, Metreon AMC, L3, Theatre 10
First come, first seated An exclusive preview of what's new in Agentforce for Financial Services across banking, wealth, and asset management, straight from Salesforce's product management team. Worth the seat if you want to see what's shipping before it's announced from the keynote stage.

Navigate the Wealth and Asset Management Headless Experience
Roundtable | Intermediate Thu, Sept 17 | 9:00 - 10:00 AM PDT | Moscone West, L2, Room 2011 Reserved seating An interactive peer session to discuss headless paths and benchmark your own readiness. Expect the group to surface high-impact use cases for AUM growth and map out next architectural steps together.

Where wealth management leaders connect

Keynote Watch Party & Brunch: Brunch, bubbles, and big ideas
Tue, Sept 15 | 9:30 - 11:30 AM
Watch the DF26 keynote from a comfortable seat, with a brunch, fresh coffee, and mimosas instead of a crowded hall.

Annual Women in Financial Services Panel & Cocktail Hour: Raise a glass to industry leaders
‍Tue, Sept 15 | 3:00 - 5:00 PM
A panel discussion with women leaders across wealth, banking, insurance, and credit unions, followed by wine and conversation.

The Tequila Lounge
‍Wed, Sept 16 | 3:00 - 5:00 PM
A guided tasting of premium tequilas before Dreamfest, in a small-group setting built for real conversation.

Dreamfest Recovery Lounge
‍Thu, Sept 17 | 9:00 AM - 12:00 PM
Massage therapists, green juice, and a quiet corner to wrap up email before the flight home.

Explore the full agenda

Why this year matters for wealth management

Wealth management is facing a demographic shift that most firms haven't fully priced in. The great wealth transfer is underway, and the heirs receiving that money often have no existing relationship with their parents' advisor and no particular loyalty to sticking around.

A few forces make DF26 worth the trip this year:

• Advisor capacity is the real bottleneck. Most firms can't hire their way to more personalized service, so the growth has to come from AI handling the prep work advisors used to do manually.
• The next generation of clients expects a different experience. Younger heirs want self-service tools and real-time access alongside the advisor relationship, not instead of it.
• Compliance keeps getting more complex. Every new personalization feature has to clear a higher regulatory bar than it did five years ago, which is exactly where a strong data foundation earns its keep.

Tips for getting the most out of DF26

Skip rideshare around keynote times if you can. Traffic and surge pricing near Moscone get brutal right before and after the big keynotes, and BART or walking is usually faster if you're staying nearby.

Reserve your seat in Agenda Builder as soon as it opens. Sessions with a named firm on the panel, like the EP Wealth Advisors session, tend to fill first.

Eat between sessions, not during the rush. Catering lines get long right before keynotes, so grab food early rather than standing in line while a session starts without you.

Don't skip the partner pavilion. It's where you'll find smaller vendors and hands-on demos that never make it into a 20-minute breakout.