No items found.
No items found.
No items found.

Seeing Your Clients Clearly: The Future of Commercial Banking Insights

Learn how Leading banks can use advanced insights to help clients compete and respond with confidence today—and build sustainable growth for tomorrow.

Oct 15
-
Oct 15, 2025
9:30 am
-
10:15 am
201 3rd St, San Francisco

SPONSORED BY

RSVP today

Save your spot

Lessons from peers turning compliance data into growth advantage

Commercial banks need to see clients more clearly than ever. Relationship managers need sharper insights, credit teams need earlier warning signals, and executives need a direct line of sight from client activity to portfolio risk and growth. Yet many still struggle with fragmented data, delayed reporting, and missed opportunities.

Join industry leaders from Moody’s, Salesforce, and Zennify for a dynamic panel discussion on how banks can unlock integrated insights that drive both risk management and growth.

What you’ll gain

Participants will walk away with actionable ideas to strengthen monitoring, empower relationship managers, and accelerate growth.

  • Market perspective: How peers are tackling data fragmentation, credit monitoring, and client engagement
  • Real-world use cases: Dashboards and strategies that bring Moody’s intelligence into Salesforce FSC
  • Future outlook: Where the industry is headed, and how to prepare for the next wave of client insight tools
$text$
$name$

$role$

$text$
$name$

$role$

Where to find us

Meet the experts

 Ari LehaviLogo.
Ari Lehavi
GM, Head of Applied AI, Moody's
Max KirbyLogo.
Max Kirby
Principal AI Architect, Salesforce
Laura Sullivan EthridgeLogo.
Laura Sullivan Ethridge
Former CMO, Hancock Whitney
Share this event
Facebook
LinkedIn