The executive briefing on data, agents, and what's next
Somewhere in your bank today, a client's situation changed, and the relationship manager who should be making that call won't know for weeks. The same goes for the prospect they've been circling.
Moody's has some of the richest commercial data in the world, and until now it's lived inside credit and risk workflows. Together with Salesforce and Zennify, that's changing: an AI agent that puts timely intelligence about your clients and prospects directly in the hands of your commercial bankers, so they lead conversations instead of reacting to them.
Join us, along with a select group of industry peers, for a working roundtable where we'll discuss how timely intelligence changes the way commercial teams find, win, and grow relationships, and where this technology should go next. Followed by a private dinner at The Cavalier, where the real conversation tends to happen anyway.
Why attend
- Get a direct look at how Moody's data and Salesforce Agentforce are coming together for financial services, straight from the teams building it
- A seat at a table small enough that your questions shape the conversation, and the product
- Dinner with banking peers working the same problems at the same scale
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