The Game Plan: An Evening with Financial Services Leaders

A suite at the game with a great community of leaders.

We’re bringing together a select group of executives for a private suite experience at T-Mobile Park. Before the first pitch, you’ll hear from a panel of peers and Salesforce experts on how financial institutions like yours are investing in their data and AI to deliver modern, memorable customer experiences.

Then we settle in, enjoy the game, and keep the conversation going.

Building your game plan

The digital shift doesn't happen overnight. We’ll be discussing how to navigate the shift from where you are now into delivering leading customer experiences.

• Establishing the Foundations: How to move away from the "Spreadsheet CRM" and manual data silos toward a single, unified view of your customer.
• Iterating & Optimizing: Streamlining sales and service to eliminate "swivel-chair" processes and accelerate growth and drive customer satisfaction.
• Embracing the Agentic Future: Transitioning to an AI-powered future where autonomous agents augment your team to provide 24/7 proactive service and sales motions.

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The panel

We’ll kick off the evening with a live panel featuring financial services leaders and Salesforce experts who have worked through these stages firsthand.

You’ll hear what delivered results, where teams ran into friction, and how they moved forward. Practical insight you can take back to your team.