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.
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The Future of Banking: Activating Data End-to-End
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, Director, Product Marketing, Salesforce
, Managing Director, Industry Advisory & GTM, Salesforce
, Distinguished Solution Engineer, Salesforce
, Head of Strategy - Bradesco Principal, Banco Bradesco
, Principal Solutions Engineer, Salesforce
Role: Sales, Service
Industry: Financial Services
Product: Agentforce Financial Services, Agentforce
Topic: Customer Relationships
Session Level: Beginner
Session Type: Breakout
Session Summary: This session at Dreamforce explored the transformative potential of data activation for the future of banking, with a focus on building the 'Bank of 2030.' It highlighted the vast amount of data banks manage, including legacy and real-time data, and the challenges of siloed systems and data quality. Through the example of Banco Bradesco's affluent segment transformation, attendees learned how Salesforce solutions, including Data Cloud, Agentforce, and generative AI, enabled personalized customer experiences, seamless integration across channels, and scalable solutions. The session emphasized how AI and activated data can drive proactive insights, improve customer engagement, and enhance operational efficiency, ultimately redefining the way banks operate and deliver value to customers in a rapidly evolving environment.
Key Takeaways:
• Banco Bradesco transformed its affluent segment in just nine months using Salesforce solutions, achieving 300,000 new clients and delivering personalized, omnichannel experiences powered by data and AI.
• Salesforce's Data Cloud facilitates data harmonization, enabling actionable insights and empowering both relationship managers and customers with real-time, context-rich information.
• AI-driven transformation allows banks to move from passive to active data usage, improving customer satisfaction, operational efficiency, and strategic decision-making across the enterprise.
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