Trail Map

Your guide to Dreamforce for financial services.

We've curated the experiences, sessions, and partner connections most relevant to you. Explore your Trail Map to discover what to prioritize and make every moment at Dreamforce count.

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Experiences you can’t miss.

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The Agentic Financial Services Playbook: Pilot to Profit

Why does AI scale at some financial services firms and stall at others? Learn the strategies that separate AI leaders from experimenters and what it takes to join them.

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Campground

Explore hands-on Agentforce demos built for banking, wealth, and insurance, and see what's possible with AI-powered financial services.

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Scaling Agentic Service in Insurance & Banking

Hear from Zurich and Raiffeisen Bank International on how autonomous agents resolve inquiries, raise NPS, and scale 24/7 service.

Sessions handpicked for you.

Beyond the Pilot: Scaling AI that Actually Sticks

Tuesday, Sep 151:00 PM - 2:00 PM PDT
RESERVED SEATING

Most AI projects never make it past the pilot. Join peers to discuss what it really takes to succeed — use cases that move the needle, the right data foundation, and the metrics that prove it.

Navigating Financial Services Compliance with Agentforce

Tuesday, Sep 154:00 PM - 5:00 PM PDT
RESERVED SEATING

Join us for a roundtable on using Agentforce to slash regulatory costs. Learn from leading FINS companies on how becoming an Agentic Enterprise reduced their compliance and operational costs.

Simplify Claims Intake Across Every Insurance Business Line

Tuesday, Sep 151:30 PM - 1:50 PM PDT
FIRST COME FIRST SEATED

Your reps shouldn’t navigate five systems to file one claim. Experience the Claims Service Agent delivering out-of-the-box FNOL intake across auto, home, medical, and more. No custom dev required.

The Agentic Banker: From Pilot to Production

Wednesday, Sep 1610:30 AM - 11:10 AM PDT
FIRST COME FIRST SEATED

What does it take to get AI to work across the bank? See how two banks are rethinking use cases, deployment, and observability to deliver real impact. Hear what works, no matter your firm's size.

Agentic Insurance Unlocked: Data, Scale, and Growth

Wednesday, Sep 162:30 PM - 3:10 PM PDT
FIRST COME FIRST SEATED

AI agents are only as strong as their data foundation. See how leading insurance firms unlocked producer productivity, policyholder retention, and scale without replacing the systems they already run.

From Spreadsheets to AI: The New Banker Experience

Tuesday, Sep 153:30 PM - 3:50 PM PDT
FIRST COME FIRST SEATED

Banking has changed, but has your banker's experience? Get an intro into how AI can modernize the way people work — giving every banker the insights, time, and tools to grow relationships and revenue.

Agentic Insurance: Automating the Policy Lifecycle

Wednesday, Sep 161:00 PM - 1:20 PM PDT
FIRST COME FIRST SEATED

Learn how to use AI agents to automate the insurance lifecycle. Discover how to drive efficiency without compromising the human connection at the heart of insurance.

Create a High-Touch Relationship Experience with Agentforce

Tuesday, Sep 154:00 PM - 5:00 PM PDT
RESERVED SEATING

Stop building from scratch. In this hands-on workshop, configure and deploy Agentforce to deliver faster, smarter relationship management workflows for financial services institutions.

Navigate the Wealth and Asset Management Headless Experience

Thursday, Sep 179:00 AM - 10:00 AM PDT
RESERVED SEATING

Join this interactive peer session to discuss headless paths and benchmark your readiness. Together, we'll surface high-impact use cases for AUM growth and map out your next architectural steps.

Connect with partners who move your business forward.

S&P: Building an Intelligent Enterprise Revenue Engine

Tuesday, Sep 151:30 PM - 2:10 PM PDT
FIRST COME FIRST SEATED

Learn how an organization transformed quote-to-cash across four business units with AI-enabled agents that connect data, processes, and teams to help reduce complexity and accelerate growth.

From Legacy Lending to a Modern Front Office

Wednesday, Sep 1611:30 AM - 12:10 PM PDT
FIRST COME FIRST SEATED

Huntington Bank and Deloitte Digital share how they transformed commercial lending on Salesforce, creating an end-to-end platform that improves efficiency, agility, and client experiences.