Dreamforce Executive Summary for Financial Services

In this year's edition of Dreamforce, we announced major investments for Banks and Insurers.


Today's regulated environment means firms must reduce costs and deliver excellent customer service. To help you achieve this, Salesforce announced capabilities around automation, CDP, connected ecosystems, and data-driven insights for Financial Services.


In this executive summary, you will find the highlights and major announcements of Dreamforce for the sector.

Greetings from KONE’s Executive Sponsor, Northern Europe CEO Bob Vanstraelen

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Dreamforce Executive Summary for Financial Services

In this year's edition of Dreamforce, we announced major investments for Banks and Insurers. Today's regulated environment means firms must reduce costs and deliver excellent customer service. To help you achieve this, Salesforce announced capabilities around automation, CDP, connected ecosystems, and data-driven insights for Financial Services. In this executive summary, you will find the highlights and major announcements of Dreamforce for the sector.

Greetings from KONE’s Executive Sponsor, Northern Europe CEO Bob Vanstraelen

AA

Dreamforce Executive Summary for FSI

In this year's edition of Dreamforce, we announced major investments for Banks and Insurers. Today's regulated environment means firms must reduce costs and deliver excellent customer service. To help you achieve this, Salesforce announced capabilities around automation, CDP, connected ecosystems, and data-driven insights for Financial Services. In this executive summary, you will find the highlights and major announcements of Dreamforce for the sector.

Greetings from KONE’s Executive Sponsor, Northern Europe CEO Bob Vanstraelen

AA

Dreamforce Executive Summary for Financial Services

In this year's edition of Dreamforce, we announced major investments for Banks and Insurers.


Today's regulated environment means firms must reduce costs and deliver excellent customer service. To help you achieve this, Salesforce announced capabilities around automation, CDP, connected ecosystems, and data-driven insights for Financial Services.


In this executive summary, you will find the highlights and major announcements of Dreamforce for the sector.

Greetings from KONE’s Executive Sponsor, Northern Europe CEO Bob Vanstraelen

AA

4 Dreamforce

Highlights for Financial Services

4 Dreamforce

Highlights for Financial Services

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    Announcement
    Simplified Integration for Financial Services Cloud

    Mulesoft for Financial Services Cloud is a turnkey solution that powers banking-specific integrations based on the BIAN standard. Implement the Customer 360 for Banking faster with pre-built templates for common use cases like disputing a fee or transaction

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    Overview Page

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    Announcement
    Front, Middle, Back Office Automation

    With pre-built digital process templates, banks will be able to deploy efficient digital processes for key “moments that matter” like onboarding new wealth clients or providing service for a fraudulent banking transaction

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    Watch Session

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    Announcement
    Salesforce Genie for Financial Services

    Secure customers for life with Automated and connected experiences, Intelligent financial wellness and real-time insights and custom offers.

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    Watch Session
  • Announcement
    Hyperforce EU Operating Zone

    Hyperforce solves for the compliance needs of EU customers. With EU-based data storage and processing, including 24/7 customer and engineering support conducted by local, EU-based personnel


    Blog Post
  • Announcement
    Hyperforce EU Operating Zone

    Hyperforce solves for the compliance needs of EU customers. With EU-based data storage and processing, including 24/7 customer and engineering support conducted by local, EU-based personnel

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    Press release

Dreamforce to You Banking Webinar

Watch on-demand

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    Deliver the best financial wellness journey to your customer

    Erwin Boeren

    Video

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    Secure customers for life with automated and connected experiences

    Erwin Boeren

    Video

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    Transform Service with Contact Center Genie

    Erwin Boeren

    Video

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    Collaborate in real-time with Genie

    Erwin Boeren

    Video

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Dreamforce to You Insurance Webinar

Watch on-demand

  • 01

    Top Dreamforce highlights for the insurance industry

    Ezequiel Capandeguy

    Video

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    Integrate front, middle and back-end automation with Salesforce Flow

    Jeroen Tiekstra

    Video

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    Automate Service processes with Genie

    Ezequiel Capandeguy

    Video

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    Collaborate in real-time with Genie

    Ezequiel Capandeguy

    Video

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    Hyperforce EU Operating Zone

    Jeroen Tiekstra

    Video

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More Product Announcements for Financial Services

GA dates are subject to change

Flows for Financial Services

Purpose-built automation tools included with Financial Services Cloud. With click-based configuration and integration tools ...

Platform

GA NOW

Press Release

Real-Time Journey Orchestration

Automate real-time customer engagement across every channel with Salesforce’s Customer Data Platform and Marketing ...

Marketing

GA Summer 23

Press Release

Slack Partner Industry Solutions

Industry-specific solutions for Financial Services, built with the Salesforce Partner Ecosystem

Slack

GA NOW

Press Release

Blog

FSI Solutions

Financial Services Overview

Overview of Financial Services Solutions for different sectors in Financial Services

Read More

Customer Stories in Financial Services

Overview of customer references in Financial Services

Read More

sessions

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