Speakers

Anthony Morris
Chief Industry Transformation Officer, nCino

Kelly Miller
Director of AgTech, Compeer Financial

Michael Sabado
Technology and Strategy Leaders, Golden1 Credit Union
Join Banking leaders for this roundtable banking breakfast to discuss how regional banks and CU’s are harnessing Salesforce digital capabilities to compete given higher interest rates and increasing competition for deposits.
Learn how successful banks are sustaining their transformation efforts to make incremental progress, gaining executive and board level sponsorship and financial backing. This session will highlight institutions that are in varying stages of transformation and change, showcasing best practices in change management.
Date: Tuesday, September 12
Time: 8:00 am to 9:30 am PST
Venue: Zenn Sky Lounge, 201 3rd St, 12th Floor, San Francisco
We will highlight best practices where regional banks and CU’s have elevated and utilized Salesforce (FSC, Mule, Mktg Cloud) to better engage customers and drive an elevated digital customer experience. We will dive into Experience Cloud and FSC Omnistudio based digital experiences including account opening.
Please note:
We’re excited to extend an invitation to you, however our venue has limited capacity and we may not be able to accommodate all invitees. We will do our best to ensure that as many guests as possible are able to attend. We appreciate your understanding. Thank you.
Chief Industry Transformation Officer, nCino
Director of AgTech, Compeer Financial
Technology and Strategy Leaders, Golden1 Credit Union