Roundtable: The Cognitive Credit Union

Wed, Sep 18th | 12:00 – 12:45 PM | Zenn Sky Lounge | Dreamforce 2024 | Lunch provided

Altimetrik | Empowering Enterprise Digital Growth                    

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How to Delight Your Members and Empower Your Teams

Join us at the Zenn Sky Lounge: The Heart of Financial Services for Dreamforce 2024, for an engaging and collaborative session that will showcase how cognitive banking can revolutionize your credit union. 

Co-hosted by Altimetrik, Salesforce, Zennify, and a panel of credit union leaders, this roundtable will explore the transformative benefits of cognitive banking, from personalized member experiences to enhanced operational efficiency. Discover how leveraging AI, data analytics, and automation can lead to improved decision-making, better risk management, and seamless integration within the Salesforce ecosystem.

Key Takeaways:

  • Personalized Member Experiences: Learn how to use AI to tailor services and predict member needs, enhancing satisfaction and loyalty.
  • Operational Efficiency: Discover strategies to automate routine tasks and streamline workflows, boosting productivity and reducing costs.
  • Enhanced Decision-Making: Utilize predictive analytics to forecast trends and make data-driven strategic decisions.
  • Improved Risk Management: Implement advanced algorithms to detect fraud and ensure regulatory compliance, enhancing security.
  • Seamless Integration: Achieve a cohesive technology ecosystem with seamless integration of digital tools and platforms, including the Salesforce ecosystem.

Our Industry Speakers

3

Ira Williams

Chief Retail Officer

Bayport Credit Union

1

Jim Collins

Managing Director, Financial Services Industry Advisor

Salesforce

Joe Thomas PenFed

Joe Thomas

Former Chief Innovation Officer

PenFed Credit Union

4

Michael Rouleau

Chief Revenue Officer

Zennify

2

Mirella Reznic

Chief Strategy Officer

Valley Strong Credit Union

Speakers individual

Tom Gersic

SVP, AI & Digital

Altimetrik

The Heart of Financial Services at Dreamforce

Sessions, connections, and space dedicated to the financial services community at DF24.