Mastering Modern Data Strategies for Financial Services

Thurs, Sep 19th | 8:00 – 9:00 AM | Zenn Sky Lounge | Dreamforce 2024 | Breakfast provided

         

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Data Modernization to Accelerate Growth in Financial Services | Panel-Style Event with Breakfast

Join Bell Bank, Innovayte, and Salesforce at the Zenn Sky Lounge: the heart of financial services for Dreamforce 2024, to master your data strategy in 2025.

Explore how data modernization can accelerate growth and enhance marketing effectiveness for financial institutions. Learn from Innovayte’s experience leading digital transformation efforts and delve into Bell Bank’s visionary approach to marketing segmentation and customer journeys. 

This panel-style session will share top learnings, wins, and challenges, equipping you with the knowledge to revolutionize customer personalization and engagement across both legacy and modern data platform ecosystems in 2025 and beyond.

Key Takeaways:

  • Data Integrity: Gain insights into creating a unified data model to ensure consistency and accuracy across platforms.
  • Compliance: Learn best practices for centralizing data management to streamline compliance and reduce risk.
  • Actionable Insights: Discover how to leverage organized data for informed decision-making and identifying growth opportunities.
  • Customer Personalization: Understand how Salesforce Data Cloud and Marketing Cloud can power effective customer engagement within a complex data landscape.
  • Vision for the Future: Explore how Data Cloud is becoming the definitive data platform for marketers, driving customer-centric strategies, with Bell Bank’s approach at the forefront.

Hear from our industry experts

Abbey Meitin

Abbey Meitin

VP, Digital Marketing & Customer Experience

Bell Bank

Kat Davies

Cat Davies

Chief Executive Officer

Innovayte

Manvir Sandhu

Manvir Sandhu

Chief Innovation Officer

Zennify

The Heart of Financial Services at Dreamforce

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