PDT8:30 AM – 9:30 AM
Josh Rosenstrauch
RVP, Agentforce
Salesforce
Olivia Boles
VP, Solution Architecture & Platform Engineering
PenFed Credit Union
Banking, insurance, and wealth management are being transformed by AI — but regulatory scrutiny, data sensitivity, and legacy fragmentation create real barriers. Join peers to discuss what’s working.
Outcomes
Goal A
Spot which AI service use cases are actually working in banking, insurance, and wealth management today.
Goal B
Understand key barriers — regulatory, data, and legacy — and how peers are navigating them.
Goal C
Leave with tactics you can apply to speed up AI and value realization in your own service organization.
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