PDT11:00 AM – 11:40 AM
Claire Potter
Principal Solution Engineer, Asset Management
Salesforce
Jason Lazzerini
EVP, Consumer & Residential Lending, Digital, Call. Center
Central Pacific Bank
Jeremy Schowalter
Managing Director - Financial Services
Salesforce
Drew Seelig
Global Product Strategy Senior Director
Salesforce
Next-gen financial advice is taking shape. See the shift from AI insight to agentic execution and how firms expand advisor capacity, deepening relationships and building the next era of growth.
Outcomes
Goal A
Discover the new blueprint for wealth and asset management built for the agentic era.
Goal B
Explore how AI agents eliminate operational drag so teams can focus on growth, advice, and relationships.
Goal C
Learn how leading firms are moving from AI experimentation to measurable action across the enterprise.
10 Hours to 30 Minutes: Closing the Execution Gap
Breakout • Intermediate
Thursday • 9:30 AM – 10:10 AM
2026 State of Email: Best Practices in the Agentic Era
Workshop • Beginner
Wednesday • 4:00 PM – 5:00 PM
2 keys to Unlock Trusted AI with Context-Rich Data
Breakout • Intermediate
Wednesday • 1:30 PM – 2:10 PM
3 Best Practices to Start Strong with Salesforce
Theater • Beginner
Wednesday • 4:00 PM – 4:20 PM