PDT3:00 PM – 3:20 PM
Marilee Protonentis
Principal Solution Engineer, Wealth Management
Salesforce
Kamran Sharma
Product Marketing Manager
Salesforce
Drew Seelig
Global Product Strategy Senior Director
Salesforce
Financial professionals don’t need another system to work in – they need one that works for them. See how Agentic Advisor puts AI to work so they can deliver high-touch relationships for every client.
Outcomes
Goal A
Learn how Agentic Advisor introduces the next-gen interface for high-touch relationship management in Financial Services.
Goal B
See how to embed AI agents into daily workflows to help advisors manage relationships, spot opportunities, and automate work.
Goal C
Watch an AI teammate walk an advisor through their day, from top priorities to full client context.
0 Margin for Error: 10 Data Quality Requirements for AI
Theater • Intermediate
Wednesday • 9:00 AM – 9:20 AM
10 Agent Architecture Patterns from Salesforce Headless 360
Breakout • Intermediate
Wednesday • 1:30 PM – 2:10 PM
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