PDT11:30 AM – 11:50 AM
Stephanie Geary
Principal Solution Engineer
Salesforce
Olivia Boles
VP, Solution Architecture & Platform Engineering
PenFed Credit Union
Pam Plyler
Managing Director, Industry Business Consulting
Salesforce
Customers want fast, personalized service — and they're switching banks when they don't get it. Learn the use cases and best practices for AI-powered service that keeps customers coming back.
Outcomes
Goal A
Hear from a super regional bank on agents and RMs partnering to drive focus on the right signals at the right time.
Goal B
Learn how a super regional bank and Salesforce are partnering to drive optimal productivity.
Goal C
Take a deeper dive into how Salesforce is innovating to drive human and agent partnership in commercial banking.
0 Margin for Error: 10 Data Quality Requirements for AI
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10 Agent Architecture Patterns from Salesforce Headless 360
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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
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Wednesday • 4:00 PM – 5:00 PM