PDT9:15 AM – 10:05 AM
Norah Stevens-Kittner
Sr. Director of Product Marketing
Salesforce
RYAN RADDING
SVP North America Fins Enterprise
Salesforce
Kelly Utley
Senior Director, Product Management
Salesforce
Greg Jacobi
Banking
Anthropic
Why does AI scale at some financial services firms but stall at others? Learn the strategies that separate AI leaders from experimenters, and discover what it takes to achieve similar success.
Outcomes
Goal A
Identify how to meet customers inside the AI tools they already use while keeping compliance and security built in.
Goal B
Learn how to optimize a single costly process, using simulation to validate fixes before customers are affected.
Goal C
Understand how governed, connected data lets AI agents drive real revenue growth, not just operational efficiency.
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
