PDT1:30 PM – 1:50 PM
Alpa Yagnik
SVP, Head of Strategic Planning & GTM
KeyBank
Greg Blausey
Senior Director, Global FINS Product Manager
Salesforce
A leading bank shares how AI agents eliminate hours of client research and partner with relationship managers to deliver actionable insights that boost productivity and close deals faster.
Outcomes
Goal A
Discover how an AI-native platform cuts form friction to boost conversion with adaptive intake.
Goal B
Learn how AI-powered verification, decisioning, and compliance drive efficiency and scalable growth.
Goal C
Unify origination across channels and products on one platform — without replacing core systems.
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
3 essentials to Scale Multi-agent AI Across the Enterprise
Breakout • Intermediate
Wednesday • 9:30 AM – 10:10 AM
3 Ways Enterprises Deploy Voice AI: Takeaways and Trade-offs
Theater • Intermediate
Wednesday • 12:00 PM – 12:20 PM