Confirmed Speaker

Drew Seelig

Global Product Strategy Senior Director

Salesforce

LinkedIn Profile3sessions at Dreamforce 2026

Sessions

3 sessions

BreakoutIntermediateHeadless 360 Platform

Agentic Wealth & Asset Management: Grow Relationships & AUM

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.

Thursday, September 17

PDT11:00 AM – 11:40 AM

TheaterIntermediateAgentforce

Reimagine High-Touch Relationships in Financial Services

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.

Tuesday, September 15

PDT3:00 PM – 3:20 PM

Thursday, September 17

PDT1:00 PM – 1:20 PM

RoundtableAdvancedAgentforce

Scaling an Agentic Client Lifecycle With EP Wealth Advisors

Most wealth firms are experimenting with AI. Few are scaling it across the client lifecycle. Hear an industry leader’s journey and connect with peers on what works, what doesn’t, and what comes next.

Wednesday, September 16

PDT12:00 PM – 1:00 PM