Confirmed Speaker

Marilee Protonentis

Principal Solution Engineer, Wealth Management

Salesforce

LinkedIn Profile2sessions at Dreamforce 2026

Sessions

2 sessions

WorkshopAdvancedAgentforce

Create a High-Touch Relationship Experience with Agentforce

Stop building from scratch. In this hands-on workshop, configure and deploy Agentforce to deliver faster, smarter relationship management workflows for financial services institutions.

Tuesday, September 15

PDT4:00 PM – 5:00 PM

Thursday, September 17

PDT10:30 AM – 11:30 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