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Dreamforce2026

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Sep 14–17, 2026 · San Francisco|

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Claire Potter | Dreamforce 2026 Speaker

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Confirmed Speaker

Claire Potter

Principal Solution Engineer, Asset Management

Salesforce

LinkedIn Profile3sessions at Dreamforce 2026

Agenda

Sessions

3 sessions

TheaterBeginnerHeadless 360 PlatformAgentforce

Agentic Asset Management: Grow AUM, Drive Productivity

See how top asset managers build the agentic enterprise, hear how Nuveen, a TIAA Company, grew AUM with Agentforce, and watch next-gen agentic capabilities in a live demo.

Wednesday, September 16

PDT11:00 AM – 11:20 AM

20 minMoscone North, LL, Campground, Industry Pavilion

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

40 minMetreon AMC, L3, Theatre 8

RoundtableIntermediateHeadless 360 Platform

Navigate the Wealth and Asset Management Headless Experience

Join this interactive peer session to discuss headless paths and benchmark your readiness. Together, we'll surface high-impact use cases for AUM growth and map out your next architectural steps.

Thursday, September 17

PDT9:00 AM – 10:00 AM

60 minMoscone West, L2, Room 2011