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Dreamforce2026

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Sep 14–17, 2026 · San Francisco|

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About us

Jeremy Schowalter | Dreamforce 2026 Speaker

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Confirmed Speaker

Jeremy Schowalter

Managing Director - Financial Services

Salesforce

LinkedIn Profile4sessions at Dreamforce 2026

Agenda

Sessions

4 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

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

60 minInterCon, L3, Grand Ballroom A, Roundtable 2