Dreamforce '06 Videos & Slides
Financial Services
Introduction
Target Audience:
Financial services decision makers, including senior business and
technology executives from the following areas: banking, securities,
capital markets, retail brokerage, wealth management, and insurance,
looking to learn about using Salesforce and the AppExchange.
Key Take-Aways:
An array of financial services customers divulge ways in which
Salesforce has helped them improve customer satisfaction, boost sales
productivity, and foster teamwork and collaboration for dramatic
business success. Discover the unique ways customers leverage the
Salesforce on-demand platform to implement a single view of the client,
streamline processes, ensure compliance, and more.
Leading the Insurance Industry with On-Demand CRM
The insurance industry is ripe for a solution that addresses their need to gain a 360-degree view of the customer. Join us to learn firsthand how users in the insurance industry have experienced transformative benefits as a result of deploying Salesforce on-demand solutions. Learn how your company can also extend these benefits to your agents with our new PRM solution.
Track: Financial Services
Date and Time: October 9, 2006 04:30 PM
Presenters:
- Sal Caruso, salesforce.com
- Lisa Lawrence, Liberty Northwest Insurance Corp.
- John Caine, The Phoenix Companies, Inc.
Continue reading "Leading the Insurance Industry with On-Demand CRM" »
Global Integrated Solutions: Real Challenges. Real Solutions.
Execution remains the key factor in realizing the value of your technology investment. Hear from leading financial services organizations about their success in managing the toughest components of CRM � data management, client hub, integration, compliance, and user adoption. Learn how these companies capitalize on the value proposition of software as a service. Leverage experience that spans across retail, institutional and insurance segments, and over 15,000 users.
Track: Financial Services
Date and Time: October 10, 2006 12:45 PM
Presenters:
- Jeff Rossi, TD Ameritrade
- Geoffrey Capes, Deutsche Asset Management
- Anne Meskell, Thomson Financial
Increasing Customer Wallet Share
Want to maximize your customer relationships? Join us as we hear how a large bank implemented Salesforce across their commercial line of business to gain in-depth client understanding, increasing their service capabilities and responsiveness. Learn how another large commercial bank implemented salesforce.com in their consumer home mortgage division to acquire new customers cost effectively.
Track: Financial Services
Date and Time: October 9, 2006 03:15 PM
Presenters:
- Basil Fedynyshyn, Wells Fargo -
- Rick Davis, SunTrust
Implementing "Know-Your-Client" Successfully
Know-Your-Client is a critical financial services requirement to understand client profiles and to prevent fraud. In this session you'll learn how a leading financial institution reduced their KYC turnaround time from 2 weeks to less than 24 hours. Join us to see how they implemented their KYC workflows in Salesforce with full compliance to accompany their entire client lifecycle.
Track: Financial Services
Date and Time: October 9, 2006 02:00 PM
Presenters:
- Sean Urban, Deutsche Bank
- Patrick Fischer, salesforce.com
Success with Salesforce for Capital Markets
Learn how you can unleash the power of Salesforce and AppExchange in capital markets. Hear from customers about their experiences in institutional research, sales and trading as well as investment banking. Learn how they increased teamwork across relationship managers and product teams to win more business and deliver better customer service. See how they used morning call lists and event management to transform their organizations into customer success centers.
Track: Financial Services
Date and Time: October 10, 2006 11:30 AM
Presenters:
- Peter Coleman, ThinkEquity Partners
- Scott Harper, Shinsei Trust Bank (PCD)
Continue reading "Success with Salesforce for Capital Markets" »
Building the Integrated Wealth Management Desktop
Attend this session to discover how Salesforce is extending its core functionality with a rich feature set for the Wealth Management Industry. Listen to the Salesforce Financial Services Team to learn about new features and functions. See for yourself key productivity capabilities needed to be successful in Wealth Management.
Track: Financial Services
Date and Time: October 9, 2006 11:30 AM
Presenters:
- Mark Abramowitz, salesforce.com
Continue reading "Building the Integrated Wealth Management Desktop" »
