Industries: Financial Services

Learn how buy-side firms like institutional investors, asset managers, wholesalers, and funds of funds are leveraging cloud-based solutions to manage prospecting and investor relations. Join this session to hear buy-side tips for gaining real-time insight into fund activity and streamlining reporting. You won’t want to miss it!

Insurance companies across P&C, life, annuity, and health are getting closer to their intermediaries with the real-time cloud. Join this session to hear how they’re leveraging salesforce.com to drive and measure channel success. Even if your distribution channel is captive, you’re bound to gain new insights about using CRM and PRM tools to better manage agencies and producers.

We're marking the first anniversary of the virtual user group launch with a live meeting! Even if you haven't attended the quarterly virtual meetings, come network with your peers and discuss what you'd like to get out of the group as it enters its second year. Hear customer speakers from AIG, Delta Dental, and Liberty Mutual. Plus, learn how salesforce.com's Peter Coffee thinks "platform as a service" is revolutionizing the design and deployment of enterprise software. Share salesforce.com’s vision for the Custom Cloud!

Insurance companies are focused on transforming and improving their distribution channels. For those impatient for results, Salesforce CRM helps streamline sales processes and the delivery of new capabilities to captive, independent and direct sales channels with a much lower up-front investment. Join Deloitte to learn how to create the “model” insurance company and support it with effective technology that the sales channels will embrace.

Cloud computing has put the power of innovation into the hands of everyone! Learn how Salesforce CRM & Force.com provide purpose-built tools for your unique sales and service needs. Hear how large and small salesforce.com customers have used the platform to manage various aspects of their business, from lead management and sales, to managing the underwriting process, to tracking appointments—all adding to their firms’ agility and efficiency.

Innovative financial services companies of all sizes and stripes leverage cloud computing to improve service across channels. We’ll discuss how call center solutions, embedded CTI, Web sites and portals, a knowledge base, and social media integration are raising the bar for customer service.

We all know that users want all the data they need at their fingertips. In this session, learn how integrating third-party and back-office systems to bring more data into your Salesforce CRM applications can improve workflows, business intelligence, and drive more informed and streamlined decision-making.

Innovation station! See examples of custom applications built in the cloud by capital markets customers: research distribution portals, fund-raising applications, and investor relationship portals. Even if you're not in capital markets, this is a session to see!

Hear how commercial and retail banks of all sizes—from regional institutions to community banks—are using Salesforce CRM and the Force.com platform to improve customer service, reduce infrastructure costs, and improve cross- and up-sell capabilities.

Want to check out the insurance companies that have taken Force.com to a new level? Join this session to see examples of complex insurance-specific apps built on the platform, such as end-to-end claims management, and agency recruiting and communications. Hear about the business cases that drove the development of these apps. Anyone considering developing financial services custom cloud applications shouldn't miss this session!

Where are your prospects, customers, and partners? On the Internet. And we put you there. Learn how fully integrated, real-time portals and Force.com sites harness the power of your existing Salesforce CRM system to create a dynamic customer experience and unified view for partners.