Industry Focus: Financial Services
Financial services decision makers, including senior business and technology executives in banking, capital markets, wealth management, mortgage, and insurance who want to learn about using Salesforce and the AppExchange. Building Your Life Insurance Business with Salesforce
Join this session to hear how leading life insurance firms have deployed Salesforce across their sales organizations. Hear the latest industry tips, tricks, and best practices and leave with ideas for new processes that really work.
1:15 PM (PDT)
Tue, Sep 18, '07
Tue, Sep 18, '07
Speaker:
Karen Morton,
Team Leader, Retirement & Protection Technology,
Genworth Financial Life Insurance
Speaker:
Paul Carrasco,
Sr. Programmer Analyst, Life Insurance,
Genworth Financial Life Insurance
Speaker:
Katy Zahn,
Operations Analyst, Senior Services,
AMERIGROUP Corporation
Managing P&C distribution with Salesforce.com
All insurers face a multi-tiered distribution model, ranging from their captive direct write business to managing agents and brokers. Come hear how customers have extended Salesforce.com to manage their customer and partner relationships, increasing the effectiveness and performance of their agents & brokers. Leave with best practices to model distribution management in salesforce.com
2:30 PM (PDT)
Tue, Sep 18, '07
Tue, Sep 18, '07
Speaker:
Lisa Lawrence,
Director Sales Recources,
Liberty Northwest Insurance Corp.
Speaker:
裕 柱本 (Yu Hashiramoto),
Manager (課長),
Sompo Japan Insurance INC.
Accelerated Lending on Demand
Velocity in lending has never been higher. Join this session to hear from customers that have increased the speed at which they do business. Learn best practices in lead capture and loan status. And we'll be sure to leave some time for Q&A, too!
11:15 AM (PDT)
Tue, Sep 18, '07
Tue, Sep 18, '07
Speaker:
Basil Fedynyshyn,
Vice President, Platform Management,
Wells Fargo Bank NA
Speaker:
Dan Lawson,
President,
Lawson & Assoc
Best Practices: Big Data Volumes in Financial Services
If you're in Financial Services, you know just how overwhelming the volume of data can be. Join this session to hear from customers that deal with big data volumes, find out how they decide which data is important to move, and learn best practices for data cleansing and management.
5:00 PM (PDT)
Mon, Sep 17, '07
Mon, Sep 17, '07
Speaker:
Hitesh Vora,
Manager,
TD AMERITRADE Retail (ThinkTech, Inc.)
Speaker:
Ilene LaBarbera,
Director, SFA,
Automatic Data Processing
Modeling Financial Services Business Processes
Financial Services systems and business processes are as complex as they come. Join this session to hear directly from customers on how they integrated and streamlined their internal processes to become more competitive. Leave with plenty of ideas you can implement at your own company.
3:45 PM (PDT)
Mon, Sep 17, '07
Mon, Sep 17, '07
Speaker:
Jason Atwood,
Vice President,
Citi GWM-Smith Barney, Private Bank and FLS
Speaker:
Greg Altonji,
Manager, Business Process Automation,
Lava Trading Inc.
Speaker:
Peter Coleman,
COO,
ThinkEquity Partners
Transforming Wealth Management
Attend this session to learn how Salesforce.com is transforming the wealth management industry. Learn from customers how they have leveraged Salesforce.com to standardize on a single integrated desktop, provide advisors a 360-degree view of the client and improve client service. Salesforce Wealth Management Edition (WME): You've heard about it, and now you want to see it. Join this session to see the latest on the WME.
11:30 AM (PDT)
Mon, Sep 17, '07
Mon, Sep 17, '07
Speaker:
Gary Roth,
COO,
United Capital Financial Advisers, Inc.
Speaker:
Sean Urban,
Associate Director,
Bear Stearns & Co. Inc. - Asset Management