Registration for Financial Services Summit is now closed. We can't wait to see you there!

image of a woman presenting on stage at an event
Wednesday, 27 May, 2026 | ICC Sydney

Thrive in the new era of financial services.

Join us for inspirational sessions on elevating customer experiences in banking, insurance, and wealth management. Hear from industry leaders on how the Agentic Enterprise is helping financial services organisations unlock new levels of efficiency, innovation, and customer value.

Experience world-class learning, connection, and inspiration at the Financial Services Summit Sydney.

people viewing a demo

The #1 CRM* for Financial Services

Join our Financial Service Summit to explore tech advancements revolutionising the industry. Discover the power of digital acceleration, Agentforce, and AI integration. Deep-dive into how cutting-edge tech is reshaping the financial landscape.

two women presenting on stage at an event

Learn from the best.

Gain unique customer Trailblazer insights from industry experts and thought leaders on overcoming challenges in the new AI era. Hear remarkable stories of customer success, and dive into how our latest innovations can help drive success in banking, insurance, superannuation and wealth.

man showcasing a demo solution

All on one deeply unified platform.

Discover best-in-class CRM apps for financial services. Streamline claims processing, accelerate lending approvals, and resolve transaction disputes with personalised experiences at every touchpoint. Align sales, service, and marketing on one unified platform to boost productivity, improve margins, and deliver tailored customer relationships with trusted AI and data at the core.

image of a woman presenting on stage at an event
Main Keynote

Revolutionising Financial Services: Driving Innovation and Change

Get ready for a keynote that sparks change and propels innovation. Hear from fellow leaders as they explore the future of banking, insurance, and wealth management. Discover key trends, growth opportunities, and see live demos of cutting-edge technology. It’s a can’t-miss event filled with insights and success stories from industry visionaries.

image of people networking at an event

Immerse in innovation at the Campground.

Join us in our buzzing Campground as we showcase solutions for our Financial Services professionals. See our Banking, Insurance, Wealth and Superannuation innovations come to life. Chat with product experts, engage in live demos and meet our dedicated industry partners.

People standing in front of astro and agent astro

Join us at the
Financial Services Summit Sydney.