Financial Servies Summit
Sessions and Networking
All times listed in AEST.
Agenda subject to change.
8:30 a.m.
Cockle Bay Foyer
Registration
Registration begins from 8:30 a.m. and will be open all day.
After registration, join us for arrival tea and coffee before the day's sessions.
9:00 a.m.–9:30 a.m.
Cockle Bay Room 1
Scale Growth with Tableau Agentic Analytics
See how banks, insurers, and wealth managers use Agentic Analytics to modernise advisor productivity, build trusted relationships, and proactively manage risk through AI-powered & actionable insights.
Featuring: Commonwealth Bank of Australia
9:00 a.m.–9:30 a.m.
Cockle Bay Room 2
Scale Personalisation with Agentforce Marketing and Trusted AI
Learn how to use AI-driven decisioning to power personalised customer experiences at scale across every financial services touchpoint.
Featuring: Suncorp
9:00 a.m.–9:30 a.m.
Room C3.2
Navigating Risk and Compliance with Confidence
A secure-by-design foundation is essential for modern financial services success. Learn how Trusted Services and Agentforce turn reactive security and privacy into proactive, scalable data protection.
Featuring: Eightcap
9:45 a.m.–10:50 a.m.
Cockle Bay Room 2
Keynote: AI in Action for Financial Services
Agentic AI is unlocking unprecedented growth across banking, insurance and wealth. Join top financial services leaders to explore what's possible — and see Agentforce live in action.
Featuring: HBF
11:00 a.m.–11:30 a.m.
Cockle Bay Room 1
Govern and Orchestrate your Data Foundation for Agentic AI
Scale secure AI and build governed agent workflows that integrate with core systems, while enforcing strict compliance and platform controls.
11:50 a.m.–12:30 p.m.
Cockle Bay Room 1
Agentic Insurance Enterprise: Limitless Growth, Lasting Trust
Discover how Agentforce Financial Services transforms insurance — unifying policy admin, claims, and broker workflows to automate endorsements, accelerate claims, and unlock growth opportunities.
11:50 a.m.–12:30 p.m.
Cockle Bay Room 2
The Agentic Enterprise: Future-Proofing Banking & Wealth
Use Agentforce to automate workflows and unify data. Discover how intelligent insights allow advisors and bankers to ditch the admin and spend 100% of their time building high-value client relationships.
Featuring: RBC
12:45 p.m.–1:15 p.m.
Cockle Bay Room 1
Streamline and Personalise Employee Engagement with Slack
Discover how LMG uses Slack AI to connect teams, systems and workflows—turning scattered comms into a unified, AI-powered digital hub that anticipates needs and puts employees and clients first.
Featuring: LMG
12:45 p.m.–1:15 p.m.
Cockle Bay Room 2
Explore the Latest Agentforce Innovations
See how the latest Agentforce updates enhance agent accuracy, predictability, monitoring, and interoperability across systems.
Featuring: HBF
12:45 p.m.–1:15 p.m.
Room C3.2
Beyond the Transaction: The New Blueprint for CX in Finance
Discover how AI and hyper-personalisation are reshaping financial services. Build deep customer loyalty while driving operational efficiency within your contact centre.
1:00 p.m.–2:45 p.m.
Cockle Bay Foyer
Lunch
Enjoy lunch provided and network or relax in the Campground. Theatre sessions will also be running at this time, with more information coming soon.
1:45 p.m.–3:15 p.m.
Cockle Bay Room 1
Hands-On Workshop: Build Marketing Campaigns with Agentforce
Build a marketing campaign from scratch using Agentforce. Use out-of-the-box agents to automate workflows and scale results in this hands-on introduction into agentic marketing. BYO laptop.
1:45 p.m.–2:45 p.m.
Cockle Bay Room 2
Agentforce Financial Services Deep Dive Demo
Get hands-on and see Agentforce for Financial Services live — watch AI agents transform banking, insurance and wealth workflows in real time.
