Succeed from Anywhere

Join Salesforce Industries Summit for Financial Services

Originally Aired 23 September


Join us for the fastest path to digital transformation in Financial Services

Dreamforce to You will bring the latest stories of customer transformation and product innovation as part of Industries Summit.

The past few years have been transformational for financial services, and throughout, the industry has demonstrated its crucial role in supporting customers during the good and challenging times. We have collaborated with Bain & Company on a recent consumer sentiment study, the insights from this research will inform our discussion for the day, as we unpack some of the research highlights and lean in on customer sentiment.

Innovator and Entrepreneur, Mark Bouris will be joined by Bain and Company, Anna Bligh, CEO, Australian Banking Association, along with other industry luminaries from Frollo, IOOF and more, as we explore and discuss what’s needed to revolutionise banking, lending, insurance and wealth in an all-digital, work-from-anywhere world.

Join us to learn from leaders in Financial Services who are reshaping to build a lifetime of trust with a unified financial services experience. Get an in-depth look into how financial services organisations are optimising sales performance, delivering frictionless digital borrowing, open banking, strengthening customer relationships, and rapidly innovating in response to their customers needs.

First, we pivoted. Now, it’s time to leap forward.

Bring your team along for an inspirational learning experience. You’ll walk away with practical tips and an in-depth look into how financial services organisations are tackling “the-how” of digital transformation across distribution challenges, business agility, and personalised customer experience.
Discover how Trailblazers are driving success from anywhere. Connect live with industry experts, interact with product experts for live demonstrations, meet partners who can help accelerate time-to-value and get the first look at our latest innovations for accelerating your time-to-value.

Agenda for 23 September

All times in AEST
Get insights from Mark Bouris, Innovator and Entrepreneur and industry leaders who will share how they are revolutionising their companies in an all-digital, work-from-anywhere world. Financial Services leaders are facing demands to rapidly transform their organisations for stakeholders everywhere. Join our keynote to hear industry insights from Bain and Company, Anna Bligh, CEO Australian Banking Association and Industry luminaries, on purpose-built innovation beyond product, to clients, employees, and their communities.
Hear the latest and upcoming product innovation from Salesforce in Financial Services. See how day-to-day activities for bankers has been streamlined, unlock customer data to accelerate digital lending innovation and how straight-thru processing service requests are entirely completed by the policyholder.
Financial Services is transitioning to be more client centric who require optimised experiences across channels. Hear how customers Frollo, MLC Life and IOOF are empowering employees with the power of data and insights to increase productivity and deliver more meaningful client relationships.
Watch Salesforce AppExchange partners demo their Lightning-ready apps in this epic battle of the app demos. The winner is chosen by you, the audience. Don’t miss this fast-paced, highly-anticipated match where Salesforce ISV partners face off.
Join us in the virtual Expo to explore products and get answers from our industry experts.

Deep-Dive Round Tables

Walk Away with Practical Tips to Accelerate Digital Transformation

Trailblazers, thought-leaders and partners will provide practical knowledge on “the how” of digital transformation success in intimate small-group virtual settings. From engaging employees, to reporting ROI, to implementing new governance models, start here to map out your team’s path to success.

In this session, PWC will explore the fundamental building blocks to support change. The support for employees through organisational processes and leadership as well as the technology tools that will help businesses adapt to change . The workshop will deep dive into case studies and practical steps that can be taken to bring leadership and employees in closer alignment.

Session time: 12:00 p.m.–1:15 p.m. AEDT

In the current climate, it's unsurprising that businesses are catching on to the idea that social issues are economic issues. Here lies enormous opportunities to deliver on both purpose and profit simultaneously. Join this session to understand how shared value can provide a framework to create socio-economic impact, learn from financial institutions that are doing this well, and participate in dynamic group exercises designed to harness your creativity.

Session time: 12:00 p.m.–1:15 p.m. AEDT

At a time when banks face increased demand for the seamless service that digital technologies can enable, it’s surprising that only 1 in 10 banks have tech expertise in their board. Join this interactive session to learn key steps banks can take to upskill the board’s tech know-how, boost digital fluency and pave the way for a digital and customer-first mindset.

Session time: 12:00 p.m.–1:15 p.m. AEDT

Agenda subject to change.


Join product and industry experts to explore solutions and get answers to your most relevant product adoption, best practices, and how-to questions.

Demo Jam

Watch the most innovative AppExchange partners battle it out in the Demo Jam. Hosted by a local Salesforce MVP, this game show style event sees app partners showcase their most compelling app in a super short, no fluff, 3-minute demo.

Deep-Dive Round Tables

Thought-leaders and industry partners will provide practical knowledge on “the how” of digital transformation success. From engaging employees, arming the board, to responsible financial relationships. You’ll be ready to map out your team’s path to success.



Anna Bligh

Chief Executive Officer
Australian Banking Association

Mark Bouris AM

Executive Chairman of Yellow Brick Road Group
Host of The Mentor

Katrina Cuthell

Senior Partner
Bain and Company

Sarah Downie

Chief Executive Officer
Shared Value Project

Tim Roso

General Manager, Partner & Customer Channel Experience

Gareth Gumbley

Founder and CEO

Matt Peterson

Manager Business Solutions and Initiatives
IOOF Holdings Ltd