Banking at Dreamforce: Your Guide to 3 Perfect Days

Dreamforce is back September 15–17 in San Francisco and streaming free on Salesforce+. For banking leaders, this is the year to see how AI proves its value. Across three days of keynotes, breakouts, roundtables, and hands-on sessions, you’ll get a firsthand look at how peers are reshaping banking: smarter growth, more productive bankers, reimagined service, and the data foundation that ties it all together. 

It all starts with this year’s keynote. Financial Services Keynote: Your Pilot-to-Profit Playbook tackles the question on every leader’s mind: Why does AI scale at some firms and stall at others? It’s the best place to ground your week as you dive into the sessions below.

Here are the key themes and sessions worth building your agenda around.

1. Hear how banks are moving past pilot mode and into production

The Agentic Banker: From Pilot to Production looks at how two leading banks are rethinking use cases, deployment, and observability to deliver real impact at scale. Pair it with Beyond the Pilot: Scaling AI That Actually Sticks, where peers dig into the use cases, data foundation, and metrics that actually move the needle on scaling AI.

2. Get real talk on what modernization looks like

From Spreadsheets to AI: The New Banker Experience shows how AI-powered tools are transforming day-to-day banker productivity — from AI co-workers handling routine work to automated meeting follow-ups that used to eat up hours.

3. Dive deeper with headless

Going Headless: Build Any Front End on Salesforce Data is a look at how to grant external AI agents secure access to your organization and query live Salesforce data with natural language. For more in-depth content and discussion, there’s also Headless 360: What It Really Takes to Go Live in Banking, where we’ll dive deeper with a customer who’s finding success today and tackle the most difficult questions that come to mind. 

4. Learn the latest for service

Banking Service Reimagined with Agentic AI looks at how banks are rolling out service agents — the choices, the roadblocks, and where banking service goes next.

5. Round it out with what’s coming next

Roadmap Session: Agentforce Innovations for Banking & Wealth covers what new innovation is coming out of Salesforce for banking and wealth.

See it live at Campground

Catch live demos at the Campground in Moscone North. This year you’ll see the Banking Service Agent handling real moments like reporting a lost card, checking balances, and resolving disputes. While you’re there, swing through Agentic Enterprise City to witness how leading financial institutions are transforming their business. 

Can’t join in person?

Questions? We can help. 

Learn more about what’s happening at Dreamforce 2026. Still have questions about registration, accommodations, or how to stream from home? We’ve got answers in the FAQ.