Dreamforce: Institutional Banking
& Markets - The Connected Investment Bank Roundtable
 

Event Sponsor: Accenture & Tier1CRM

WHEN:
Tuesday, November 7, 2017
9:30am - 10:45am PST

WHERE:
InterContinental
4th floor in Cathedral Hill
888 Howard Street
San Francisco, CA 94103

Join us at Dreamforce as we explore how Investment Banking and Global Markets organizations are investing in technology to deliver platforms of innovation and collaboration that unite the firm. Discover how these firms are delivering next generation, intelligent tools to bankers, salespeople and research analysts. In this 75 minute invitation-only session, we will review case studies, learn from each other's experience and discuss what it means to be agile in an increasingly complex regulatory environment. Hosted by Mark Notten, Tier1CRM CEO, Geoff Merrick, Accenture Financial Services Lead, and Lauren Robbins, Global Head of Institutional Banking & Markets at Salesforce.

Potential discussion topics include:

  • How you can create differentiated experiences for bankers, salespeople, and research analysts
  • Best practices for a secure, compliant platform connecting banking and markets that can leverage internal systems
  • How the industry is re-imagining a digital client experience
  • What can we learn from and AI and FinTech innovations, and how these innovations can be applied

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