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Financial Services at Dreamforce: Here’s what you need to know

November 12, 2019

Dreamforce is right around the corner and we’re gearing up for an engaging and informative, albeit hectic, time. San Francisco is about to get crowded, with tickets for the November 19-22 conference sold out.

This year’s Salesforce promises to be more valuable than ever for those of us in the financial services industry, with a whopping 244 financial services-focused sessions. There’s something for everyone – with sessions specific to wealth management, asset management, insurance and mortgage that cover global trends, digital transformation, and best practices for an integrated approach to client engagement.

Once again, both Hearsay and our customers are speaking at Dreamforce. Read on to find out more, along with links to each session in the Dreamforce agenda builder. Hope to see you there!

Hearsay Sessions at Dreamforce

Over the past year, Hearsay has deepened our integration and close partnership with Salesforce’s Financial Services Cloud team, and we’re excited to be sharing the stage with them several times at Dreamforce this year. In chronological order, here’s where you can find us to join the discussion (click the link to add them to your agenda):

The Missing 80% of Client Experience Data: How Compliance Can Unexpectedly Save the Day 

Invitation only – please talk to your CSM

Roundtable discussion: Most financial firms have digitally modernized their marketing, service centers, and direct channels in the last decade. Yet, 70-80% of the customer experience actually takes place with a field insurance agent or financial advisor. How can firms striving to be data-driven make decisions based on only a fraction of the full picture? Join Hearsay and Salesforce to discuss how by leveraging unprecedented data capture required by FINRA, SEC, IIROC, MFDA, NAIC, and State/Province Insurance Commissions, we can complete the missing link and deliver unprecedented visibility to the enterprise.

When: Tuesday, November 19 @ 12:00pm

Hearsay Speaker: Clara Shih, CEO & Founder

Where: InterContinental San Francisco, 4th Floor, Laurel Hill Room


Addressing SEC Regulation Best Interest to Deepen Client Relationships 

Panel: SEC’s Regulation Best Interest rule requires broker-dealers to disclose material facts about the relationship and recommendations of the products and services they provide. In this session, Salesforce and Hearsay will provide insight on how Financial Services Cloud along with Hearsay’s compliance solutions can be utilized to efficiently comply with the various components of the rule.

When: Tuesday, November 19 @ 5:30pm

Hearsay Speaker: Chris Andrew, COO

Where: Moscone South, Campground | Village Theater


How ISVs Can Unlock Salesforce Industries 

Panel: What’s your industry segmentation strategy? In this panel discussion, learn from ISV Partner subject matter experts who are leveraging an industry segmentation strategy to understand customers better, enable customer success, and drive more new business.

When: Wednesday, November 20 @ 2:00pm

Hearsay Speaker: Donna Prlich, Chief Business Officer

Where: Park Central, Olympic


Make It Rain: How Financial and Insurance Advisors Become Top Producers 

What makes a rainmaker? An attitude, a process, a behavior? The answer is yes. Join us as we identify the top characteristics of successful financial & insurance advisors. Learn how Ameriprise transformed their financial advisors into rainmakers using practice management technology and tools to create top producers.

When: Thursday, November 21 @ 12:00pm

Hearsay Speaker: Clara Shih, CEO

Where: Moscone West, Room 2008


Hearsay Customers at Dreamforce

A number of customers use Salesforce and will be speaking at Dreamforce also. Check out how leading financial services are putting Salesforce to work at the following sessions:



What: Mortgage & Lending Transformation: Unifying Borrowers, Lenders, and Partners
When: Tuesday, November 19 @ 8:00am



What: Einstein for Service: Personalize Service at Scale
When: Tuesday, November 19 @ 12:30pm



What: Beat the Hack: Defend from Current and Emerging Threats with Salesforce Shield
When: Tuesday, November 19 @ 1:30pm



What: How to Create Customer-First Banking Experiences
When: Tuesday, November 19 @ 1:30pm



What: Lightning Scheduler: Personalize Connections with Streamlined Appointments
When: Tuesday, November 19 @ 2:00pm


T. Rowe Price

What: Reimagining Salesforce: An Enterprise Global Lightning Rollout Success Story
When: Tuesday, November 19 @ 3:30pm



What: Customer Experience is Essential: How Farmers Creates Loyalty with Social
When: Tuesday, November 19 @ 3:45pm



What: MuleSoft API Transformation Program Powers SunTrust Open Banking for All
When: Tuesday, November 19 @ 4:00pm



What: How Generali Became a Trusted Partner to Insurance Customers and Distributors
When: Tuesday, November 19 @ 4:30pm



What: Introducing Enhanced Mobile Security and Compliance for Regulated Industries
When: Tuesday, November 19 @ 5:00pm




What: Banking in a World of Ecosystems: The Promise of Open Banking
When: Tuesday, November 20 @ 8:00am


Pacific Life

What: How Financial Services Cloud Helps Insurers Drive Digital Engagement
When: Tuesday, November 20 @ 8:30am


State Farm

What: State Farm & Salesforce: A Scale & Performance Journey
When: Tuesday, November 20 @ 8:30am



What: Banking Beyond CRM: Maximizing Salesforce to be Mission Critical
When: Tuesday, November 20 @ 10:30am


Pacific Life

What: Transform Insurance Experiences with MuleSoft and Financial Services Cloud
When: Tuesday, November 20 @ 11:00am



What: Generali France Achieves Business Transformation through FS Cloud
When: Tuesday, November 20 @ 11:30am


Thrivent Financial

What: Building Apps on the Lightning Platform using Point and Click Tools!
When: Tuesday, November 20 @ 2:30pm


Barclay’s, State Farm

What: Financial Services Keynote: Accelerate Transformation and Inspire Customer Trust
When: Tuesday, November 20 @ 3:00pm



What: How Citizens Bank is Reinventing Lead Management in Lending
When: Wednesday, November 20 @ 4:30pm



Liberty Mutual

What: Creating a Successful Global COE
When: Thursday, November 21 @ 9:00am



What: Financial Services Cloud Roadmap: Accelerate Your Digital Transformation
When: Thursday, November 21 @ 2:30pm


Liberty Mutual

What: Facing the Challenges of Staffing Your Salesforce Team
When: Thursday, November 21 @ 5:15pm




What: Unlock AI-Powered Analytics with Einstein Analytics for Financial Services
When: Friday, November 22 @ 11:30am


William Warren

Product Marketing Manager

William Warren is part of Hearsay's product marketing team, focusing on bringing a financial services perspective to our advisor-client engagement platform.

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