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«FINANCIAL SERVICES INDUSTRY GUIDE Updates as of 10-6-2014 - Details are subject to correction and change. October 13 – 16, 2014. Paid pass ...»


Updates as of 10-6-2014 - Details are subject to correction and change.

October 13 – 16, 2014. Paid pass required.

Mon, Oct. 13

12-12:20pm Customer Success Spotlight: The Warranty Group Gateway Ballroom, Moscone South

12:30-12:50pm Customer Success Spotlight: Franklin American Mortgage Gateway Ballroom, Moscone South

1:30-1:50pm Customer Success Spotlight: Oppenheimer Funds Gateway Ballroom, Moscone South 2-2:20pm Customer Success Spotlight: Radian Group Gateway Ballroom, Moscone South 2:30-2:50pm Customer Success Spotlight: OneUnited Bank Gateway Ballroom, Moscone South 3-3:20pm Customer Success Spotlight: GE Capital Australia Gateway Ballroom, Moscone South 3:30-6:30pm Anthony Robbins and Friends Keynote Room, Moscone West 6-8pm All-Industry Welcome Reception Gateway Ballroom, Moscone South 5pm Welcome Receptions for Financial Services Various Banking: 5-8pm. RSVP required: http://bit.ly/1BEfKuu B Restaurant and Bar Insurance: 5-9pm. RSVP required: http://bit.ly/1nVKZsO Amber India Asset Management: 5-8pm. RSVP: http://bit.ly/1y3aySt Lulu Tues, Oct. 14 8:30-9:10am Delivering the Connected Customer & Member Experience Grand Ballroom C, Intercontinental (First Tech Credit Union, OneUnited Bank) 9-10:30am Hillary Rodham Clinton Q&A with Klaus Schwab Keynote Room, Moscone South 9:10-10:10am Meeting the Needs of Today’s Digital Insurance Customer Theatre 6, Century Theatres (Berkshire Hathaway Travel Protection, MetLife) 1:30-3:30pm Keynote with Marc Benioff and Special Guests Keynote Room, Moscone South Wed, Oct. 15 Financial Services Day 9-9:20am Customer Success Spotlight: TCF Bank-Winthrop Resources Gateway Ballroom, Moscone South 9:30-9:50am Customer Success Spotlight: United Capital Financial Advisors Gateway Ballroom, Moscone South 10:30-11:15am FinServ Keynote with Chris Skinner & Simon Mulcahy Grand Ballroom B, Hilton Hotel 12-12:40pm The Digital Financial Services Future Grand Ballroom B, Hilton Hotel (GE Capital Australia, E*TRADE) 12-12:40pm Salesforce.com Insurance Strategy & Showpiece Customers Plaza B, Hilton Hotel (California Casualty, Bankers Financial Corporation) 12-12:40pm Banking Strategy and Showpiece Customers

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Meet industry experts and talk about strategies for your business • Hear presentations from industry leaders from companies succeeding with Salesforce • Walk through demos of key products designed for Financial Services • Explore the full ecosystem of salesforce.com partner companies. This year’s Financial •

Services partner sponsors include:

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12:30-12:50pm Customer Success Spotlight: Franklin American Mortgage Come listen to Nate Begani of Franklin American Mortgage tell his story of Gateway Ballroom transformation from a self-described “finance guy” into a Salesforce evangelist. Nate takes us step-by-step through the various ways in which Franklin American Mortgage Moscone South has leveraged Salesforce including the complete redesign of a loan origination system.

Paid Conference Pass Nate Begani, Retail Project Manager, Franklin American Mortgage Free Expo Pass

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2-2:20pm Customer Spotlight: Radian Group Headquartered in Philadelphia, Radian connects lenders, homebuyers, investors and Gateway Ballroom loan servicers using a suite of private mortgage insurance and related risk management products and services. Join us to hear Soofi Safavi, Chief Technology Moscone South Officer of Radian talk about how they leverage Salesforce for core transaction intake, Paid Conference Pass data extraction, underwriting, and servicing activities.

Free Expo Pass Soofi Safavi, Chief Technology Officer, Radian Group

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7-10pm All Financial Services Celebration Please contact your account representative to inquire about an invitation.

Pabu Paid Conference Pass Invite, RSVP Required

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