FinServ Innovator's TDX Workshop

Date TBD

Subheadline

Event description lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Speaker Name

Speaker Title

1:00pm ET

Session Title

Session description goes here. Session description goes here.

SPEAKER NAME • SPEAKER NAME

TAG

Resource Title

Download >

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Non risus faucibus sit amet lorem sed interdum lectus tincidunt.

Celia Martinez, Celia Martinez, SVP Marketing, Caterpillar

Do you have a question about the event?

Answers to frequently asked questions should be typed here. Your guests will be thrilled to read a response to this frequently asked question.

FinServ Innovator's TDX Workshop

Add To Waitlist

Date TBD

Agentforce is changing the world of Financial Services.
Discover the Salesforce Platform Advantage.

Unlock the future now with AI, Data and Trust.

Join us for an interactive workshop, where we’ll explore the power of Agentforce and how it will transform financial services.

Gain hands-on experience building role-based workflows, engage in live demos, and collaborate with product industry experts. Plus, don’t miss a chance to share your feedback on our FSC roadmap and hear "real-talk" from some of our customers and your peers share insights from their AI journey. You'll need your computers for this.

Don’t miss this exclusive opportunity to build, connect, and innovate! —plus, get a chance to win an exclusive FinServ Innovators vest!

Learn

Network with fellow Financial Services professionals, industry experts, and Salesforce leaders to exchange insights and best practices.

Build

Build and deploy Agentforce at our hands-on workshop. Learn about the Industry Cloud advantage with FSC + Agentforce, explore real-world use cases, and discover how AI is shaping the future of financial services.

Innovate

Share your insights to help us uncover new ways to apply practical solutions within your organization—plus, get a chance to win an exclusive FinServ Innovators vest! 🚀

Meet the Speakers

Cory Haynes

Sr. Director, Industries Marketing, Financial Services at Salesforce

Jonathon Zhou

Technical Architect at Salesforce

Nirav Doctor

Sr. Director, Product Management, Financial Services Cloud at Salesforce

Leslie Bowen

Principal, Solution Engineer at Salesforce

Agenda

5:00pm PST

Welcome

5:10pm PST

Financial Services with Agentforce Workshop

5:50pm ET

Roundtable Discussion & Ideation

6:00pm ET

Fireside Chat with a Customer

6:15pm ET

FinServ Innovator Merch Giveaway & Closing Remarks

And just to be on the safe side.

We’re so excited to be back together, but we’re also very respectful of what we’ve come through. Salesforce is monitoring the local San Francisco COVID-19 guidelines and as of now, there are no vaccination or testing requirements to attend in person. This is always subject to change, and we will be sure to keep you updated.

Add To Waitlist

Experience on Salesforce+.

Stream TrailblazerDX and discover endless innovation and epic learning. Learn how to create solutions that deliver success now.

Create your login, register, and add the broadcast to your calendar. If you can’t watch live, you can still catch 50+ episodes on demand.

Resources

Agents

Check out our second edition of The Connected Financial Services Report

Go Here >

Wealth Management

Learn how AI agents help wealth management firms grow their teams

Go Here >

Financial Services

Explore how financial institutions are driving smarter growth and much more

Watch Now >

Watch us

Check out our video content

Virtual Tips

Do you have a question about the event?

Answers to frequently asked questions should be typed here. Your guests will be thrilled to read a response to this frequently asked question.

Do you have a question about the event?

Answers to frequently asked questions should be typed here. Your guests will be thrilled to read a response to this frequently asked question.

Do you have a question about the event?

Answers to frequently asked questions should be typed here. Your guests will be thrilled to read a response to this frequently asked question.

Stay in the know!
Join the FinServ Innovator LinkedIn Group

Join Now

© Copyright 2026 Salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. Salesforce.com, inc. Salesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Legal

Privacy Information

Responsible Disclosure

Trust

Contact

Your Privacy Choices