Financial Services Summit Zurich
Monday 
November 
10
, 
2025 
PST
8:30am
-
6:00pm 
PST

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12 pm

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12 pm

Welcome and Introductions

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SEPTEMBER 19

9 a.m.

Welcome

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Welcome

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About
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Financial Services Summit

Thursday 
26th 
March
, 
13:45
 - 
18:00

Discover how AI is revolutionizing Banking & Insurance at the Industry Summit in Zurich— an exclusive half-day event designed to bring together industry leaders, innovators, and experts looking to harness the power of autonomous agents.


Together, we’ll demystify AI strategy and share practical ways to leverage AI and agents for your business.

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FLAGSHIP EVENT

Your path to the Agentic Enterprise in Switzerland

Agentic isn’t the next technology, it’s the next revolution, and this is your chance to lead it. Explore expert-led sessions, demos, and hands-on training featuring game-changing launches, including Agentforce 360, Slack, and Data 360, to unlock limitless productivity and customer success.

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What to expect

Industry-Specific Sessions

Hear from leading Swiss industry players and explore AI-driven solutions that address the unique challenges in banking & insurance.

Hands-on Product Demos

See Agentforce in action with real-world Financial Services use cases.

Exclusive Networking Opportunities

Connect with FINS executives from Product Management, AI experts, and peers to exchange ideas and strategies.

Hear from fellow Agentblazers

Meet the industry leaders and Salesforce experts who will be sharing their insights and expertise, helping you unlock the full potential of agentic AI.

Florian Padberg 

Head of Client Tech
Pictet Asset Management

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Patrick Dürsteler

Lead Architect Private Clients

Vontobel

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Cyril Louis 

CEO & Co-Founder

Mavericx

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Our Agenda – Your Schedule for Success

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13:45 - 14:15

Arrival & Coffee

Take a moment to arrive, settle in, and connect with fellow attendees over coffee & croissants before the program begins.

14:15 – 14:45

Agentforce in Practice: A State of the Journey at Pictet Asset Management

This session explores how Pictet Asset Management is progressing in its journey to adopt and operationalize AI agents using Agentforce, moving from early experimentation toward concrete business value. The discussion focuses on practical lessons learned and real-world challenges encountered when deploying AI agents in complex, regulated environments such as asset management.

14:45 – 15:15

 

The new Integration Paradigm in Financial Services - Panel Discussion

Join Vontobel as they share integration experiences in Swiss banking. This panel examines how core banking systems, complex API management, and emerging AI capabilities demand a new approach. Discover how MuleSoft and Salesforce enable Swiss banks to modernize their infrastructure, unlock data silos, and deliver seamless digital experiences while maintaining regulatory compliance and security standards.

15:15 - 15:45 

Coffee Break

Connect with fellow attendees over coffee & refreshments and exchange the latest ideas & strategies and what's trending in Financial Services.

15:45 – 16:05

 

Turning Leads into Prospects: How Data & AI Redefine Client Acquisition in Financial Services

Client expectations have changed. Growth in Financial Services will no longer come from more campaigns, but from smarter engagement. This session explores how unified data and AI turn signals into insight, helping institutions anticipate needs, empower relationship managers, and build trust at scale by transforming anonymous leads into meaningful, long-term client relationships.

16:05 – 16:35

The Compliance Blueprint: Building Resilient IT Foundations in Regulated Markets

Banks and insurers face rising demands on security, privacy, resilience and business continuity. This session reveals how to protect sensitive data and critical processes end-to-end with a consistent organization-wide “need-to-know” policy. We discuss what it means to be a resilient, trusted platform across value streams rather than a secure SaaS service alone.

16:35 - 17:05

The Future of Financial Services: Multi-Agent AI for Banking & Insurance Demo

Discover the future of Financial Services. This demo showcases Agentic AI and advanced analytics powering real Banking and Insurance workflows. See how multi-agent orchestration empowers RMs, Brokers, and Underwriters across mobile and collaborative workspaces - transforming their daily client interactions, driving operational efficiency, and delivering personalized service at scale.

17:05 - 18:30

Apero

Enjoy a relaxed Networking Apero, a perfect opportunity to connect with peers, share ideas, and build new professional relationships.

Multi-track Schedule 

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TRACk 1 

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Detailed Agenda

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PRODUCT KEYNOTE

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FAQs

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