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.
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.
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.
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.
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.
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.
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