Tag: financial services

Dreamforce Sessions— Next-Gen Wealth Experiences

A quick disclaimer: I won’t spend any time on the AI announcements at Dreamforce 2023, as that was covered in another post Dreamforce 2023 — A Keynote Recap Starring AI. For those interested in learning more about how AI might open up new opportunities for Financial Services, though, here is some suggested reading: The Rise…

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Dreamforce 2022 Recap for Financial Services

Is Dreamforce Back? That was the big question for me months ago as I registered for Dreamforce, made hotel reservations, and booked my flight. Rumor was that the conference would be constrained to 30,000 attendees, partly because the service industry in San Francisco had not fully recovered from the pandemic. Who would be attending? Would…

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