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Thrive in the new era of financial services.

Tuesday, 20 May 2025
International Convention Centre (ICC) Sydney
8:30 a.m.–2:30 p.m. AEST

Join us for inspirational sessions, and discover how to enhance your customer experiences. Explore the new era of AI and agents in the financial services industry.

Experience world-class learning, connection, and inspiration at Agentforce Financial Services Summit Sydney.

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The #1 CRM* for Financial Services

Join us for an engaging half-day at our Financial Services Summit. We'll explore a wide range of tech advancements that are revolutionising the financial services industry. Delve into digital acceleration, Agentforce, and the integration of cutting-edge technologies. Deep-dive into the transformative power of AI and how it's reshaping the financial services landscape.

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Learn from the best.

Gain unique customer Trailblazer insights from industry experts and thought leaders on overcoming challenges in the new AI era. Hear remarkable stories of customer success, and dive into how our latest innovations can help drive success in banking, insurance, superannuation and wealth.

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Improve customer relationships.

Find solutions that suit you and discover our best-in-class CRM apps for the financial services industry. Align sales, service, analytics, marketing, commerce, and more to help you succeed. Deliver better relationships, productivity, and margins with trusted AI and data all on one integrated platform.

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Main Keynote:

Revolutionising Financial Services: Driving Innovation and Change

Prepare for a keynote that ignites change and fuels innovation in the enterprise world! We'll dive into the latest tech that's transforming business operations. Experience live demos that showcase how these advancements can revolutionise customer interactions and daily workflows. Our panel of industry leaders and visionaries will share their success stories and insights on becoming an agentic enterprise.

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Even if you’re new to Salesforce, this event is for you.

Hear inspiring stories from fellow financial services leaders who are driving business growth and transforming customer experiences with the world’s most trusted customer relationship management (CRM) platform. Discover how you can empower your sales, service, marketing, IT, and commerce teams to collaborate seamlessly from anywhere.

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Immerse in innovation at the Campground.

Join us in our buzzing Campground as we showcase solutions for our Financial Services professionals. See our Banking, Insurance, Wealth and Superannuation innovations come to life. Chat with product experts and engage in live demos.

Your agenda for success.

Agenda subject to change. All times listed in AEST.

8:30 a.m.–9:00 a.m.
Foyer Campground, Cockle Bay Rooms
Arrival and welcome

Pick up your badge and connect with peers over coffee in the Campground.

9:00 a.m–10:10 a.m.
Keynote Room - Cockle Bay Rooms
Keynote

Hear from inspiring leaders, get a glimpse of the day’s sessions, product demos, workshops, and hands-on learning.

10:10 a.m.–11:10 a.m.
Campground
Morning Tea

Connect with others over refreshments and nibbles.

10:10 a.m.–11:10 a.m.
Breakout Room 3 and Mini Theatre
See Financial Services Solutions in Action

Learn more about Salesforce Financial Services Solutions with Tableau, Slack and Marketing.

11:10 a.m.–12:50 p.m.
Breakout Rooms 1, 2 & 3
Deep Dive into Banking, Insurance and Wealth

The learning continues with expert-led sessions, industry leader discussions, product demos, workshops, and more.

12:50 p.m.–1:50 p.m.
Campground
Lunch

Enjoy lunch provided and network or relax in the Campground.

12:50 p.m.–2:30 p.m.
Breakout Room 3
AI Hands-on Workshop

Interact directly with Salesforce AI technology and experience relevant financial services solutions firsthand.