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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 customer experiences in banking, insurance, and wealth management. Hear fresh insights from global leaders on 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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All on one deeply unified platform.

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 deeply unified platform.

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Main Keynote:

Revolutionising Financial Services: Driving Innovation and Change

Get ready for a keynote that sparks change and propels innovation. Join global banking leaders and BIAN board members as they explore the future of banking, insurance, and wealth management. Discover key trends, growth opportunities, and see live demos of cutting-edge technology. It’s a can’t-miss event filled with insights and success stories from industry visionaries.

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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 and Demo Pods

Connect with others over coffee, tea, and refreshments, and check out a Financial Services Demo in the Campground.

10:20 a.m.–2:35 p.m.
See Financial Services Solutions in Action

Learn more about Salesforce Financial Services solutions for Banking, Insurance, and Wealth - and see our solutions in action.

1:20 p.m.–2:30 p.m.
Campground
Lunch

Enjoy lunch provided and network or relax in the Campground. Demo pods will also be running throughout lunch.

1:35 p.m.–3:10 p.m.
Breakout Room C
AI Deep Dive

Experience financial services solutions firsthand with these deep dive demonstration sessions.