Salesforce & Mavericx
Future of Financial Services Engagement
with Data and AI
08.30-10.00
Four Seasons Hotel des Bergues, Geneva, Switzerland
Turning Leads into Prospects:
How Data & AI Redefine Client Acquisition
in Financial Services
Join Salesforce and Mavericx on April 1st in Geneva to discover 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.
Agenda:
- 08:30 Welcome Breakfast & Networking with peers from the Financial Services ecosystem
- 09:00 The Future of Financial Services Engagement: Data, AI & Trust
- 09:20 From Lead to Relationship: Designing an End-to-End Financial Services Journey
- 09:40 Live Demo: From Marketing to Relationship Manager
- 10:00 Wrap up & Networking
Event Details:
- Date: Wednesday, April 1
- Time: 08:30 – 10:00
- Location: Four Seasons Hotel des Bergues, Quai des Bergues 33, 1201 Geneva, Switzerland
- Language: The event will be conducted in English
Don’t miss this opportunity to network with industry experts and learn how to leverage technology for enhanced customer experiences and business growth.
registrer now !
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Speakers
Cyril Louis
CEO & Co-Founder
Silvia Ramos
Digital Account Executive
Benjamin Schaub
Lead Solution Engineer