FinServ Summit NYC

Join financial service leaders, Salesforce experts, and technology innovators for an afternoon of thought leadership and networking at the FinServ Summit in NYC.

This exclusive event will bring together decision-makers to explore the challenges and opportunities shaping the FinServ industry today.

Through an inspiring keynote, dynamic panel discussions and insightful fireside chats, you’ll gain insights into how Salesforce and its partners are transforming client engagement, compliance, and operational excellence within the Financial Services industry

1PM | Registration & Coffee

1:30PM | Welcome & Opening Remarks
Peter Chittum, Technical Director, Salesforce Ben

1:45 | Keynote: AI Adoption Isn’t a Technology Problem. It’s a Human One - Lessons from the Early Days of Salesforce

The current wave of AI adoption closely mirrors the early days of CRM and Salesforce: Organizations are making significant investments amid uncertainty, navigating a rapidly expanding vendor ecosystem, and struggling to translate new technology into measurable business value. While the tools are more advanced, the underlying challenge remains the same.

The defining factor of success is not the technology itself, but how effectively it is embedded into workflows, aligned with incentives, and adopted by people across the organization.

Expanded Synopsis
As organizations race to implement AI, many are encountering familiar challenges: unclear use cases, high upfront investment, an influx of vendors and solutions, and difficulty integrating new capabilities into day-to-day work. These patterns are not new.

This keynote draws a direct parallel to the early days of Salesforce and CRM adoption - a period marked by similar excitement, complexity, and ultimately, a gap between technology potential and realized value.

Through this lens, the session explores five recurring patterns in enterprise technology adoption: investing ahead of clarity, limited ability to iterate early, rapid expansion of vendors and partners, the importance of industry- and workflow-specific applications, and the persistent challenge of user adoption.
Grounded in real-world experience leading CRM and AI strategy, this talk provides a practical perspective on why technology transformations succeed or fail - and what organizations can do differently today to ensure AI delivers meaningful, sustained impact.

2:15PM | Fireside chat

2:25PM | Fireside chat

2:35PM | Building a high-impact Salesforce Centre of Excellence in Financial Services

A Center of Excellence (CoE) can be the difference between chaos and clarity in your Salesforce CRM.

In financial services, it’s easy for Salesforce to get out of control. Over time, you can end up with a sprawling CRM that nobody fully understands – riddled with technical debt, duplicate fields, and conflicting logic.

In theory, the Center of Excellence should solve these issues. But on the other extreme, they can become bottlenecks or overly technical talking shops.

So how can financial services organizations build a Salesforce Center of Excellence that actually delivers? How do you balance control with agility? How do you support innovation in complex regulatory landscapes? And how do you know when your CoE is just creating more problems than it solves?

These are the key questions we’re looking to answer in this session. To do that, we’ll discuss the key principles of an effective CoE, some common pitfalls to avoid, and practical advice for you to follow.

By the end of the session, you’ll have:

A clear blueprint and structure for your Salesforce CoE
Practical governance models designed for financial services organizations a strategy to align IT, operations, risk, and front-office teams metrics to demonstrate real business impact.
A checklist to decide if your CoE is enabling or inhibiting growth.

Together, our Salesforce experts will give you a step-by-step action plan to make your Center of Excellence a success.

3PM | Networking Break

3:45PM | Demo Jam

Get ready for the ultimate Salesforce showdown! Our two Silver Sponsors, S-Docs and Nutruent, plus others will go head-to-head in a high-energy Demo Jam, each showcasing their product’s power in just five minutes. No slides, no fluff, just live demos that show how their solutions are transforming the Salesforce ecosystem.

You’ll discover how these leading technologies help teams work smarter, connect data seamlessly, and deliver exceptional customer experiences. The audience decides the winner, so come ready to vote, and see who takes home the Demo Jam crown!

4:15PM | Take Your Salesforce AI Project from Experimentation to Results

In financial services, the race is on to adopt AI.

If you do so successfully, you canl unlock some real and tangible benefits, like improved fraud detection, market forecasting, and high-frequency trading.

But getting that right requires more than just the right tools and products. Instead, real impact comes from teams that are empowered with the right tools, guardrails, and strategy.

So how do you get that right? That’s exactly what we discuss in this session, including:

Moving beyond experimentation and toward real business impact
Aligning AI initiatives with core business objectives
Establishing practical governance frameworks
Creating a clear roadmap for responsible innovation
Building AI-powered solutions that deliver meaningful outcomes

We explore how Salesforce teams in financial services can achieve genuine results from AI.

4:40PM | Closing Remarks

4:45PM | Evening Networking, Drinks & Canapês

6PM | Event Close

Victoria Dyadyukh is the Salesforce Strategy Lead at Brown Gibbons Lang & Company, where she leads the firm’s CRM and AI strategy. With over 11 years of experience across capital markets, wealth management, and asset management, she specializes in designing scalable Salesforce solutions that align technology with business goals.

Prior to BGL, Victoria worked at a Salesforce implementation partner, where she led more than 25 Salesforce transformation initiatives for financial services institutions. Her work focuses on human-centric system design, enterprise adoption, and applying technology to improve decision-making and client engagement.

Heather Maples is a CRM and Financial Services leader with nearly 30 years of experienceacross banking operations and enterprise technology. With over 14 years of Salesforceexperience, she currently serves as Vice President, CRM Platform Owner at Dollar Bank,where she is responsible for the strategy, delivery, DevOps, and governance of theSalesforce platform across the enterprise.

Heather is known for building high-performing teams and practical Salesforce Centers ofExcellence that scale in complex, regulated environments. She brings a hand-on,practitioner-led approach to executive strategy and platform leadership. She is passionateabout unlocking the full value of Salesforce by building strong teams, clear ownershipmodels, and disciplined execution.

Andy Paquin is a results-driven revenue leader currently at DailyPay, with a distinguished track record in the financial services and AI sectors. Previously, he served as a Regional Vice President at Salesforce, where he was ranked #1 globally for platform sales and secured an AI patent for employee training.

Andy has held strategic leadership roles including Head of Financial Services GTM at Netomi and Chief Revenue Officer at Mobeus, specializing in deploying custom AI agents and scaling enterprise revenue. He is also an Adjunct Professor at Nichols College, teaching current trends in leadership.

Tucker Gartner is a Centre of Excellence (CoE) leader and governance strategist who helps organizations drive cross-functional alignment and operational efficiency. At Farm Credit Services of America, he leads an administrative CoE focused on best practices, process optimization, and collaboration across business and technical teams.

Through his consulting work, Tucker establishes structured governance models that reduce scope creep, strengthen accountability, and ensure clear alignment from idea to delivery — unlocking greater enterprise value, particularly through smarter Salesforce adoption.

Garry Polmateer has 28 years of IT experience in consulting, development, business analysis, and network administration. Currently CEO of Red Argyle, LLC. Worked in Non-Profit and For-Profit environments both as staff and a consultant.

The past 15 years have been focused on helping companies improve their Salesforce.com implementations at Red Argyle. Salesforce MVP Inaugural class and member of the hall of fame. 2019 Albany Biz Review 40 Under 40. Lover of Lego, Chainsaws, wife and two amazing children!

Charlie Johnson brings 30+ years in financial services and nearly two decades inside the Salesforce ecosystem — including the full, unfiltered experience of growing a CRM practice at Flagstar Bank through leadership changes, shifting priorities, and the real-world challenges of building consistent governance in a complex regulated organization.

A longtime leader of the Detroit Salesforce User Group, Charlie comes to this conversation not as someone who has perfected the CoE, but as someone who has genuinely lived its obstacles.

Nripendra Tamang is a Salesforce Practice- Leader with extensive experience in leading large-scale enterprise transformation programs. He specializes in designing scalable, enterprise-first Salesforce architectures that balance standardization with business unit flexibility. With a strong focus on configuration-led delivery, governance, and AI-enabled innovation, he has successfully driven complex system transitions and global implementations.

Nripendra is passionate about building future-ready platforms that enable sustainable growth, reduce complexity, and deliver long-term business value. He actively contributes to shaping strategic digital roadmaps and fostering cross-functional alignment across organizations.

Tim Kippley is a Salesforce and AI transformation leader with extensive experience driving enterprise-scale change across financial services and global organizations. He brings a distinctive perspective on how to translate emerging technologies into real, sustained business value.

At Altimetrik, Tim partners with clients to define and execute transformation strategies that connect business objectives with platform, data, and AI innovation. He is known for a practitioner-led approach, helping organizations cut through complexity, establish the right operating models and governance, and scale initiatives that deliver meaningful outcomes.

Pritam Pewekar is a Salesforce Practice leader with extensive experience in technology transformation engagements with focus on improving Digital Customer experience, Sales effectiveness, Service transformations, Marketing strategy, Call center optimization and designing Data, Analytics and Governance strategy. His expertise lies in defining technology roadmaps, lead the product portfolio and manage stakeholder relationships.

He has extensive experience implementing Salesforce in Banking, Financial Services and Insurance industries.
He has also led multiple engagements within Business and Commercial banking, Wealth Management, Capital Markets, Advisory and Personal/ Retail insurance.

As CRO at Nutrient, Richard Malloy is a foundational architect of the company’s evolution from a specialized startup into a global document intelligence leader. Joining as the first sales hire over a decade ago, Richard has occupied nearly every seat in the revenue engine, from top-performing rep to leading global commercial operations. A trusted leader known for a relentless "in the trenches" work ethic, he has been instrumental in scaling Nutrient’s sales and customer success teams.

Today, he ensures thousands of organizations - including global brands like Bloomberg, United Airlines, Docusign and Dropbox - successfully transform static files into intelligent, executable business assets.

Jyoti Chaudhary is a Global Salesforce Leader focused on driving AI-powered transformation in the enterprise. She brings deep expertise in building and scaling Salesforce practices, developing high-impact competencies, and leading global teams to deliver business value through data and AI.

She specializes in shaping modern delivery organizations, strengthening partner ecosystems, and enabling intelligent, data-driven platforms that power next-generation experiences like Agentforce. With a strong track record across complex enterprise programs, Jyoti helps organizations unlock the full potential of AI by building robust data foundations and scalable architectures.

She is passionate about fostering innovation, embedding governance, and helping enterprises become truly AI-ready.

Altimetrik is an AI engineering company, building the systems that power the modern enterprise. With deep expertise across industries including BFSI, manufacturing, retail & CPG, automotive, healthcare, and life sciences, we help organizations modernize technology, unlock new revenue streams, and build sustainable competitive advantage.

Powered by a global team of 10,000+ practitioners and a foundation of engineering excellence, Altimetrik delivers AI that is not just implemented—but operationalized, governed, and built to continuously evolve. Recognized by Constellation Research and Everest Group for AI and digital engineering leadership, and named among Glassdoor’s Best Led Companies, Altimetrik is redefining how enterprises build for the AI era. Find out more here.

What is the FinServ Summit NYC?

The FinServ Summit NYC is a free half-day event designed for professionals in the financial services industry and Salesforce ecosystem. Join us for thought-provoking sessions, industry insights, and networking with peers and experts.

Who should attend?

Our FinServ Summit is designed specifically for Salesforce end users working within Financial Services organisations.

The content and discussions are tailored for senior professionals in the following roles:

- Senior leaders within Financial Services
- Financial Services technology and platform owners
- Data, AI and governance leaders within Financial Services

To maintain the relevance and quality of the experience, we kindly ask that registrations be limited to individuals aligned with these profiles. Where registrations fall outside of this target audience, our team may follow up to review eligibility and, if necessary, adjust attendance accordingly.

Is the event free?

Yes. Registration and attendance are completely free for delegates. Spaces are limited, so we recommend registering early.

Am I guaranteed entry to the FinServ Summit?

If our team have contacted you to say that your ticket will be void as your profile does not meet our target audience, you will not be given entry.

Will there be opportunities to network?

Yes - networking is a key part of the summit. There will be time to connect with peers during breaks and at the drinks reception after the sessions.

What if I can no longer attend?

If your plans change, please let us know as soon as possible so we can reallocate your place to someone else.

Is the venue accessible?

Yes it is. The event will take place on the 9th and 10th floor, but there is a lift.