NATEEVO + Salesforce
Banking and Insurance Innovation Event
6 November 2025
10:00-12:00
Salesforce Mexico Miyana Torre A Social Lounge- 8th Floor
A meeting designed by NATEEVO and Salesforce for financial and insurance industry leaders looking to accelerate their digital transformation through innovation and artificial intelligence.
During this exclusive session, we will explore how the region's leading institutions are driving growth and efficiency with technologies such as Marketing Cloud, Data Cloud and Agentforce.
A space to inspire you, connect with other industry executives and discover opportunities for innovation.
Sign up and don't miss it!
Empieza en
2025-11-06 10:00:00
What awaits you at the event?
A comprehensive experience to enhance your customer engagement with Salesforce, where you can learn about real success stories, attend a panel of experts who will share trends and strategies, see a live demo of Marketing Cloud and Agentforce, access exclusive packages to accelerate the adoption of Salesforce solutions, and enjoy a space of networking with industry professionals.
Agenda
10:00 | 10:30
Reception
Registration of participants to start the day
10:30 | 10:40
Welcome & Intro
Brief summary of the session and the topics we will be talking about
10:40 | 11:10
Salesforce for Financial Services: Innovation and Customer Experience
Explore how Salesforce is driving innovation and improving customer experience in the financial industry.
11:10 | 11:30
Caso de éxito: PayClip
Learn how PayClip optimized its processes and improved its customers' experience thanks to innovative solutions.
11:30 | 11:40
Salesforce Accelerators
Discover how Salesforce accelerators drive rapid deployment and maximize the value of your solutions.
11:40 | 12:00
Executive Networking
Connect with industry leaders and professionals to exchange experiences, ideas and strategic opportunities.






