Financial Services for SMEs — Breakfast
Automation of Manual Tasks and Effective Cross-/Upsell with AI Support
10:00 – 14:00 | 24.09.2025
Enxoo | 17th floor, Al. Jerozolimskie 123A, Warsaw
Increase Revenue by 30% with Financial Services Automation for SMEs.
Companies that automate processes faster gain not only time but also loyal customers and new revenue streams.
Discover how intelligent automation and AI transform advisors’ daily work, simplify service, and open the way to additional profits.
This isn’t theory. You’ll get practical insights and proven solutions.
Why attend?
➡️ Discover proven ways to increase sales of additional services (through cross- and upsell) by making fuller use of customer data.
➡️ See how AI truly supports advisors: suggests the best offers, compares contract terms, and auto-fills data.
➡️ Learn how to reduce contract handling time from several days to just a few hours by eliminating repetitive manual tasks.
➡️ You will see how to implement self-service portals and applications that customers genuinely want to use—while employees gain time for more important tasks.
➡️ Meet Salesforce and Enxoo experts and hear the story of a bank that has already solved these challenges.
Agenda:
- 10:00 – Welcome and networking over coffee
- 10:30 – Market Trends
Key transformation directions in the SME financial services sector – Bartłomiej Mikoda, Salesforce - 11:00 – Intelligent Automation in the SME financial services sector
How Salesforce & Enxoo reduce manual tasks, speed up service, and increase sales of additional services – Marcin Naliwajko, Dominik Lisowski, Enxoo - 11:40 – Demo – Salesforce Financial Services Cloud in Action
See how to collect all customer data in a single 360° view and relieve advisors from manual tasks – Jakub Weber, Enxoo. - 12:10 – Customer Success Story
How one of Poland’s largest banking groups, offering leasing, used Salesforce to shorten service times and improve customer experience – presentation by a bank representative - 12:40 – Refreshments and networking
- 13:20 – Q&A session and individual consultations with experts
- 14:00 – Closing
Our Speakers:
Bartłomiej Mikoda
Strategic Accounts Director, Poland/Lithuania
Salesforce
Jakub Weber
Head of Financial Services Business Line
Enxoo
Dominik Lisowski
Head of Digital Experience Product Line
Enxoo
Marcin Naliwajko
Partner,
Delivery Center
Enxoo
Special Guest
Representative of
one of the largest banks
in Poland
Why should you join?
For nearly 15 years, Enxoo has been supporting institutions in successful digital transformation. We help companies implement Salesforce solutions and effectively use technology to drive growth—from boosting revenues to streamlining operations and customer service.
We are one of the fastest-growing Salesforce partners in Europe, with consultants who have extensive experience in the financial sector.
200+
certified Salesforce experts
150+
completed projects
~15
years of experience
24.09.2025, 10:00, Warsaw
Register, and we will send you
the details.
Number of participants is limited.
