Event
PIRKLIŲ KLUBAS, Vilnius
February 25, 2026
14:00 – 19:30
Salesforce Baltics
FinServ Summit
About the event
The Salesforce Baltics FinServ Summit is an invite-only event for Financial Services organizations in the Baltic region, bringing together banks, customers, and Salesforce experts to share practical experiences with CRM, data, and AI.
Hear directly from Santander Leasing and SEB Bank on how they address data fragmentation and complex customer journeys using Salesforce. The program includes customer case studies, live demos, and informal networking.
Days
Hours
Minutes
Seconds
Why attend?
- Hear first-hand customer stories from Santander Leasing and SEB Bank on how they use Salesforce in Financial Services
- Get an overview of Salesforce capabilities for Financial Services, including Sales, Service, Marketing Cloud, and AI
- Watch a live, end-to-end Salesforce demo, from acquisition and onboarding to Client 360, servicing, and reporting
- Take away practical insights you can apply in your own organization
- Connect with peers and experts from across the Financial Services ecosystem
Who should attend?
This event is designed for:
- Business leaders and executives in banking, leasing, insurance, and financial services
- Technology, CRM, data, and digital strategy leaders
- Customer experience, marketing, and operations professionals
- Teams focused on customer acquisition, engagement, and service excellence in regulated environments
Whether you are at an early stage of evaluating Salesforce or already using it, the event offers market perspective, real use cases, and practical insight to support informed decisions.
Reserve your spot today!
Speakers
Agenda
Day 1 | February 25, 2026
14:00 - 14:30
Welcome coffee & networking
14:30 - 14:45
Thank you for coming, agenda plus Introduction of the key speakers
14:45 - 15:20
Key trends in FSI we observe globally: The need for E2E workflow, marketing, up/x-sell, collaboration with partners, client 360, AI
15:20 - 16:00
From 9 sources of client data and an army of analytics to one simple system and extra 10% of revenue (Erste Leasing Poland)
16:00 - 16:30
Break (Snacks + Networking)
16:30 - 17:15
Digital Transformation at SEB Bank with Salesforce
17:15 - 17:55
Salesforce FinServ End-to-End Demo
17:55 - 18:00
Summary and thank you words
18:00 - 19:30
Networking

