Salesforce Financial Services Innovation Day

Sponsored by

15 AUG 2024 | 9:30 am - 2:00 pm
Hotel Meliá Hanoi, Vietnam

As technological innovations rapidly reshape the way financial services are delivered to customers, the opportunities are ripe for banks, insurers, FinTech, wealth and asset management, brokerage etc. to unlock new value for their businesses by harnessing the power of AI, customer centricity and digital innovation.

Tradepass is hosting the Financial Services Innovation Day with Salesforce and we would like to invite you to join us on 15th August, Thursday, 9:30am – 2:00pm ICT at Hotel Meliá Hanoi, for an exclusive opportunity to connect with peers and discuss opportunities and challenges facing the financial services sector in Vietnam.

Be inspired by the industry experts and succeeding customers as we immerse ourselves in conversations covering:

  • Financial services industry outlook in Vietnam, key trends and predictions
  • Harnessing AI to build trust and fuel growth
  • Humanising the digital experience

Gain valuable insights, experience the latest innovations and forge new connections at the beautiful Hotel Meliá Hanoi.

*The event will be conducted entirely in Vietnamese and will be supported by translation devices for non-Vietnamese attendees.

Venue

Hotel Meliá Hanoi,

Thang Long Ballroom, Level 7
44 P. Lý Thường Kiệt,
Trần Hưng Đạo,
Hoàn Kiếm,
Hà Nội, Vietnam

See map & directions >

Time Agenda
9:30am – 10:00am

Registration and Refreshments

10:00am – 10:15am

Welcome and Opening Keynote

Bringing you the latest technology innovations from Salesforce. Learn how generative AI and the world’s #1 AI CRM can help you grow trusted customer relationships and transform business.

  • Quy Nguyen Quy Nguyen Country Manager Salesforce Vietnam Ms. Quy Nguyen is the Country Manager of Vietnam, bringing over 23 years of expertise in banking, strategic planning, advisory, investment, and corporate finance. Before joining Salesforce, she served as the Chief Investment Officer of VinFast and Vietnam Country Head at UBS Investment Bank. She is renowned for her role as a trusted advisor to numerous founders and executives of prominent companies and tech start-ups in Vietnam. Ms. Quy is passionate about and deeply committed to facilitating business transformation and fostering growth.
10:15am – 10:45am

Navigating the Technology Frontier in Financial Services

Technology is not only reshaping how financial services are delivering to their customers, but also pose opportunities and challenges that need to be assessed. Gain insights into Vietnam’s financial services outlook from the Vietnam Banks Association (VNBA) and Insurance Association of Vietnam (IAV) and hear how financial service organisations are embracing technology while navigating through these challenges.

  • Nguyen Anh Tuan Nguyen Anh Tuan Vice Chairman of the Insurance Association of Vietnam (IAV)
    and Chairman of Vinare
    Mr. Nguyen Anh Tuan currently serves as the Chairman of the Board of Directors at Vietnam National Reinsurance Corporation (VINARE), as well as the Deputy Chairman of the Insurance Association of Vietnam and Head of Investment Division 3 at the State Capital Investment Corporation. Prior to joining VINARE, Mr. Tuan held numerous leadership positions at large corporations in Vietnam, making his mark through excellent management skills and strategic vision in his 24 years of working experience. Mr. Tuan is distinguished not only by his enthusiasm but also by his dedication to the sustainable development of the Vietnam insurance industry and the economy as a whole. For him, Environmental, Social, and Corporate Governance (ESG) commitments are not only top priorities but also guiding principles in all business development activities. With his constructive contributions to the insurance industry in particular and the economy in general, Mr. Nguyen Anh Tuan has been honored as one of the 86 Outstanding Young Entrepreneurs of Vietnam in 2022 and awarded the “Outstanding Insurance Manager” by the Insurance Association of Vietnam for several years.
  • Sam Abdullah Shekh Sam Abdullah Shekh Industry Expert, Financial Services Salesforce ASEAN
  • Hue Tran Hue Tran Enterprise Account Manager Salesforce Vietnam
10:45am – 11:10am

Customer-Centricity in the Digital Era: Balancing Technology and Human Interactions

Digital experiences have disrupted how we interact with each other and the world around us. Have financial service organisations been able to build trust and loyalty with digitised experiences? How can we formulate this balancing act between technology and human interaction?

  • Trang Dang Trang Dang Enterprise Account Manager Salesforce Vietnam Trang Dang is dedicated to ensuring the success of her clients in Vietnam. Trang’s passion revolves around assisting her customers in innovating, fostering agility, and establishing fresh, impactful connections with their customers. With over 9 years of experience in SaaS sales (CRM, Martech and Adtech) – gained from roles at Oracle, Data.AI, Videology (now part of Nexxen), Facebook – she brings invaluable expertise to her position at Salesforce. Beyond her professional pursuits, Trang finds joy in film photography, hiking, and singing. During her free time, she volunteers for the Cat Welfare Society, demonstrating her commitment to making a positive impact in her community. Trang holds a First-Class Honor Bachelor of Fine Arts from Nanyang Technological University in Singapore.
11:10am – 11:40am

Fuelling Growth in Financial Services

Learn how to leverage CRM + AI + Data + Trust to unlock financial insights that deliver better outcomes for your clients, members, and policyholders with Financial Services Cloud from Salesforce.

  • Thi Mai Huyen Nguyen Thi Mai Huyen Nguyen Lead Solution Engineer Salesforce Vietnam Ms. Huyen Nguyen is the Lead Solution Engineer for Vietnam. Huyen has 18 years of experience in technology applications implementation and 5 years in technology applications advisory, including ERP, CRM, HCM, and Data Analytics, among multiple solutions. She has a wide range of expertise in various industries and has also served as a Solution Architect for many digital transformation projects in banking, professional services, manufacturing, consumer goods, retail, and more. She is passionate about working with clients, bringing technology solutions to address their challenges, and believes that the right business transformation can help to achieve business objectives faster.
11:40am – 12:05pm

Harnessing the Power of AI to Build Customer Trust

AI is reshaping financial services by modernising operations and improving customer experiences. Learn how to use Data and AI in a way that is built on a platform of trust and ensuring customer data privacy. Get inspired by an exclusive demonstration of Salesforce’s next generation Financial Services Cloud Platform that empowers finance professionals and customers with data-driven personalisation.

  • Thi Mai Huyen Nguyen Thi Mai Huyen Nguyen Lead Solution Engineer Salesforce Vietnam Ms. Huyen Nguyen is the Lead Solution Engineer for Vietnam. Huyen has 18 years of experience in technology applications implementation and 5 years in technology applications advisory, including ERP, CRM, HCM, and Data Analytics, among multiple solutions. She has a wide range of expertise in various industries and has also served as a Solution Architect for many digital transformation projects in banking, professional services, manufacturing, consumer goods, retail, and more. She is passionate about working with clients, bringing technology solutions to address their challenges, and believes that the right business transformation can help to achieve business objectives faster.
  • Bang Ta Bang Ta Account Manager Salesforce Vietnam Bang Ta, based in Singapore, is the MuleSoft Named Account Executive for Vietnam. With over 20 years of IT transformation experience in various industries, he has worked with major IT companies like Microsoft, IBM, Oracle…Bang has successfully driven enterprise infrastructure and business application solutions, earning customer trust through his industry expertise. He played a key role in public service transformations and core banking and cloud migration projects for major banks in Vietnam during the 2010s. Outside of work, Bang is an outdoor athlete, participating in ultra trail running and Ironman races.
12:05pm – 12:15pm

Closing Remarks

We’ll wrap up the day by sharing key takeaways and learnings ensuring you leave with actionable insights and next steps.

  • Quy Nguyen Quy Nguyen Country Manager Salesforce Vietnam Ms. Quy Nguyen is the Country Manager of Vietnam, bringing over 23 years of expertise in banking, strategic planning, advisory, investment, and corporate finance. Before joining Salesforce, she served as the Chief Investment Officer of VinFast and Vietnam Country Head at UBS Investment Bank. She is renowned for her role as a trusted advisor to numerous founders and executives of prominent companies and tech start-ups in Vietnam. Ms. Quy is passionate about and deeply committed to facilitating business transformation and fostering growth.
12:15pm onwards

Networking Lunch

Join your peers for a memorable networking lunch experience.