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Tier1 Capital Markets Lounge at Dreamforce

Tier1 Capital Markets Lounge at Dreamforce

Thank you for joining us in 2019!

Thank you for attending the Tier1 Capital Markets Lounge at Dreamforce 2019! The Lounge was a place for like-minded investment banking and capital markets attendees to learn, convene, and network, just steps away from Moscone West. Our beautiful venue was a block away from the Financial Services Lodge (InterContinental San Francisco Hotel). 

To learn more about our 2020 plans for Dreamforce, please contact Below is a schedule of what you missed if you did not attend in 2019.

Open hours for the lounge:
Tuesday, 7:30AM – 6:00PM
(Tier1 Capital Markets Kickoff Social to follow)
Wednesday, 9:00AM – 7:00PM
Thursday, 9:00AM – 5:00PM


Join us for an immersive Capital Markets & Investment Banking experience at the Tier1 Capital Markets Lounge. Participate in thoughtful discussions as we bring the community together and unpack challenges and solutions across the market.

Tuesday, 10:00AM to 12:00PM
Keynote Viewing at the Tier1 Capital Markets Lounge
Opening Keynote with Marc Benioff and Keith Block, Co-CEOs of Salesforce, and Special Guests
Every company is being held to a new level of trust, customer success, innovation, and equality. But revolutions aren’t easy. Join Marc Benioff, Chairman & Co-CEO, Keith Block, Co-CEO, and special guests who are transforming their industries, driving exceptional customer experiences, and enacting change. Salesforce will showcase how the world’s leading companies are taking advantage of new products and technologies such as Salesforce Customer 360, Einstein Voice, and more to change the way their employees innovate, skill up, and deliver integrated customer experiences across sales, service, marketing & IT.

Tuesday, 2:45PM to 3:25PM
Breakout session – Global Banking and Capital Markets CRM 2.0, Here and Now
A well thought out innovation program is at the heart of digital transformation in Capital Markets. Market structure changes, regulation changes and competition for wallet share are driving the leaders to invest in “2.0” technologies. There’s no need to reinvent the wheel. Multi-track innovation is here today, empowering capital markets firms to adopt a best-of-breed approach to connecting systems together and enabling firm-wide collaboration for its clients.

Nikeeta Julasana, RBC Capital Markets
, Director, Client Insight, Banking and Digital Channels Technology Group
Erin Lyscio, RBC Capital Markets, Director, Client Insight, Banking and Digital Channels Technology Group
Mazy Dar, OpenFin, CEO
Mark Notten, Tier1 Financial Solutions, CEO

Tuesday, 3:30PM to 3:55PM
Panel Discussion – Defining the Sales and Trading Desktop of the Future
Driven by regulatory changes, competition for commission dollars and the need to deliver targeted trade ideas to clients in new and more efficient ways, this is a time of unprecedented transformation in the capital markets industry. We’ll touch on the importance of having a core platform and an ecosystem of Fintech innovation partners, leading to the next wave of collaboration to reduce friction.

Cyril Cottu, BNP Paribas
, Global Head of eCommerce & Digital Global Markets
Anthony Tassone, Greenkey, Founder and CEO
Doug Christensen, Tier1 Financial Solutions, VP, Strategy

Tuesday, 4:00PM to 4:25PM
Panel Discussion – Enriching the User Experience with Data and Analytics
One of the key drivers for a banking and markets solution providing a firm-wide client view is increased customer satisfaction, in addition to improved internal collaboration, communication, and transparency. Data and analytics have become an essential investment to provide deeper insights into client behavior, opportunities for enhanced revenue generation, regulatory compliance, and client retention. We’ll explore the needs for big structured and unstructured data sources, as well as real-life examples of data and analytics implementations in a central hub.

David Gelinas, Refinitiv, Director, Quant & Feeds Product Management
Arman Alie, Scotiabank, Head, Client Insights and Analytics
Manish Patel, Tier1 Financial Solutions, Chief Product Officer

Tuesday, 4:30PM to 5:00PM
Panel Discussion – Next Generation Engagement: The Future of Multi-Channel Communications
Financial services’ communication strategies are evolving and while traditional methods have retained their value, there is an increasing demand for advanced, customized and compliant engagement technology for market participants. Join industry experts as they discuss the current landscape of multi-channel engagement technology – including CTI connection, incoming call notifications and SMS – and explore the path between today’s tools and tomorrow’s solutions.

Thomas Bermingham, Client Instant Access (CIA), Vice President of Operations
Michael Priore, Client Instant Access (CIA), General Manager
Michael Morgan, Omnigage, Chief Technology Officer
Manish Patel, Tier1 Financial Solutions, Chief Product Officer

Wednesday, 9:00AM to 10:15AM
Roundtable – Delivering a Successful Innovation Program for Banking
Invite only session
In the world of banking, time is of the essence, and at the heart of that is developing a successful innovation program that not only delivers a client management system, but the data and tools necessary to drive their pipeline. This starts with a focus on technology that offers not only mobility but also data. A combination of internal and third-party data to derive value-add insights now fits in the palm of your hand. Discuss what’s valued most in investment banking solutions, as well as implementation best practices.

Wednesday, 10:30AM to 11:45AM
Roundtable – Capital Markets Desktop of the Future
Invite only session
The velocity at which the markets move requires capital markets professionals to move along with it in their search for alpha. Capital markets leaders find that digital transformation in this highly regulated landscape is a necessity to achieve maximum efficiency. Leveraging the flexibility of housing an ecosystem of innovation partners that satisfy the real-time nature of the markets environment simplifies the complex. Discuss lessons learned, AI examples and best approaches they’ve found to be most successful.

Wednesday, 3:00PM to 4:00PM
Keynote Viewing at the Tier1 Capital Markets Lounge
Financial Services Keynote: Accelerate Transformation and Inspire Customer Trust
The global financial services industry is grappling with evolving customer expectations, emerging regulations, and disruptive new entrants. Yet there are also unprecedented opportunities to accelerate digital transformation and inspire customer trust. In this keynote, find out how Salesforce is helping financial services firms maximize these opportunities and achieve 147% greater ROI with Financial Services Cloud. State Farm and Barclays will share how they are using Financial Services Cloud to create a 360-degree view of their customers, and you’ll see how new innovations for mortgage and insurance are ushering in the latest chapter in unified financial services. Good Return will also tell their inspirational story of enabling economic empowerment with help from the Salesforce Customer 360 platform. 

Thursday, 9:30AM to 9:55AM
Fireside Chat – Selecting Partners Instead of Vendors for Institutional Banking and Capital Markets CRM
Choosing the right software providers in the banking and markets industry is not a quick process, but the decision should be simple. If you’ve ever questioned any part of the buying process, join us for an interactive discussion on picking the right technology, partnering with software providers, and the different ways you can go about it.

Vaughn Harvey, Jefferies LLC., Managing Director, Head of CRM & Analytics
Manish Patel, Tier1 Financial Solutions, Chief Product Officer

Thursday, 11:30AM to 11:55AM
Interactive Discussion: How Diversity and Inclusion Leads to Success
How do we effectively make change in the two industries we embrace – financial services and technology?

Thursday, 4:30PM to 4:50PM
Theater Session in Moscone South: The Power of FSC in Capital Markets
Note: This session is held on the Dreamforce campground in Moscone South

Join us as we take you through the Financial Services Cloud Edition built by Tier1. Hear from Tier1’s Doug Christensen as he walks you through the cutting-edge technology that combines Salesforce’s powerful FSC and Tier1’s capital markets-focused workflow which includes a streamlined data and communication channel and supports an increased flexibility of add-on tools. Discover how the interoperability of FSC and Tier1 can help grow business through the addition of two vital functions, Action Plans and Relationship Maps, that provide coverage teams with standardized strategies to target a greater percentage of a clients’ wallet share and a breakdown around the connection of individual contacts and accounts. In this 20-minute session, Doug will discuss how this functionality delivers the universal bank with the platform to extend its power to capital markets.

Demo led by Doug Christensen, Tier1 Financial Solutions, VP, Strategy

Join us at our Kickoff Social

Tuesday, November 19

Start the week off on Tuesday with your peers at the Tier1 Kickoff Social at our beautiful Tier1 Capital Markets Lounge, including a rooftop deck. Our venue is just a block away from the heart of Dreamforce. Enjoy fresh canapes, cocktails and great music. Please email to secure your spot.

Meeting room management

Our team on the ground will be on hand to book meeting rooms at the Tier1 Capital Markets Lounge for 30-minute intervals. If you are interested in using one of our meeting rooms, please reach out to Restrictions apply.

Tier1 Capital Markets Lounge

Tier1 Capital Markets Lounge: 431 Tehama Street, San Francisco, CA 94103

Thank you to our sponsors!

Meet the Tier1 team ready to welcome you

Mark Notten
Mark Notten,
Chief Executive Officer
Doug Christensen
Doug Christensen,
VP of Strategy
Jeff Heisz
Jeff Heisz,
Chief Technology Officer
Ed Curtin,
Sr. Director, Business Development
Theresa Elamparo
Theresa Elamparo,
Chief Marketing Officer
Paul Chesek,
Executive VP of Sales
Andrew Anderson,
Sr. Director, Sr. Sales Engineer
Debra Villanueva,
Executive Administrator
Manish Patel
Manish Patel,
Chief Product Officer
Daniel Duran
Dan Duran,
VP of Sales & Business Dev

Steve Gibson,
Sr. Director Account Management
Irina Grecu,
Events Specialist