Join us on 2 July at 10 a.m.
Most transformation stories get told at the boardroom level. This one goes a layer deeper.
Join Brodie Wilson, Data Architect at CFC Underwriting, and Grecco Oris, Industries Lead at Futureform, alongside Jasmine Arora, Insurance Industry Advisor at Salesforce for a practical look at how CFC’s broker management platform was designed, built, and shipped — in six months.
What You’ll See
This session includes a demo of the CFC implementation to walk through the architecture decisions that made it work: broker hierarchies, commission hierarchies how data is mastered across systems, and how Salesforce fits in CFC’s wider application landscape rather than trying to replace it.
What You’ll Hear
The team will cover the thinking behind moving from a limited legacy system to a flexible, Broker Relationship Management system built on Salesforce Financial Services Cloud, Data Cloud, and Databricks. They’ll talk through what made the implementation fast — early data modelling, cross-functional team structure, integration back into legacy systems — and where the friction was. You’ll also hear what Phase 2 looks like, and what they’ve built is now lays the groundwork for agentic workflows with Agentforce.
If you joined Part One for the business case, this is the session that shows how it actually gets done.
Who This Is For
Architects, data engineers, technical leads, and CTO-level stakeholders at insurance businesses evaluating or mid-way through a CRM or data platform transformation. Particularly relevant if you’re navigating how Salesforce fits within a broader ecosystem of systems — not as a replacement for everything, but as the right tool for a specific domain.