What Dreamforce 2026 Means for FinTech Leaders: ChargeOn at Dreamforce

Salesforce is expanding AI agents beyond customer service and marketing into financial workflows like transaction disputes, fee reversals, and fund transfers. That raises a question every fintech team will eventually face: does AI start making the calls that have always belonged to people, like flagging fraud, approving credit, or settling claims? Or does it assist the humans who already own that responsibility?

This webinar, led by Vishwajeet Srivastava and our guest speaker, Buyan Thyagarajan, Principal at Eigen X, focuses directly on this question and what Dreamforce 2026 (September 15-17, Moscone Center) means for fintech leaders trying to answer it. 

The session covered questions like:

• What Salesforce’s security architecture looks like, and how it governs what an AI agent can see, do, and act on.
• How you can assess whether the connection between agents is safe before allowing them to communicate.
• Where agentic AI is already working across fintech, beyond payments, into fraud detection, loan origination, insurance renewals, and claims.
• How ChargeOn applies that same security model to one of the highest-stakes workflows in any business: how money moves.

What attendees gained from the session:

• How Salesforce secures AI agents by default, and where that architecture actually lives.
• What the framework for evaluating any agent-to-agent connection looks like.
• Where agentic AI is already working across fintech, beyond payments.
• How ChargeOn applies that same security model to how money moves.
• Real results from industries like hospitality, manufacturing, BFSI and more. 
• A practical starting point for piloting agentic AI: which workflows to automate first, and how to prove value before scaling.

Missed the live session? Access the full recording and presentation deck below.

Closing statement: The goal was never to automate everything. It’s to automate the right work, prove the value, and scale with control.