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A day built for real innovation. Designed for you.

Financial services and insurance organizations face unique challenges when scaling social engagement across teams, balancing growth, compliance, and consistency across every interaction.  

We’re enabling an exclusive gathering to encourage conversations to resolve challenges like these. Join us at Sprinklr Distributed Day, meticulously designed for senior leaders including Heads of Wealth Management, Insurance Distribution, Field Enablement, Compliance, Digital Growth, Social, and Employee Advocacy who are responsible for operationalizing social selling programs while maintaining governance at scale.  

This event brings you an even deeper look at how the Sprinklr and LinkedIn partnership is transforming distributed engagement. 

Hear directly from Sprinklr product leaders and industry peers as they share best practices for expanding advisor reach, increasing engagement, and scaling social selling with confidence. You'll also get an inside look at the latest innovations, including how the LinkedIn–Sprinklr partnership and Dual API model are unlocking new possibilities for distributed engagement. 

Join us to exchange ideas, discover what's next, exchange insights, and connect with leaders and peers, and gain visibility into the Sprinklr roadmap. 

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Here’s what we’re packing the day with:

  • Scale compliant social engagement across advisors, agents, regionsand lines of business
  • Empower frontline teams with curated, governed content
  • Learn from LinkedIn how financial advisors and insurance agents are boosting content to amplify reach and impact
  •  Discover what the Sprinklr - LinkedIn Dual API model means for distributed programs
  • Improve adoption and program performance with measurable outcomes
  • Align marketing and sales around a unified approach to customer engagement
  • Get a first look at upcoming LinkedIn innovations for ads, boosting and listening

Agenda

(Subject to change)

Morning: Best Practices and the LinkedIn Dual API (9:00 a.m. – 12:00 p.m.)

9:00 - 9:45 a.m.

Registration and Networking – 45 minutes
Arrive, grab coffee, breakfast, and connect with Sprinklr, LinkedIn, and your peers before the day begins.

9:45 – 9:55 a.m.

Welcome and Opening Remarks with Sprinklr's Alex Ramdin – 10 minutes

10:00 – 10:45 a.m.

Sprinklr Distributed: Dual API Demo & Thought Leadership – 45 minutes

10:50 – 11:20 a.m.

Best Practices and Trends with LinkedIn – 30 minutes

11:25 – 11:55 a.m.

Designing High-Impact Distributed Programs across multiple channels with CIBC – 30 minutes

Midday: Networking Lunch (12:00 – 1:00 p.m.)

Afternoon: Customer Panel and Roundtable sessions (1:00 – 4:00 p.m.)

1:15 – 1:40 p.m.

Increasing Adoption and Securing Internal Approvals with Nationwide – 25 minutes

1:45 – 2:10 p.m.

Scaling Enterprise Social Selling Programs Across the Organization with Citizens – 25 minutes

2:15 – 2:50 p.m.

Customer Roundtable Discussion – 35 minutes

2:55 – 3:30 p.m.

Product Roadmap and Upcoming Innovations – 35 minutes

3:30 - 3:45 p.m.

From Distributed to Display – 15 minutes

Wrap-Up (3:45 – 4:00 p.m.)

Close the day with final reflections, audience Q&A, and a recap of the themes and next steps surfaced across both the morning and afternoon sessions with Tom Addis.

Meet our experts

Satyam Chugh

Director, Product Management, 
Sprinklr

Divya Goyal

Senior Manager, Product Management,
Sprinklr

Marcus Fowler

Lead Account Executive,
Large Customer North America,
LinkedIn

Melissa DiGiovanni

Director, Business Development,
Partnerships & Training,
CIBC

Sachini Jayawardene

Sr. Consultant,  Business Development & Partnerships,  CIBC

Ryan Chapman

Senior Account Executive,
Sprinklr

Katie Yun

Director of Social Media,
Nationwide

Justin Williams

Large Enterprise Account Executive,
Sprinklr

Sharifah Niles

SVP, Head of Digital Content
& Experience Strategy,
Citizens

Jonathan Kaufman

Lead Consulting Sales Executive,
Sprinklr

Walter Noel

Lead Solutions Consultant,
Sprinklr

Tom Addis

Chief Revenue Officer,
Global Customer Operations,
Sprinklr

 

 

 

 

Everything you need to know

Date: July 28, 2026

Time: 9:00 a.m.– 4:00 p.m. EST

Location: Sprinklr NY, 441 9th Avenue, 12th Floor, New York, NY 10001, United States

Join Virtually: Join Microsoft Teams Meeting

Hosted by: Sprinklr

Format: In-person customer roundtable and product demo session, focused on scaling compliant social selling programs with peer discussion, product insights, LinkedIn best practices for boosting performance and Dual API innovation, and practical strategies for financial services and insurance organizations.

Audience: Senior FSI leaders, including Heads of Wealth Management, Insurance Distribution, Field Enablement, Compliance, Digital Growth, Social, Employee Advocacy, and Customer Engagement leaders responsible for advisor, agent and frontline activation at scale.

Reserve your spot. Space is limited to 30 attendees.

Have questions? We're here to help!

Reach out to stephanie.mcneeley@sprinklr.com for more information