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Redefining your Bank's Customers Experience with Salesforce
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We're back with another insightful episode diving deep into the fascinating world of technology in banking! This time, we are privileged to host Valerie Weis from Atrium.
In this episode, Valerie shares her experience of transitioning from leading a wealth management group to leading Salesforce implementations, and how it revolutionized her bank's success. She discusses the ins-and-outs of Salesforce implementation, emphasizing the pivotal role of early user engagement and positive change management.
But that's not all! We also explore the future of banking technology, discussing the profound impact of technological innovations and data analytics in the banking industry. Valerie shares her wisdom on harnessing AI and analytics to boost efficiency, build stronger customer relationships, and drive business outcomes.
After the interview in our quick-takes segment Josh, Eric, and I discuss this week’s announcement that Salesforce will be listing many of their flagship SAAS products for purchase directly on the AWS marketplace, why workers seem to be so unhappy at work these days, and how much money - really - do you need to earn to be happy? It may just be a lot less than you think.
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