Exchange perspectives with esteemed credit union executives, and explore how personalized experiences and robust service interactions can move the needle.
Get your favourite lunch delivered by UberEats and enjoy a midday recharge.
Over the last decade, digitally-empowered innovators have been laying the groundwork required to bring a reimagined client experience to fruition. Now, customer convenience is at the forefront of the Financial Services industry — and consumers are eager to exchange human-based services for digital apps.
On Thursday, January 12th, join Gerent, Salesforce, and credit union leaders for an illuminating executive roundtable conversation centered around facilitating customized, digitally-facilitated customer experiences — and the business gains that arise as a result.
In this exclusive event, credit union executives will reflect on how to implement and execute the personalized experiences required to thrive in our current competitive landscape.
The discussion will consider critical topics such as:
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Pamela is a financial services veteran with over 25 years of prolific industry experience, and more than a decade of Salesforce ecosystem leadership. Her areas of expertise include commercial and retail banking, wealth management, and mortgage lending. Pamela is well-versed in all aspects of Salesforce technology — having previously served as Salesforce’s Senior Director of Product Management for Financial Services Cloud. To date, she has onboarded 100+ financial services institutions to Salesforce.
Jim is an accomplished executive with over 30 years of business experience, including 27 in the banking industry. He is a strategic leader who focuses on building high performing teams that focus on execution and results. At Salesforce, his team drives mind and market share globally — adjusting to real-time market events, driving immediate growth, and positioning for long-term industry changes.
If you have any questions, please reach out to Gabriel Driollet, Partner Marketing Specialist at gabriel.driollet@gerent.com
