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Great Customer Experiences: Delivering Digital Account Opening at Scale with Salesforce

About

The banking industry is continuously being faced with change in the face of innovation and major technological developments. With the demand of instant on demand service, Digital Account Opening has taken the banking industry by storm.

While many institutions are already dabbling in offering this service, doing so at scale effectively has become a challenging task to master. Join Gerent to learn the latest on Digital Account Opening, how it can improve your customer’s experience, and help your operations as a business.

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Tuesday, August 27th, 2024
11:00AM - 12:00PM CST
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Virtual Panel Chat

Join esteemed financial services experts as they discuss why Digital Account Opening has become critical for Banks and Credit Unions. Learn about the advantages of building on the Salesforce platform and watch Gerent demo a fast, customized, multi-channel solution.

Register Now

Panel Chat Topics

Featured Speakers

Steve Stevens

Banking and Credit Union SME
Gerent

Steve Stevens is an innovative executive leader skilled at solving tomorrow’s business challenges through the strategic lens of digital solutions that enhance revenue growth, control costs, and increase customer satisfaction. With a proven ability to lead large-scale projects such as digital banking conversions, Salesforce implementations, and core banking conversions, Steve is passionate about helping organizations utilize digital solutions to enhance their customers' and members' experiences.

Anne Clisham

Anne Clisham

Product Management Leader
Gerent

Anne Clisham is an experienced sales and marketing technology leader with a demonstrated history of success in the financial services industry. As a veteran Salesforce consultant, Anne is well-versed in Salesforce Financial Services Cloud, Sales Cloud, Marketing Cloud, and nCino Bank Operating System; she also has extensive experience driving digital transformation initiatives, business process improvements, integrations, and analytics and reporting efforts.

Brett Nelson

Mortgage & Lending Industry Solutions Advisor,
Salesforce

Brett Nelson is a seasoned manager with a demonstrated history of success in the financial services industry. With 15+ years of experience across sales, operations, technology, compliance, and strategic planning, Brett consistently demonstrates superior results while spearheading large multi-threaded initiatives in national operations centers for Wells Fargo in Arizona, New York, Illinois, and California.

Alex Bryce

Financial Services Leader
Gerent

Alex Bryce is a value-driven sales leader who has spent over 17 years in progressive sales roles. Alex's approach centers on discovery; he believes that by uncovering the “why” behind clients’ pain points, he and his team can drive more meaningful interactions that deliver the best results for Gerent’s clients and partners.

Registration Is Closed

If you have any questions, please reach out to Gabriel Driollet, Senior Marketing Specialist at gabriel.driollet@gerent.com