Exchange perspectives with esteemed financial services executives, and explore how they’ve compared the Salesforce Platform solution against other CRM’s and what they’ve learned from their journeys.
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Join us for a candid conversation with a panel of lending industry executives to hear about their journey evaluating the Salesforce and Microsoft customer engagement platforms. Themes they'll be speaking to throughout the session will include:
The panel will be moderated by Casey Ryan, RVP of Salesforce's Midwest Banking & Lending practice, and Pam Hannett, SVP of Financial Services at Gerent. Panelists include: Vita Martinelli Boese, SVP, Head of CRM at Wintrust, Zach Llyod, Chief Digital Officer at Fulton Bank, and Jin Gwak, Chief Digital Information Officer, AmeriCU Credit Union.
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.
Casey is an experienced banker helping Financial Services firms successfully transform digitally through using the Salesforce platform of engagement. He supports executives and innovators in finance and technology on their digital journey by leveraging nearly 20 years of industry experience. Seeing customers realize ROI and achieve widespread adoption of Salesforce enterprise software solutions are his top priorities.
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Jin is an experienced Chief Digital & Information Officer providing a visionary approach to leading and growing a $2.5 billion Credit Union in collaboration with the executive leadership team. At AmeriCU, Jin has developed and implemented a technology strategy aligned with the organization’s vision and mission. Her skills include, but are not limited to, project management of large cross-functional centralized and decentralized, web-based applications and shared infrastructure initiatives, services, and projects from conception to implementation.
