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Transformation @ Work

Episode 26: Level Up Your Salesforce Financial Services Cloud Implementation

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Transformation @ Work

Episode 26: Level Up Your Salesforce Financial Services Cloud Implementation

Women sitting at a desk working on a laptop and hard copy papersTransformation at Work podcast background

Transformation @ Work

Episode 26: Level Up Your Salesforce Financial Services Cloud Implementation

Shane Hayes

Product Lead, Financial Services
,
Gerent

Shane brings almost 30 years of experience in technology, and 12 years in the Salesforce ecosystem, to his current role at Gerent. He has a particular passion for solutioning and architecture, as well as for helping to deliver and deploy the Salesforce infrastructure that businesses need to thrive.

Dan Waldner

Vice President of Financial Services
,
Gerent

Dan brings years of technology to his current role at Gerent, with over half of that time spent in the Financial Services. In his previous role, he owned Salesforce for the enterprise, running a total of four organizations, and 5K+ users in 16 countries. That hands-on experience gives him profound insights into how Financial Services institutions can meaningfully adopt and utilize Salesforce to transform day-to-day operations.

For many businesses, Salesforce implementation is a one-and-done affair, with the conversation beginning and ending with the organization’s immediate, pressing needs. This approach is reasonably effective and useful; however it often leaves high-value, transformative features on the table. For teams looking to truly “level up” their Financial Services Cloud experience, taking on an iterative approach to implementation – one that factors in the new features and capabilities constantly being added to the platform – is mission-critical.

For many businesses, Salesforce implementation is a one-and-done affair, with the conversation beginning and ending with the organization’s immediate, pressing needs. This approach is reasonably effective and useful; however it often leaves high-value, transformative features on the table. For teams looking to truly “level up” their Financial Services Cloud experience, taking on an iterative approach to implementation – one that factors in the new features and capabilities constantly being added to the platform – is mission-critical.

In this episode of Transformation @ Work, we’re taking a look at a few of these underappreciated features and considering how institutions can leverage them to radically improve their productivity and customer experience.

Key Insights

03:33: What high-value features are financial services institutions commonly missing out on within Salesforce?

09:31: How these features can come together to dramatically improve an institution’s processes

11:05: Why don’t more organizations take advantage of some of these capabilities?

16:57: Next steps for team leaders: How to get started deploying these features in Salesforce

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