The operational benefits Salesforce delivers are undeniable. But in the Financial Services sector, implementation also has its pitfalls — especially when it comes to compliance. Falling short can pose a catastrophic cost and even jeopardize a business’s long-term well-being. So, what’s a tech-minded team leader to do? 

The answer, as those of us at Gerent often say, is to think about how you’re managing your people. In this episode of Ahead of the Curve, we look at how team leaders can guide their employees through a digital transformation that isn’t just successful and widely adopted but also focused on compliance every step of the way.

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Key Ideas:

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02:43 - How leaders can prime their teams to start thinking about compliance even before implementation begins

05:09 - Encouraging adoption without losing sight of compliance: How to avoid the common stumbling blocks

09:15 - How automation can unlock employee potential and build regulation-friendly workflows

13:22 - Eliminating potential “information gaps” during the implementation process

17:06 - “Going from 1,000 sources of truth to 1” — how to establish a System of Engagement as a trusted authority in an organization

20:30 - How to avoid scope creep (and the associated compliance risks) during a Salesforce implementation

22:23 - Defining and measuring a successful digital transformation for your organization

24:38 - The role of an established technology partner in delivering a successful and compliance-first transformation

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‍Guest Bio:

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Pamela Hannett 

Gerent’s Senior Vice President of Financial Services

Pam brings over 25 years of experience into her role with Gerent, starting with a 14-year career in community banking, during which she worked directly with her team on digital transformation efforts. That experience led her into the world of consulting, where she helped over 100 more organizations embrace digitalization before stepping into the role of Salesforce’s senior director of product management for Financial Services Cloud. There, she shaped the product roadmap for Financial Services, providing invaluable insights into how the technology works and how teams can use it to reap incredible results.