Driving Acquisition, Growth, and Retention in Banking

Tuesday, September 20 | 8-9am PDT
Southside Spirit House at 575 Howard Street



Leading banks are contending with unprecedented change in the market, increasing the need for real-time, common information in the hands of all bankers and relationship managers. How can enterprises surface and deliver on the insights necessary to compete? During this breakfast panel, business leaders will talk through the realities of customer 360, enabling collaboration across bankers, relationship managers, and advisors, and the road to embedded insights with Salesforce.


Andy Ruffles

Director, Sales Ops & Strategy, Capital One

John McDonald

Strategic Account Executive,
CRM Analytics, Salesforce

Bonnie Henry

Business Manager, Capital One

laura koch

Laura Koch

VP, Customer Engagement,

Tony Stegeman

Sr. Data Analysis Manager,
Capital One

Key Takeaways

  • Real-world, data-driven best practices across bankers and relationship managers
  • Practical use cases for data to drive acquisition and growth
  • AI and machine learning insights to support client retention
  • How CRM Analytics drives overall Salesforce adoption

This event has passed. Thank you to all of our attendees!