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.
Director, Sales Ops & Strategy, Capital One
VP, Customer Engagement,
Sr. Data Analysis Manager,
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