

Get Started with AI: Don’t Wait for Perfect, Iterate to Success (Like Tony Stark!)
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room,
Valerie Weis is a financial services expert with nearly 20 years of industry experience spanning retail banking, business banking, wealth and asset management, and advanced solutions like Salesforce and nCino. As the Financial Services Industry Lead at Atrium, Valerie is instrumental in driving innovation within banking and wealth management, leveraging her deep industry knowledge to enhance client experiences and empower businesses with strategic tools. She is also a member of Salesforce’s Partner Advisory Board for Financial Services, where she helps shape the future of financial technology.
Okay, Marvel fans, let’s talk about Tony Stark. Genius, billionaire, playboy, philanthropist… and imperfect. My seven-year-old Marvel-obsessed son (whose room,
Wow, what a whirlwind of insights and connections at the Agentforce Partner Summit in Orange County, California! It was incredibly
Let’s be honest, how’s your CRM really still working for you? Is it a seamless engine for growth, or a
Wow, what a week at Salesforce Sales Kick-Off (SKO) FY ‘26. It was a whirlwind of innovation, inspiration, and connection,
Financial services organizations are naturally data-rich. Whether you’re a bank, credit union, wealth management firm, or asset management company, you
As 2024 draws to a close, it’s time to reflect on the whirlwind of change and innovation that swept through
In the world of wealth management, personalized advice and proactive service are paramount. But as client expectations rise and portfolio
In today’s world of instant gratification, customer expectations are soaring. People demand instant, personalized service, available around the clock. Imagine
Remember when Salesforce first launched Financial Services Cloud in 2016? The managed package brought a standardized data model that revolutionized
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