Winning the Social Security Shift with Salesforce for Credit Unions and Community Banks
I can still remember the first time I realized it was “Social Security Day” at the branch. I was brand
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.
I can still remember the first time I realized it was “Social Security Day” at the branch. I was brand
I hit that moment many parents can relate to: the realization that your vehicle just doesn’t fit your life anymore,
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped
AI in financial services has officially moved from exploration to execution. We’re past the point of exploration. Leaders aren’t asking
“It feels like this system was designed for management, not for me to serve my customers!” Sound familiar? If you’ve
There’s a unique, painful sound every Salesforce admin knows: the groan of frustration when someone pulls a report and realizes
“We tried to do everything at once… and the project collapsed under its own weight.” We see it all the