
Inside the Atrium Lounge: How Two Banks Are Turning Salesforce Vision into Real Transformation
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the
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.

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