Top 6 Takeaways from Dreamforce 2025 for Banking and Wealth Management
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on
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 didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on
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