Lessons from 2025 on AI, Data, and Change in Financial Services
If I had to sum up this year in one sentence, it would be this: banks, credit unions, and wealth
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.
If I had to sum up this year in one sentence, it would be this: banks, credit unions, and wealth
Every financial institution wants transformation. Leaders talk about digital experiences that feel effortless, AI that supports every interaction, and teams
If you’ve ever been through a Salesforce rollout, you know the story rarely unfolds the way it’s written in the
I didn’t make it to the Dreamforce keynotes in person this year, but I watched them all on demand on
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