A Beginner’s Guide to CRM Analytics for Financial Services
In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential?
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.
In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential?
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In today’s data-driven world, organizations have access to massive amounts of data that can provide valuable insights and drive informed