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Salesforce’s Anthony Rizzo Discusses Financial Services Customer Success


The expectations we have for customer success in financial services are changing. To explore the market and talk about major emerging themes from the Salesforce perspective, our CEO Chris Heineken spoke with Anthony Rizzo (Senior Vice President, Customer Success, Financial Services at Salesforce). They discussed the top success patterns that separate average Salesforce outcomes from the top 1%, the evolution of the success program at Salesforce, and how financial institutions should be measuring success today and for the future.

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