Banking on Disruption

Check out our latest episode all about mastering Salesforce Reports and Dashboards with the distinguished David Carnes! 🚀 As the founder of OpFocus, host of Dashboard Dojo, and most recently the author of "Mastering Salesforce Reports and Dashboards", David brings a wealth of knowledge to the table. 💼

This episode is a deep dive into business intelligence tools, Salesforce reporting, and the exciting new generative AI tool designed to support formula writing. 💻 Plus, we explore the changing work landscape in a post-pandemic world, from remote working to the challenges of attracting the younger generation to a competitive job market. 🌐

So, whether you're navigating the digital transformation or interested in Salesforce mastery, this episode is a goldmine of insights! 💡 Listen in for a riveting dialogue with David Carnes. 🎧

After the interview we introduce our new 'Quick Takes' Roundtable format where Eric Cook and Josh Matthews join Fred Cadena to discuss the latest trends in banking, Salesforce, career development and technology.

This episode we navigate the realities of selling in a post-pandemic world, the changing work landscape, the future of office spaces, and the challenges businesses face in attracting the younger generation.

We also delve into the issues plaguing urban areas, the rising living costs, the lack of economic opportunities, and potential solutions to foster positive change.

🚀 Check out our latest insightful episode Unpacking Dreamforce '23! Join us as our esteemed guest, Janeen Marquardt, a seasoned Salesforce leader takes us on a deep dive into the world of AI and its implications on our jobs. We'll be challenging the fear that AI could make us redundant and explore how it could actually bolster our efficiency. 🧠

We also take a look at the trials and triumphs of developing an MDM strategy, the pivotal role of data cleansing, and Salesforce's ambitious product roadmap. Plus, Janine shares her experience spearheading the OhanAbility initiative, as we critically assess Salesforce's strides towards enhancing inclusiveness and accessibility. 🌐

Get ready for a comprehensive, enlightening, and informative conversation. Don't miss out on this one! 🔥

In this exciting episode, we navigate through the dynamic Salesforce ecosystem with Vanessa Grant, a seasoned business analyst with more than 10 years of experience. She shares her inspiring journey and invaluable insights on Salesforce projects.

🧭 Vanessa's tips on finding reliable resources, networking, and the futuristic potential of generative AI in bettering Salesforce solutions are priceless. She also underscores the pivotal role of business analysis in Salesforce projects. The discussion delves into the necessity of thorough project preparation, a DevOps process, user experience design, and a governance system. Vanessa emphasizes the importance of clean documentation, automation, and data integrety for AI preparation. 🎯

💡 Also introducing our new segment, ISV Spotlight! Meet Sam Levis and Caspian Lewke from Gong as they unveil the intriguing story behind Gong's inception and its profound impact on the revenue ops space.

The episode concludes with an open invitation to the Banking on Disruption meetup at Dreamforce!

Don't miss this captivating discourse on Salesforce and its dynamic ecosystem!

Get ready to be blown away by our engaging conversation with Chris Trivers, a seasoned leader in the Banking and Credit Union world, who's been riding the Salesforce wave for an impressive 15 years. Discover the evolution of digital transformation and Salesforce from his perspective, while he shares lessons learned about the critical role of change management and getting buy-in plays in successful Salesforce implementations. 

Our conversation takes an intriguing turn as Chris sheds light on the influence of the current economic scenario on bank & credit union digital agendas. He shares how Salesforce and AI tools such as chatbots and machine learning, are the driving forces enabling organizations to swiftly pivot and deliver value. 

Later, in Quick Takes we discuss Salesforce’s investment in Hugging Face, the latest in return to work & office trends, and a VERY VERY special Dreamforce announcement.

Join us for a deep-dive into the world of sales, marketing, and data in the latest episode of our podcast. We have the privilege of hosting Anna Papas, a dynamite sales & marketing executive with over 25 years of experience in the financial services & technology. 🚀 

Anna's journey is full of intriguing insights - from customer engagement to the power of data. We dissect strategies for personalization, customer demographics, & acquisition mechanics. Anna emphasizes the significance of asking the right questions and delivering value to gain customers' trust for banks and wealth firms to drive customer action. 🏦 

In our Quick Takes segment, we delve into recent news about Zoom's terms of service, its implications, the future of one-time coworking juggernaut WeWork, and the alarming trend of consumer credit card debt crossing the $1 trillion mark. 💳 

This episode is not just about theoretical knowledge, it's about practical takeaways from a veteran of the industry. Whether you're a professional in the banking sector or someone curious about the intricacies of sales, marketing, and data, this episode is a must-listen! 🎧

Complete show notes & transcript at bankingondisruption.com.

Get ready for an invaluable conversation with John Sahagian, the architect of BCU's transformative enterprise data strategy. With two decades of insightful experience in the financial services industry, John shares the trials and triumphs of using Salesforce to create an intelligent, integrated, and scalable member experience at BCU. He underscores the significance of data connectivity and dreaming big while executing small, a principle that transcends industries.

John doesn't shy away from sharing the challenges of implementing Salesforce, the essentiality of a clear vision, and finding the right balance between aspiration and execution. He also divulges how BCU's team and culture metamorphosed to meet the rigors of digital transformation. Hear him discuss the importance of data, the resources indispensable to harness Salesforce's potential, and the strategic tweaks that have been instrumental for BCU's success.

After our interview during our Quick Takes segment, we veer towards the future – X, Four Day Work Week study updates, and the latest artificial intelligence development.

Get ready to take away invaluable insights into leveraging data and technology for your success!

🎙️ In our latest podcast episode, we take a thrilling journey with AI veteran, John Schuller. We examine the inner workings, diverse applications, and future implications of AI. John, an AI and computer vision expert, helps us understand the role of GPUs in AI models and the importance of neural nets in deep learning. We also delve into the world of open-source models and their rapid advancements. John also shares invaluable insights on generating ROI from existing technologies and the risks of going solo in AI build-outs.

This episode is a must-listen for those who want to expand their understanding of AI!

In Quick Takes, we navigate through Salesforce's new XGen7B LLM, Meta's Threads platform, and the implications of Salesforce's price hikes.

This week on our podcast, we're diving deep into the world of Slack, productivity, and the future of work. 💼🌐

Today, we have an enlightening chat with Daniel Sanchez, co-founder of 21b, as we explore the transformative power of Slack in the business landscape. We talk about Daniel's journey from civil engineering to Salesforce Consulting and how Slack is reshaping the way leading firms deliver ROI. We also venture into the world of Slack GPT, discussing how it can potentially transform the way we manage data and offload tasks to AI. There's a lot to absorb as we also dive into maximizing Slack's value, the concept of a digital HQ, and strategies for Slack's ongoing care and maintenance.

But wait, there's more! We draw comparisons between Slack and Microsoft Teams, examine how AI and biometric-tracking cameras are used in sports analytics, and share strategies for maximizing the value of Slack within your organization. 🚀

Ready for a shift in perspective? Tune in now! 🎧

What if you could create an emotionally-driven marketing message that resonates with your customers by tapping into the power of hyper-personalization? Join us as we sit down with recovering banker, golden retriever fanatic, and heavy metal enthusiast Eric Cook in a fascinating conversation about leveraging technology to drive digital transformation in the banking industry. Eric's unique insights and perspective, make this an episode you don't want to miss!

Together, we explore the importance of building relationships with customers and how banks can stand out amid increased competition by combining high touch with high tech. We also discuss the rise of 'rockstar bankers' who use social media to engage with their fans and build a loyal following. We dive into the potential of AI and CDPs to enable hyper-personalization at scale, sharing an example of a bank that nailed their emotionally-driven marketing message.

In our 'Quick Takes', Dane & Fred touch on Salesforce's 'AI Day' earlier this week, an exciting new data partnership announced this week, and the complexities of measuring employee engagement and satisfaction, emphasizing the need for meaningful conversations with team members. Dane shares his views on the difference between engagement and retention.

So kick back, relax, and join us as we embark on this eye-opening journey into the world of digital banking and marketing trends.

Imagine transforming a company by replacing 30 legacy systems with one global Salesforce org. The entire effort hinges on driving user adoption of the new platform. Where do you start? How do you ensure that everyone, from the busiest executives to the most tech-savvy employees, embraces this change and quickly adopts the new system? This week, we had the pleasure of chatting with Paul Risk, an expert on driving user adoption in Salesforce implementations, and he shared his wealth of knowledge and insights with us.

Paul's experience spans multinational teams and large-scale projects, like at AXA Assistance USA and the Warranty Group. He revealed the importance of effective communication, change management, and aligning yourself with key stakeholders to create a vision for success. We also discussed how empowering employees to use the technology they're comfortable with contributes to successful implementations and cost savings. From language barriers to AI's role in Salesforce, this episode covers everything you need to know to drive user adoption in your organization.

But wait, there's more! In our Quick Takes segment, we took a deep dive into the world of AI, exploring its potential impact on business processes, decision making, and even customer service. We also touched on the risks of relying on chatbots and AI-generated content in critical situations, like filing a court brief.

Don't miss this blockbuster episode - it's not just about Salesforce, it's about driving positive outcomes for you and your company.