Banking on Disruption

If you're feeling FOMO from missing nCino’s nSight 2023 conference, you are not alone!  Fred & Dane were not able to make it to this year's conference, so they invited not one but two blockbuster guests to fill us in on all we missed. 

In this episode, hear from Devin Griffin, Director of Product Management at Silicon Valley Bank a division of First Citizens Bank and Eric McCoy, Principal Banking Consultant at Zennify.

• Learn about the significance of data and AI in shaping banking innovation and informed decision-making
• Hear the story of nCino's evolution as a bank operating system and its impact on the financial sector
• Tackle talent building challenges in the nCino ecosystem with tips from leaders who have successfully done it
• Understand nCino's commitment to data transparency and innovation, especially in the realm of customer experience
• Recognize groundbreaking clean energy advancements and the necessity of diverse options for a sustainable future.

(The opinions expressed by Devin Griffin are his own and may not represent the views of his employer)

00:08:10 - nCino and Salesforce Flow

00:11:01 - nCino's Data and AI Focus 

00:13:50 - Benefits of nCino

00:14:08 - nCino's Data Initiatives

00:16:54 - nCino's Approach to AI

00:24:30 - Compassion in the Face of Regional Bank News 

00:27:14 - nCino Talent and Community

00:33:02 - Building nCino Capabilities

00:34:43 - Fraud Detection and AI 

00:39:29 - The Customer Experience 

00:40:53 - The Importance of Data 

00:50:28 - Key Takeaways from nSight 2023 

00:56:22 - nCino's Open Platform 

00:56:20 - nCino's Mortgage Capabilities

01:00:17 - nCino's Technical Debt 

01:12:17 - Bank Deposit Origination  

01:13:12 - The Importance of Digital Capabilities 

00:20:41 - AI Regulation Trends

00:26:09 - AI’s Impact on Energy and Carbon 

01:30:59 - Clean Energy Solutions 

01:31:21 - Dreamforce Call for Speakers 

01:32:38 - Building Your Brand 

Episode 2 of Banking on Disruption featuring Heather Rhyne-Christensen and Elliott Spence, sharing what they are most excited about in the Summer ‘23 Salesforce release.

In this episode, you will:

• Discover Decision Optimization and Customer Segmentation Scoring Framework
• Uncover the updates in Salesforce mobile app
• Hear the latest on integrating Slack with Salesforce and other applications for seamless collaboration
• Lean in on CRM-A and why banks are increasing adoption
• Understand the significance of risk management and governance in the financial services sector

00:05:17 - Decision Optimization and Customer Segmentation

00:08:36 - Scoring Framework for Financial Services Cloud

00:13:01 - CRMA and its Features

00:14:35 - Increasing Use of CRMA

00:14:55 - HTTP Callout and Flow Features

00:17:48 - Surprising "Duh" Features

00:20:52 - Salesforce and Slack Integration

00:25:56 - Unexpected Omissions in Summer '23

00:29:20 - Lightning Layouts and Omni Studio

00:33:55 - Tips & Tricks to keep up with Salesforce updates

00:37:30 - Using AI to ingest information from Release Notes

00:42:06 - OpenAI's Chat GPT and Twitter's Infrastructure Compared

00:47:42 - Risk Management in Banks

00:53:11 - Data Privacy and Salesforce Misconfigurations

In Episode 1, Fred & Dane introduce each other - interview style. Followed by a brief overview of what listeners can expect from our biweekly podcast. 

Afterward, in our ‘Quick Takes’ segment Fred & Dane dive into the world of banking challenges, Salesforce communities, and world tour excitement; be prepared for engaging conversations that will leave you wanting more. We'll compare US and European work cultures, discuss the differences between Silicon Valley Bank and Signature Bank, and explore the need for banks to prioritize customer experience and communication. Plus, we'll chat about the new Salesblazer program and the upcoming Salesforce World Tour New York.

Ready to embark on a thought-provoking journey with us? Subscribe to our podcast and follow us on Instagram for a unique dynamic that encourages disagreements and fosters learning from one another. 

For full show notes please visit our website: https://bankingondisruption.com/episode/introducing-banking-on-disruption/

Learn a little more about Fred, his background, and why he started the Future of FinServ podcast. Then, join Fred as he explores exactly what is included in Work.com and how it can help you create and execute a plan to safely reopen your workplace whether you have one location or one-thousand.

Are you interested in the trends impacting the Financial Services industry and how financial services firms are transforming their business by leveraging the Salesforce platform?

Hear a little about our podcast and learn when you can hear episode 1.