For financial service professionals, it’s important to meet the needs of their customers and clients. But it’s equally important that they ensure they’re leaving no stone unturned when it comes to harnessing the latest technological solutions that can make their job — and the consumer’s experience — as frictionless as possible.

This week, host Matt Snow is joined by Greg Blausey, Senior Director of Banking Industry Solutions & Strategy at Salesforce, and Amir Madjlessi, Managing Director and Banking Industry Advisor at Salesforce. Greg and Amir bring a commitment to (and insights on) streamlining processes within financial institutions to better serve the customer, and allow financial professionals to focus on what they do best.

Discussed in this episode:

• The importance of fresh and representative data
• How finance can learn from the world of retail when it comes to the onboarding experience
• What it looks like to take an outcome-based approach in adopting new technologies
• Balancing using data usage for personalized service and addressing privacy concerns and regulations