Eran leads Salesforce's Go-To-Market Team for banking, wealth, institutional banking and regulatory and compliance organizations, and industry product - Financial Services Cloud.
She works with wealth management, insurance, and banking firms to help them address industry challenges and trends, focusing on client-facing initiatives, mid- and back-office consolidation, and productivity using technology as an enabler.
Financial services firms are bullish on artificial intelligence (AI), and the conversation is shifting from the benefits of an AI strategy to how to implement and realize those benefits while maintaining regulatory compliance…
The Forrester Wave: Financial Services CRM Report identified, analyzed, and scored the most significant financial service CRMs — and we've got what you need to bank on your next solution.
We asked thousands of consumers around the globe what they wanted from their financial services institutions. Their response? Personalized care and simple digital services.
