Eran Agrios

GM and SVP, Financial Services

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

5 Things Your Financial Services CRM Needs to Have

Eran Agrios

December 6, 2023

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.

Financial Services

Financial Services

What Do Customers Want Most From Their Financial Institutions? We Asked Them

Eran Agrios

July 31, 2023

We asked thousands of consumers around the globe what they wanted from their financial services institutions. Their response? Personalized care and simple digital services.

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