
Financial Services Are Missing the Mark With Customers — Here’s Why
Our research reveals firms must wrangle data better and track the entire customer journey to meet rising expectations.
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.
Our research reveals firms must wrangle data better and track the entire customer journey to meet rising expectations.
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