Jane Allison

My Background

Jane Allison is a senior leader on the Salesforce Financial Services Product team, shaping the strategic vision and go-to-market direction behind the industry's #1 AI CRM. Previously, she spent five years at Salesforce structuring enterprise transactions and advising leadership on pricing strategy and revenue growth in Financial Services. Prior to Salesforce, Jane spent a decade at institutions like American Express, AllianceBernstein, and RBS Greenwich Capital. A passionate advocate for purposeful innovation, Jane believes powerful technology does not replace the human element, but elevates it, empowering banks, wealth firms, and insurance carriers to build lasting client trust.

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April 20, 2026

After a decade of spurring transformation, we welcome the Agentforce Financial Services era.

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