Kelley Azam is a seasoned Product Marketer at Salesforce driving the Financial Services Innovation portfolio, encompassing Retail and Commercial Banking, Compliance, and Collections. With over a decade of marketing experience and a robust tenure at financial services firms like J.P. Morgan in both sales and global trade, she brings a deep, cross-functional understanding of the banking ecosystem.
You cannot proactively serve a customer you cannot fully see. It is that simple. Yet every day, your service teams are asked to do exactly that. Your customer service representatives log in, pick…
Why Does the 41 Billion Dollar Chargeback Crisis Require a Purpose Built Platform? If you lead service operations or a contact center at a financial institution, you know the industry is at a…
Let’s remove the AI from the conversation for a moment, and just talk human to human. If you are a leader at a bank, a wealth management firm, or any other area in…
