author title
Sr. Director, Product Solution Strategy, Financial Services
My Background
Kelly is a foundational architect of Financial Services Cloud and has spent over 11 years at Salesforce driving the platform's innovation. She most recently spearheaded the global launch of Agentforce for Financial Services, the landmark release of purpose-built, agentic AI for the industry. Her career spans product management, marketing, and product solution strategy, anchored by nearly two decades of leadership at renowned firms like ING and Voya. Today, Kelly leverages this immense industry pedigree to help global financial services firms pull ahead in digital transformation, architecting competitive advantages that secure customer loyalty and redefine the future of the industry.
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…
Staying agile allows insurers to design new products, automate processes, and launch omnichannel experiences to better serve policyholder and producer needs.
