As Senior Vice President and General Manager of Financial Service, Rohit Mahna leads the company’s strategy in the wealth management, banking, and insurance sectors. Mahna and his team are responsible for Salesforce’s product, marketing, and overall go-to-market strategy for the financial services industry.
The importance of digital connectivity continues to grow in the banking industry. Here are three predictions that will shape banks’ digital transformations this year.
Changing expectations have forced industries of all types to change the way they interact with their customers. Some industries, like retail and travel, have been successful in providing seamless, intelligent and mobile experiences…
Customers today expect seamless, personalized experiences everywhere—whether they’re ordering groceries or booking a car to the airport. The same is true in their interactions with financial services institutions, and wealth managers are acutely…