As Senior Vice President and General Manager of Financial Services at Salesforce, 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.
Banking is one of the oldest industries known to humankind. As long as we’ve attributed value to goods and services, banking has played a crucial role in human civilization.
But customer expectations are changing. Today’s customers expect a smarter, more connected, more personalized experience in...
Today’s connected investor is looking for a trusted advisor who they can collaborate with to build a healthy financial life. The opportunity has never been greater for all financial firms to truly put the client and the client’s best interest at the center of everything they do.
The Department of...