Winning with Customer 360
11/17/2021 10:00 AM - 11:00 AM (CT)
Type: Live Webinar
Industry: Financial Institutions
Seats Remaining: 13
Name: Mary Boortz
Let’s get real and have an honest conversation on how to get to Customer 360 with Salesforce.
We will specifically talk about connecting your core and LOS’s to get the transparency you need to deliver on your Customer 360 initiatives.
Key takeaways from this discussion:
- Review macro-trends in digital transformation
- Customer 360 trends driving transformation in financial services
- Questions to help you assess Customer 360 readiness
- Barriers to Customer 360 success
Registered attendees will receive a Thanksgiving basket to share with their coworkers or families, as well as a donation in their name to their charity of choice.
Panel moderator: Sara Circosta (Wipfli)
Panel speakers: Lisa Nicholas (Wipfli), Jim Collins (Salesforce) and Matt Alvers (Salesforce)
|Matt Alvers, Vice President, Salesforce.com
Matt Alvers is a six-year veteran and executive team leader at Salesforce.com. Matt's current responsibility is driving product strategy, market execution and digital transformation amongst Salesforce clientele. Previously, Matt spent the last five years working with leading customers to transform their multichannel marketing automation solutions.
|Jim Collins, Senior Director, Salesforce.com
Jim Collins is currently the Senior Director for the Financial Services Industry Advisor's Team and the Global Lead for Community Banks and Credit Unions for Salesforce. Collins has over 30 years of business experience, including 27 years in the banking industry. Prior to joining Salesforce, Collins was the Sr. Executive Vice President & Chief Administrative Officer for an $18 billion regional bank where he helped lead the organization from $250 million in assets 12 years ago to $18 billion in assets when he left this year. Collins is a strategic leader who fosters a positive and collaborative working environment while building high performing teams that drive execution and results. Collins’ twenty-seven years in the banking industry include leadership roles in Retail Banking, Small Business Banking, Sales Management, Operations, Technology, and most recently driving Digital Transformation and building out Digital-only Channels. Collins also spent a year on the Fortimize Banking Advisory Board. Collins holds an MBA in Finance from Lehigh University and has completed Executive Education course work at Harvard Business School.
|Lisa Nicholas, Director, Wipfli
Lisa Nicholas is a director at Wipfli out of Austin, TX. She specializes in digital transformation and marketing for the financial services industry. Lisa has more than 20 years of experience in the credit union and banking industry. She has worked with companies to transform their marketing, sales and operations functions, with a focus on transformation from traditional to digital by leveraging technology and data.
|Sara Circosta, Senior Business Developer, Wipfli
Sara Circosta has spent over 10 years in the technology industry. Her focus is on delivering industry-leading technology solutions centered on optimizing value streams, collaboration and decision making. She works with the technology team to help clients improve their profitability by integrating strategy, process, people and organizational change.
|Kathy Strasser, Chief Operating Officer/Chief Information Officer, IncredibleBank
Kathy Strasser thrives on building high-performing teams to deliver profitable growth for the business.
A 26-year veteran of the payments industry, Kathy claimed she would never work at bank. After 20 years at Deluxe (formerly Wausau Financial Systems), in 2015 she joined IncredibleBank. With her passion around all things digital, six years later she continues to lead the bank through ongoing digital transformation, positioning it as a recognized leader in Community Banking. In role at IncredibleBank, she is responsible for all things People, Operations, and Technology.
As the bank continues to navigate the changing market dynamics, Kathy’s voice is instrumental in continuing to help steer long term strategic growth and position IncredibleBank as a national leader in community banking.