Get your FREE 30-day trial.Please complete all fields.
Rohit Mahna
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. Connect with him on LinkedIn.
A global survey of financial services institutions (FSI) and fintech and industry consultants reveals how the pandemic has affected their businesses and outlooks for the future...
Read More
The hottest topic in banking for the past few years has been digital transformation. Regulations remain unpredictable and economic conditions are uncertain, but the importance of digital connectivity continues to grow.
As Senior Vice President and General Manager of Financial Services at...
Read More
Rohit Mahna of Salesforce and Bill Hoffman and Steve Daniels of US Bank argue that competitive advantage comes from cultivating the most effective human and machine partnerships in your company.
We live in the Age of the Customer. Technological breakthroughs have allowed innovative companies to...
Read More
It’s no surprise that consumers’ expectations are soaring as technology changes the way they interact with businesses. Accustomed to ordering an Uber with the click of a button or paying a friend back for dinner with the touch of a thumb, customers have come to expect the same convenience and...
Read More
What investment does an advisor get the highest return on? It's not stocks, mutual funds, or commissions - it's relationships. But strengthening those client relationships is usually easier said than done. Relationships are complicated, and to truly know a client, advisors must link together...
Read More
No matter where you look, the world of wealth management is changing. Clients are developing new and different expectations for their relationships with financial advisors. New companies are rapidly inventing solutions to meet those expectations, including high-touch, digital approaches to...
Read More
The financial services industry is changing rapidly. In a world where 72% of clients rather bank with a non-traditional firm (e.g. Google, Apple or Amazon)*, it’s evident that today’s customers are looking for new experiences that are digital-first, effortless, and highly personalized.
At...
Read More
Wealth management is at a crossroads. An estimated $2 trillion is expected to transfer between Baby Boomers and Millennials in the next five years, and advisors are woefully underprepared to serve this Snapchat generation. Saddled with home-grown, on-premise technology systems, advisors just aren’t...
Read More
The digital disruption of wealth management is here. A recent survey revealed that 96% of wealth managers view digital capabilities as essential for not only enhancing operational efficiencies but also fostering relationships with clients.
But despite the increased focus on the importance of...
Read More
