Sep 15, 2020 By Rohit Mahna

What’s the Outlook for Financial Services in the Next Normal?

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

Customer Engagement, CEO, Financial Services, Leading Through Change

Jan 18, 2019 By Rohit Mahna

Take These Predictions to the Bank: 3 Trends That Will Define Banking in 2019

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

Financial Services

Oct 11, 2017 By Rohit Mahna

How to Ensure AI Doesn’t Become a Technology in Search of a Solution

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

Leadership, Leadership Insights, Artificial Intelligence

Oct 04, 2017 By Rohit Mahna

Financial Services Cloud for Retail Banking: Unlock the Full Power of the Bank

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

Financial Services, News

Mar 28, 2017 By Rohit Mahna

Introducing Financial Services Cloud Einstein: AI-Powered CRM for Financial Advisors

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

Financial Services

Nov 15, 2016 By Rohit Mahna

Creating a Culture of Innovation: 3 Steps Every Wealth Manager Should Take

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

Cloud, Financial Services, Innovation

Sep 08, 2016 By Rohit Mahna

Financial Services at Dreamforce '16

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

Cloud, Dreamforce, Events, Financial Services, Financial Services Cloud

Aug 02, 2016 By Rohit Mahna

Everything You Wanted to Know About the DOL Rule, But Were Afraid to Ask

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

Cloud, News, Financial Services Cloud

Jun 20, 2016 By Rohit Mahna

The Future of Wealth Management Will Be Decided on the Digital Battleground

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

Cloud, Financial Services, Financial Services, Financial Services Cloud