Experience the vibrant atmosphere of Dreamforce through our reflections. Josh offers a unique take on building connections and navigating the event, highlighting the impact of unforgettable moments like the Pink concert while also candidly discussing the challenges of end-of-week fatigue and the mixed realities of San Francisco. We dissect the core messages around Agentforce and its potential impact on employment within the Salesforce ecosystem, touching on the importance of clean data and the rising interest in Data Cloud among attendees.

Finally, we dive into the intricacies of Salesforce's reasoning engine, Atlas, comparing it with OpenAI's Strawberry technology. We ponder Salesforce's strategic choices and speculate on how Atlas might reduce AI hallucinations, potentially revolutionizing AI's interaction with data. Reflecting on the overall value of conference interactions, we emphasize the irreplaceable human connections fostered at these events. Expect insights on AI's future, the evolving relationship between humans and machines in professional settings, and the importance of quality outreach strategies tailored to the new AI-driven landscape.

(13:26) Insights on Dreamforce Experience

(23:40) Unveiling Salesforce's Reasoning Engine

(36:49) Dreamforce Experience and San Francisco's Challenges

(51:24) Unplanned Client Interactions at Dreamforce

(01:04:13) Learning to Communicate With AI

(01:08:08) Debating the Future of AI

(01:19:41) Bankers Discussing Future Conferences

Then, we tackle the practical challenges of integrating digital guidance tools within desktop applications and explore how WalkMe stands out compared to native solutions like Salesforce Flow. From desktop-level instructions to AI-enhanced data validation, learn how these tools are elevating data governance and process compliance. We also discuss the organizational journey of implementing WalkMe, the critical role of internal champions, and the transformative impact on employee productivity and software adoption.

Finally, join our lively roundtable as we debate the latest tech announcements, including Apple's iPhone 16 and its implications for data security. We also dive into Google's innovative beta that turns complex papers into podcast conversations, and share our excitement for upcoming conferences like Macon and Dreamforce. Wrapping up, we delve into the ethical and legal dimensions of AI in content creation and copyright law, ensuring you're well-equipped to navigate this evolving landscape. Don’t miss out on these compelling discussions that promise to reshape your approach to digital adoption and employee training!

We don't just skim the surface—this episode is a masterclass in practical AI applications. Discover how generative AI can streamline card services, enhance training materials, and even compare various AI writing tools. We break down how bankers can leverage these technologies to become more efficient without needing to be AI experts themselves. Ben provides actionable insights and real-world examples that highlight the balance between human oversight and AI capabilities, especially when navigating compliance and regulatory challenges.

Finally, we tackle the critical issues surrounding AI adoption, from privacy concerns to the fear of job displacement. We also delve into the future of AI in banking, exploring its potential impact on job security and organizational productivity. With thoughtful discussions on maintaining authenticity in AI-driven communications and the evolving relationship between humans and machines, this episode is essential listening for anyone interested in the future of banking technology.

We delve into the importance of innovation centers and the "ruthless removal of annoyance" (RROA) concept in refining customer experiences, especially in fintech. Discover how product-led growth and seamless digital interfaces are revolutionizing personal banking and fintech, transforming first-time banking relationships through actionable data insights.

Peek into the future as we explore emerging technologies poised to impact the banking industry over the next five years. From the convergence of data analytics and AI to the pressing issues of privacy and regulatory measures, Jay shares his thoughts on what lies ahead.

Later in Quick Takes, we discuss the latest announcements from Apple's WWDC. And our experience with the Rabbit R1, weighing it's potential against the challenges of early adoption.

This episode promises a thought-provoking discussion on the intersection of fintech, user experience, and cutting-edge technology. Don't miss out!

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(12:24 - 13:36) Product Led Growth and Customer Interactions

(18:37 - 19:53) Enhancing UI for Financial Planning

(22:36 - 23:21) Financial Literacy and Technology Evolution

(31:27 - 32:18) Cybersecurity Concerns in Apple's Ecosystem

(39:27 - 39:54) Powerful Kaizen and 5Y Techniques

(44:11 - 45:36) Apple Ecosystem Integration and Limitations

(52:33 - 53:59) Exciting Developments from WWDC

(55:27 - 56:32) Tech Industry Innovation and Disappointment

(01:05:09 - 01:06:05) Using Rabbit R1 for Uber and Tethering

We reflect on Apple's announcement they are embedding Chat GPT on the iPhone - Goodbye Siri? And we also we ponder the implications for tech juggernauts like Amazon and Google. Their strategic moves—or lack thereof—could shuffle the competitive deck in the voice interaction landscape.

Finally, as we eagerly gear up for the Financial Brand Forum, we share some of the sessions we are most looking forward to: SEO in banking, customer experience strategies, and the ethical maze of AI in financial services.

----------------

(06:52 - 08:11) Impressions of GPT 4o Conversational Model

(22:09 - 23:23) Subscription Model for Language Models

(27:02 - 28:23) Google Ad Placement

(38:11 - 39:22) Effective Hiring Manager Interview Techniques

(42:23 - 43:25) Understanding the Honest Interviewee

(46:45 - 48:14) Excitement for Financial Brand Forum

(53:52 - 56:02) CX and AI Sessions

(59:18 - 59:40) What does AI have to do with your Robbery Incident Response Protocol?

Discover how AI is already streamlining knowledge access, improving risk assessments, and shaping the future of customer experiences. And we're not just talking about a distant future; the groundwork for sophisticated AI applications is being laid today, with banks leveraging data to automate complex tasks and decisions.

After the interview, in our quick takes segment we discuss other ways banks are using AI, such as human resources. We discuss the importance of fostering a culture of AI adoption, empowering naturally curious employees, and the integration of AI into everyday tools. We also share our reflections on last week's Salesforce New York World Tour.

Tune in for an enlightening session that will leave you pondering the future of banking and AI.

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(19:54 - 21:19) Opportunities in Mortgage Refinancing

(24:52 - 26:00) AI in Banking Industry

(29:07 - 30:04) Banks Navigating AI and Regulations

(31:41 - 33:00) Data Control and AI Frameworks

(50:08 - 51:50) AI Utilization in Human Resources

(01:04:56 - 01:06:26) Exploring AI Implementation Challenges

(01:10:57 - 01:12:48) Innovative Use of Digital Twins

(01:16:23 - 01:19:31) AI Policy Consistency and Implementation

(01:22:30 - 01:24:01) Anticipating the Rabbit R1's Teach Mode Release Update

Our conversation is a treasure trove of practical measures, including ticketing systems, deployment schedules, and the clever "estimate equation" for handling unexpected tasks. By implementing these strategies, Salesforce admins can master the art of setting boundaries, prioritizing tasks, and communicating effectively—ensuring they deliver exceptional service without the risk of overwhelm.

The role of a Salesforce admin is ever-evolving, and this episode doesn't shy away from addressing the technical and specialized skills now required. As we chart the Salesforce platform's growing complexity and the birth of specialized roles, Jodi provides insights into how admins can adapt and excel in this changing landscape. She also imparts wisdom on tackling technical debt and enhancing user adoption, with a focus on maintaining a clean Salesforce infrastructure for seamless integration of AI and new technologies. Join us for an episode brimming with wisdom for Salesforce admins ready to level up their careers and make an impact.

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(11:38) Strategies for Calming Chaos in Salesforce

(24:25) The Evolving Roles of Salesforce Admins

(29:34) Admin Challenges in Regulated Industries

(34:59) Tech Debt and User Adoption Challenges

Afterwards, in our Quick Takes segment join Eric, Josh, & I as we dissect the role of AI in revolutionizing the banking industry. Delve into the nuances of leveraging AI responsibly amidst the challenges of personal data protection and inherent biases, while also celebrating its potential to enhance the synergy between technological precision and human expertise. We tackle the implications of AI's data consumption and learning limitations, offering a thought-provoking perspective on how this technology impacts everything from marketing strategies to historical preservation.

From there we scrutinize the burgeoning buy now, pay later trend, dissecting its potential to disrupt traditional lending practices. We even ponder the future of AI, comparing leading models like ChatGPT and Perplexity AI, and highlighting their citation features and how various Generative AI platforms stack up. We also ponder the influence of AI on our daily workflows and innovative realm of wearable AI technology.

(14:11) Shift in Salesforce Job Market

(27:14) Skills and Strategies for Career Success

(33:16) Buy Now, Pay Later Impact

(43:34) Exploring Perplexity AI Tool Subscriptions

(53:56) Advanced AI Wearable Technology Discussion

(01:02:57) Discussion on Technology Costs and Upcoming Conferences

Shifting gears, the conversation then turns to the universal principles of effective implementation across industries. I highlight the indispensable need for organizations to have a thorough understanding of their own processes and rules before embarking on new strategic partnerships. Emotional intelligence emerges as a cornerstone for fostering fruitful relationships, while mutual accountability and forward-thinking project management are touted as disciplines necessary to keep business objectives on track. Discover the power of oppositional kung fu, competent data handling, and the collaborative approach to steering clear of project pitfalls.

After the interview in our Quick Takes segment, we discuss the recent social media platform outages, emphasizing the need for a robust disaster recovery plan, and probe the compliance conundrums faced by financial institutions in the age of AI. Plus, I offer a rallying cry for professionals to embrace AI for career longevity and share a slice of insight into the transformative power of AI on content creation.

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(04:33) - Effective Technology Implementation Strategies

(14:29) - Discussion on Effective Project Implementation

(29:13) - Improving Business Success Through Data Management

(34:11) - Integration Strategy in the AI World

(39:11) - Navigating Salesforce Integration and Career Development

(49:26) - Social Media Disaster Recovery Planning

(56:49) - Compliance and Business Risks With AI

(01:05:04) - Discussion on Software Updates and Plugins

(01:08:08) - AI and Leadership in Technology

(01:17:46) - Embracing AI for Career Advancement

(01:28:58) - AI Podcast and Content Creation Insights

As algorithms continue to shape the future of content, we zero in on the importance of a tailored approach. The episode takes a deep dive into the realm of custom GPTs, where Eric and I dissect the process of refining AI to echo a brand's unique voice—a time-intensive yet financially savvy move. We don't shy away from the concept of digital doppelgangers either, sparking a debate on the future of these personalized digital entities and their role in consumer interaction.

Closing out with a look at the history of the banking industry's foray into social media, we tip our hats to Central National Bank's precedent-setting video ten years ago this year while recognizing the hurdles that remain for financial institutions to produce truly engaging content. To help banks and financial experts navigate these waters, Eric introduces the 'D.A.T.E.' framework—a strategic content and channel guide for moving from initial discovery to multi-product customer, ensuring content resonates at every touchpoint. Tune in for a rollercoaster ride through the marketing landscape, where the interplay of human ingenuity and artificial intelligence paints a vivid picture of the future.

(08:45) Marketing Trends and Strategies

(18:47) Leveraging Marketing Content and Analyzing Data

(34:02) Importance of AI Training and Collaboration

(39:26) Building Custom GPTs and Digital Doppelgangers

(52:23) Banking Industry Action Items

(01:03:54) Digital Marketing Buyer's Journey Framework

Sometimes, it feels as though we're living in a sci-fi novel, where AI infiltrates every aspect of our work, morphing job roles and skill sets. We discuss the seismic shifts AI brings, likening it to the transformative effects of the internet and smartphones, while pondering how the workforce can keep pace with such rapid change. In the financial sector, the contrast is stark – from giant institutions to modest community banks – and we pull back the curtain to reveal the unique ways each is harnessing or resisting the AI revolution. This conversation isn't just about the technology; it's about the people steering it and those adapting to its wake.

Veering off into the realm of entertainment, we marvel at the technological wizardry that's changing the way we experience movies, and I get personal about how closed captions have become a game-changer for my enjoyment of action flicks. We also stress the importance of both simple and complex security measures in these tech-driven times, from safe words to multi-factor authentication, and confront the challenge of misinformation, especially during politically charged moments. Wrapping up on a lighter note, we share Super Bowl excitement and reveal our grand plans to bring this dialogue to the vibrant community on LinkedIn audio. Join us for a conversation that's as varied and dynamic as the tech transforming our world.

(09:30) Impact of AI on Job Market

(21:36) Navigating Technology and Belief Systems

(35:52) Super Bowl Predictions and LinkedIn Plans

Sharing her hands-on insights, Chelyn demonstrates how AI and Service Cloud are not just buzzwords but game-changers in 24/7 customer assistance, reshaping the way smaller companies craft customer experience and fostering much-needed financial inclusion.

Chelyn also shares her recent odyssey with #Ship30for30, where she has challenged herself to write and publish a new piece of content every day this January. Considering how critical digital content and social media strategy are for professional growth, this discussion is not to be missed. 

Later, in our Quick Takes segment we pivot to discuss the top Bank & Credit Union marketing trends of 2024, and what that means for your marketing team’s focus.  We also review the recently launched #RabbitR1, discussing its features and dissecting the strategic partnership between them and the  innovative AI platform Perplexity. 

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(05:08) - Technology Advancements Insurance

(17:11) - AI in Insurance and Financial Inclusion

(29:15) - Insurance and Banking's Future With AI

(42:33) - Digital Writing & Leveraging LinkedIn

(54:51) - Priorities & Challenges in Financial Marketing

(01:08:41) - Social Media & AI

(01:22:49) - Partnership Opportunities for Financial Institutions

(01:32:58) - Bank Strategies for Customer Engagement

Do you want the secret to how banks can meet & exceed the expectations they set with their brand promise? Join me as I sit down with acclaimed brand strategist Brandon Gerena to uncover the secrets of truly living up to your brand's pledge. We dissect the story of Marcus by Goldman Sachs, revealing how their attentiveness to customer needs sparked innovation in personalized lending.

Brandon and I also explore examples of how leading brands in other industries, such as Delta Airlines, have leveraged this approach to deliver transformative results and how applying the 'five E's experience model' to the banking sector can solidify customer relationships well beyond the transaction.

Lastly, we tackle the increasingly crucial role of technology and employee empowerment in upholding a brand's promise. This episode breaks down the importance of continuous innovation, consistent customer feedback, and the critical role integration of your tech investments such as Adobe and Salesforce play in making this work.

So, whether you're a banking professional or simply intrigued by the interplay of brand strategy and customer experience, this conversation is a treasure trove of insights on embedding culture, customer obsession, personalization, and the overarching purpose to fortify that coveted brand promise.

Certainly! Based on the provided overview, here are more granular chapter breakdowns with hypothetical timestamps for the podcast episode:

Episode Highlights

(0:01:30) - The Essence of Brand Promise

(0:06:00) - Case Study: Marcus by Goldman Sachs

(0:11:00) - Culture and Customer Obsession

(0:16:30) - Texas Bank Case Study: Engagement Redefined

(0:22:00) - Delta Airlines' Customer-Centric Strategy

(0:27:30) - Importance of Technological Investments

(0:31:45) - The Art of Prototyping while Maintaining Secrecy

(0:36:00) - Rapid Feedback and Knowledge Transfer

(0:40:15) - Creating Alignment for Customer Acquisition

This episode is a treasure trove of strategies for improving Salesforce integration and reporting, whether you are a small, mid-sized, or large institution. We'll guide you through simplifying user interfaces, enhancing data quality, and the art of leveraging real-time data for a seamless user experience. Moreover, Dave shares the importance of robust change management and unpacks the pivotal role it plays in keeping your users ahead of the curve.

As eyes turn towards 2024, join us for a roundtable of bold predictions after the interview during our Quick Takes segment. From possible Salesforce acquisitions to the pivotal role of AI in personalizing customer experiences, we leave no stone unturned. And with an eye on the gig economy and the dynamics between titans like Lyft and Uber, we unpack the power of calculated risks and the significance of finding your niche in a saturated market.

Join us for this holiday episode as we bid farewell to 2023 and gear up for another year of innovation, disruption, and growth.

Find out how the banking industry is gearing up to meet the demands of the younger generation in this insightful conversation with banking technology expert, Wyatt Licht. Discover how Gen Z customers are shifting the traditional banking landscape, seeking financial advice from influencers and social media platforms, and what it means for your financial institution. We'll also illuminate how mobile banking and digital presence have evolved from differentiators to table stakes in today's market.

Our conversation doesn't end there; together with Wyatt, we'll weigh in on the importance of face-to-face interactions, the role of branches, and their place in the future. So, gear up and come along as we navigate the ever-evolving landscape of banking and explore the strategies that banks need to embrace to stay ahead.

After the interview in our quick-takes segment Josh, Eric, and I explore if 2023 marks the end of the “Cushy Tech Job,” what it means if Google’s Gemini demo video was at least somewhat fabricated, and how (& why) now is the time for banks to embrace radical change.

In this episode, Valerie shares her experience of transitioning from leading a wealth management group to leading Salesforce implementations, and how it revolutionized her bank's success. She discusses the ins-and-outs of Salesforce implementation, emphasizing the pivotal role of early user engagement and positive change management.

But that's not all! We also explore the future of banking technology, discussing the profound impact of technological innovations and data analytics in the banking industry. Valerie shares her wisdom on harnessing AI and analytics to boost efficiency, build stronger customer relationships, and drive business outcomes.

After the interview in our quick-takes segment Josh, Eric, and I discuss this week’s announcement that Salesforce will be listing many of their flagship SAAS products for purchase directly on the AWS marketplace, why workers seem to be so unhappy at work these days, and how much money - really - do you need to earn to be happy? It may just be a lot less than you think.

To help answer that question we welcome Jack Hubbard, one of the nation's top 100 most trusted business leaders, to discuss the evolution of trust in banking. We delve into how the behavior of customers has been changing over the years and why a customer-first culture and consistent communication have a vital role. Jack enlightens us on how digital platforms help banks connect more effectively with their customers.

Next, we shift our focus to the significance of leadership and coaching within banks. We all know that creating and maintaining a successful culture is no child's play. It's pretty much like remodeling a house - demanding and not always fun, but something you've got to work on every day. We chat about the importance of training our salesforce and how they can build genuine relationships in banking. We also talk about the common traps relationship managers often fall into while selling and the best practices they should be embracing instead.

To close our conversation, Jack shares his wisdom on the importance of continuous learning in the banking sector. We discuss how to shift from initial discovery conversations to presenting solutions and why banks should banish cross-selling (and embrace cross-solving). We wrap up with Jack's advice on staying updated in the banking industry, emphasizing the need to keep learning and refining your skills to stay ahead. Don't miss out on this episode packed with invaluable insights for all you banking enthusiasts out there. Tune in and keep yourself informed.

We sit down with Manvir Sandhu, Co-Founder and Chief Innovation Officer at Zennify, to discuss how banks have made the journey from focusing on traditional reporting needs to using data, analytics, and AI as a competitive differentiator. 🔍

We discuss advantages of open vs closed environments in data management, and the implications of each for data security protocols. We also explore how platforms including Salesforce Data Cloud, Databricks, and Snowflake can contribute to an institution's data landscape. 🛡️ 🌐

Our episode concludes with a look at the potential of automation in reshaping the banking sector, particularly in back-office operations; and Manvir shares practical use cases from underwriting to chatbot interactions in call centers. 🤖 🏢

After the interview in our Quick Takes Roundtable Josh, Eric, and I discuss whether or not boomeranging is a good idea if you were a worker affected by the layoffs earlier this year, how pending open banking regulations will impact consumer choice and what pressure that may put on community banks, and with all the excitement in AI - What is standing in the way of banks actually using it.

#Banking #AI #DataAnalytics

From decoding complex regulations to understanding the intricacies of carbon footprint tracking, David expertly navigates us through these important topics. We explore the financial risks and opportunities associated with climate change, as well as practical solutions for businesses to reduce their carbon footprint.

Whether you're interested in finance, sustainability, or the intersection of the two, this episode promises to be a treasure trove of knowledge!

After the interview in our Quick Takes Roundtable, we journey into the fascinating world of Conversational AI, dissecting Pi - an innovative iOS app that's revolutionizing our interactions. From discussing its human-like qualities to its potential in providing personalized insights, we guarantee an eye-opening exploration.

We also dive deep into the world of educational requirements in the jobs market, discussing the financial implications of attending prestigious private schools, and sharing the trend of some employers moving away from degree requirements.

This episode is a deep dive into business intelligence tools, Salesforce reporting, and the exciting new generative AI tool designed to support formula writing. 💻 Plus, we explore the changing work landscape in a post-pandemic world, from remote working to the challenges of attracting the younger generation to a competitive job market. 🌐

So, whether you're navigating the digital transformation or interested in Salesforce mastery, this episode is a goldmine of insights! 💡 Listen in for a riveting dialogue with David Carnes. 🎧

After the interview we introduce our new 'Quick Takes' Roundtable format where Eric Cook and Josh Matthews join Fred Cadena to discuss the latest trends in banking, Salesforce, career development and technology.

This episode we navigate the realities of selling in a post-pandemic world, the changing work landscape, the future of office spaces, and the challenges businesses face in attracting the younger generation.

We also delve into the issues plaguing urban areas, the rising living costs, the lack of economic opportunities, and potential solutions to foster positive change.

We also take a look at the trials and triumphs of developing an MDM strategy, the pivotal role of data cleansing, and Salesforce's ambitious product roadmap. Plus, Janine shares her experience spearheading the OhanAbility initiative, as we critically assess Salesforce's strides towards enhancing inclusiveness and accessibility. 🌐

Get ready for a comprehensive, enlightening, and informative conversation. Don't miss out on this one! 🔥

🧭 Vanessa's tips on finding reliable resources, networking, and the futuristic potential of generative AI in bettering Salesforce solutions are priceless. She also underscores the pivotal role of business analysis in Salesforce projects. The discussion delves into the necessity of thorough project preparation, a DevOps process, user experience design, and a governance system. Vanessa emphasizes the importance of clean documentation, automation, and data integrety for AI preparation. 🎯

💡 Also introducing our new segment, ISV Spotlight! Meet Sam Levis and Caspian Lewke from Gong as they unveil the intriguing story behind Gong's inception and its profound impact on the revenue ops space.

The episode concludes with an open invitation to the Banking on Disruption meetup at Dreamforce!

Don't miss this captivating discourse on Salesforce and its dynamic ecosystem!

Our conversation takes an intriguing turn as Chris sheds light on the influence of the current economic scenario on bank & credit union digital agendas. He shares how Salesforce and AI tools such as chatbots and machine learning, are the driving forces enabling organizations to swiftly pivot and deliver value. 

Later, in Quick Takes we discuss Salesforce’s investment in Hugging Face, the latest in return to work & office trends, and a VERY VERY special Dreamforce announcement.

Anna's journey is full of intriguing insights - from customer engagement to the power of data. We dissect strategies for personalization, customer demographics, & acquisition mechanics. Anna emphasizes the significance of asking the right questions and delivering value to gain customers' trust for banks and wealth firms to drive customer action. 🏦 

In our Quick Takes segment, we delve into recent news about Zoom's terms of service, its implications, the future of one-time coworking juggernaut WeWork, and the alarming trend of consumer credit card debt crossing the $1 trillion mark. 💳 

This episode is not just about theoretical knowledge, it's about practical takeaways from a veteran of the industry. Whether you're a professional in the banking sector or someone curious about the intricacies of sales, marketing, and data, this episode is a must-listen! 🎧

Complete show notes & transcript at bankingondisruption.com.

John doesn't shy away from sharing the challenges of implementing Salesforce, the essentiality of a clear vision, and finding the right balance between aspiration and execution. He also divulges how BCU's team and culture metamorphosed to meet the rigors of digital transformation. Hear him discuss the importance of data, the resources indispensable to harness Salesforce's potential, and the strategic tweaks that have been instrumental for BCU's success.

After our interview during our Quick Takes segment, we veer towards the future – X, Four Day Work Week study updates, and the latest artificial intelligence development.

Get ready to take away invaluable insights into leveraging data and technology for your success!

This episode is a must-listen for those who want to expand their understanding of AI!

In Quick Takes, we navigate through Salesforce's new XGen7B LLM, Meta's Threads platform, and the implications of Salesforce's price hikes.

Today, we have an enlightening chat with Daniel Sanchez, co-founder of 21b, as we explore the transformative power of Slack in the business landscape. We talk about Daniel's journey from civil engineering to Salesforce Consulting and how Slack is reshaping the way leading firms deliver ROI. We also venture into the world of Slack GPT, discussing how it can potentially transform the way we manage data and offload tasks to AI. There's a lot to absorb as we also dive into maximizing Slack's value, the concept of a digital HQ, and strategies for Slack's ongoing care and maintenance.

But wait, there's more! We draw comparisons between Slack and Microsoft Teams, examine how AI and biometric-tracking cameras are used in sports analytics, and share strategies for maximizing the value of Slack within your organization. 🚀

Ready for a shift in perspective? Tune in now! 🎧

Together, we explore the importance of building relationships with customers and how banks can stand out amid increased competition by combining high touch with high tech. We also discuss the rise of 'rockstar bankers' who use social media to engage with their fans and build a loyal following. We dive into the potential of AI and CDPs to enable hyper-personalization at scale, sharing an example of a bank that nailed their emotionally-driven marketing message.

In our 'Quick Takes', Dane & Fred touch on Salesforce's 'AI Day' earlier this week, an exciting new data partnership announced this week, and the complexities of measuring employee engagement and satisfaction, emphasizing the need for meaningful conversations with team members. Dane shares his views on the difference between engagement and retention.

So kick back, relax, and join us as we embark on this eye-opening journey into the world of digital banking and marketing trends.

Paul's experience spans multinational teams and large-scale projects, like at AXA Assistance USA and the Warranty Group. He revealed the importance of effective communication, change management, and aligning yourself with key stakeholders to create a vision for success. We also discussed how empowering employees to use the technology they're comfortable with contributes to successful implementations and cost savings. From language barriers to AI's role in Salesforce, this episode covers everything you need to know to drive user adoption in your organization.

But wait, there's more! In our Quick Takes segment, we took a deep dive into the world of AI, exploring its potential impact on business processes, decision making, and even customer service. We also touched on the risks of relying on chatbots and AI-generated content in critical situations, like filing a court brief.

Don't miss this blockbuster episode - it's not just about Salesforce, it's about driving positive outcomes for you and your company.

In this episode, hear from Devin Griffin, Director of Product Management at Silicon Valley Bank a division of First Citizens Bank and Eric McCoy, Principal Banking Consultant at Zennify.

In this episode, you will:

• Learn about the significance of data and AI in shaping banking innovation and informed decision-making
• Hear the story of nCino's evolution as a bank operating system and its impact on the financial sector
• Tackle talent building challenges in the nCino ecosystem with tips from leaders who have successfully done it
• Understand nCino's commitment to data transparency and innovation, especially in the realm of customer experience
• Recognize groundbreaking clean energy advancements and the necessity of diverse options for a sustainable future.

(The opinions expressed by Devin Griffin are his own and may not represent the views of his employer)

Key moments in this episode include:

00:08:10 - nCino and Salesforce Flow

00:11:01 - nCino's Data and AI Focus 

00:13:50 - Benefits of nCino

00:14:08 - nCino's Data Initiatives

00:16:54 - nCino's Approach to AI

00:24:30 - Compassion in the Face of Regional Bank News 

00:27:14 - nCino Talent and Community

00:33:02 - Building nCino Capabilities

00:34:43 - Fraud Detection and AI 

00:39:29 - The Customer Experience 

00:40:53 - The Importance of Data 

00:50:28 - Key Takeaways from nSight 2023 

00:56:22 - nCino's Open Platform 

00:56:20 - nCino's Mortgage Capabilities

01:00:17 - nCino's Technical Debt 

01:12:17 - Bank Deposit Origination  

01:13:12 - The Importance of Digital Capabilities 

00:20:41 - AI Regulation Trends

00:26:09 - AI’s Impact on Energy and Carbon 

01:30:59 - Clean Energy Solutions 

01:31:21 - Dreamforce Call for Speakers 

01:32:38 - Building Your Brand 

In this episode, you will:

• Discover Decision Optimization and Customer Segmentation Scoring Framework
• Uncover the updates in Salesforce mobile app
• Hear the latest on integrating Slack with Salesforce and other applications for seamless collaboration
• Lean in on CRM-A and why banks are increasing adoption
• Understand the significance of risk management and governance in the financial services sector

Key moments in this episode include:

00:05:17 - Decision Optimization and Customer Segmentation

00:08:36 - Scoring Framework for Financial Services Cloud

00:13:01 - CRMA and its Features

00:14:35 - Increasing Use of CRMA

00:14:55 - HTTP Callout and Flow Features

00:17:48 - Surprising "Duh" Features

00:20:52 - Salesforce and Slack Integration

00:25:56 - Unexpected Omissions in Summer '23

00:29:20 - Lightning Layouts and Omni Studio

00:33:55 - Tips & Tricks to keep up with Salesforce updates

00:37:30 - Using AI to ingest information from Release Notes

00:42:06 - OpenAI's Chat GPT and Twitter's Infrastructure Compared

00:47:42 - Risk Management in Banks

00:53:11 - Data Privacy and Salesforce Misconfigurations

Afterward, in our ‘Quick Takes’ segment Fred & Dane dive into the world of banking challenges, Salesforce communities, and world tour excitement; be prepared for engaging conversations that will leave you wanting more. We'll compare US and European work cultures, discuss the differences between Silicon Valley Bank and Signature Bank, and explore the need for banks to prioritize customer experience and communication. Plus, we'll chat about the new Salesblazer program and the upcoming Salesforce World Tour New York.

Ready to embark on a thought-provoking journey with us? Subscribe to our podcast and follow us on Instagram for a unique dynamic that encourages disagreements and fosters learning from one another. 

For full show notes please visit our website: https://bankingondisruption.com/episode/introducing-banking-on-disruption/

Hear a little about our podcast and learn when you can hear episode 1.