Episode 10

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Published on:

24th Aug 2023

Salesforce Transformation: Chatbots, Credit Unions, & Change Management

Get ready to be blown away by our engaging conversation with Chris Trivers, a seasoned leader in the Banking and Credit Union world, who's been riding the Salesforce wave for an impressive 15 years. Discover the evolution of digital transformation and Salesforce from his perspective, while he shares lessons learned about the critical role of change management and getting buy-in plays in successful Salesforce implementations. 

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.

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About the Podcast

Banking on Disruption
A biweekly podcast featuring lively discussions of Financial Services trends, innovation & disruption, and business transformation on the Salesforce platform.
Your customer’s expectations are not being set by your incumbent competitors. Instead, the yardstick against which your organization is being measured is being set by the leading global technology and customer experience brands.

What exactly should institutions do to respond?
• How can institutions develop capabilities in months when they haven’t in years?
• How will the financial services industry be disrupted, both now and in the future?
• Who are the people identifying these trends, and driving change in their organization?

Join us every other week as we dig into the stories of those who are successfully leading digital transformation at their institutions, as well as Salesforce ecosystem players who are supporting banks & other financial institutions to meet the digital expectations of their customers, employees, and investors. Along the way you’ll learn how our guests built (or grew) their careers in the cloud to guide the journey for those aspiring to pursue a career in the Salesforce ecosystem.

About your host

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Fred Cadena