Episodes

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. 

Join us for a deep-dive into the world of sales, marketing, and data in the latest episode of our podcast. We have the privilege of hosting Anna Papas, a dynamite sales & marketing executive with over 25 years of experience in the financial services & technology. 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.

Our latest episode is out and it’s a must-listen! This time, we had an enlightening chat with John Sahagian, the wiz behind BCU’s enterprise data strategy. From overcoming Salesforce implementation hurdles to leveraging data for business growth, John shares his keys to success! His insightful experience in the financial services industry coupled with the story of BCU’s digital transformation journey offers invaluable lessons wherever you are on your Digital Transformation Journey.

In our latest podcast episode, we take a thrilling journey with AI veteran, John Schuller. We examine the inner workings, diverse applications, and future implications of AI. John, an AI and computer vision expert, helps us understand the role of GPUs in AI models and the importance of neural nets in deep learning. We also delve into the world of open-source models and their rapid advancements. John also shares invaluable insights on generating ROI from existing technologies and the risks of going solo in AI build-outs.

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.

In this episode, the hosts discuss the transformative power of Slack in business with Daniel Sanchez, co-founder of consulting firm 21b. They delve into how Slack is revolutionizing productivity, workflow, & data management. Daniel discusses the differences between Slack and Microsoft Teams and how Slack GPT could revolutionize how you consume your customer data. Later, on Quick Takes Fred & Dane discuss AI and tracking cameras being used in sports analytics and addresses recent return-to-office trends.

In this podcast episode, Eric Cook, a banking expert with 15 years of experience, discusses the importance of building strong customer relationships, the rise of ‘rockstar bankers’, and the power of hyper-personalization in creating emotionally-driven marketing messages. Eric shares insights on leveraging AI and Customer Data Platforms (CDPs) to enable hyper-personalization at scale and emphasizes the importance of staying true to oneself when forging meaningful connections with customers.

Imagine transforming a company by replacing 30 legacy systems with one global Salesforce org. The entire effort hinges on driving user adoption of the new platform. Where do you start? How do you ensure that everyone, from the busiest executives to the most tech-savvy employees, embraces this change and quickly adopts the new system? This week, we had the pleasure of chatting with Paul Risk, an expert on driving user adoption in Salesforce implementations, and he shared his wealth of knowledge and insights with us.

If you’re feeling FOMO from missing nCino’s nSight 2023 conference, you are not alone! Fred & Dane were not able to make it to this year’s conference, so they invited not one but two blockbuster guests to fill us in on all we missed.

Episode 2 of Banking on Disruption featuring Heather Rhyne-Christensen and Elliott Spence, sharing what they are most excited about in the Summer ‘23 Salesforce release.

Afterward, in our ‘𝘘𝘶𝘪𝘤𝘬 𝘛𝘢𝘬𝘦𝘴’ segment Fred & Dane explore topics including the cost of operating #ChatGPT, the danger in not configuring your #ExperienceCloud Site correctly, and just what it takes for banks to get risk management right.

Fred & Dane introduce each other – interview style. Followed by a brief overview of what listeners can expect from our biweekly podcast. Afterward, in our ‘Quick Takes’ segment Fred & Dane explore topics such as a 4 Day Work Week, how SVB could have turned out differently, the new Salesforce Salesblazer Community, and what to expect at New York World Tour.