Valerie Weis is the Financial Services Industry Lead at Atrium. As a CERTIFIED FINANCIAL PLANNER ™ with more than 16 years of experience in the financial services industry, she brings a uniquely multifaceted perspective to the Salesforce ecosystem. Her expertise spans retail and business banking, specialty finance, insurance, wealth management, and mortgage. Her role at Atrium involves deepening connections with clients and leveraging technology, such as Salesforce Financial Services Cloud and nCino, to help companies navigate the changing digital landscape, address industry challenges, and deliver better client experiences. Her unique industry specialization and commitment to staying at the forefront of data-driven solutions support Atrium’s mission of driving innovation and creating impactful change in the industry.
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