Salesforce Commercial Banking Webinar - Intelligent account planning / cross/up-sell with Tableau CRM & Salesforce Anywhere

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Salesforce invites you to join a group of your commercial banking peers for a virtual lunch 'n' learn on Tuesday, July 27th from 1-2 pm EST. More than ever before, commercial banking clients expect a unified experience when engaging with any line of business at their bank. As a banker, you need to better anticipate customer needs, understand market complexity and most importantly, deliver the right products at the right time by effectively leveraging the entire extended team.

Featured in this hour will be technology leveraged by Salesforce customers demonstrating:

  • Real-time workspaces to enable bankers with the analytical insights & planning to deliver a unified customer experience
  • Living relationship plans across commercial banking account teams.
  • Advanced analytics to identify up-selling and cross-selling opportunities


*July 27th, 2021*
1:00 - 2:00 pm EST
*Lunch gift card will be provided

*Please confirm your attendance by completing the registration form on Zoom


About the speakers

Michael Bialokur

Salesforce Account Executive

DJ McSwiggan

Tableau CRM

Kevin Oreskovich

Salesforce Anywhere