Transcending CRM Podcast
1) Episode 38: Enhancing Banking Efficiency with Salesforce & nCino - Fulton Bank's Journey (Feat. Matt Bills)
The "Transcending CRM" podcast episode features JP Owens and Elliott Spence discussing Salesforce and nCino with Matt Bills, SVP Salesforce Platform Director at Fulton Bank. Matt shares his experience...Show More
2) Episode 37: Navigating Change - Leveraging Salesforce for Financial Services Transformation (Feat. Priscilla Ellis)
In this episode of the "Transcending CRM" podcast, Elliot Spence and JP Owens from Coastal interview Priscilla Ellis, Director of Financial Services at Coastal, about her journey in the financial serv...Show More
3) Episode 36: From Banking to Blockchain (Feat. Evan Kormos)
In Episode 36 of the "Transcending CRM Podcast," hosts Elliott Spence and JP Owens are joined by Evan Kormos, Salesforce Engineering Manager at Coinbase. Evan discusses his transition from traditional...Show More
4) Episode 35: Harnessing Salesforce for Growth and Memorable Customer Experiences - A Conversation with Adam Bell
In this episode of the "Transcending CRM" podcast, hosts JP Owens and Elliot Spence engage with guest Adam Bell, Chief Marketing Officer at Arbor Realty Trust, to explore his extensive experience with...Show More
5) Episode 34: Own's Evolution in Salesforce Data Protection and Recovery (Feat. Matthew Kennedy)
Expanding Horizons: Own's Evolution in Salesforce Data Protection and Recovery In this episode of Transcending CRM, hosts Elliott Spence and JP Owens, alongside guest Matthew Kennedy from Own, discuss...Show More
6) Episode 33: Agility in Banking (Feat. McKenzie Paulsen)
There are a lot of words in McKenzie Paulsen’s professional vocabulary, but as the Salesforce Product Owner at GreenState Credit Union, “plan” isn’t one of them. “We are agile development, so things c...Show More
7) Episode 32: Revolutionizing Reporting and Analytics (Feat. Paul Seo)
MDM, data warehouse, data lake, data lakehouse — the terminology around data management evolves almost as fast as the software itself. Paul Seo, SVP of Technology and Data at Republic Finance, joins J...Show More
8) Episode 31: Change Management & Measuring Progress (Feat. Greg Thompson)
For good reason, middle-managers tend to be the most resistant to transformation. Not only do they usually have little to no input into purchase decisions, but their roles are often designed specifica...Show More
9) Episode 30: Dreamforce 2023 Preview (Feat. Jill Harrison and Danielle Laffey)
Our guests this week have over 30 combined years of Dreamforce experience, and today, we’re chatting about the best ways to plan out, learn from, and enjoy the sprawling San Francisco conference. Jill...Show More
Episode 30: Dreamforce 2023 Preview (Feat. Jill Harrison and Danielle Laffey)
34:54 | Sep 5th, 2023
10) Episode 29: What is Driving Change for Banking and Finance? (Feat. Jim Collins)
Following the 100+ industry expert-attended Silverline & Salesforce Summit at Wrigley Field in Chicago, Senior Director at Salesforce Jim Collins joins us to look back on the most insightful discussio...Show More
Episode 29: What is Driving Change for Banking and Finance? (Feat. Jim Collins)
37:33 | Aug 22nd, 2023