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See. Know. Act - Profit: Improving Customer Experience for Corporate Banking Advisors

Discover how corporate banking relationship managers are enhancing the intelligence on their customers to include product performance and benchmarks, incorporating data from core banking systems and external feeds alike. This allows the relationship managers to proactively go to their customers with more context and breadth around their recommendations.

Presented by Tableau and Salesforce: Better together for the Financial Services Industry.

About the speakers

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Tim Phang

Business Values Services Director, Tableau
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Fred Venturieri

ASEAN Industry Strategy & GTM Lead, Financial Services, Salesforce
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Prashant Dutta

Principal Solution Engineer, Tableau
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Rashmi Toshniwal

Principal Solution Engineer, Salesforce

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MP4

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