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Salesforce| Cloud Kings in Financial Services: An Insider's View

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5 October 2021
Daniel W. Latimore

About the Series:

In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provides to platforms and consultants. We want to give an FI a sense of what a company offers, how it distinguishes itself, and what its perspective is on where an institution should focus its cloud efforts today. We’re intentionally non-evaluative in these interviews, incidentally; other Celent formats analyze and assess particular solutions. The format is straightforward: an interview with the cloud company lasting 20-30 minutes. While the full conversation is available only to Celent clients, any registrant can view a short introduction. These interviews let FIs get a sense of how a company thinks and what it offers today; these perspectives can then inform the institution’s cloud strategy.

About the Interview:

In this video interview, we sit down with Sunil Dixit, Vice President, Product Management - Financial Services Cloud from Salesforce.

Précis (2:01) | Long Interview (21:32)

About Salesforce:

Salesforce offers deep financial services functionality for key sub-verticals all built on a single, highly scalable, proven, and trusted Customer 360 platform. This helps institutions build trusted relationships with their customers and accelerate digital transformation, while driving operational excellence and integrating insights with actions. For more information, visit: https://www.salesforce.com/solutions/industries/financial-services/overview/.

Create a guest login to access a short version of this interview. Clients have access to the full interview. Contact us to learn how to become a client.

Insight details

Industry
Capital Markets, Corporate Banking, Life & Health Insurance, Property & Casualty Insurance, Retail Banking, Wealth Management
Subscription(s) required to access this Insight:
Banking, >>Retail & Business Banking, >>Corporate Banking, Insurance, >>Life/Annuities Insurance, >>Property / Casualty Insurance, Capital Markets, Risk, >>Financial Services Risk, >>Banking Risk
Insight Format
Videos, Webinars
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America