Modernizing Complex Banking Customer Engagements


Picture of Tom Chang at SalesforceFEATURING: Tom Chang, Distinguished Solutions Engineer at Salesforce

An important component of digital banking transformation is to be able to improve efficiency and productivity in your organization while also helping employees to serve customers better.

With complex customer engagements, you need to ensure that the right people are engaged at the right part of the customer journey, using a scheduling tool that reflects the customer need, expertise required, timing and geographical constraints, and the ability for both your team and the customer to drive the process.

We are joined on the Banking Transformed podcast by Tom Chang, Distinguished Solutions Engineer at Salesforce. He discusses how a scheduling tool can create stronger relationships with precise, personalized appointments.

Episode Sponsor

Salesforce logo

Salesforce Scheduler is a tool built natively on the Salesforce Platform that helps create stronger relationships with precise, personalized appointments. Boost scheduling efficiency and bring together the right resources, whether people or assets, with the contextual information needed to get the job done. Streamline appointment scheduling for employees and customers, delivering consistency across all channels of engagement, ultimately improving customer experiences.

Learn more about Salesforce Scheduler here.

About the Banking Transformed Podcast

In each Banking Transformed podcast, host Jim Marous has candid conversations with the world’s foremost leaders on what it takes to transform financial institutions during an age of digital disruption. His guests discuss technology, channels, innovation, customer experience, leadership, culture and competitive forces that are changing the banking industry faster than ever before.


Jim Marous Profile PictureNamed as one of the most influential people in banking, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and CEO of the Digital Banking Report. The Digital Banking Report is a subscription-based publication that provides deep insights into the digitization of banking, with over 150 reports in the digital archive available to subscribers.

As a sought after keynote speaker, author and recognized authority on disruption in the financial services industry, Marous has been featured by CNBC and CNN, Cheddar, The Wall Street Journal, New York Times, The Financial Times, The Economist, The American Banker and has spoken to audiences worldwide. Jim has also advised the White House on banking policy.

For updates whenever new Banking Transformed podcasts are released, please sign up for The Financial Brand’s email newsletter. You can also follow Jim on Twitter and LinkedIn, or visit his professional website.

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