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35 minutes | Jul 26, 2021
Episode 3: Customer Success, Onboarding & the Outcomes Era with Jonathan Corrie (Precursive)
In this episode of the Perspective Podcast, Colm chats with Jonathan Corrie, CEO of Precursive. Precursive is the all-in-one customer onboarding, resource management, and Professional Services Automation tool built natively on the Salesforce Platform. Colm and Jonathan have a great chat about Customer Success, what Jonathan is currently seeing in the market and how it has evolved over the years. They also touch on how customer onboarding is impacting customer success and learn why Fintechs are embracing it with open arms. Jonathan also talks about the 'Outcomes Era' and delves into some of the key trends that he is seeing as companies endeavour to deliver more value to customers at scale.We hope you enjoy the conversation.
25 minutes | Jun 24, 2021
Episode 2: Key Trends & Developments in Fintech with Ryan Joyce (Salesforce)
In this episode, I am delighted to be joined by Ryan Joyce, who is the Head of Fintech for UK and Ireland at Salesforce.Ryan and myself will be discussing some of the key trends and developments currently taking place in the Fintech and Financial Services industry. Ryan will discuss the impact of “Beyond Banking” and how it is being driven by changing customer expectations and enabled by technology “Rise of Banking as a Service”. Ryan also gives his insight on ecosystem banking vs embedded finance. We also chat about how Salesforce helps and supports companies within the space, so they can continue to scale and grow revenue, as well as deliver great customer experiences across every channel.
22 minutes | Mar 15, 2021
Episode 1 (Pilot): Financial Services Trends and Salesforce Financial Services Cloud with Lee Clark
In our first episode, Colm chats with Lee Clark, UK Sales Director at Pexlify Enterprise Solutions. Lee specialises in Financial Services and provides his insights on current trends within the sector, the impact of Salesforce Financial Services Cloud on the market and touches on what excites him about the future of the industry.
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