I worked with Salesforce to help develop content and a video series to show banks how they are disconnected across channels, missing key self-service functionality, and lacking the personalized and proactive engagement that customers expect. Then give them the tools to transform service engagement by connecting every channel, business process, and customer data point to make agents more efficient and customers more satisfied.

Over several years I worked with the Salesforce team to develop videos, ebooks and presentations for big events including their annual Dreamforce event.