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Transcending CRM Podcast
JP Owens
37 episodes
1 day ago
Transcending CRM is a podcast where we explore how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. Our show is hosted by JP Owens and Elliott Spence.
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Technology
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All content for Transcending CRM Podcast is the property of JP Owens and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Transcending CRM is a podcast where we explore how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. Our show is hosted by JP Owens and Elliott Spence.
Show more...
Technology
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Episode 29: What is Driving Change for Banking and Finance? (Feat. Jim Collins)
Transcending CRM Podcast
37 minutes 33 seconds
2 years ago
Episode 29: What is Driving Change for Banking and Finance? (Feat. Jim Collins)

Following the 100+ industry expert-attended Silverline & Salesforce Summit at Wrigley Field in Chicago, Senior Director at Salesforce Jim Collins joins us to look back on the most insightful discussions of the conference and to chat about must-know trends impacting all of banking and lending. We talk about building a plan of attack for Dreamforce, midyear vs. standard planning cycles, the CFO's rising interest and role in data and analytics — it’s a World Series’ worth of insight! 


⁠Elliott Spence⁠⁠
 is a Principal Consultant at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage.


⁠⁠JP Owens⁠⁠ is the Managing Director of Banking and Lending at Silverline. JP partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.


Jim Collins is the Senior Director, Financial Services Industry Advisor at Salesforce. He is an executive with over 34 years of business experience, including 27 years in the banking industry. He previously served as Sr. EVP and Chief Administrative Officer of Customers Bank for 12 years. He is a strategic leader who fosters a positive working environment while focusing on building high-performing teams that focus on execution and results.

Transcending CRM Podcast
Transcending CRM is a podcast where we explore how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. Our show is hosted by JP Owens and Elliott Spence.