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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!

Episode 29 Highlights

Four major trends driving change in banking: economic uncertainty, organizational optimization, customer and member expectations, and monetary infrastructure investments

Starting with strategy and vision, not technology: how to better enable managers and teams to execute

Talking treasury: eliminating single-point solutions in favor of a holistic platform

Hosts and Guests

  • JP Owens

    Managing Director, Banking and Lending, Silverline

    JP Owens 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.

  • Elliott Spence

    Principal Consultant, Silverline

    Elliott Spence has 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. 

  • Jim Collins

    Senior Director, Financial Services Industry Advisor, Salesforce

    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.

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