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Encouraging Transformation Buy-In (Feat. Mark Jaundoo)

Chief Digital Officer at Amerant Bank and salsa dancer-extraordinaire Mark Jaundoo chats with friends and old Silverline colleagues JP and Elliott about adoption, internal and external buy-in, and lessons he’s learned building out tools and processes throughout his banking career.

As a strategy intern 10 years ago, Jaundoo went from manually entering reams of data in Excel to using Sales Cloud to architect a simplified version of Financial Services Cloud well before it was introduced by Salesforce — a system quickly adopted by the entire organization. In this episode, Mark discusses how FSC’s external asset functionality drives growth and passes along recommendations for his favorite sources to stay up-to-date with CRM insights. 

Episode 6 Highlights

The importance of soliciting early feedback and the perils of getting sidetracked by features

Why providing a report within a small piece of the data set is an important step to take before building out the architecture of a new system

Why it’s critical to center transformation on experience. How can you improve it, even by 5 percent?

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

    Solution Architect, Silverline

    Elliott Spence is a Solution Architect 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. 

  • Mark Jaundoo

    Chief Digital Officer, Amerant Bank

    Mark Jaundoo leads Amerant Bank’s digital strategies and operations. In this role, he and his team are responsible for cultivating an innovative banking environment that drives increased customer and employee satisfaction levels through digital adoption and strategic utilization of data for decision-making insights across the organization. Mark previously worked in financial services consulting at Silverline.

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