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Inviting Compliance to the Party Early (Feat. Greg Blausey)

Change management isn’t Field of Dreams, points out Senior Director of Banking Industry Solutions at Salesforce Greg Blausey. Just because you build it doesn’t mean they’ll come—sustained training and engagement is just as important to a platform’s success as building it out. This week, Elliott and JP join fellow Ohioan Greg to discuss why strong listening skills are a requisite up and down the banking sector corporate ladder, the best resources to stay up to date with regulatory and financial services news, and the best advice for project managers taking on a new CRM initiative.   

Episode 9 Highlights

Why listening is an essential skill to develop in banking, from teller work up through the c-suite.

Greg’s experience using the ADKAR change management framework.

Tips and tricks for new product admin or owner: “You don’t have to know everything. Don’t take anything personally: people will call your baby ugly.”

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. 

  • Greg Blausey

    Senior Director, Banking Industry Solutions & Strategy, Salesforce

    Greg Blausey is a 20-year financial services professional who previously worked for Huntington National Bank. He has a passion for helping clients create memorable moments and lasting relationships with their customers. He is an advocate for continuous improvement and positive change focused on the end customers’ satisfaction. Nothing excites him more than playing an integral role in enterprise transformations and customer-focused, cultural revolutions.

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