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WFH Series: The Future of Integration and Data in Financial Services

In the last five years, Salesforce has picked up more than $6.8B in marketing automation solutions (ExactTarget, Krux, Demandware, Datorama), acquired the best-in-class API platform MuleSoft ($6.5B in 2017), and gone all-in on AI-powered Business Intelligence via their organic investment in the Einstein product line and the purchase of Tableau ($15.3B in 2018). They are sending a clear message to the market about the value of data and the importance of analytics. But how have Financial Services firms pivoted to leverage all these new investments?

Hear Jill Harrison, VP of Silverline Ventures, and resident Silverline Certified Technical Architect Greg Grinberg as they reflect on how integration strategy has evolved over the past decade across our Financial Services portfolio. They discuss the emerging role of data, best practices for securing and protecting it, and share insights about how our clients have begun to leverage new Salesforce toolsets to mine for insights.




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