In this episode, hosts Paige Johnson and Sanjeev Kumar talk with Michelle Feinstein, GM/Vice President, Wealth & Asset Management Industry Solutions and Strategy at Salesforce.
Michelle is leading solutions and strategy for wealth and asset management at Salesforce. Her 25 years of experience in product strategy, client consulting, business development and wealth management helped position her as an influential and applauded leader not just in Salesforce, but the industry as a whole.
In 2019, she was recognized as one of 16 Top Women in WealthTech, and the Consultant of the Year by Think Advisor and Waters Magazine, respectively.
Michelle talks with Paige and Sanjeev about why CRM is considered a foundational technology for firms, the benefits of perfect CRM ecosystems, and how to achieve a healthy tech culture in your firm.
(07:05) “CRM represents the heartbeat of the technology stack. This is not just a tool where you're going to load your leads and contacts, and only use it to capture information in that way. So many firms are looking at it as a solution to enable their digital transformation efforts. So I look at it as a foundational technology that really helps speed the business process.” ~ Michelle Feinstein
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