Jim Marous speaks with Salesforce Solutions Engineer Tom Chang about how a scheduler tool is a key component of the digital banking transformation to improve efficiency and productivity.


Banking Transformed with Jim Marous: Modernizing Complex Banking Customer Engagements

Appointment Setting for Financial Advisors Made Easy

Salesforce Scheduler: Manage virtual or in-person appointments from anywhere

Jim Marous and Salesforce Solutions Engineer Tom Chang discuss how, in the digital banking transformation, a scheduler tool helps improve efficiency and productivity by helping the right people be engaged at the right part of the customer journey.


SEASON 1 | EPISODE 1 | 26:53 MIN | 12.07.2021

Banking Transformed with Jim Marous: Modernizing Complex Banking Customer Engagements