Banking on Disruption Podcast Por Fred E. Cadena arte de portada

Banking on Disruption

Banking on Disruption

De: Fred E. Cadena
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Your customer’s expectations are not being set by your incumbent competitors. Instead, the yardstick against which your organization is being measured is being set by the leading global technology and customer experience brands. What exactly should institutions do to respond? • How can institutions develop capabilities in months when they haven’t in years? • How will the financial services industry be disrupted, both now and in the future? • Who are the people identifying these trends, and driving change in their organization? Join us every other week as we dig into the stories of those who are successfully leading digital transformation at their institutions, as well as Salesforce ecosystem players who are supporting banks & other financial institutions to meet the digital expectations of their customers, employees, and investors. Along the way you’ll learn how our guests built (or grew) their careers in the cloud to guide the journey for those aspiring to pursue a career in the Salesforce ecosystem.Copyright 2023 Banking on Disruption, Fred E. Cadena | Force4Flux, LLC, All Rights Reserved Economía Gestión Gestión y Liderazgo
Episodios
  • Unlocking AI Innovation: Insights from Dreamforce and MACON
    Sep 26 2024

    Unlock the secrets of AI innovation and reshape your understanding of the future! Join us as we dissect the groundbreaking advancements shared at Dreamforce in San Francisco and MACON in Cleveland. We cover pivotal insights from industry leaders like Salesforce CEO Mark Benioff and delve into the transformative potential of Agentforce. Explore the excitement and hurdles surrounding custom language models and learn about the game-changing launch of O1 Preview. Eric shares his practical experiences using AI tools at MACON, stressing the growing relevance of personalized AI applications across different domains.

    Experience the vibrant atmosphere of Dreamforce through our reflections. Josh offers a unique take on building connections and navigating the event, highlighting the impact of unforgettable moments like the Pink concert while also candidly discussing the challenges of end-of-week fatigue and the mixed realities of San Francisco. We dissect the core messages around Agentforce and its potential impact on employment within the Salesforce ecosystem, touching on the importance of clean data and the rising interest in Data Cloud among attendees.

    Finally, we dive into the intricacies of Salesforce's reasoning engine, Atlas, comparing it with OpenAI's Strawberry technology. We ponder Salesforce's strategic choices and speculate on how Atlas might reduce AI hallucinations, potentially revolutionizing AI's interaction with data. Reflecting on the overall value of conference interactions, we emphasize the irreplaceable human connections fostered at these events. Expect insights on AI's future, the evolving relationship between humans and machines in professional settings, and the importance of quality outreach strategies tailored to the new AI-driven landscape.

    (13:26) Insights on Dreamforce Experience

    (23:40) Unveiling Salesforce's Reasoning Engine

    (36:49) Dreamforce Experience and San Francisco's Challenges

    (51:24) Unplanned Client Interactions at Dreamforce

    (01:04:13) Learning to Communicate With AI

    (01:08:08) Debating the Future of AI

    (01:19:41) Bankers Discussing Future Conferences

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    1 h y 27 m
  • Exploring the Future of Digital Adoption and In-App Guidance
    Sep 12 2024

    Unlock the future of digital adoption with our latest episode of Banking on Disruption! This week, we sit down with Jeff Mayhugh, a renowned expert in learning and development, to uncover how AI and Digital Adoption Platforms (DAPs) are revolutionizing software training and user efficiency. Discover how WalkMe's AI-driven smart tips enhance data input quality on platforms like Salesforce, helping new employees navigate complex systems seamlessly. Jeff shares invaluable insights on the limitations of traditional training methods and the game-changing potential of targeted AI implementations in modernizing workforce development.

    Then, we tackle the practical challenges of integrating digital guidance tools within desktop applications and explore how WalkMe stands out compared to native solutions like Salesforce Flow. From desktop-level instructions to AI-enhanced data validation, learn how these tools are elevating data governance and process compliance. We also discuss the organizational journey of implementing WalkMe, the critical role of internal champions, and the transformative impact on employee productivity and software adoption.

    Finally, join our lively roundtable as we debate the latest tech announcements, including Apple's iPhone 16 and its implications for data security. We also dive into Google's innovative beta that turns complex papers into podcast conversations, and share our excitement for upcoming conferences like Macon and Dreamforce. Wrapping up, we delve into the ethical and legal dimensions of AI in content creation and copyright law, ensuring you're well-equipped to navigate this evolving landscape. Don’t miss out on these compelling discussions that promise to reshape your approach to digital adoption and employee training!

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    1 h y 18 m
  • Compliant Innovation: How Pioneers are Delivering AI in Banking Today
    Aug 15 2024

    Can AI truly revolutionize the way banks and credit unions operate? Join us as we sit down with Ben Udall, a leader in digital transformation at Lake Ridge Bank, to unpack the incredible potential of generative AI in the banking sector. Ben shares his incredible journey leading the charge in modernizing Lake Ridge Bank’s operations using cutting-edge AI tools. Learn how even smaller institutions can harness the power of AI to drive efficiency and make banking more accessible than ever before.

    We don't just skim the surface—this episode is a masterclass in practical AI applications. Discover how generative AI can streamline card services, enhance training materials, and even compare various AI writing tools. We break down how bankers can leverage these technologies to become more efficient without needing to be AI experts themselves. Ben provides actionable insights and real-world examples that highlight the balance between human oversight and AI capabilities, especially when navigating compliance and regulatory challenges.

    Finally, we tackle the critical issues surrounding AI adoption, from privacy concerns to the fear of job displacement. We also delve into the future of AI in banking, exploring its potential impact on job security and organizational productivity. With thoughtful discussions on maintaining authenticity in AI-driven communications and the evolving relationship between humans and machines, this episode is essential listening for anyone interested in the future of banking technology.

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    1 h y 52 m
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