Join us for an enlightening podcast episode featuring Michelle Feinstein, Vice President of Global Wealth Management Solutions & Strategy at Salesforce. Hosted by Betsy Peters, this episode explores the delicate balance between technology and strategy, the significance of gaining trust as a brand, and the power of educating customers on using tools effectively.
Guest Bio: Michelle Feinstein brings over 25 years of experience to the table, offering a unique perspective on the journey from Wealth Management 1.0 to 3.0. In her role as Vice President of Global Wealth Management Solutions & Strategy at Salesforce, she collaborates with product, partnerships, and sales teams to shape the vision and product roadmap for this segment.
Ready to Build Trust and Innovate? Listen now!
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