Salesforce Shares Major Announcement at BAI Beacon


Be the Bank Your Customers Love with Salesforce Financial Services Cloud

As part of the BAI Beacon experience, attendees were among the first to hear a major announcement from Salesforce about the evolution of Financial Services Cloud, the World’s #1 CRM reimagined for Financial Services. A special keynote presentation featuring Salesforce executives and special guests introduced to attendees how Financial Services Cloud can unite your bank and drive loyalty by putting the customer at the center of every interaction.

Salesforce and ecosystem partners nCino and Accenture anchored the Innovation Zone as part of BAI Beacon’s open-campus layout, the ideal environment to develop forward-looking perspectives that power smart decisions and help deliver value faster. BAI Beacon featured a slate of thought leadership content, rapid-fire demos, and networking sessions, where attendees learned more about Financial Services Cloud and other solutions that can power any bank’s digital transformation.

Watch the Salesforce keynote announcement online.

Rohit Mahna
Rohit Mahna
Senior Vice President and General Manager, Financial Services, Salesforce

Rohit Mahna is senior vice president and general manager of financial services at Salesforce, leading the company’s global strategy in the wealth management, banking, insurance and capital markets sectors. Responsible for the product, marketing, partners, industry expertise and overall go to market strategy, Mahna and his team oversee industry products and customer engagements for the Financial Services industry. He has been at Salesforce for over five years and was instrumental in the vision and development of Salesforce’s Financial Services Cloud, the company’s first industry-specific product.

Mahna has over 15 years of experience in the Financial Services space, previously leading global development of IBM’s Financial Services industry solutions for business analytics and overseeing the industry marketing team.

Mahna got his start in Financial Services at TD Waterhouse and has a B.S. in Business and Economics from Lehigh University.

Anthony Morris SalesforceAnthony MorrisGlobal Head of Retail Banking, Salesforce

Anthony Morris is the Global Head of Retail Banking at Salesforce. Anthony has 20 years of experience driving banking strategy and innovation across the industry covering CRM, Distribution, Operations, Analytics, Core Banking & Risk.

With over 150 engagements with banks of different sizes, he brings a unique perspective on the latest transformations impacting the banking sector. Anthony has a deep understanding of how banks can benefit from a CRM solution, from improving their customer interactions to maintaining transparency and accountability throughout all levels of the business.

Anthony brings a passionate energy to this sector and enjoys working directly with customers creating their transformation visions.