Salesforce to Share Major Announcement at BAI Beacon
Be the Bank Your Customers Love with
Salesforce Financial Services Cloud
October 4 | 10:10 a.m. - 10:40 a.m. | Stage 2
As part of the BAI Beacon experience, we’re excited to share that you can be 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. Join a special keynote presentation featuring Salesforce executives and special guests and learn 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 will anchor 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 will feature a slate of thought leadership content, rapid-fire demos, and networking sessions, where you can learn more about Financial Services Cloud and other solutions that can power your bank’s digital transformation.
Find out how to connect with Salesforce at BAI Beacon.
Can't attend in person? Watch the Salesforce keynote announcement live online.
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, Global 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.
Tamara Darvish, Executive Vice President and Chief Operating Officer, PenFed Credit Union
Tamara (Tammy) Darvish is Executive Vice President and Chief Operating Officer at PenFed Credit Union. Her responsibilities include oversight of all operations, branches, marketing and member experience. Tammy has proven herself a change agent who can lead and successfully execute PenFed’s most important strategic objectives. She has an unwavering dedication and laser focus in bringing superior member service to PenFed’s more than 1.6 million members. She was also
recently appointed president of the PenFed Foundation, which is committed to supporting our nation’s defenders, veterans and their families with financial well being.
Prior to joining PenFed, Tammy was the Executive Vice President
of DARCARS Automotive Group, a privately owned group of 30-plus franchises throughout Greater Washington, D.C. Tammy also serves her communities through several corporate and philanthropic initiatives, as philanthropy and community service have always been a high priority for her. She was recognized by Maryland Comptroller Peter Franchot with the 2015 William Donald Schaefer Helping People Award, and in 2014 she was awarded the Philanthropist of the Year Award from the Montgomery County Community Association.