I met with Rohit Mahna, VP Financial Services Go To Market at Salesforce.com, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference.
During his keynote at the conference, Mahna offered a preview of Salesforce Financial Services Cloud, scheduled to be released for advisors in Q1 2016.
Mahna said that this completely rebuilt solution is intended to be a unified platform for all of an advisor’s data, though details of the various sources of data was not revealed.
Mahna also introduced AIG CIO Jim Clabby who provided examples of real-world applications of Salesforce.com in their producer environment of more than 6,000 representatives.
