Stephanie Kirby
@sbkirby_kirby
SVP, #Wealth & Asset Management @salesforce | Passion for #DEI & Financial Literacy | Mom | Sales Leader ➡️ Business Leader | Customer Advocate
ID: 2871449280
https://www.linkedin.com/in/stephaniekirby1/ 22-10-2014 17:54:16
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Still can't believe how amazing @Salesforce's Dreamforce was! 🤯 So many great sessions and opportunities to connect w/ other #FinServ executives. Enjoy this video where I dive into one of the many great discussions had! ⬇️ #DF22
Check out Cory Haynes and Eran Agrios on the Dreamforce #FinServ keynote stage in this great episode on @Salesforce+ ➡️ sforce.co/3F0O24 Excellent points! Real-time connected experiences are key. 🔑
Looking forward to Lizanne Kiel's upcoming @Salesforce #WomenInLeadership webinar, next Thursday, November 17 at 1 pm CT. Empowering women in #tech to lead is crucial! Register for ‘Celebrating Women Who Redefine their Careers through Perseverance’: sforce.co/3FkwWPd
We're always looking for new ways to connect you w/ your customers. As Eran Agrios & I highlighted in this year's Dreamforce #FinServ keynote, #SalesforceGenie is a real-time platform that can 🐰🪄 produce some #CX magic. ✨ Watch on Salesforce+ 👉🏾️ sforce.co/3fqTQcU
Get excited! All the Dreamforce ✨ MAGIC ✨ is coming to World Tour New York! Join our sessions and learn how @Salesforce's latest real-time data platform, Genie, can create custom experiences between #FinServ agents and customers. Register now:sforce.co/3UDDlJu
Happy to see 2️⃣ new programs geared towards our The Salesforce Military community Trailblazers! Both of these programs focus on providing digital training to our #military communities with an emphasis in green tech. Learn more here ➡️ sforce.co/3gjxrig #MilitaryTrailblazers
Amazing #DigitalTransformation in the real estate business! 🤯 Rocket Companies is the first mortgage lender to simplify home-buying closing through mobile devices. Watch how on the latest episode of #TheShift on @Salesforce+ ➡️ sforce.co/3DGbKR2
Knowing how to utilize client #data is key in wealth & asset management. 🔑 Why? Because part of providing informed financial recommendations includes personalized #CX. Check out 3️⃣ tips to becoming a better #FinancialAdvisor in the Salesforce #360Blog: bit.ly/3UAIJgk
Women in #tech leadership roles are on the rise. It's important for us to support and empower each other through career growth! 📈 Michelle Feinstein shares more on this in @Salesforce's latest #360Blog ⬇️ bit.ly/3iABY0J
Q: What is the 🔑 to financial preparedness? A: #FinancialLiteracy 📚 ATTN #FinancialAdvisors 🚨 it's important to ensure your clients are well-informed— #tech solutions like Salesforce can help make this simple. Informative read in Employee Benefit News: bit.ly/3Iy8AmC
Customer experience has taken on a new level of importance for #FINS brands over the past few years. #CX is a primary competitive differentiator in #WealthManagement. Great stats in CMSWire.com on this ➡️ bit.ly/3vRlRz9
Women in #FinTech positions have been on the rise! 📈 While women now account for 30% of the industry, we all know it's still hard to "break the glass ceiling". Great tips on career advancement in Entrepreneur: bit.ly/3V02RIA