Financial Services Salesforce Modernization Roundtable

Tuesday, October 14, 2025

8:30 a.m.

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TEKsystems


Financial Services Salesforce Modernization Roundtable
October 
15
 | 
11:30am
-
1:00pm
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Modernizing the Customer Experience and Journey in Retail Banking

Join TEKsystems Global Services and industry peers to explore how Salesforce allows for a unified customer view that empowers agents and builds trust, proactive and personalized engagement with Service Cloud and is a scalable platform that enables continuous innovation in retail banking.


Hear from FNBO on how their partnership with TEKsystems improved their agent and customer experience.  The bank’s legacy systems were inefficient and created challenges with scalability and call handling time.  TEKsystems is helping FNBO sunset their legacy systems, establish new processes and reduce operational overhead.

Event Speakers

Jessica Casper

FNBO

Director Product Owner of Call Center Servicing

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Luke Matthew

FNBO

Director of Contact Center Technology

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Paula Wilson

TEKsystems

Strategic Account Manager

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Madhan Baskaran

TEKsystems

Senior Salesforce Solutions Architect

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TEKsystems
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