Past Webinars & Events

Transforming Your Customer Experience in Financial Services
with Experience Cloud and Salesforce

Give your customers the best experience.
Sometimes seeing is believing, so Salesforce and EMS Consulting have put together incredible examples of how organizations are using customer-facing and internal communities to put the power in the users’ hands. Let us show you how to think outside of the box and get creative in building a unique experience for your customers.

In this event, you will:

See how others have created unique portals and gateways
Understand the value and return that comes with providing your customer the right experience
Hear from both Salesforce and EMS consulting and see demos from live environments
Leave with more clarity around what’s possible for your organization

Co-Hosted by: EMS Consulting and Salesforce

Tips For Migrating To Financial Services Cloud From Sales and Service Cloud

Considering an FSC adoption or migration?
Join us for a special conversation with Jacob Schutt, CTO of Parallel Advisors to gain valuable insight around key platform migration decisions and how to keep your organization aligned throughout.

Speakers: Jacob Schutt, CTO, Parallel Advisors and Jon Pierre Millan, West Coast VP & Facilitator, EMS Consulting

Sharpen Your Insurance Sales Strategy with Brian Smith (Presented by EMS Consulting)

Identify how a CRM like Salesforce solves the sales process problem and learn how to diagnose the health of your sales methodology. Additionally, explore how to develop your niche of expertise and utilize the right technology to get the production you want.

Speakers: Brian Smith, The GOVCON Insurance Guy at Insurance Office of America and Taylor Richardson, Facilitator at EMS Consulting

Mortgage Industry Innovation Roundtable

Join this powerhouse of industry leaders from Salesforce, Ellie Mae, and EMS as they discuss insights and forecasts that are unique to their positions and perspectives in the Mortgage industry. They will discuss evolving technologies, platforms, and solutions. Tune in and hear about how to scale your mortgage operations through smart automation and strategically prepare for the unknown

Speakers: Geoff Green, Global Head, Mortgage & Lending at Salesforce | Stephanie Durflinger, VP of Product Management at Ellie Mae | Linda Reid, Chief Innovation Officer at EMS Consulting

Executive Mortgage Roundtable Discussion

You can now view our Mortgage round table where we had an open discussion featuring guest speaker Sarah Weber, Sales Innovation and Marketing Manager of Renasant Bank. While exploring how the Mortgage industry has evolved in 2020, we uncovered how Sarah and the Renasant team are leveraging Salesforce Financial Services Cloud along with Pardot to transform their mortgage lending processes and dramatically change their customer experience.

Speakers: Sarah Weber, Sales Innovation and Marketing Manager of Renasant Bank | Taylor Richardson, Senior Marketing Cloud Consultant at EMS Consulting

Banking In The New Normal

Hear Synovus Bank, EMS, and Salesforce discuss banking in the new normal, and how the banking industry has been able to leverage Salesforce to respond to a rapidly changing world while also maximizing value and deepening existing customer relationships. You’ll hear real stories from industry experts who used to be bogged down with siloed systems and manual processes, and learn how Salesforce has provided the infrastructure to let them become more agile and deepen customer relationships with unified cross-sell and up-sell capabilities.

Speakers: Annie Simms, RVP Financial Services of New York, Salesforce | Katherine Brock, Senior Director of Development Operations, Synovus Bank | Katherine King, Vice President of Delivery, EMS Consulting | Taylor Richardson, Facilitator, EMS Consulting