The 2024 credit union landscape is marked by both challenges and opportunities, as highlighted by our Chief Operating Officer, Mike Rouleau, during our recent "Cognitive Credit Union" roundtable.
Mike was joined by Jim Collins, Managing Director and Financial Services Industry Advisor at Salesforce, to host a panel of credit union leaders: Joe Thomas, Former Executive Vice President and Chief Information Officer at PenFed Credit Union; Ira Williams, Chief Retail Officer at BayPort Credit Union; and Mirella Reznic, Chief Strategy Officer at Valley Strong Credit Union. Also joining the panel was Tom Gersic, SVP of AI and Digital Business at Altimetrik.
The panel, each at different stages in their Salesforce journey, offered diverse perspectives on leveraging Salesforce for growth. They discussed how credit unions can thrive in 2024 and beyond by embracing the ‘cognitive credit union’—fully adopting digital transformation, data, and AI, while unlocking data's potential and managing its risks.
If you're looking to future-proof your credit union, these insights will help guide your next steps.
Missed the Dreamforce 2024 announcements? We’ve got you covered in our latest blog: Dreamforce 2024 Announcements: Financial Services Edition.