Transcending CRM Podcast JP Owens

In this episode of the "Transcending CRM" podcast, Elliot Spence and JP Owens from Coastal interview Priscilla Ellis, Director of Financial Services at Coastal, about her journey in the financial services industry and her integration into the Salesforce ecosystem. Priscilla shares her background, starting in insurance and moving into banking and lending, which led her to a pivotal role in a Loan Origination System (LOS) implementation that introduced her to Salesforce. They discuss the importance of effective change management, executive support, and cross-team collaboration in successful project implementations. The conversation highlights various challenges and solutions, including their innovative use of Salesforce and nCino during the COVID-19 pandemic to process PPP loan applications efficiently. The episode underscores the value of regular communication, proactive release management, and leveraging internal tools to maximize the benefits of Salesforce within financial institutions.

In Episode 36 of the "Transcending CRM Podcast," hosts Elliott Spence and JP Owens are joined by Evan Kormos, Salesforce Engineering Manager at Coinbase. Evan discusses his transition from traditional financial institutions to the cutting-edge tech environment at Coinbase. He shares insights on the challenges of integrating Salesforce in large-scale operations and the importance of scalable solutions, efficient data management, and DevOps. The conversation also delves into how Evan's experience in banking has equipped him for his current role, emphasizing the blend of technical expertise and strategic agility needed to succeed in today's tech-driven financial landscape.

In this episode of the "Transcending CRM" podcast, hosts JP Owens and Elliot Spence engage with guest Adam Bell, Chief Marketing Officer at Arbor Realty Trust, to explore his extensive experience with Salesforce in enhancing customer experiences and data management in financial services. Adam shares his journey of implementing Salesforce tools like Pardot and OmniStudio to streamline operations and improve customer engagement.

He discusses the challenges of data management, the importance of empathy in marketing, and the transformative potential of AI and Data Cloud technologies in crafting personalized customer interactions. The conversation also delves into how these technologies have evolved and are being leveraged to drive significant business decisions, emphasizing the need for a strong data strategy to optimize their use in financial services.

Expanding Horizons: Own's Evolution in Salesforce Data Protection and Recovery

In this episode of Transcending CRM, hosts Elliott Spence and JP Owens, alongside guest Matthew Kennedy from Own, discuss the evolution of Own from a backup solution to a comprehensive data protection platform. They delve into new features like Recover, Sandbox Seeding, and security tools. Matthew shares insights from his career journey within the Salesforce ecosystem and Own’s expanded product offerings, highlighting the importance of data security and recovery in Salesforce environments.

There are a lot of words in McKenzie Paulsen’s professional vocabulary, but as the Salesforce Product Owner at GreenState Credit Union, “plan” isn’t one of them. “We are agile development, so things change, and we pivot very quickly.” This week, Paulsen joins Elliott and JP to talk about her duties of product scoping, scheduling, assessing risk and impact, and creating alignment for a $11 billion asset-holding financial institution. 

McKenzie Paulsen is the Salesforce Director at GreenState Credit Union. McKenzie has been with GreenState for over 7 years and is responsible for overseeing the design, strategy, development, implementation, training, and optimization of Salesforce. Her focuses include ensuring that the Salesforce implementations and usage align with GreenState’s vision, meet business needs, and drive growth.

⁠Elliott Spence⁠⁠⁠ is a Principal Consultant at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage.

⁠⁠⁠JP Owens⁠⁠⁠ is the Managing Director of Banking and Lending at Silverline. JP partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.

MDM, data warehouse, data lake, data lakehouse — the terminology around data management evolves almost as fast as the software itself. Paul Seo, SVP of Technology and Data at Republic Finance, joins JP to make sense of it all and talk about how experience with credit infrastructure can provide a unique insight into the shared challenges that risk and analytical teams face, including decision engine modeling, portfolio analysis, and operational reports. 



Paul Seo is SVP of Technology and Data at Republic Finance. Paul has over two decades of experience harnessing the power of data and has made it his mission to empower organizations worldwide. His career has been defined by a relentless pursuit of excellence and a commitment to driving growth and innovation through the strategic use of technology. Throughout his journey, Paul has led the charge in revolutionizing reporting and analytics, reshaping data architecture, and optimizing critical processes across diverse industries and functional domains.



⁠⁠⁠JP Owens⁠⁠⁠⁠ is the Managing Director of Banking and Lending at Silverline. JP partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.