As the Senior Manager of CRM Solutions at P&N Bank, Syed ☁ plays a pivotal role in transforming the bank's customer relationship management landscape through innovative Salesforce solutions. With over 15 years of extensive experience in CRM across diverse industries, Syed possesses a profound understanding...
As the Senior Manager of CRM Solutions at P&N Bank, Syed ☁ plays a pivotal role in transforming the bank's customer relationship management landscape through innovative Salesforce solutions. With over 15 years of extensive experience in CRM across diverse industries, Syed possesses a profound understanding of both business and customer needs, enabling him to drive initiatives that significantly enhance customer engagement and retention.
Currently, Syed is spearheading the greenfield implementation of the Financial Services Cloud, focusing on leveraging its out-of-the-box features and no-code capabilities to streamline operations and improve user experience. This initiative not only involves the meticulous decommissioning of the legacy CRM system, Sugar, but also emphasizes the importance of data integrity and seamless transition for users.
In addition to the Financial Services Cloud, Syed is leading the implementation of the Marketing Cloud platform, which encompasses Email Studio, Advertising Studio, Mobile Studio, and Interaction Studio. This strategic move aims to replace outdated applications such as Mailchimp, Pinpoint, and SMS media, thereby creating a unified and efficient marketing ecosystem. By harnessing the power of these advanced tools, Syed is committed to optimizing customer interactions and driving targeted marketing campaigns that resonate with P&N Bank’s clientele.
Syed’s expertise in portfolio management, finance, and customer service, combined with his strategic vision and team management skills, positions him as a key driver of innovation within the bank. His dedication to training and empowering his team ensures that they are equipped to meet the evolving demands of the financial services industry, ultimately fostering a culture of excellence and customer-centricity at P&N Bank.
