Podcast

👥 Why You Should Listen

Whether you’re driving transformation inside a financial institution or building the next generation of fintech tools, this podcast is for you.

You’ll gain insights tailored to your role in the evolving financial tech stack. Tune in if you are:

  • A digital transformation leader at a bank, asset manager, or wealth management firm
  • A Salesforce architect, admin, or product owner in the financial services ecosystem
  • A fintech founder, CTO, or product leader scaling SaaS platforms
  • A VC or private equity investor exploring AI, Salesforce-native apps, or financial SaaS
  • A Salesforce AppExchange partner looking to grow or reach financial institutions
  • A business evaluating Salesforce for the first time
  • Just curious about fintech

🎧 What You’ll Learn

Each episode offers practical and strategic insights for professionals navigating finance, Salesforce, and emerging tech.

Stay tuned for our upcoming episodes which will provide you an unique perspective on various topics such as:

  • Real-world use cases of Salesforce in financial services (from front-office CRM to back-office automation)
  • The impact of AI and machine learning in fintech and compliance
  • Interviews with AppExchange product leaders and Salesforce ISVs
  • Go-to-market strategies for Salesforce ecosystem SaaS companies
  • What investors want in AI-powered fintech and B2B SaaS startups
  • Scaling, integration, security, and data strategies for regulated industries

💡 Why This Podcast Matters

The financial services sector is undergoing rapid transformation and it’s crucial to stay ahead with Salesforce at the heart of
digital ecosystems and AI redefining operations, product development, and client engagement.

📅 Coming Summer 2025

The first season drops this summer on all major platforms: Spotify, Apple Podcast, YouTube, and more. Don’t miss it!

EPISODES

Lavinia PicuPodcast