Who Is a FinServ Innovator?

When I started my career, I struggled through internet searches and industry-specific events to find “my tribe” — those people who understand the professional journey and can help navigate the path to success.

I looked all over to find community. Along the way, I was introduced to someone who I identified with and welcomed me into her network. She served as my mentor and was instrumental in giving me confidence to make meaningful connections, actively engage in discussions, and bounce ideas off of experienced professionals and senior leaders to get invaluable feedback.

This is the power of community. It’s about finding your people. And that’s our hope for our new FinServ Innovators community — to be a place for financial services professionals to learn new skills, connect, and grow their careers. 

The FinServ Innovators community is where financial services professionals in banking, lending, wealth and asset management, and insurance can collaborate. It’s a place to connect with those in similar professions and understand the challenges and the thrills of building the future of the industry with Salesforce. 

This is an inclusive Salesforce community for financial services administrators, developers, project managers, and more, built on Salesforce’s founding principles:

• Trust
• Customer Success
• Innovation
• Equality
• Sustainability

Our goal is that the community becomes your trusted space for learning, growing, sharing, and pushing the boundaries of what’s possible in the financial services industry at your respective institution.

As a FinServ Innovator, you can:

• Learn relevant skills: Stay current with the latest financial services knowledge by exploring Trailhead and expert-led how-to content.
• Go deeper: Learn how to start, deploy, and innovate with our products and services in real-world professional scenarios.
• Influence innovation: Share your thoughts, ideas, and recommendations. Be the first to influence our product roadmap, messaging and go-to-market strategy
• Connect with your peers: Exchange insights and ideas. Build your network. Learn practical tips from fellow industry professionals at every stage of your product deployment and career journey.
• Grow your career: Earn resume-worthy credentials and showcase your expertise with Salesforce Financial Services trails that uplevel your skill set.

Who is a FinServ Innovator?

A FinServ Innovator is just about everyone from financial services institutions. From developers, administrators, architects, and executives within banking, lending, insurance, and wealth and asset management — no matter the size of your institution — all are welcome to join this movement. 

At the start of my career, I often felt like I was on an island. I needed both inspiration and support from others who understood the industry’s unique challenges and opportunities.

That’s what excites me most about this community — that it can be a place to collaborate, learn, and dream, no matter where you are in your financial services career. 

Join the FinServ Innovators movement

Getting started is easy — all you have to do is join the FinServ Innovators private group on LinkedIn. 

After you read our policies on conduct and data privacy, your membership gives you access to all the benefits of the community. Get involved with your peers by discussing industry best practices, help each other with career guidance, and learn more about the latest financial services innovations.

By becoming a FinServ Innovator, you’ll be at the cutting edge of the financial services industry. You’ll also have access to a network of incredible professionals. Sign up now and take your financial services career to the next level.