Suggestions
Tanner Shamrock
Partner - Financial Services Advisory, Salesforce at PwC
Tanner Shamrock is a Partner in the Financial Services Advisory division at PwC, specializing in Salesforce solutions. He has held this position since June 2018 and is based in the Orlando, Florida area. His role focuses on several key areas, including alliance growth, practice development, enterprise sales, and the delivery of strategic programs within the financial services sector. He is also the Banking and Payments Practice Lead and a Certified Technical Architect for Salesforce.com.
Shamrock's responsibilities include leading the development of PwC's "One FS" digital solutions, which encompass various financial services applications such as:
- Financial Flows: A service for contact centers and digital self-servicing.
- One Bank: A unified CRM for commercial banking, consumer banking, and mortgage services.
- One Wealth: Enhanced CRM capabilities for wealth management.
- One Asset Management: CRM solutions tailored for asset management.
- Insurance Distribution Management: Solutions integrating Salesforce with other platforms like Guidewire and Vlocity.
Prior to joining PwC, Shamrock worked at Accenture, where he served as Managing Director and Director of the Salesforce Banking Lead, overseeing global banking practices and engagements. He has extensive experience in retail and commercial banking, credit, wealth, and asset management, and is recognized as one of only 190 Certified Technical Architects in the world.12
Shamrock holds a Bachelor of Science in Information Technology and a Master of Science in Management Information Systems from the University of Central Florida.1
Highlights
As part of our Solvers Roundtable series, PwC led a discussion with industry leaders to discuss how banking and financial services companies can adopt generative AI confidently, ethically, and responsibly. Read the recap for key learnings and insights.
When it comes to realizing the potential for AI to help supercharge core front office areas like sales, service, marketing and commerce, AI is only as good as the data you feed into it. See how you can power the future of customer experience and switch on AI outcomes with PwC.
