Notary Process for Financial Centers

Led the strategy for transforming the workflow of associates from 5 lines of business into a single approach within Salesforce. The goal was to optimize the experience for both the associate and the customer when they were interacting, either virtual or in person within the financial center.


  • Conversion from classic to Lightning Sales Console to support texting and streamline associate workflow.
  • Integrate real-time customer insights into client profiles when customer accounts are accessed to drive valuable interactions and next steps.
  • Created process for associate to follow-up on items within Customers Digital Shopping cart to increase product sales and revenue.



  • Bank of America

  • 11/2018

Transformed a legacy, heavily coded application, to a configurable and scalable process in Salesforce.