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Jeffery To

Jeffery To

Jeff To is the insurance leader for Salesforce. He has led strategic innovation projects in insurance as part of Salesforce’s Ignite program. Before that, To was a Lean Six Sigma black belt leading process transformation and software projects for IBM and PwC’s financial services vertical. To was awarded IBM’s Innovator Award and was a member of IBM’s Business & Technology Leadership Program.

He holds an MS in engineering from the University of Pennsylvania and is an agile-certified PMP and certified management accountant.

Recent Articles by Jeffery To

Digital Transformation: How the CEO Thinks

This year’s InsureTech Connect blew me away. More than 100 senior leaders attended our Salesforce Exec Summit and shared their firms’ transformation stories. I especially enjoyed hosting a discussion, “A View from the C-Suite,” with Paula Downey (CEO, CSAA) and Naveen Agarwal (Chief Customer Officer, Prudential). I got a lens into what makes other leaders […]

Seriously? Artificial Intelligence?

I don’t know about you, but when I think of artificial intelligence, I think Steven Spielberg and Arnold. That was until I saw a solution offered by Conversica, a Salesforce partner. AI is here, it’s happening now and it’s a lot more pervasive than you think. The rise of “robo advisers” in financial services, Ikea’s […]

How to Captivate Customers (Part 4)

ITL Editor-in-Chief Paul Carroll recently hosted a webinar on “Captivating Customers With All-Channel Experiences,” featuring experts from Capgemini and Salesforce.com and the former chief customer experience officer at AIG. To view or listen to the webinar, click here. For the slides, click here.  To see how important it is to provide a seamless, multi-channel experience […]

How to Captivate Customers (Part 3)

ITL Editor-in-Chief Paul Carroll recently hosted a webinar on “Captivating Customers With All-Channel Experiences,” featuring experts from Capgemini and Salesforce.com and the former chief customer experience officer at AIG. To view or listen to the webinar, click here. For the slides, click here.  In almost all cases, to provide experiences that captivate customers, insurers must […]

How to Captivate Customers (Part 2)

ITL Editor-in-Chief Paul Carroll recently hosted a webinar on “Captivating Customers With All-Channel Experiences,” featuring experts from Capgemini and Salesforce.com and the former chief customer experience officer at AIG. To view or listen to the webinar, click here. For the slides, click here. The insurance industry is getting “Amazoned.” The term dates back to the […]

How to Captivate Customers (Part 1)

ITL Editor-in-Chief Paul Carroll recently hosted a webinar on “Captivating Customers With All-Channel Experiences,” featuring experts from Capgemini and Salesforce.com and the former chief customer experience officer at AIG. To view or listen to the webinar, click here. For the slides, click here.  While insurers have focused on meeting the increasing demands of their customers […]

Connect With Jeffery To

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