Great teams are built by great leaders, and we’re beyond excited to welcome Jon Pierre “JP” Millan to Perficient as our Key Enterprise Account Executive within our Salesforce Financial Services practice!
JP isn’t just a dynamic sales and business development leader, he’s a competitor, a mentor, and someone who thrives under pressure in and out of the office. With over 15 years of experience, he’s helped financial institutions drive growth, strengthen customer relationships, and navigate complex digital transformations.
With experience at industry leaders such as MasterCard and Salesforce, he brings deep expertise in go-to-market strategies, consultative sales, and managing high-value enterprise relationships in the financial sector. Most recently, at a boutique systems integrator, JP played a key role in driving digital transformation initiatives on the Salesforce Platform for enterprise banks across the U.S., collaborating closely with Salesforce account teams.
He brings the same discipline, endurance, and commitment to his personal goals. This year, he ran the Chicago Marathon in support of Autism Speaks, demonstrating the same resilience and passion that define his professional career. Just like in financial services, success in a marathon isn’t all about speed, it’s about strategy, perseverance, and delivering results.
JP joins us at a crucial time as financial institutions face shifting customer expectations, evolving regulations, and increasing digital disruption. His leadership, combined with Perficient’s deep Salesforce expertise, will help banks, credit unions, and wealth management firms elevate customer experiences, improve operational efficiency, and unlock new growth opportunities.
Bridging Leadership and Innovation in Financial Services
The financial services industry is changing fast. Customers expect personalized experiences, seamless digital interactions, and proactive financial guidance but banks, credit unions, and wealth management firms are still struggling with outdated marketing strategies, disconnected data, and siloed teams.
That’s where Perficient’s Salesforce solutions come in. We’re helping financial institutions cut through the complexity with AI-driven automation, smarter customer engagement tools, and data-powered insights—all while ensuring compliance every step of the way.
And now, with JP Millan joining our leadership team, we’re doubling down on our commitment to delivering scalable, high-impact solutions that make a real difference. One of our latest game-changers? Self-Service Marketing Campaign Management—helping financial institutions engage customers more effectively, drive loyalty, and stay ahead in a competitive market.
Redefining Financial Services Marketing: Smarter Strategies, Stronger Engagement
Marketing in financial services isn’t easy. Banks, credit unions, and wealth management firms balance personalization with privacy, engagement with compliance, and automation with human touch, all while dealing with limited resources, strict regulations, and disconnected customer data.
That’s exactly why we built our Salesforce Self-Service Marketing Campaign Management Campaign Solution to help financial institutions cut through the complexity and create targeted, data-driven campaigns that deliver results.
With this solution, you can:
✔ Leverage customer data to reach the right audience at the right time
✔ Personalize content based on customer preferences and behaviors
✔ Unify data from multiple systems for a complete customer view
✔ Access pre-approved, compliance-friendly marketing assets
✔ Track performance in real-time with intuitive dashboards
The result? Stronger customer engagement, increased loyalty, and marketing campaigns that drive real business outcomes while staying compliant.
🚀 Want to see how it works? Download our Self-Service Marketing Campaign Management Solution Sheet to learn how you can enhance customer engagement while staying ahead of compliance requirements.
Why Perficient? Trusted Salesforce Experts in Financial Services
For over 15 years, Perficient has been a trusted Salesforce partner, helping Fortune 1000 organizations maximize their Salesforce investments. Our expertise spans CRM, AI, data analytics, and personalized marketing solutions, all tailored to meet the unique needs of financial services institutions.
What Sets Us Apart?
- Expert Salesforce Marketing Cloud Partner
- 1400+ Salesforce certifications
- 580+ successful projects
- 4.8/5.0 CSAT score
JP’s expertise further strengthens our ability to deliver customized, high-impact Salesforce solutions that help financial institutions scale, innovate, and enhance customer experiences.
Want to Connect with JP?
Schedule some time with us and stay tuned to our Salesforce blog for all our more industry insights.
