Front Page
Tadd Tobkin, Chief Technology Officer at First United Bank, appointed to Salesforce Financial Services Cloud Strategic Advisory Board
By First United Bank
Mar 29, 2025
Print this page
Email this article

Plano, Texas -- First United Bank is proud to announce that Tadd Tobkin, Chief Technology Officer, has been appointed to the Salesforce Financial Services Cloud Product Strategic Advisory Board — a small, exclusive group composed of financial industry leaders from across the country.

This appointment underscores First United’s continued commitment to innovation, digital transformation, and strategic partnerships within the financial services sector. As an advisory board member, Tobkin will help shape the future roadmap and investment priorities for Salesforce’s Financial Services Cloud platform.

Tadd Tobkin

“Being asked to join this select group is both an honor and a reflection of the progress we’ve made in elevating First United’s presence within our technology partner ecosystem,” said Greg Massey, CEO of First United Bank. “It aligns directly with our broader strategy to strengthen relationships with key partners like Salesforce, Jack Henry, and nCino, and other technology platforms, while delivering cutting-edge technology solutions to better serve our customers.”

The Advisory Board’s charter is to provide guidance to Salesforce’s Financial Services Cloud product team on future innovations and strategic priorities. Members will collaborate with Salesforce leaders and industry peers to address evolving market needs and help ensure product development stays aligned with institutional priorities.

Tobkin’s appointment adds to First United’s growing list of strategic technology partnerships and reinforces the bank’s role as a leader in leveraging digital tools to enhance customer experience, operational efficiency, and long-term growth.

About First United Bank

Established in 1900, First United is a leading financial organization with over 95 bank, mortgage, and insurance locations across Oklahoma and Texas. As one of the largest privately held community banking organizations in the United States, First United maintains assets exceeding $16 billion. The bank provides comprehensive financial services, including banking, mortgage, insurance, and investment products and services, all guided by its purpose to inspire and empower others to Spend Life Wisely®. Member FDIC.