Lisa Mateo
๐ค SpeakerAppearances Over Time
Podcast Appearances
So I think you have to wait for the hedge funds and the algos to settle in, and then we'll see if investors come back to the name, long-term investors.
It's interesting, Nancy, you call out ServiceNow.
We know that you've called out before.
And indeed, Jensen Huang has been on calling out ServiceNow himself as a winner.
Nancy, go back to your own, well, experience with using the Salesforce product.
Why didn't you like it?
Why did you cut it?
What was it that we're not getting offered that keeps it sticky?
So this is interesting, Carolyn.
I think this is the story of this market.
So we were going to use it internally for the obvious reason.
And it took almost a year.
They assign you to someone who helps you get set up and customize the product.
Before we were even up and live, we had a price increase.
It was very clunky.
It was not a smooth process, a lot of hard sell, not a lot of delivery and service.
We are shifting our investment management software away from Advent to Ridgeline.
Ridgeline was founded, built from scratch, new technology, founded by David Duffield.
He made the pivot.
I mean, he still obviously owns tons of shares in Workday, but that firm is a joy and a privilege to work with.