Ana Crasi joined Futureform as a Consultant 10 months ago with 9+ years of financial services experience before pivoting into the Salesforce ecosystem. An Agentblazer Legend, and 10 times certified, Ana has a passion for learning that’s made her one of the most vocal AI champions in the team . We sat down with her to talk about how she’s integrating AI into her daily work, her approach to certifications, and why curiosity might be the most important skill of all.
You’ve been in the Salesforce ecosystem for the past 5 years. When did AI first become a serious part of how you work?
Like most people, I started when ChatGPT launched at the end of 2022. It became a rapid daily routine very quickly. We were all playing with it, asking all kinds of questions. In terms of the learning curve, it came quite naturally. I started listening to AI podcasts, following a couple of blogs, and somewhere along the way I just realised that AI is here to stay and I need to incorporate it into everything I’m doing.
You’ve been very active on certifications: AI Associate, Agentforce Agentblazer, Data Cloud. How has that knowledge helped you in client work, particularly in wealth management?
Your confidence and knowledge come from actually doing things. You need to try them, break them, and do them again, that’s how you figure out how it works. Certifications are a great milestone, but they’re not the whole picture. What really matters is staying curious and being brave enough to try things in this big unknown and see where it gets you.
That being said, in the wealth management space, people are quite sharp. They can quickly tell if you’re speaking from real experience or just talking. Having that certified knowledge makes me more confident, and it makes me feel less like an impostor.
“We’re quite lucky having leaders who are so open to AI and give us the space to explore and learn at work.”
How has your approach to studying for certifications changed since AI tools became available?
The old-fashioned way was to do the Trailheads, maybe take some notes. I really like taking notes, it helps my brain focus. But now I’ll just feed the exam guide or workbook into Claude and say: make me a study plan, I want to take this certification in x weeks. Help me build flashcards, quiz me on this section. Then I look at where I’m not scoring well and go back to those areas. The feedback loop is just so much tighter. And the way we learn is changing — probably not so much for us as working adults, but definitely for our kids. I really believe the whole curriculum model will shift. It’ll be more interest-led, going deeply into topics that matter to you.
What’s your favourite AI tool right now, and why?
It’s definitely Claude. You can do everything: queries, reports, permission sets, flows, agents. It’s become the kind of tool where you stop asking “can it do this?” and start asking “what can’t it do?”
Is AI showing up in your home life too?
All the time. We use it for cooking, meal planning, budgeting, travel research. Most of our holidays are planned by AI now. And my son surprised me recently. He used an app to create a background track, then used AI to write lyrics on top of it, and just played me the song. I asked him how he did it and he walked me through the whole thing. I wouldn’t have thought AI could do that. It was really, really good.
How has Futureform supported your AI journey?
We’re quite lucky having leaders who are so open to AI and giving us the space to explore and learn at work. I know there are lots of companies that aren’t letting their employees near these tools, so I don’t take that for granted. And I’d say to anyone thinking about sharing what they’re learning: do it. Even if it feels too simple or too obvious, it might raise curiosity in someone else the same way others have raised it in me.
Ana Crasi is a Consultant at futureform., specialising in Salesforce implementations within the wealth management sector.
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