Three Steps to Prepare Your Data for AI Activation
The final part of our Tableau Next series outlines a crawl/walk/run action plan to build the data infrastructure needed for AI activation.
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Financial Services Mark Jaundoo Joins Silverline as Director, Client Partner
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Mark Jaundoo has joined the Banking and Lending practice as Director, Client Partner. In this new role, Mark will partner with banks and credit unions to help them identify new ways to leverage technology...
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Events Dreamforce Dispatch: Inside the 2021 Keynote Speech
2021’s Dreamforce is all about trust. After an all-virtual event last year, Dreamforce is back in 2021 as a hybrid in-person/digital conference, with all panels streaming on the new Salesforce+ platform. Silverline was one of the select partner companies invited to the live event in San Francisco,...
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Salesforce Platform Pardot vs. Marketing Cloud — What Should You Pick?
“What’s the difference between Marketing Cloud and Pardot?” I hear this all the time from our clients here at Silverline. Truth is, a lot has changed since Salesforce acquired Pardot in 2013 (and since its original launch in 2007!) New features, use cases, and marketing techniques mean both...
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Banking How Westfield Bank Aligns Sales and Marketing with Salesforce
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service, local decision-making, and the convenience of online banking anytime and...
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Banking The Top 5 Banking Skills of the Future
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are at an all-time high. You need to build a better lending experience or...
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Banking How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together and makes internal processes simpler, faster, and more transparent, while...
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Help & Training Your Guide to Salesforce Best Practices: Where to Find Them and What to Do With Them
Learning Salesforce best practices is a breeze with Silverline’s guide! Learn what you need to know to develop your Salesforce strategy effectively!
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Banking Accelerating Complaint Management with Salesforce
No one wants to record complaints. In a perfect world, every customer is completely satisfied and every system works exactly the way it’s supposed to. But that’s not reality. You can’t fully prevent complaints from happening, but you can be prepared to respond to them in a way that stops them from...
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Banking Improving Operational Efficiency in Banks with Financial Services Cloud
In today’s digital world, retail and commercial customers equally demand a frictionless lending experience. They need to be able to apply for loans and interact with lenders at any time from anywhere. Borrowers are increasingly comfortable choosing alternative financing providers that can approve...
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Life at Silverline Silverline and Shift: United by Shared Values
A company’s values are the foundation on which their entire organization is built. These values provide direction and purpose that lead teams to success, and at Silverline, we know that our values help create rewarding experiences for our teams, our clients, and the world we live in. Last month, we...
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Real Estate Why Should You Invest in Commercial Real Estate Technology?
The past year has seen a big upheaval in commercial real estate, and companies are getting very creative with how they think about their portfolios. It’s also a highly acquisitive market, specifically with regard to healthcare transactions for senior living facilities and healthcare treatment...
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Financial Services Tableau CRM: 5 Best Practices for Customized Dashboards
Today’s financial professionals are busier than ever. But you have access to a set of AI-powered tools that help your teams become more efficient and empowered. Centralizing your data can be a game-changer for your business, and Tableau CRM for Financial Services helps your employees identify the...
