The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Author: Fred Cadena

Insights From Dreamforce 2019: Key Takeaways for Financial Services

Dreamforce

Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week! Among the sessions, keynotes, happy hours, and other excitement of the action-packed week, there was an avalanche of information on new Salesforce features and products. Dreamforce can be overwhelming,…
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The Top 5 Insurance Trends You Should Know in 2019

Financial Services

In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance. Trend #1: Value and efficiency throughout the customer journey We’ve all had to deal with a long process to get a new insurance quote. Or felt the agonizing experience of explaining a claim to one service agent only to…
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6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics

Banking

From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends.  1. Removing friction from the customer journey Banks need to shift the goals of digital transformation from cost reduction and operational efficiencies to enhancing the customer experience. In order to do this, banks must: Provide a highly personalized experience (i.e., a “Segment of one”) Enable customers to…
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Stop Chasing the Customer: Building Relationships with a Unified Digital Platform

Banking

I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be investing in the right technology and processes in order to scale. Join Silverline for a webinar on June 6 at 1 p.m. EST which will feature Paducah Bank, who will be…
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