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Financial Services 3 Ways Banks Can Deliver a Frictionless Customer Journey
Recently we revealed six trends to watch in banking, the first being: removing friction from the customer journey. It begins with focusing on everyday experiences. Customer experience is often the number one differentiator when...
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Financial Services 6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics
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...
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Financial Services What You Need to Know Before Implementing FSC in an nCino Org
What makes Salesforce’s Financial Services Cloud (FSC) and nCino so powerful when combined? Together, the two make it possible to use nCino’s Bank Operating System’s robust features (e.g., Digital Account Opening, Treasury...
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Financial Services 4 Problems Plaguing Commercial Lenders and How to Solve Them
At their core, commercial lenders are relationship managers. Their focus is to successfully attract and acquire qualified customers, create relationship transparency with new and existing customers, and manage their...
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Financial Services Stop Chasing the Customer: Building Relationships with a Unified Digital Platform
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...
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Financial Services Dreamforce Showcases Financial Services Cloud for Retail Banking
It seems like just yesterday when I was getting home from last year’s Dreamforce where we were introduced to Financial Services Cloud for Wealth Management. Many exciting things have happened since then, the largest being...
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Financial Services Using Your CRM to Maximize Your Relationships
Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships. Check out the...
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Financial Services Top 5 Dreamforce Takeaways for Banks
Last week was a whirlwind of information for everyone who attended Dreamforce in San Francisco. There was an abundance of sessions and keynotes related to the industry where we’re seeing advancements in technology and business...
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Financial Services Banking on Your Best Dreamforce Experience…Here is the 411…
Dreamforce is next week, and it’s a great experience for bankers! As banking is rapidly changing “lightning” fast within the Financial Services industry, it is a great year to attend to keep up with innovation and stay on top...
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Financial Services The Goldilocks Approach to Buying Bank Technology
Pam Hannett, Banking Practice Director for Silverline, recently appeared on the popular podcast The Purposeful Banker hosted by Dallas Wells of PrecisionLender, alongside Bryan Lee, Director of Financial Services for...
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Financial Services Don’t Keep CRM Adoption Best Practices in the Vault, Cash in with these Adoption Strategies
Most would think that adoption of a CRM platform would be considered a technology transformation when, in fact, it is a significant cultural transformation. Institutions like yours yearn for change to create more efficient...
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Financial Services Banking on Agile Transformation
Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have...
