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Investment Banking 5 Trends Shaping the Future of Investment Banking Today
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value while deal count was down 15.5%. Contrast that with the...
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Financial Services Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event. Between the thousands of sessions, multiple parties, and many client...
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Financial Services Don’t Miss These Dreamforce 2022 Financial Services Sessions
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time...
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Financial Services 3 Key Skills Your Team Needs to Navigate the Future of Data
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial...
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Financial Services Why Data Storytelling is Shaping the Future of Financial Services
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better, sell faster, and nurture business relationships. Our tools have...
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Investment Banking 3 Challenges Impacting Investment Bank Relationships
The most successful investment banks have one thing in common: they recognize the power of relationship capital and use it to drive business. Understanding the extent of your organization’s connectivity to other people, firms, and information in the marketplace is essential to long-term growth. ...
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Investment Banking Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where are the major opportunities to holding events online and launching digital...
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Banking Transforming the Lending Experience with Salesforce
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible...
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Financial Services Silverline Named Official Launch Partner by Salesforce for Corporate and Investment Banking Launch
Salesforce Expands Its Financial Services Offerings with New Products for Corporate and Investment Banking Salesforce (NYSE: CRM), the global leader in CRM, today announced Corporate and Investment Banking for Financial Services Cloud, new technology to help bankers and deal teams deepen their...
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Wealth Your Wealth Onboarding Process Could Be Better. Here’s How.
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are...
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Capital Markets Silverline Innovation Summit Recap
Last Thursday, we hosted our first Silverline Innovation Summit for our Capital Markets and FinTech community. My sincerest gratitude to all who participated and attended; your insights are invaluable! My hope is to continue growing this community so we can all help each other rise the tides of...
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Financial Services Event Recap: Salesforce Industries Summit for Financial Services
On October 15, 2020, Salesforce hosted its Salesforce Industries Summit for Financial Services. After the day-long event, our FS leadership got together on a LinkedIn Live session to chat through what they learned. Read on to hear hot takes from the following Silverline experts: Geoff Merrick, SVP...
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