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Banking Extend nCino Capabilities to FSC and Use AI in Your Favor
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide...
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Banking Deploying nCino? Here’s What You Need to Know
The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the...
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Banking How to Prepare Your Bank to Cross $10 Billion in Assets
As your bank grows, you need a team and technology that grows with you. Crossing the $10 billion threshold is a huge transition for a company — requiring investments in technology, skilled people, and new processes to...
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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...
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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,...
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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...
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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...
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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,...
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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...
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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...
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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,...
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Financial Services Tableau CRM: What Is It Good For?
Financial services firms today have access to mountains of data, from loan origination information to balances and market information — and it all can live in Salesforce. But access is only the first step to making use of that...
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