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Financial Services Tableau CRM: Getting Started with Data Sets
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the...
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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,...
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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...
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Analytics Cloud Tableau CRM vs. Tableau vs. Einstein
The foundation of any great customer experience? Data. Salesforce has always been a best-in-class CRM, with industry-specific solutions like Health Cloud and Financial Services Cloud. But one of their biggest value propositions...
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Banking How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to...
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Financial Services Updates to Financial Services Cloud: What You Need to Know
Exciting news: Salesforce just announced new updates to Financial Services Cloud. Our industry leads spent a great (virtual) day at the Salesforce Industries Summit working with leaders revolutionizing their companies in an...
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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...
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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...
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Insurance Why Connected Car Insurance is the Future
The world of auto insurance is changing fast, with customer expectations shifting rapidly toward auto policies that leverage usage-based pricing models, something traditional insurance IT systems can’t typically support. Even...
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Financial Services Salesforce Outlook Integration: Things to Consider
Odds are that if you use both Microsoft Outlook and Salesforce, some of your task management processes are being duplicated. You may find yourself saying “There’s got to be a better way!” And you’d be right. It’s just a matter...
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Financial Services Sales Cloud vs. Financial Services Cloud: What You Need to Know
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry...
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Insurance How Legal & General America Built a Foundation for Digital Experiences at Scale
Legal & General is one of the world’s leading multinational financial services companies — and has been since 1836. Headquartered in London, the firm is the ninth-largest global insurer, with more than $1.5 trillion in...
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