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Capital Markets Exploring the State of Security and Compliance in 2021
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data...
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Wealth Mobile Wealth Management: How to Keep Advisors Productive On the Go
Long before COVID made working from home normal for the rest of us, working away from the office — in places like coffee shops & client homes — was business as usual for financial advisors. Enabling your financial advisors...
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Banking Bank Core Conversions, Digital Transformations: How to Implement Both at Once
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to...
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Salesforce Platform Customer 360 Audiences: What You Need to Know
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to...
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Financial Services Salesforce Spring ‘21 Features: Interaction Summaries and Branch Management
Salesforce launched Financial Services Cloud (FSC) in March of 2016, and since that day, they have continued to introduce new features and improvements with each release. The Spring ‘21 release is no exception and comes packed...
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Financial Services ESG in Action: How Financial Sponsors & Corporations Can Contribute
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our...
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Banking Leveraging Salesforce for Community Bank Mergers and Acquisitions
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other...
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Financial Services Driving Diversity with Nasdaq & Equilar
On December 1st, 2020, Nasdaq filed a proposal with the US Securities and Exchange Commission to “adopt new listing rules related to board diversity and disclosure. If approved by the SEC, the new listing rules would...
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Financial Services 3 Ways to Increase Financial Services Cloud Adoption with Change Management
The secret ingredient to a successful financial services cloud implementation? It’s a critical success factor that is independent of the tools and technology being implemented: organizational change management. When you...
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Banking How Can the Banking Industry Improve Customer Service?
Expectations for banking experiences have been shifting. And thanks to COVID-19, these expectations moved faster and more frenzied than anyone could have predicted. There’s a new baseline for the customer experience in...
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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...
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Capital Markets The Future of Data and Innovation
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our...
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