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Financial Services Digital Engagement Drives Connected Experiences in Banking
This is part five in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one, two, three, and four. No matter your intended audience or end goal, the urgency for digital transformation...
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Financial Services The Benefits of Salesforce Financial Services Cloud
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with...
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Financial Services Personalize the Customer Journey in Banking with 360-Degree Data
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that...
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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...
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Banking How to Attract and Retain Banking Customers in a B2C World
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and...
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Financial Services Webinar Recap: Why your CRM Needs ERM
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While...
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Banking The Art of Retaining B2B Customers in the Banking Industry
This is part three in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one and two, All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying...
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Banking On Strategy, and the Business of Building a Connected Experience
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and...
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Financial Services Webinar Recap: Managing and Supporting a Growing CoE Backlog
It feels pretty amazing to have a successful Salesforce Org up and running — until you check the backlog and see how much more there is to be done. But managing a backlog doesn’t have to stress you out. With the right programs...
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Data and Integrations Webinar Recap: The Future of Integration and Data in Financial Services
Last week, Silverline hosted a webinar about the future of integration and data as a part of our WFH series. Silverliners Jill Harrison, VP of Silverline Ventures, and Greg Grinberg, Senior Delivery Director and Certified...
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Banking Structuring Connected Experiences for Banks and Credit Unions
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch,...
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Financial Services Silverline announces strategic partnership with RevCult to provide Security Risk Assessments and Salesforce Shield Implementation Workshops
Press Release Tailored workshops and assessments to help enhance Salesforce security posture and provide a Shield Implementation Playbook. New York, NY, September 30, 2020 – Silverline, a Salesforce Platinum Partner...
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