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Insurance A Champion’s Take on Marketing Cloud and Insurance
Silverliner and Salesforce Insurance guru Danielle Laffey recently sat down with Anthony Lamot, the CEO of DESelect, for an episode of their Heroes of Marketing Cloud series. Check out their chat, where they cover all things Marketing Cloud and insurance. Want to work with our great team? We’re...
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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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Capital Markets You’re Invited: Capital Markets & FinTech Innovation Summit
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest minds in the capital markets ecosystem, along with technology and...
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Financial Services 3 Wealth Management Trends to Focus on in 2021
2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in regulatory obligations. Let’s dive a little deeper into these leading...
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Insurance Salesforce Winter ‘21 Insurance Release Overview
Are you ready for 2021? Salesforce’s winter release comes out starting January 8. I recently had the privilege of sitting down with Tom Everard, Principal Solution Engineer at Salesforce, during my Salesforce for Insurance Trailblazer Community meeting. (That’s just one of the perks of being...
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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 persists. Businesses in the financial industry need to find ways to adapt to...
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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 potential and existing customers, increase revenue, and deliver the right...
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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 by the time they need it, it’s already stale? Stale data is […]
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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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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 conversion. When data is captured in the right spots at the right point...
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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 the practice of ERM is not a novel concept, the advances we have...
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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 technology to remove friction and roadblocks for all involved. Loyalty...
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