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Financial Services Improving Your Salesforce Security & Compliance in the COVID-19 Era
We have been hard at work over the last six weeks helping our clients make the transition to remote work — and sharing all the ways we’ve built our company culture to empower remote operations. So many of our financial...
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Financial Services Lake City Bank Gains a Solution at Scale with FSC and nCino
Based in Indiana, Lake City Bank operates 50 branches and manages almost $5B in assets. As their business grew, they also outgrew the capabilities of their legacy operating system and used up every possible user-defined field...
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Banking Customer Support in a Time of Crisis: Banking and Lending Solutions for SBA PPP
On Friday, April 4th, the Small Business Administration (SBA) opened up the $349B program that opens emergency loans from the government to small businesses across the country looking to participate in the Paycheck Protection...
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Investment Banking Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered...
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Insurance Insurance Industry Trends to Watch in the New Decade
The insurance industry is entering a major transformation stage as a slew of key trends converge on the industry. From shifts in customer behavior to AI-driven data collection, insurance as consumers know it today will soon be...
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Financial Services Emerging Covid-19 Trends and Solutions for Banking & Lending
Many financial institutions have prided themselves on being local and interacting face-to-face with their customers. Whether it’s a global issue like COVID-19 or a local emergency, financial institutions must have a reliable...
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Investment Banking What It Means to Be a Data-Driven Bank… and How to Get There
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology....
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Financial Services How Financial Institutions Can Best Support Customers in the Coronavirus Reality
As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been...
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Banking Collaboration Insights for Banks and Credit Unions Affected by Coronavirus
We are in an age of collaboration. We have more tools and more data available to us today than ever before. In my recent post, I highlighted how important it is for banks and credit unions to build a strong marketing automation...
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Banking Marketing Automation Playbook for Banks and Credit Unions
Banks and credit unions are facing shifting customer preferences and realizing that experience matters. To be successful, banks and credit unions need to truly collaborate around the customer. True collaboration needs to be...
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Banking The California Consumer Privacy Act: Compliance Strategies for Financial Institutions
The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the...
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Dreamforce Insights From Dreamforce 2019: Key Takeaways for Financial Services
Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our...
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