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Financial Services Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union
We recently highlighted the work we did with Baxter Credit Union (BCU) to implement their new Salesforce Org and help increase member engagement across the board. The project was a success largely due to the partnership formed...
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Financial Services Dreamforce ’19 Know Before You Go: An Insider’s Insurance Edition
As Silverline’s Principal for Insurance Solution and co-leader of the Salesforce Insurance Community Group, I’m looking forward to everything Dreamforce 2019 has in store for those in the insurance space. I’ve...
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Financial Services Don’t Miss These Dreamforce 2019 Financial Services Sessions
Dreamforce 2019 is just around the corner! If you’re still not quite sure which sessions are best for your needs, our Financial Services practice has hand-picked speakers and panels to help you round out your Dreamforce...
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Financial Services Improved nCino Configuration Time within Salesforce Orgs
Silverline has been working with Salesforce implementations since the get-go — with many of our consultants working within the platform even before Silverline came to be. The Salesforce platform allows our clients to create...
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Financial Services Deeper Member Insights & Improved Results for Baxter Credit Union
Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. As a credit union, BCU has set new standards in...
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Insurance Get to Know the Insurance-Focused Updates to Financial Services Cloud
It’s an exciting time in insurance technology! On September 24, Salesforce announced an insurance-focused extension to its Financial Services Cloud. New enhancements are designed to help insurers to strengthen relationships...
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Events What to Watch at the Digital Mortgage 2019 Conference
This September 23-24, mortgage leaders and digital innovators in the home buying and selling ecosystem will descend on the Wynn Las Vegas for two days of learning, networking, and fun (it is Vegas, after all) at the Digital...
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Financial Services Challenger Banks Have Arrived. Why? What’s Next?
As part of our series on the six banking trends to watch, we’re introducing trend #2: the rise of challenger banks. Challenger banks are typically defined as digital-only retail banks that “challenge” the traditional business...
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Financial Services 3 Ways Banks Can Deliver a Frictionless Customer Journey
Recently we revealed six trends to watch in banking, the first being: removing friction from the customer journey. It begins with focusing on everyday experiences. Customer experience is often the number one differentiator when...
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Insurance The Top 5 Insurance Trends You Should Know
In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance....
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Financial Services My Salesforce Journey: Sixteen Years of Leading and Learning
If you are lucky enough to have met the love of your life, you probably remember certain details about your meeting – where you were, what they were wearing, what they said. My introduction to Salesforce was similarly...
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Financial Services 6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics
From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends. 1. Removing friction from the customer journey...
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