-
Banking Business Banking Marketing Strategies to Enhance Experiences
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority...
-
Financial Services 6 Steps to a Successful Marketing Cloud Personalization Implementation
According to 2,500 global marketing decision-makers surveyed in the Salesforce Marketing Intelligence Report, the top desired improvement they want in the customer experience over the next year is more personalized content and...
-
Financial Services Pardot vs. Marketing Cloud: Which Solution is Right for You?
In one corner, you have Team Marketing Cloud Account Engagement, a B2B platform, and in the other, you have Team Marketing Cloud, a B2C platform. These two often battle it out for the hearts and minds of Salesforce users...
-
Financial Services What is Salesforce Marketing Cloud Personalization?
Today, we experience personalization in many areas of our lives, from customizing furniture fabrics to adding heated seats to a new car. So why shouldn’t your marketing messages also be tailored to customer preferences?...
-
Insurance 7 Strategies for Enhancing Insurance Agent Recruitment
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day...
-
Banking Optimize Mortgage Processes with Encompass Salesforce Integration
Encompass is an industry-leading digital mortgage solution that addresses the challenge of fragmented data and inefficient processes within mortgage companies. It streamlines and centralizes data management, allowing mortgage...
-
Banking How to Leverage the New Financial Services Cloud Licenses
You may have heard Salesforce’s recent announcement about changes to its Financial Services Cloud licenses. Previously, Salesforce offered two licenses: Starter and Growth. That has changed to three new options: Financial...
-
Financial Services Insurtech Trends Uncovered at ITC Vegas 2023
I had the privilege of attending ITC 2023 in Las Vegas last, gathering with insurance leaders, tech entrepreneurs, investors, and clients to learn about the latest insurtech trends and how technology is helping insurers...
-
Salesforce Elevate Your Digital Experience with Salesforce OmniStudio
In today’s digital era where innovation and insights go hand in hand, the world of digital transformation comes alive with stories. As a Specialty Director involved in Silverline’s solution and technical innovation,...
-
Wealth Should You Enforce Financial Services Cloud Households?
Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a...
-
Wealth How to Automate the Wealth Management Questionnaire for Prospects
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience....
-
Salesforce The New Einstein 1 Platform: What You Need to Know
One of the major announcements at Dreamforce was the news that the new Einstein 1 Data Cloud natively integrates with the Einstein 1 Platform. Users can now connect any data to create a unified profile of their customer and...
Back to The Mphasis Silverline Blog