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Asset Management How Digital Process Automation is Driving Asset Management Success
The financial services industry has experienced some severe market volatility in the past few years, and this unpredictability and instability has severely disrupted all aspects of asset management, from private equity and venture capital to real estate and REITs. Asset management organizations...
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Insurance Insurance Industry Trends 2023: Talent Shortages and Climate Change
In the first part of our look at 2023 insurance trends, we covered how inflation and interest rates are impacting insurance. Now we turn to other trends we are seeing around talent shortages and climate change. We’ll also take a closer look at industry-specific issues, such as insurtech and...
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Insurance Insurers, Are You Using Salesforce to See More ROI on Agents?
It takes a significant amount of time, effort, and resources to secure and onboard an agent before they sell anything. Many carriers have had experiences in which an agent sells one opportunity and then never sells another product. How does a company avoid this loss of ROI? And how can a carrier...
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Insurance Insurance Industry Trends 2023: The Impact of Inflation and Interest Rates
The insurance sector is not for the faint of heart. The massive insurance landscape is a fast-changing world of ebbs and flows, and the industry is continually influenced by trends that are beyond its control but that organizations need to overcome in order to succeed. Here we’ll dive into some of...
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Financial Services 5 Essential CRM Project Management Tips from a Salesforce Expert
Silverline’s Transcending CRM podcast explores how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. The podcast is hosted by me, Silverline’s Managing Director of Banking and Lending, and my colleague...
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Insurance Understanding Underwriting in a New Era of Workers’ Comp
Workers’ compensation is the most highly regulated line of insurance, especially when it comes to underwriting policies. The pandemic exposed many outdated regulations, such as requiring paper documents that are physically signed or using checks instead of electronic banking or debit cards....
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Insurance How Digital Experiences are Transforming Workers’ Compensation
Insurers can expect accelerated premium growth in the coming year. While other insurance sectors, such as cyber insurance, have seen rates soar by 25.5% due to ransomware attacks and breaches of remote work locations, only workers’ compensation showed a rate decrease, down an average of...
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Insurance 8 Steps to Build a Strong Carrier-Broker Relationship
As more and more organizations now consider keeping remote or hybrid workforces, they are facing a whole new set of workers’ compensation challenges. Insurers must now consider the safety of a company’s remote work locations in the insurance and underwriting process. They are looking at...
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Financial Services Unpacking Marketing Cloud’s Financial Services Benefits: Data Management
The first part of our deep dive into Salesforce Marketing Cloud’s financial services value focused on personalization. Now let’s take a few steps back and take a look at data. For financial services marketers to achieve deeper personalized engagement and drive long-term value, they need data to...
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Financial Services Unpacking Marketing Cloud’s Financial Services Benefits: Personalization
You’ve probably seen those ‘How It Started … How It’s Going’ memes posted on social media. Two pics are shown next to each other to imply the passage of time and what it took to get from Point A to Point B. If you were to do one of those memes for Salesforce Marketing Cloud, […]
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Insurance 13 Insurance Highlights from Salesforce’s Winter ’23 Release
Salesforce’s Winter ’23 release notes offer high-level descriptions of new features and enhancements. We’ve combed through the hundreds of pages to share highlights that are especially relevant for insurance industry users so you can review and quickly start benefiting from the new functionality....
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Insurance How Insurance Companies Leverage Salesforce for Agency Management
The relationship between an insurance carrier and their agents is a critical one. A primary objective for a carrier is to make doing business as easy as possible for agents so they will either start or continue to do business with the carrier. This is especially the case with non-captive agents...
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