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Insurance Drive Digital Transformation with Salesforce Insurance Policy Administration
The pandemic has been a huge disruption in everyone’s life, so it should come as no surprise that the pandemic was a massive disruptor in the insurance industry. Agents could not hold face-to-face meetings with prospective policyholders, and the days of paper trails to collect information were...

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Insurance Rebuilding SIF’s Quoting Process for Efficiency and Visibility
SIF, Idaho Workers’ Compensation, has been the reliable and stable source of workers’ compensation for Idaho since 1917. But processes hadn’t changed to keep up with the transforming marketplace. Requesting a quote was initiated with a form, an option that was very time-consuming and offered agency...

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Insurance Insurtech Challenges and Solutions Uncovered at ITC Vegas 2022
ITC Vegas is the world’s largest insurtech event. Over three days in September, insurance leaders, tech entrepreneurs, investors, and more convened in Las Vegas to showcase new innovations, learn how to increase productivity and reduce costs, and share ways to enrich policyholders’...

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Financial Services Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event. Between the thousands of sessions, multiple parties, and many client...

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Banking How Silverline’s Digital Account Opening Accelerator Automates Onboarding
When building new accelerators for banking and lending, Silverline looks at what is happening in the industry, such as trends and data, and listens to insights that our clients share with us. When we designed the Digital Account Opening (DAO) Accelerator, we created a solution for one of the...

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Financial Services Don’t Miss These Dreamforce 2022 Financial Services Sessions
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time...

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Financial Services 5 Steps of a Successful Product Analytics Strategy
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram...

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Banking Implementing Salesforce Gives GreenState Credit Union Better Member Visibility
GreenState Credit Union is a member-owned financial cooperative. Organized in 1938, GreenState has grown to be Iowa’s largest credit union and one of the top financial institutions in the United States for returning profits to members in the form of better rates and lower fees. GreenState serves...

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Financial Services Powering the Productivity and Growth of Canadian Capital Markets
2021 proved to be a banner year for Canadian investments, with more than $11.8B CAD in venture capital invested and $20B CAD in private equity deployed. Canadian startups raised more than double their 2020 investment totals, and 2x the totals in 2019. Canadian economic development is positioned to...

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Financial Services How Tech Can Win the Battle for Financial Services Talent
It is like a game of Hide and Seek out there in the search for talent – except financial services companies are doing a lot more seeking and a lot less finding. The trailing wake of the pandemic has left us with the so-called Great Resignation, created new forms of flexible work, and made huge...

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Banking Grow Your Portfolio with Salesforce for Mortgage Lending
With rising rates and declining origination volumes top of mind for many mortgage lenders, we could all use a magic bullet to make 2022 a successful year. It may not be magic, but utilizing technology with the data you already have can help you prioritize and allocate leads, identify...

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Salesforce Platform The Top 14 Features of Salesforce Summer ’22 Release
Salesforce has three releases a year: Spring, Summer, and Winter. With each release, Salesforce has hundreds of pages of release notes. Silverline has spent time testing out the different features and here are some of the most important new ones that have arrived with the Salesforce Summer ’22...

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