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Banking Extend nCino Capabilities to FSC and Use AI in Your Favor
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide...
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Media & Entertainment The Top 4 Challenges Facing Media Today (And How to Solve Them)
The media industry is at an inflection point. After years of transformation, it’s time for the next big thing. Digital advertising dominates the market, projected to increase to over $400bn in revenue by 2024. Compare that with...
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Healthcare & Life Sciences Improving Care Through the Patient Contact Center
Customer satisfaction matters just as much in the healthcare industry as any other. Often, the patient contact center (PCC) is a patient’s first experience with a provider or organization, and can set the tone for the rest of...
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Banking Deploying nCino? Here’s What You Need to Know
The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the...
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Banking How to Prepare Your Bank to Cross $10 Billion in Assets
As your bank grows, you need a team and technology that grows with you. Crossing the $10 billion threshold is a huge transition for a company — requiring investments in technology, skilled people, and new processes to...
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Events Dreamforce Dispatch: Inside the 2021 Keynote Speech
2021’s Dreamforce is all about trust. After an all-virtual event last year, Dreamforce is back in 2021 as a hybrid in-person/digital conference, with all panels streaming on the new Salesforce+ platform. Silverline was one of...
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Salesforce Platform Pardot vs. Marketing Cloud — What Should You Pick?
“What’s the difference between Marketing Cloud and Pardot?” I hear this all the time from our clients here at Silverline. Truth is, a lot has changed since Salesforce acquired Pardot in 2013 (and since its original launch in...
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Banking How Westfield Bank Aligns Sales and Marketing with Salesforce
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service,...
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Banking The Top 5 Banking Skills of the Future
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are...
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Banking How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together...
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Investment Banking Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where...
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Banking How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to...
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