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Capital Markets Exploring the State of Security and Compliance in 2021
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data breaches, like the Solar Winds attack in the second half of the same year,...
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Wealth Mobile Wealth Management: How to Keep Advisors Productive On the Go
Long before COVID made working from home normal for the rest of us, working away from the office — in places like coffee shops & client homes — was business as usual for financial advisors. Enabling your financial advisors to work effectively when out of the office yields significant benefits...
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Banking Bank Core Conversions, Digital Transformations: How to Implement Both at Once
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to complementary products and services that help clients and members view and...
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Healthcare & Life Sciences How to Deliver Better Behavioral Health Online
2020 put a spotlight on behavioral health. It is important to remember that a person’s mental health can change over time, depending on many factors. When the demands placed on a person exceed their resources and coping abilities, their mental health could be impacted. Mental illnesses are among...
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Salesforce Platform Customer 360 Audiences: What You Need to Know
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the...
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Financial Services Salesforce Spring ‘21 Features: Interaction Summaries and Branch Management
Salesforce launched Financial Services Cloud (FSC) in March of 2016, and since that day, they have continued to introduce new features and improvements with each release. The Spring ‘21 release is no exception and comes packed with exciting new features. Two of these features, Interaction...
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Banking Leveraging Salesforce for Community Bank Mergers and Acquisitions
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other transformation initiatives. There is an expected dramatic uptick in merger...
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Provider Realizing the Benefits of Care Coordination
The number of Americans with at least one chronic health condition is rising. These patients have higher than average healthcare utilization rates, making the management of their care particularly vital, yet complicated. The successful management of patients with care conditions requires care that...
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Banking Growing Deposits with Salesforce Tools
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not paying attention to those customers after they open an account, then you’re...
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Financial Services How CAP COM Uses FSC and nCino to Stay Community-Focused
CAP COM, an Albany, NY-based credit union, knows that a credit union isn’t really about the money — it’s about what you do with it. Their affordable financial services are locally owned by members, focusing on a community-led approach. As they themselves say, they’re people advocates who are there...
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Vlocity Salesforce Recognizes Nicole McGuire as Vlocity SME
We are proud to celebrate the accomplishment of Silverline Senior Director Nicole McGuire, who recently became a Vlocity SME. “Nicole’s knowledge of Vlocity’s toolset and real world project experience has been critical to our clients’ success,” said Mike Piehl, VP of Vlocity GTM for Silverline....
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Salesforce Hyperforce, Einstein, and Slack — Oh my! Unpacking the Dreamforce to You Keynote
A lot happened in the wider world of Salesforce last week. From acquisition announcements to innovative launches, the Dreamforce to You keynote left viewers with much to be excited about, besides James Corden’s cold open. (We’re still crossing our fingers for Marc Benioff car karaoke!) Let’s dig...
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