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Capital Markets You’re Invited: Capital Markets & FinTech Innovation Summit
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest minds in the capital markets ecosystem, along with technology and...
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Healthcare & Life Sciences Operating Efficient Payer Call Centers with Salesforce
With the challenges payers have faced this year, your call center is likely busier than ever. At many call centers, the ability to effectively serve customers is negatively impacted by the agent’s need to access multiple legacy applications — frequently with a need to re-key and search for...
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Financial Services 3 Wealth Management Trends to Focus on in 2021
2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in regulatory obligations. Let’s dive a little deeper into these leading...
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Healthcare & Life Sciences 4 Ways Salesforce Improves your Team’s Medical Device Sales Process
The medical devices industry is complex in more ways than one. With complicated instrumentation and devices for diagnosis, monitoring, or working with diseases and disabilities, as well as juggling regulations, providers, patients, and insurance, selling medical devices can be a challenge....
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Insurance Salesforce Winter ‘21 Insurance Release Overview
Are you ready for 2021? Salesforce’s winter release comes out starting January 8. I recently had the privilege of sitting down with Tom Everard, Principal Solution Engineer at Salesforce, during my Salesforce for Insurance Trailblazer Community meeting. (That’s just one of the perks of being...
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CalendarAnything How to Use CalendarAnything for Salesforce Event Management
Do you know what’s on your calendar today? As organizations tackle coordinating team schedules across departments, calendar visibility matters. With CalendarAnything, you can create calendars from any custom or standard object within Salesforce. It allows you to visualize all of your team’s...
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Financial Services Digital Engagement Drives Connected Experiences in Banking
This is part five in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one, two, three, and four. No matter your intended audience or end goal, the urgency for digital transformation persists. Businesses in the financial industry need to find ways to adapt to...
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Banking How to Attract and Retain Banking Customers in a B2C World
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and conversion. When data is captured in the right spots at the right point...
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Healthcare & Life Sciences Becker’s Webinar Recap: A Prescriptive Approach to Value-based Care
On October 15, 2020, Silverline presented a webinar for Becker’s Hospital Review entitled “Post-Pandemic Decisions Accelerate Pace of Patient Access, Engagement, and Digital Experience Outreach.” During the presentation, I spoke about the steps to take when applying a prescriptive...
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Financial Services Webinar Recap: Why your CRM Needs ERM
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While the practice of ERM is not a novel concept, the advances we have...
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MuleSoft Don’t Miss out on MuleSoft CONNECT: Now 2020
This coming Tuesday, October 13, 2020, MuleSoft CONNECT: Now 2020 will take place from 9:00AM – 10:40AM PT. This free conference is designed to help attendees unlock data and unleash innovation with API-led connectivity — charting a clear path to achieving digital transformation with speed...
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Banking On Strategy, and the Business of Building a Connected Experience
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get...
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