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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer...
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Salesforce Platform Einstein GPT Empowers Enterprises with Trusted Generative AI
Trust and generative AI are often met with a skeptical reaction. Trust is lacking, and new Salesforce research found that 73% of employees believe generative AI introduces new security risks, and nearly 60% of those who plan to...
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Media & Entertainment 4 Generative AI Use Cases to Drive Ad Sales
One of the first instances of AI showing up in the advertising industry was with a Lexus commercial. It was 2018, and Lexus used IBM Watson to create the first commercial entirely scripted by AI. The car company leveraged IBM...
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Financial Services How to Embark on a Successful Journey with Salesforce and nCino
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. A recent episode featured...
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Wealth 4 Ways Wealth Advisors Can Capitalize on Graduation Season
One of the most traditional graduation gifts is money. And students will need it, considering that over the last 20 years, the average tuition at private schools has increased by nearly 150% and is expected to continue to...
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Healthcare & Life Sciences Healthcare Marketing Automation: 3 Ways to Drive the Bottom Line
Today’s healthcare landscape is in flux, but why? There are several key factors driving this change. In today’s article, we will take the perspective of change being driven by two primary forces: Consumers/patients/members...
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Insurance The Smarter Approach for Recruiting Insurance Agents and Faster Onboarding
We cannot yet know the long-term implications of the COVID-19 pandemic. The outbreak has presented major challenges to all kinds of financial service businesses as they rush to shift strategies and tactics in response to...
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Provider How Retail is Impacting the Healthcare Patient Experience
Now more than ever, healthcare providers must make the foundation of their patient lifecycle management systems a best-in-class patient experience. Patients continue to become savvier regarding how they spend their healthcare...
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Banking How Banks Can Benefit from Automated Treasury Management
Treasury management is often the unsung hero of a financial institution. It does so much behind the scenes to make a bank run efficiently and effectively, yet it usually doesn’t get the same spotlight as other products...
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CalendarAnything CalendarAnything Transforms a Manufacturer’s Dealer Network
CalendarAnything lets you view your business at a high level or get into the details — all on one screen. It’s completely customizable to exactly what your organization needs, whether you’re managing a team of ten or...
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Banking Driving More Value from Five Star Bank’s FSC Platform
Financial Institutions, Inc. (Nasdaq: FISI) is an innovative financial holding company with approximately $5.8 billion in assets offering banking, insurance, and wealth management products and services through a network of...
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Provider The Traditional vs. Modern Healthcare Marketer: 6 Key Differences
The role of a traditional marketer within a healthcare organization and today’s modern digital healthcare marketer differ significantly due to the rapid advancement of technology and changing consumer behavior. If you’re...
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