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Banking 4 Ways AI is Impacting the Banking and Lending Industry
Remember when AI was just something we saw in sci-fi movies? Now you can’t go an hour without stumbling across some mention of the latest innovation in AI. From ChatGPT to AI photo editing for social media profiles to Google...
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Data Cloud Salesforce Data Cloud: 7 Frequently Asked Questions
According to the MuleSoft 2023 Connectivity Benchmark Report, more than two-thirds (69%) of organizations say they’re ahead of anticipated progress on their digital transformation projects. Yet IT teams continue to face several...
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Banking Growing Community Banks and Credit Unions with Salesforce
The economy is in a state of constant fluctuations. The Federal Reserve is raising interest rates, which are driving inflation down. The Consumer Price Index (CPI) is declining to 6% year-over-year, which may not seem like...
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Provider Mitigating Referral Leakage with Provider Referral Patterning
According to an industry report, 78% of healthcare services and delivery leaders say the COVID-19 pandemic, and its transition to an endemic, has made controlling patient leakage a higher priority. The continuing lag in...
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CalendarAnything Sync Outlook Calendar with Salesforce Using CalendarAnything
It was Dolly Parton who said, “Don’t get so busy making a living that you forget to make a life.” But the reality is we’re all super busy, and finding that balance between work and life can be hard to achieve. From the...
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Salesforce Platform Managed Services: Addressing Agility
In this installment of our managed services series, we’re talking about the great unknown. With staff augmentation, platform and system integration, and post implementation already covered, we know that there are still...
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Insurance Digital Transformation in Insurance Quote to Issue
Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a...
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Banking Unlocking the Potential of a Bank’s Digital Front Door
The key to a bank’s success may be rooted in its ability to deliver positive experiences to its customers. According to McKinsey, more than 70% of senior banking executives rank customer experience as a top priority over the...
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Salesforce Platform Managed Services: What Happens After Go-Live
We’re continuing our coverage of common myths about managed services and providing you with all the info you need to take the next step to Salesforce success. Last time we learned that managed services is more than staff...
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Salesforce Platform Managed Services: Going Beyond Staff Augmentation
Still thinking about managed services after our last post? You’re in luck! We know your full-time job consumes enough of your day, let alone trying to stay up to date with all of the requests coming from users, or staying on...
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Salesforce Platform Using Asynchronous Apex Automations To Bypass CPU Time Limits
Apex is great for building out complex automations that would be difficult or impossible to do with declarative automations such as Flows or Process Builders. Among these are complex asynchronous automations including...
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Salesforce Platform Managed Services: What Is It and Why Do You Want It?
With adaptive technology and personalized solutions becoming the norm across all manner of businesses, it’s important to stay ahead of trends. As a platform, Salesforce is continually evolving — but your business only reaps the...
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