Demo Video Showcase: See CalendarAnything In Action
If you’re using Salesforce, you probably know this challenge: scheduling, appointments, and timelines often live across disconnected tools, spreadsheets, and external booking...
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Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
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Financial Services How OwnBackup for Salesforce Maximizes Data Protection
Silverline is always searching for ways to optimize our financial services clients’ Salesforce journey. One of the ways we do this is by partnering with leading companies that provide highly specific fintech solutions that...
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Banking Monit and Salesforce: Helping Banks and Businesses Grow Together
According to a survey by Monit of SMB owners, the recent turmoil in the banking sector has influenced how they manage their bank accounts. The survey found that 90% of owners relooked at how they manage their deposits, with 38%...
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Uncategorized Automate Identity Verification and Decisioning with Alloy and Salesforce
Many financial services companies still rely on highly manual processes for onboarding, transaction monitoring, and credit underwriting. And while Salesforce automates much of the process, banks often need extra support to...
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Insurance 7 Key Areas to Leverage AI in Insurance Solutions
Between World Tour NYC ‘23 and CNX23 in Chicago, the announcements of Salesforce AI have been a major buzz around the ecosystem. Learning how to apply it to your industry is important due to its transformative potential and...
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Provider Improving Population Health Management in Rural Communities
Structured and comprehensive patient population health management, coupled with access to healthcare and wellness services, are tantamount to achieving and maintaining good health. For populations outside the fray of large...
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Wealth Enhance Wealth Management Client Services with Service Cloud
Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their...
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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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Silverline DIBS 7 Takeaways from the Salesforce Partner Ecosystem Equality Report
Silverline is proud to be among the 11,000 partners around the world that make up the Salesforce ecosystem. Partners not only deliver Salesforce success to clients but also collaborate with Salesforce to effect change across...
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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...
