The Salesforce AI Capabilities Reshaping Financial Services Interactions
Our key Financial Services takeaways from Dreamforce 2026, including Agentforce Operations and AI-powered FSC capabilities.
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Uncategorized Accelerate Transformation with Salesforce for Investment Banking
As consumer technology trains us to expect instant results, that same mentality carries over to the workplace. Everyone wants things, and they want them now, whether that’s an interactive dashboard about the portfolio of live deals and staffing assignments, a balance sheet from a portfolio...
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Managed Services Why Salesforce Managed Services is an Admin’s Best Friend
Do you have a work BFF that you rely on day in and day out? A trusted friend that you can go to for advice and guidance? Think of Salesforce Managed Services as just that! Your new Salesforce BFF will get you to take a step back and ask yourself the hard-hitting questions like, “Do […]
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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 questions about what to do when your company is ready to bring its Salesforce...
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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 quote. So that quote needs to provide more than just numbers, it needs to...
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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 coming years. Companies that effectively organize and manage customer...
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Life at Silverline Creating a More Sustainable Future with Silverline and Salesforce
With each passing year, Earth Day becomes a more and more important event. Started in 1970 to encourage environmental preservation and protection, Earth Day asks us to look at how we are impacting the natural world around us and make changes that can benefit everyone — not just as individuals, but...
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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 augmentation. It’s innovative solutions and scalable, ongoing support tailored...
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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 top of all the latest and greatest capabilities and improvements. You want...
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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 Queueable, Batch, and Schedulable Apex. Using asynchronous automations is...
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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 benefits if it can keep up with innovations to the platform. As your...
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Banking Forging the Right Path for Customers in Salesforce Journey Builder
When Gartner asked their clients about the most critical priority facing marketing leaders, the overwhelming answer was customer journey orchestration. Gartner defines the customer journey as “a tool that helps marketers understand the series of connected experiences that customers desire and need...
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Media & Entertainment Salesforce and Gaming: A Powerful Team-Up
U.S. consumer spending on video game products totalled $56.6 billion in 2022 with no signs of slowing down. The uptick can be attributed to AI and virtual reality gaming innovations, as well as media companies like Netflix expanding into the gaming industry. Perhaps one of the most significant...
