Venture Home Optimizes Salesforce Scheduling with CalendarAnything
Learn how Venture Home uses CalendarAnything to visualize their Salesforce data and allow customers to self-schedule their consultations.
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Blog
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Provider Patient 360: Why a Complete View of the Patient Matters
Providers need access to the right patient data at the right time and in the right format to provide the best possible care. Easier said than done, of course. Shifting toward value-based care requires providers to evolve the way they coordinate to deliver care across multiple organizations and...
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Insurance How Legal & General America Built a Foundation for Digital Experiences at Scale
Legal & General is one of the world’s leading multinational financial services companies — and has been since 1836. Headquartered in London, the firm is the ninth-largest global insurer, with more than $1.5 trillion in total assets under management. Legal & General America (LGA), their U.S....
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Capital Markets Exploring the State of Security and Compliance in 2021
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data breaches, like the Solar Winds attack in the second half of the same year,...
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Wealth Mobile Wealth Management: How to Keep Advisors Productive On the Go
Long before COVID made working from home normal for the rest of us, working away from the office — in places like coffee shops & client homes — was business as usual for financial advisors. Enabling your financial advisors to work effectively when out of the office yields significant benefits...
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Banking Bank Core Conversions, Digital Transformations: How to Implement Both at Once
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to complementary products and services that help clients and members view and...
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Media & Entertainment Subscriber Management in the Digital Transformation Age
It’s undeniable that the most powerful companies today are data-driven. More and more companies are using data analytics to allow them to make better decisions across the board. One critical area where this is emphasized is customer insights. In an increasingly customer-centric world, the ability...
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Healthcare & Life Sciences How to Deliver Better Behavioral Health Online
2020 put a spotlight on behavioral health. It is important to remember that a person’s mental health can change over time, depending on many factors. When the demands placed on a person exceed their resources and coping abilities, their mental health could be impacted. Mental illnesses are among...
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Salesforce Platform Customer 360 Audiences: What You Need to Know
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the...
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Financial Services Salesforce Spring ‘21 Features: Interaction Summaries and Branch Management
Salesforce launched Financial Services Cloud (FSC) in March of 2016, and since that day, they have continued to introduce new features and improvements with each release. The Spring ‘21 release is no exception and comes packed with exciting new features. Two of these features, Interaction...
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Financial Services ESG in Action: How Financial Sponsors & Corporations Can Contribute
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our event was to opine on all that happened in 2020 and share our priorities...
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Healthcare & Life Sciences 5 Major Healthcare Industry Trends Providers Need to Know in 2021
Providers and healthcare leaders of today focus on improving the quality of patient care and engagement. The shift to value-based care means patients expect providers to deliver personal, targeted care with changing delivery and payment models, increased competition, and new technologies — all...
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Banking Leveraging Salesforce for Community Bank Mergers and Acquisitions
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other transformation initiatives. There is an expected dramatic uptick in merger...
