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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Our key Financial Services takeaways from Dreamforce 2026, including Agentforce Operations and AI-powered FSC capabilities.
Read moreWith the challenges payers have faced this year, your call center is likely busier than ever. At many call centers, the ability to effectively serve customers is negatively impacted by the agent’s need to access multiple legacy applications — frequently with a need to re-key and search for...

2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in regulatory obligations. Let’s dive a little deeper into these leading...

As the complexities of pharma medications and access to them grows, it’s more important than ever to improve capabilities for adherence and compliance as you build a complete patient experience — all delivered through a scalable, integrated, and centralized patient support program, or PSP. First...

The medical devices industry is complex in more ways than one. With complicated instrumentation and devices for diagnosis, monitoring, or working with diseases and disabilities, as well as juggling regulations, providers, patients, and insurance, selling medical devices can be a challenge....

This is part three in a series on unlocking change management mysteries. Check out the first and second pieces. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci...

Payers fight a never-ending battle to effectively manage relationships with the provider, group, and member communities — in addition to traditional operational challenges like claims processing times and aging technology. But now, they must also face new demands such as the never-ending stream of...

Are you ready for 2021? Salesforce’s winter release comes out starting January 8. I recently had the privilege of sitting down with Tom Everard, Principal Solution Engineer at Salesforce, during my Salesforce for Insurance Trailblazer Community meeting. (That’s just one of the perks of being...

Bringing new treatments to patients in dire need of additional options is why those of us who work in life sciences do what we do. Whether it’s a desperately needed vaccine for a contagious disease, new research on side effects or success of treatments, or a life-saving treatment using new...

Project Sunshine is an international nonprofit that partners with medical facilities to help pediatric patients feel like the kids and teens they are during the course of their treatment. Their programming supports patients and families by providing opportunities for play and authentic engagement...

This is part two in a series on unlocking change management mysteries. See the first piece here. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology...

Do you know what’s on your calendar today? As organizations tackle coordinating team schedules across departments, calendar visibility matters. With CalendarAnything, you can create calendars from any custom or standard object within Salesforce. It allows you to visualize all of your team’s...

As we all look to 2021, what are the pharmaceutical industry trends to build into your life sciences marketing strategy? Pharmaceutical, biotech, and life sciences companies bring life-changing medicines to a highly regulated market. But today, the need to satisfy patients, providers, payers,...
