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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Financial Services Meet the Digital Imperative with an AI-Powered Platform
Next week on July 15th, Salesforce will be hosting their first-ever “Learn AI with Salesforce” event with keynotes from Chief Scientist Richard Socher and many other AI and machine learning product leaders from their Einstein development teams. If you’re interested in attending, you can register...
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Salesforce Salesforce Record Access: Who Sees What and Why
Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access to data they don’t need to see. So let’s dive in and explore how to leverage Salesforce Record Access...
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Financial Services How Salesforce Extends Beyond CRM for Banks and Credit Unions
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions,...
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Financial Services Webinar Recap: Axcess Financial Sees 3x Lift in Originations
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to...
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Insurance Delivering an Interactive Onboarding Process for Insurance Agents
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An...
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Insurance How to Improve the Application and Interview Process for Carriers and Agents
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a...
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Healthcare & Life Sciences Returning to Work Safely: How Salesforce Can Help
Employing Salesforce as your framework for delivering solutions has many benefits, made especially apparent as we’ve seen the impact of the COVID-19 Pandemic and return-to-work needs. A benefit of particular note during times of constant change, is that the agility of a technology platform allows...
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Managed Services Change Management as a Constant in the New Normal
To say that this global pandemic changed our ways of working seems like a bit of an understatement. The popular Change Management book, Switch, by Chip and Dan Health, dives into many topics surrounding people’s ability to manage change, but a key theme that resonates during this pandemic is that...
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Insurance Why Should Insurance Carriers Integrate Their ATS with Salesforce?
No matter your target hire, to activate your strategy and identify and attract talent, digital tools and intelligent network mining will play critical roles. An appropriate attraction strategy must include social and mobile/SMS strategies to reach and engage key target resources. Your recruiting...
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Financial Services Unparalleled Speed to Market: Creating a Custom Covid-19 Communication Solution for BCU
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of...
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Capital Markets AI Journeys and Einstein Insights with Stonebriar CTO Steve Siler
In May 2020, McKinsey issued a report about the future of work in the wake of coronavirus, making key observations about firms effectively carving out a competitive edge in this market by changing the way they look at their data. Opportunities abound to mine the mountain of data on which most firms...
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Healthcare & Life Sciences Building a 360 Ecosystem of Care: Enable Value-based Outcomes
In a 360 ecosystem of care, time spent with consumers is just the beginning of the story, and often not even the beginning of their healthcare journey. With new tools, technology, and processes implemented to manage a consumer’s well-being before, during, and between visits, healthcare...
