Three Steps to Prepare Your Data for AI Activation
The final part of our Tableau Next series outlines a crawl/walk/run action plan to build the data infrastructure needed for AI activation.
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Insurance Expert Tips for Successful Insurance Digital Transformation
When it comes to digital maturity, 67% of insurance companies are still stuck at the traditional level according to Forrester’s Future Fit Survey. They aren’t taking advantage of technology to connect their siloed systems and automate their manual processes, making it difficult to meet customer...
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Banking How to Prevent Bank Fraud with Salesforce and Alloy
Fraud continues to plague financial institutions. According to the Alloy State of Fraud Benchmark Report, a massive 91% of financial institutions across all sizes and segments reported increased fraud rates. Almost three-quarters of financial institutions lost over $500K to fraud in the past year....
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Media & Entertainment Media Catalyst Accelerates Ad Sales Planning and Forecasting
An issue that we commonly hear is that ad sales organizations often struggle with early-stage sales pipeline recognition and reporting. The creation of a media plan can be a time-consuming process involving multiple teams, and is often put off until the end of a deal cycle. This leads to an...
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Financial Services Salesforce Announces Marketing Cloud Growth to Empower SMBs
This week, Salesforce announced Marketing Cloud Growth, a new edition of Marketing Cloud aimed at small and medium B2B companies to drive growth efficiently with CRM, AI, and data. It is the first iteration of Marketing Cloud built on the Einstein 1 platform, enabling marketers to reach customers...
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Provider Personalization in Healthcare: 6 Keys To Successful Patient Experiences
Implementing patient experience use cases with Marketing Cloud Personalization requires careful planning, data integration, and consideration of privacy and security. In addition, we recommend a collaborative approach involving marketing, IT, and clinical teams. These teams should work together to...
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Healthcare & Life Sciences Personalization in Healthcare: Patient Experience Use Cases
Patient experiences play a pivotal role in healthcare, as they have a profound impact on patient engagement, satisfaction, and loyalty. In today’s digital age, patients expect interactions with healthcare providers to be tailored to their unique needs and preferences, and personalized...
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Healthcare & Life Sciences How Salesforce Overcomes the Google Analytics HIPAA Hurdle
In December 2022, the U.S. Department of Health and Human Services (HHS) issued a bulletin that introduced new challenges for marketers in the healthcare industry by shedding light on additional requirements for compliance with the 1996 law concerning third-party trackers. These technologies, such...
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Salesforce Platform 12 New Year’s Resolutions for Salesforce Users
As the new year unfolds, Salesforce users are setting resolutions to propel their skills, amplify efficiency, and elevate their contributions to their organizations. I sat down to think of all the major themes in the past year that customers, prospects, and community members struggled with and...
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Silverline Cares Silverline CARES Encourages Employees to Give Back
When we say “Better Together” is one of our core values, we don’t just mean in the workplace. With our Silverline CARES initiative, we encourage our employees to be active members of their communities, and devote their time to organizations that make a real impact in the lives of others. On this...
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Capital Markets The Impact of AI in Capital Markets and Asset Management
Everywhere you turn these days, AI and machine learning are top of mind for firms looking to leverage technology to get ahead. While many industries are taking great strides to profit from the AI buzz by applying these technologies to consumer or retail spending, asset managers and capital markets...
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Salesforce Platform 7 Salesforce Data Cloud Best Practices
Let’s pretend we’re a contestant on Jeopardy!, and the answer is: This software company was Data Cloud customer zero, giving it access to 1.2 billion customer records. The question: What is Salesforce? Before becoming the fastest-growing home-grown product in Salesforce history, Data Cloud was...
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Banking Business Banking Marketing Strategies to Enhance Experiences
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority of their relationship managers are acquiring less than five new clients a...
