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Wealth Should You Enforce Financial Services Cloud Households?
Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a household typically refers to a grouping or collection of related individuals...
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Wealth How to Automate the Wealth Management Questionnaire for Prospects
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience. Wealth management customers want to be able to access routine investment...
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Uncategorized How CRM Analytics Supercharges Wealth Management Technology
Wealth and asset management organizations are increasingly leaning into data and analytics to drive stronger business results. But this data is often siloed across disparate sources and lacks the holistic view to allow teams to confidently uncover actionable insights and make data-informed...
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Silverline News Mphasis Strengthens Salesforce Capabilities with Acquisition of Silverline
Reinforces Mphasis’ position as an end-to-end Salesforce enterprise cloud solutions and services provider, offering clients capabilities for cloud-first digital transformation. Exhibits Mphasis’ commitment to the Salesforce ecosystem, which with its customer data and innovation capabilities, is...
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Salesforce The New Einstein 1 Platform: What You Need to Know
One of the major announcements at Dreamforce was the news that the new Einstein 1 Data Cloud natively integrates with the Einstein 1 Platform. Users can now connect any data to create a unified profile of their customer and infuse AI, automation, and analytics into every customer experience. This...
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Healthcare & Life Sciences 4 Ways MuleSoft Integrates Data for Healthcare Organizations
Healthcare organizations must connect various disparate systems – EHRs, practice management systems, LIM systems, ERPs, and medical devices – to deliver the positive experiences that patients want and expect. Interoperability in healthcare is necessary for a cohesive, patient-centric approach that...
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Financial Services Highlights from Silverline and Salesforce AI Day
On August 29, Silverline and Salesforce welcomed over 40 leaders from across the financial services industry for AI Day. The exclusive invitation-only event explored the vision for the future of trusted enterprise AI. AI Day was held at the Salesforce Tower in New York City, followed by a fun...
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Banking 3 Ways to Leverage Marketing to Mitigate Bank Fraud
A recent survey by J.D. Power found that one in three U.S. bank customers say they have been victims of financial fraud in the past 12 months. 50% of customers under age 40 experienced fraud during that time, as their increased engagement in electronic transfers made them more likely to trust...
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Financial Services Implementation Success: LPL’s Managed Package for ClientWorks Integration
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone...
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Media & Entertainment Why Salesforce Media Cloud is a Must for Media Planning
Sometimes it can be hard to see the glimmer of light at the end of the media industry tunnel. From two Hollywood strikes to declining ad revenue to money-losing streaming businesses, media companies face a lot of uncertainty as they try to get their share of advertising dollars. The multiple...
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Salesforce Silverline Announces Salesforce Data Cloud Implementation Packages to Drive Business Success
Silverline, a leading consulting and professional services firm specializing in Salesforce solutions, is excited to announce a comprehensive suite of Salesforce Data Cloud implementation packages designed to empower companies in leveraging the full potential of their data assets. These packages...
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CalendarAnything CalendarAnything Unveils Salesforce Appointment Scheduling Functionality
CalendarAnything, the leading Salesforce visualization solution from Silverline, is proud to announce the release of its most requested functionality: Salesforce Appointment Scheduling. The latest release of CalendarAnything will redefine how organizations manage appointments, resources, assets,...
