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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CalendarAnything CalendarAnything Transforms a Sales Team’s Efficiency
Founded in 2007, Jacaruso Enterprises provides remote hotel sales service and training that gives small to medium-sized hotels an affordable and flexible solution for increasing revenue. Jacaruso’s customers include approximately a thousand major hotels and boutique properties in the U.S., Canada,...
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Provider The Future of AI for Healthcare Providers
The security of health records is a source of some concern for Americans, according to a Pew Research Center survey exploring public views on AI in health and medicine. The survey found that 37% think using AI in health and medicine would make the security of patients’ records worse, compared with...
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Salesforce Elevate Your Digital Experience with Salesforce OmniStudio
In today’s digital era where innovation and insights go hand in hand, the world of digital transformation comes alive with stories. As a Specialty Director involved in Silverline’s solution and technical innovation, I deeply understand functional business requirements and ensure that...
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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...
