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Financial Services 3 Key Skills Your Team Needs to Navigate the Future of Data
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data...
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Financial Services Why Data Storytelling is Shaping the Future of Financial Services
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better,...
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Banking Managing Relationships with nCino Pricing and Profitability
When it comes to hitting profitability targets, it’s important to understand that relationship profitability is just as important as loan profitability. You might issue an unprofitable loan to keep a profitable relationship...
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Banking 3 Strategies for Successful Banking Mergers and Acquisitions
After dipping in 2020, U.S. bank mergers and acquisitions are picking up steam. Companies announced more than 132 deals this year as of August 2021 — compared to 103 for all of 2020 — and total deal value grew by over $10...
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Financial Services Redefining Contact Center Operations for a Remote Workforce
Remote work isn’t going away. According to Gallup, 51% of U.S. employees were working remotely as of May 2021, and 35% of them intended to stay remote in the future. Many contact centers had some type of work-from-home...
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Banking How Westfield Bank Aligns Sales and Marketing with Salesforce
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service,...
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Banking The Top 5 Banking Skills of the Future
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are...
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Banking Improving Operational Efficiency in Banks with Financial Services Cloud
In today’s digital world, retail and commercial customers equally demand a frictionless lending experience. They need to be able to apply for loans and interact with lenders at any time from anywhere. Borrowers are increasingly...
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Banking Leveraging Salesforce for Community Bank Mergers and Acquisitions
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other...
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Banking Growing Deposits with Salesforce Tools
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not...
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Financial Services Digital Engagement Drives Connected Experiences in Banking
This is part five in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one, two, three, and four. No matter your intended audience or end goal, the urgency for digital transformation...
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Financial Services Personalize the Customer Journey in Banking with 360-Degree Data
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that...
