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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 A Beginner’s Guide to Salesforce OmniStudio
As we all adjust to a digital-first, work-from-anywhere environment, how can we help teams better collaborate and stay connected? We’ve helped countless leaders get started with their Salesforce journey, and we know firsthand...
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Salesforce Platform Product Owner vs. Project Manager: What’s the Difference?
At Silverline, we’re passionate about how technology can help solve business problems. But we’ll let you in on a little secret: technology is only as good as the team implementing it. We’ve done countless projects with hundreds...
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Silverline News Rob Petitgout Joins Silverline as Senior Director, Insurance Go-To-Market Lead
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Rob Petitgout has joined the Financial Services practice as Senior Director, Insurance Go-To-Market Lead. In this new role, Rob will...
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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 Extend nCino Capabilities to FSC and Use AI in Your Favor
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide...
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Banking Deploying nCino? Here’s What You Need to Know
The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the...
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Banking How to Prepare Your Bank to Cross $10 Billion in Assets
As your bank grows, you need a team and technology that grows with you. Crossing the $10 billion threshold is a huge transition for a company — requiring investments in technology, skilled people, and new processes to...
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Financial Services Mark Jaundoo Joins Silverline as Director, Client Partner
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Mark Jaundoo has joined the Banking and Lending practice as Director, Client Partner. In this new role, Mark will partner with banks...
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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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