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Investment Banking What It Means to Be a Data-Driven Bank… and How to Get There
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology....
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Financial Services How Financial Institutions Can Best Support Customers in the Coronavirus Reality
As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been...
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Banking Collaboration Insights for Banks and Credit Unions Affected by Coronavirus
We are in an age of collaboration. We have more tools and more data available to us today than ever before. In my recent post, I highlighted how important it is for banks and credit unions to build a strong marketing automation...
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Banking Marketing Automation Playbook for Banks and Credit Unions
Banks and credit unions are facing shifting customer preferences and realizing that experience matters. To be successful, banks and credit unions need to truly collaborate around the customer. True collaboration needs to be...
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Banking The California Consumer Privacy Act: Compliance Strategies for Financial Institutions
The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the...
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Dreamforce Insights From Dreamforce 2019: Key Takeaways for Financial Services
Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our...
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Financial Services Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union
We recently highlighted the work we did with Baxter Credit Union (BCU) to implement their new Salesforce Org and help increase member engagement across the board. The project was a success largely due to the partnership formed...
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Financial Services Don’t Miss These Dreamforce 2019 Financial Services Sessions
Dreamforce 2019 is just around the corner! If you’re still not quite sure which sessions are best for your needs, our Financial Services practice has hand-picked speakers and panels to help you round out your Dreamforce...
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Financial Services Deeper Member Insights & Improved Results for Baxter Credit Union
Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. As a credit union, BCU has set new standards in...
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Events What to Watch at the Digital Mortgage 2019 Conference
This September 23-24, mortgage leaders and digital innovators in the home buying and selling ecosystem will descend on the Wynn Las Vegas for two days of learning, networking, and fun (it is Vegas, after all) at the Digital...
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Financial Services Challenger Banks Have Arrived. Why? What’s Next?
As part of our series on the six banking trends to watch, we’re introducing trend #2: the rise of challenger banks. Challenger banks are typically defined as digital-only retail banks that “challenge” the traditional business...
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Financial Services 3 Ways Banks Can Deliver a Frictionless Customer Journey
Recently we revealed six trends to watch in banking, the first being: removing friction from the customer journey. It begins with focusing on everyday experiences. Customer experience is often the number one differentiator when...
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