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Salesforce 6 Ways to Ensure Salesforce Data Security
Government organizations, financial institutions, and healthcare providers are leaking private and sensitive information such as Social Security numbers, dates of birth, and IP addresses from their public Salesforce Community...
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Wealth How to Help Customers Navigate the Great Wealth Transfer
Every family has a different approach when it comes to talking about money. Sometimes it comes up in conversation at every family gathering. Others know it will lead to arguments over the Thanksgiving turkey and avoid the topic...
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Banking Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest...
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Salesforce 7 Steps for Crafting an Effective AI Implementation Strategy
September 19, 2016 is a significant date in Salesforce history. That’s when Salesforce Einstein was launched and brought the power of artificial intelligence to every Salesforce user. Skip to almost seven years later, and today...
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Insurance How to Improve Customer Experiences in Volatile Markets
Look up “volatile” in the thesaurus, and you’ll likely see synonyms like unstable, unpredictable, and precarious – all of which are perfect adjectives for the flux of today’s markets. Rising inflation and other financial crises...
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Banking 3 Barriers Holding Back Your Bank’s Marketing Growth
According to a BCG survey of 759 global C-suite executives, nearly three-quarters expect macroeconomic uncertainty to be the key challenge facing their businesses in 2023. The survey’s report cites that “the recent...
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Insurance 7 Salesforce Features Empowering Insurance and Underwriting
In the fast-paced world of insurance, staying ahead of the curve is crucial. Salesforce, a leader in customer relationship management (CRM) platforms, has introduced several game-changing features in 2023 to enhance insurance...
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Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
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Financial Services How OwnBackup for Salesforce Maximizes Data Protection
Silverline is always searching for ways to optimize our financial services clients’ Salesforce journey. One of the ways we do this is by partnering with leading companies that provide highly specific fintech solutions that...
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Banking Monit and Salesforce: Helping Banks and Businesses Grow Together
According to a survey by Monit of SMB owners, the recent turmoil in the banking sector has influenced how they manage their bank accounts. The survey found that 90% of owners relooked at how they manage their deposits, with 38%...
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Insurance 7 Key Areas to Leverage AI in Insurance Solutions
Between World Tour NYC ‘23 and CNX23 in Chicago, the announcements of Salesforce AI have been a major buzz around the ecosystem. Learning how to apply it to your industry is important due to its transformative potential and...
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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer...
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