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Banking Why Your Company Needs a Marketing Cloud Preference Center
In yachting, there is something called a preference sheet. Each guest on luxury yachts lists their likes and dislikes on a sheet before their arrival so that the crew can attend to their every want and need. A financial...
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Banking 6 Tips to Survive Slowing Loan Growth with Marketing Cloud
Look at how someone is caring for their house plants, and you’ll soon know if they’re a green thumb growing a blossoming lily or if that once leafy fern is in its dying days. Like a house plant, your banking and lending...
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Insurance Top Insurance Highlights from the Salesforce Spring ’23 Release
The Salesforce Financial Services Cloud Spring ’23 release is coming out in a few weeks. We’re excited to see that many of the new capabilities offer solutions for the technology goals that insurance companies are looking to...
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Banking 3 Ways Banks Can Use Salesforce Marketing Cloud to Grow Deposits
During the pandemic, banks were like the Oprah of loans. Instead of you get a car, it was you get a loan, you get a loan, you get a loan! Loans were going crazy because of the low rates. But now, post-pandemic, the economy has...
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Asset Management How Digital Process Automation is Driving Asset Management Success
The financial services industry has experienced some severe market volatility in the past few years, and this unpredictability and instability has severely disrupted all aspects of asset management, from private equity and...
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Insurance Insurance Industry Trends 2023: Talent Shortages and Climate Change
In the first part of our look at 2023 insurance trends, we covered how inflation and interest rates are impacting insurance. Now we turn to other trends we are seeing around talent shortages and climate change. We’ll also take...
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Insurance Insurers, Are You Using Salesforce to See More ROI on Agents?
It takes a significant amount of time, effort, and resources to secure and onboard an agent before they sell anything. Many carriers have had experiences in which an agent sells one opportunity and then never sells another...
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Insurance Insurance Industry Trends 2023: The Impact of Inflation and Interest Rates
The insurance sector is not for the faint of heart. The massive insurance landscape is a fast-changing world of ebbs and flows, and the industry is continually influenced by trends that are beyond its control but that...
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Financial Services 5 Essential CRM Project Management Tips from a Salesforce Expert
Silverline’s Transcending CRM podcast explores how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. The podcast is hosted by me,...
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Insurance Understanding Underwriting in a New Era of Workers’ Comp
Workers’ compensation is the most highly regulated line of insurance, especially when it comes to underwriting policies. The pandemic exposed many outdated regulations, such as requiring paper documents that are...
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Insurance How Digital Experiences are Transforming Workers’ Compensation
Insurers can expect accelerated premium growth in the coming year. While other insurance sectors, such as cyber insurance, have seen rates soar by 25.5% due to ransomware attacks and breaches of remote work locations, only...
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Insurance 8 Steps to Build a Strong Carrier-Broker Relationship
As more and more organizations now consider keeping remote or hybrid workforces, they are facing a whole new set of workers’ compensation challenges. Insurers must now consider the safety of a company’s remote work...
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