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Financial Services Unpacking Marketing Cloud’s Financial Services Benefits: Data Management
The first part of our deep dive into Salesforce Marketing Cloud’s financial services value focused on personalization. Now let’s take a few steps back and take a look at data. For financial services marketers to achieve deeper...
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Financial Services Unpacking Marketing Cloud’s Financial Services Benefits: Personalization
You’ve probably seen those ‘How It Started … How It’s Going’ memes posted on social media. Two pics are shown next to each other to imply the passage of time and what it took to get from Point A to Point B. If you were to...
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Insurance 13 Insurance Highlights from Salesforce’s Winter ’23 Release
Salesforce’s Winter ’23 release notes offer high-level descriptions of new features and enhancements. We’ve combed through the hundreds of pages to share highlights that are especially relevant for insurance industry users so...
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Insurance How Insurance Companies Leverage Salesforce for Agency Management
The relationship between an insurance carrier and their agents is a critical one. A primary objective for a carrier is to make doing business as easy as possible for agents so they will either start or continue to do business...
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Insurance Drive Digital Transformation with Salesforce Insurance Policy Administration
The pandemic has been a huge disruption in everyone’s life, so it should come as no surprise that the pandemic was a massive disruptor in the insurance industry. Agents could not hold face-to-face meetings with prospective...
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Insurance Rebuilding SIF’s Quoting Process for Efficiency and Visibility
SIF, Idaho Workers’ Compensation, has been the reliable and stable source of workers’ compensation for Idaho since 1917. But processes hadn’t changed to keep up with the transforming marketplace. Requesting a quote was...
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Insurance Insurtech Challenges and Solutions Uncovered at ITC Vegas 2022
ITC Vegas is the world’s largest insurtech event. Over three days in September, insurance leaders, tech entrepreneurs, investors, and more convened in Las Vegas to showcase new innovations, learn how to increase...
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Financial Services Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event....
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Banking How Silverline’s Digital Account Opening Accelerator Automates Onboarding
When building new accelerators for banking and lending, Silverline looks at what is happening in the industry, such as trends and data, and listens to insights that our clients share with us. When we designed the Digital...
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Dreamforce Can’t Attend Dreamforce In Person? Check Out These Virtual Sessions
Even if you can’t join the tens of thousands of Trailblazers at Dreamforce in San Francisco, you can still be part of the experience with millions online on Salesforce+. This reimagined virtual experience is a full three...
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Financial Services Don’t Miss These Dreamforce 2022 Financial Services Sessions
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000...
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Financial Services 5 Steps of a Successful Product Analytics Strategy
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and...
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