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Real Estate How Salesforce Enables a 360 Approach to the REIT Market
Everywhere you look these days, you can’t miss the dramatic changes happening in the real estate industry. There’s a “for sale” on a building one day. The next, it’s “just sold” and off the market. This rapid change extends to all areas of the country and is especially seen among real estate...
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Insurance Salesforce Insurance Industry Innovations for 2022
The insurance industry is dealing with a major talent gap. According to the U.S. Bureau of Labor Statistics, nearly 400,000 employees are expected to retire from the insurance industry workforce within the next few years. Yet, those people that were supposed to follow in retirees’ footsteps are...
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Banking The 8 nCino Certifications You Need for Banking Success
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and...
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Data and Integrations A Beginner’s Guide to Salesforce MDM
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master “golden record” for all versions of a record across all systems....
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Banking Simplifying Complicated Workstreams in Banking Mergers and Acquisitions
“Life is really simple, but we insist on making it complicated.” Leave it to philosopher Confucius to nail it with that sage advice. There really is no need to complicate matters more than is necessary. You probably see complications arise in life on a daily basis, especially at work, that could...
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Banking 3 Ways UI/UX Design Improves Banking Customer Journeys
Customers of banking and lending enterprises are increasingly choosing products and services based on the quality of the experiences they have with them. These experiences are becoming more and more complex and spanning channels, technologies, and departments. As this complexity is introduced, the...
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Banking How Salesforce FSC Supports Branch Management
You may remember going to your local bank as a child. Maybe you got a lollipop from the teller. Or you were there to stash away your birthday money. Or you opened your first bank account with your first job. Despite the fond memories you may have of your local bank, the banks of today […]
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Insurance How to Build a Better Contact Center with FSC and Salesforce Industries
Although customers are increasingly moving to digital channels, traditional contact center support will continue to remain an important service channel. At many contact centers, the ability to serve customers is negatively impacted by agent’s need to access multiple legacy applications — frequently...
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Banking How Lenders Can Prepare for the New CFPB Rule
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it will have vast implications on the lending industry if and when it does....
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Silverline News Silverline Named a 2022 ‘Leader’ for Salesforce Services in Insurance by Everest Group
Silverline, a digital transformation consultancy and Salesforce partner headquartered in New York City, announced today that it has been named a Leader in the Everest Group PEAK Matrix® for Salesforce Services in Insurance Service Provider 2022. The PEAK Matrix provides an objective, data-driven...
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Financial Services 3 Key Skills Your Team Needs to Navigate the Future of Data
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial...
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Financial Services How Salesforce Turns Data into Compelling Customer Stories
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started...
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