The Silverline Blog
Industry insights, Salesforce news, and more
Marketing Cloud
3 Ways to Leverage Marketing to Mitigate Bank Fraud
Reading time: 3 minutes
A recent survey by J.D. Power found that one in three U.S. bank customers say they have been victims of financial fraud in the past 12 months. 50% of customers under age 40 experienced fraud during that time, as their increased engagement in electronic transfers made them more likely to trust online requests for payments. ...
Wealth
How to Help Customers Navigate the Great Wealth Transfer
Reading time: 4 minutes
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 all together. According to a Wells Fargo report, an estimated 26% of adult children would rather deal...
Insurance
How to Improve Customer Experiences in Volatile Markets
Reading time: 3 minutes
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 are wreaking havoc on the interest rate environment and impacting the insurance industry. Rates had been at historic lows, but...
Media & Entertainment
3 Strategies to Personalize Subscription Lifecycle Management
Reading time: 4 minutes
“Your Netflix account is for you and the people you live with—your household.” That’s the message that Netflix shared in May as it cracked down on password sharing. Millions of viewers groaned in response as their days of scrounging off family and friends came to an end. But despite industry doubts, the crackdown paid off,...
Banking
3 Barriers Holding Back Your Bank’s Marketing Growth
Reading time: 3 minutes
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 failure of Silicon Valley Bank and others shows how difficult it is for executives to anticipate/predict the future, even in the near-term.” To...
Provider
Improving Population Health Management in Rural Communities
Reading time: 7 minutes
Structured and comprehensive patient population health management, coupled with access to healthcare and wellness services, are tantamount to achieving and maintaining good health. For populations outside the fray of large urban centers, obtaining these things can be a daunting challenge. Rural and small community residents frequently incur a myriad of obstacles and unending barriers to...
Wealth
4 Ways Wealth Advisors Can Capitalize on Graduation Season
Reading time: 3 minutes
One of the most traditional graduation gifts is money. And students will need it, considering that over the last 20 years, the average tuition at private schools has increased by nearly 150% and is expected to continue to climb. According to U.S. News, tuition and fees for the 2022-2023 school year cost an average of...
Healthcare
Healthcare Marketing Automation: 3 Ways to Drive the Bottom Line
Reading time: 5 minutes
Today’s healthcare landscape is in flux, but why? There are several key factors driving this change. In today’s article, we will take the perspective of change being driven by two primary forces: Consumers/patients/members demand a better healthcare experience, something similar to their local Starbucks or at-home Amazon shopping experience. The entrance of major disruptors within...
Marketing Cloud
Salesforce Data Cloud: 7 Frequently Asked Questions
Reading time: 6 minutes
According to the MuleSoft 2023 Connectivity Benchmark Report, more than two-thirds (69%) of organizations say they’re ahead of anticipated progress on their digital transformation projects. Yet IT teams continue to face several technology and process challenges that are preventing progress. At the top of that challenge list is integrating siloed apps and data (36%), making...
Banking
Forging the Right Path for Customers in Salesforce Journey Builder
Reading time: 3 minutes
When Gartner asked their clients about the most critical priority facing marketing leaders, the overwhelming answer was customer journey orchestration. Gartner defines the customer journey as “a tool that helps marketers understand the series of connected experiences that customers desire and need — whether that be completing a desired task or traversing the end-to-end journey...
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