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Financial Services Implementation Success: LPL’s Managed Package for ClientWorks Integration
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone...
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Media & Entertainment Why Salesforce Media Cloud is a Must for Media Planning
Sometimes it can be hard to see the glimmer of light at the end of the media industry tunnel. From two Hollywood strikes to declining ad revenue to money-losing streaming businesses, media companies face a lot of uncertainty as they try to get their share of advertising dollars. The multiple...
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Salesforce Silverline Announces Salesforce Data Cloud Implementation Packages to Drive Business Success
Silverline, a leading consulting and professional services firm specializing in Salesforce solutions, is excited to announce a comprehensive suite of Salesforce Data Cloud implementation packages designed to empower companies in leveraging the full potential of their data assets. These packages...
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CalendarAnything CalendarAnything Unveils Salesforce Appointment Scheduling Functionality
CalendarAnything, the leading Salesforce visualization solution from Silverline, is proud to announce the release of its most requested functionality: Salesforce Appointment Scheduling. The latest release of CalendarAnything will redefine how organizations manage appointments, resources, assets,...
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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 websites. According to a recent article from KrebsOnSecurity, this is due...
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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 all together. According to a Wells Fargo report, an estimated 26% of...
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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 Indiana and Chicagoland with a wide range of consumer, business, and wealth...
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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 Einstein runs more than 1 trillion predictions per week. Plus...
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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 are wreaking havoc on the interest rate environment and impacting the...
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Media & Entertainment 3 Strategies to Personalize Subscription Lifecycle Management
“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...
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Managed Services Transforming Your Company: 6 Digital Transformation Must-Haves
The race to stay ahead of the curve intensifies in the rapidly-evolving business landscape as C-suite executives seek ways to gain resilience and competitive advantage. Forbes’ CxO Growth Survey 3.0 examined how global leaders prioritize digital transformation to remain competitive. This...
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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 and underwriting claims processes. These cutting-edge tools leverage...
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