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Wealth Enhance Wealth Management Client Services with Service Cloud
Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their...
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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer...
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Media & Entertainment 4 Generative AI Use Cases to Drive Ad Sales
One of the first instances of AI showing up in the advertising industry was with a Lexus commercial. It was 2018, and Lexus used IBM Watson to create the first commercial entirely scripted by AI. The car company leveraged IBM...
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Financial Services How to Embark on a Successful Journey with Salesforce and nCino
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. A recent episode featured...
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Wealth 4 Ways Wealth Advisors Can Capitalize on Graduation Season
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...
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Healthcare & Life Sciences Healthcare Marketing Automation: 3 Ways to Drive the Bottom Line
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...
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Insurance The Smarter Approach for Recruiting Insurance Agents and Faster Onboarding
We cannot yet know the long-term implications of the COVID-19 pandemic. The outbreak has presented major challenges to all kinds of financial service businesses as they rush to shift strategies and tactics in response to...
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Provider How Retail is Impacting the Healthcare Patient Experience
Now more than ever, healthcare providers must make the foundation of their patient lifecycle management systems a best-in-class patient experience. Patients continue to become savvier regarding how they spend their healthcare...
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Banking How Banks Can Benefit from Automated Treasury Management
Treasury management is often the unsung hero of a financial institution. It does so much behind the scenes to make a bank run efficiently and effectively, yet it usually doesn’t get the same spotlight as other products...
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CalendarAnything CalendarAnything Transforms a Manufacturer’s Dealer Network
CalendarAnything lets you view your business at a high level or get into the details — all on one screen. It’s completely customizable to exactly what your organization needs, whether you’re managing a team of ten or...
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Banking Driving More Value from Five Star Bank’s FSC Platform
Financial Institutions, Inc. (Nasdaq: FISI) is an innovative financial holding company with approximately $5.8 billion in assets offering banking, insurance, and wealth management products and services through a network of...
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Banking 4 Ways AI is Impacting the Banking and Lending Industry
Remember when AI was just something we saw in sci-fi movies? Now you can’t go an hour without stumbling across some mention of the latest innovation in AI. From ChatGPT to AI photo editing for social media profiles to Google...
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