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Insurance 7 Key Areas to Leverage AI in Insurance Solutions
Between World Tour NYC ‘23 and CNX23 in Chicago, the announcements of Salesforce AI have been a major buzz around the ecosystem. Learning how to apply it to your industry is important due to its transformative potential and numerous benefits. Since I’ve been focusing on the insurance industry for...
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Provider Improving Population Health Management in Rural Communities
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...
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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 AUM, a great CRM tool should be at the top of their priority list. ...
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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 interactions, and only 30% indicated that advisors used the data to...
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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 Watson to analyze 15 years of car and luxury brand campaigns that had won...
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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 Julie Bonnema, VP, Digital Transformation Manager at Peoples Bank in...
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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 climb. According to U.S. News, tuition and fees for the 2022-2023 school year...
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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 demand a better healthcare experience, something similar to their local...
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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 changing customer needs. For insurance carriers, likely effects of the...
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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 dollars — their choices on providers, facilities, and caregivers are...
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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 and services targeted at businesses. But for all its importance in...
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CalendarAnything CalendarAnything Transforms a Manufacturer’s Dealer Network
Lacking a central tool for an extensive dealer network A wholesale manufacturer of parts for the home storage industry distributes through three distribution channels: retail, direct-to-consumer, and dealers. It had different dealers using different tools with no central tool that allowed them to...
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