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Financial Services Webinar Recap: Rethinking Your Event Strategy for Digital Conferences & Client Engagement
Face-to-face events have historically been one of the most important drivers of deal-making. But 2020 has seen more than 75% in-person conferences canceled or postponed due to disruption from COVID-19. In April, IR Magazine...
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Financial Services Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Axcess Financial Services, Inc. (“Axcess”), through its subsidiaries, is a family of brands committed to offering financial solutions serving both consumers and retailers. Their success is shown in their growth with 1,000...
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Financial Services Press Release: Silverline and Tier1 Financial Solutions Announce Partnership
Silverline, a Salesforce Platinum Partner headquartered in New York City, and Tier1 Financial Solutions (“Tier1”) a Salesforce ISV partner and a leading global relationship management technology provider for capital markets and...
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Financial Services Webinar Recap: How MuleSoft Connects Banks & Loan/Customer Origination
Last week, Silverline hosted Sean Murray, Regional Vice President, East at MuleSoft in conversations about integration in digital transformation as a part of our WFH series. Joined by Silverliners Gean Martinez, Jill Harrison,...
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Banking What You Need to Know About the Main Street Lending Program
In early April, the Federal Reserve announced that it is working to establish a Main Street Lending Program (MSLP) to support lending to small and medium-sized businesses that were in sound financial condition before the onset...
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Financial Services Webinar Recap: How to Improve Customer Acquisition & Onboarding
Reducing the costs of customer acquisition and proving the ROI of marketing efforts are two of the most commonly cited marketing priorities among companies. But how do you drive one-on-one engagement while having the ability to...
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Financial Services Improving Your Salesforce Security & Compliance in the COVID-19 Era
We have been hard at work over the last six weeks helping our clients make the transition to remote work — and sharing all the ways we’ve built our company culture to empower remote operations. So many of our financial...
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Investment Banking Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered...
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Financial Services Emerging Covid-19 Trends and Solutions for Banking & Lending
Many financial institutions have prided themselves on being local and interacting face-to-face with their customers. Whether it’s a global issue like COVID-19 or a local emergency, financial institutions must have a reliable...
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Investment Banking What It Means to Be a Data-Driven Bank… and How to Get There
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology....
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