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Webinar Capital Markets & FinTech Summit: The Next Generation of Diversity and Inclusion in Finance
As the world faces unprecedented times, Corporate America is under more pressure than ever to address the need for diversity, particularly at the executive and board level. The nation is in the midst of a social movement...
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Webinar SBA‑approved Lenders: Rapidly Enhance Your PPP Solution and Deepen SMB Relationships
During the initial round of funding from the Paycheck Protection Program (PPP), over 100 banks of all sizes in the U.S. leveraged Salesforce to rapidly deploy and scale PPP solutions with go-live time frames ranging from 7 days...
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Webinar Banking & Lending Decoded Series: Digital Self-Service Channels
This webinar features a workshop with best practices to create a “Virtual Branch”. You’ll learn about the Silverline point of view, see a demo, and we highlight implementation best practices on digital self-service...
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Webinar Banking & Lending Decoded Series: Salesforce Treasury Management
Our first webinar in this series focuses on leveraging Financial Services Cloud to solve common commercial banking and treasury management challenges. Internal collaboration and frictionless onboarding are critical to the...
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Webinar WFH Series: The Power of Enterprise Relationships: Why your CRM needs ERM
Enterprise Relationship Management (ERM) is not a novel concept for Financial Services, but recent advances in technology, data, and workflow management platforms have made it even easier for organizations to adopt or enhance...
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Webinar WFH Series: Salesforce Center of Excellence Best Practices – How to Support a Growing Backlog
Managing a successful Salesforce org can be a challenge without the right governance model. You need to focus on the big picture impacts for your stakeholders as well as the day to day bug fixes and backlog requests. With the...
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Webinar WFH Series: The Future of Integration and Data in Financial Services
In the last five years, Salesforce has picked up more than $6.8B in marketing automation solutions (ExactTarget, Krux, Demandware, Datorama), acquired the best-in-class API platform MuleSoft ($6.5B in 2017), and gone all-in on...
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Webinar WFH Series: Agent Recruiting, Retention, and Engagement
For many insurance carriers, the process of agent acquisition is very expensive and cumbersome. Most processes are completed offline, with little line of sight for both the internal teams and the candidate to understand...
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Webinar WFH Series: Transforming your Claims Experience with Vlocity
Claims leaders are taking swift action to protect their employees, with many enabling more than 90 percent of their workers to work remotely according to a recent McKinsey report. They are also mobilizing staff in new ways as...
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Webinar WFH Series: Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Hear directly from Axcess Financial and their Senior Director of Growth Optimization, Scott Dalton on how they are using Marketing Cloud and FSC to leverage a multimedia approach to marketing. We discuss their journey on the...
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Webinar WFH Series: Design Thinking Secrets for Your First Einstein Experiment
Financial Services teams across the globe are experimenting with AI and machine learning for a variety of great use cases: to source deals, to optimize middle office processes, to predict cash flow. Some of the most exciting...
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Webinar WFH Series: Rethinking Your Event Strategy: 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. Disruption from COVID-19 has forced banking and corporate...
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