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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 Salesforce platform and discuss the benefits and scale it has provided...
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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 new developments on the Salesforce platform are the tools in the Einstein...
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Ebook How Insurance Carriers Can Improve Agent Recruiting and Onboarding… and Get Results Faster
At Silverline, carriers we work with have routinely identified hiring and developing effective producers as the largest overall challenge in their business. Effective recruiting and onboarding of producing agents and reducing the time it takes for those agents to begin writing business will be...
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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 access professionals to rethink their approach and turn to digital...
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Webinar WFH Series: Top Insurance Trends 2020
How are insurance companies contending with new expectations and changing trends in 2020? Join industry experts from Salesforce and Silverline for of-the-moment industry updates and a deep dive into trending insurance topics. We’ll share insights into immediate evolution in the technology landscape...
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Webinar WFH Series: Connecting It All Together: Banks & Loan/Customer Origination
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. Unraveling legacy technology is difficult – Silverline is helping...
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Ebook Improve Healthcare Journeys with a 360 Ecosystem of Care
There’s a lot of talk these days about customer 360, and focusing on all the aspects of customer care in healthcare and life sciences. This is such an important step forward in improving the industry — but what if there were more? What if instead of just the customer, it was an entire 360...
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Webinar WFH Series: 4 Strategies to Enable Secure & Compliant Remote Work
Financial Services firms work tirelessly to earn and protect their clients’ trust. While COVID-19 has upended operations of so many of the firms with which Silverline works, one of the most frequent conversations we’re having with clients is about Security & Compliance implications given the...
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Webinar WFH Series: Marketing Automation Playbook: Customer Acquisition & Onboarding
In this webinar, you’ll learn how you can leverage Salesforce Financial Services Cloud and marketing automation in unison. You’ll hear from Silverline and Salesforce experts as they take a deep dive into the journey of a borrower’s experience. The webinar will also feature requirement gathering...
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Datasheet Contract Lifecycle Management with Conga Contracts
Most companies are still using outdated systems and manual workflows to manage their contract processes, leading to time-wasting, costly challenges such as: manual contract creation, an error prone and labor intensive process; contracts siloed across multiple disparate systems, making key contract...
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Webinar WFH Series: Connecting the House — How Banks & Credit Unions Drive Value through Financial Services Cloud
In this webinar, we explore how Salesforce empowers financial services firms to make data-driven insights, pass data to the right people at the right time during the customer journey, and reimagine the way you collect information from new and existing clients. Hear directly from Lake City Bank...
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Ebook How Silverline Enables and Delivers Results With a Fully Remote Team
We’ve been a majority-remote workforce since Silverline was founded 10+ years ago. At each stage of our professional services projects, we find that effective remote work functions best with proactive and thoughtful planning. Because our professional services team brings expertise in both...
