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Webinar Tableau CRM: Building Executive Dashboards
Watch the third webinar in our Tableau CRM series to learn how to create your Banking Executive Dashboard. We take a deep dive into best practices around your data visualization, how to enable this visibility to influence...
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Webinar Tableau CRM: Getting Started With Data Sets
The second webinar in our Tableau CRM series focuses on the data sets you need to start telling your story. We share expertise for preparing your Salesforce and external data, identifying use cases, and how to build lenses and...
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Webinar CalendarAnything Lightning
This webinar features a live demo of CalendarAnything as a Lightning Web Component. Learn how this updated, modern experience can empower teams from around the globe to collaborate more efficiently and easily. Demo highlights...
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Webinar Tableau CRM: What Is It Good For?
The first webinar in our three-part Tableau CRM series focuses on the basics: what is Tableau CRM and why do you need it? Hear from Tony Stegeman, Senior Data Analysis Manager and Small Business Banking at Capital One on how he...
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Ebook The 5 Trends Shaping the Future of Investment Banking
As investment banking continues to change, a few key trends are coming into focus that we’re seeing across the industry and from our clients. In this eBook, we walk through each of the top five investment banking trends and...
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Ebook The Top 5 Healthcare Trends for 2021: What Providers Need to Know
It’s time to evolve the definition of success when it comes to healthcare. What does this mean for you? We’ll walk through each of the top five healthcare trends for 2021 and beyond so your team can be ready for these changes...
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Ebook 43 Questions for Improving Customer Service in the Banking Industry
There’s got to be a better way. Improving customer service is key, as it has been for a while. The problem lies in the fact that many institutions were left in the dust and debris created by the pandemic and its rapid...
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Demo / Video Salesforce High Velocity Sales Demo
You have a lot of leads coming in through your website, events, and other sources, but you need to nurture them over time to get them across the finish line. Salesforce High Velocity Sales lets you do just that, allowing you to...
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Webinar Unify Your Member Services Team with Salesforce
Payers fight a never-ending battle to effectively manage relationships with the provider, group, and member communities — in addition to traditional operational challenges like claims processing times and aging technology. With...
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Webinar Capital Markets & FinTech Summit: Founders Happy Hour
See how leading firms are cleverly mining for first-party data, expanding influence through second-party data, and growing fast with third party market data and next-generation analytics at their fingertips. Each CEO presents a...
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Webinar Capital Markets & FinTech Summit: Prompted Insights: Technology Designed to Grow the Top Line
Capital markets and banking workflows are unique. While a long list of broader tools are available to increase productivity and efficiency, or improve access to data, few have the interconnected capability and success in...
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Webinar Capital Markets & FinTech Summit: Looking Ahead: Investing in Diversity, Ethical AI and ESG
Firms have been leveraging Salesforce to enhance operations for 20+ years, but the most innovative among them have begun to use this same tech stack to power their ESG, diversity and inclusion, and stakeholder capitalism...