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Webinar Capital Markets & FinTech Summit: The Crosshairs of Innovation: The Emerging Role of Security and Compliance
Companies are leveraging Salesforce in new ways and innovating broadly on the platform to grow their businesses and increase market share. Supporting that innovation requires prodigious amounts of data, most of it sensitive in...
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Ebook The Power of Enterprise Relationships: Why Your CRM Needs ERM
An effective ERM program includes aggregating relationship data across the organization through technology platforms and automated processes to effectively identify high-potential prospects in the pipeline. Learn more about...
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Webinar Capital Markets & FinTech Summit: Agility and the Innovation Imperative
The keynote session discusses how the worlds of M&A and Technology have converged over the last decade. We have learned big lessons about how the highest performing cultures in the world operate. At the heart of this...
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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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Ebook How to Improve the Advisor Experience from Recruiting and Onboarding to Effective Producer
But what is often not discussed as deeply is the shifting demographics of advisors themselves. At Silverline, the wealth management firms we work with have routinely identified hiring and developing effective advisors as the...
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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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Ebook Unlocking the Mystery of Change Management
Understanding Salesforce change management What this really means is a lot of change in a short amount of time. These changes inevitably impact their employees, partners, and customers. Managing change successfully not only...
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Webinar Post-pandemic decisions accelerate pace of patient access, engagement, and digital experience
Providers have experienced unprecedented change over the last 20 years with no sign of slowing in sight. Add a pandemic to the landscape and the short- and long-term impact can hardly be predicted. However, if we step away from...
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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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Ebook What’s Stopping You from Moving to Lightning?
But moving to Lightning is not quite as simple as flipping the proverbial switch. Straightforward and near out-of-the-box organizations have a number of factors that need to be considered when switching to Lightning, and the...
