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Banking How to Prepare Your Bank to Cross $10 Billion in Assets
As your bank grows, you need a team and technology that grows with you. Crossing the $10 billion threshold is a huge transition for a company — requiring investments in technology, skilled people, and new processes to...

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Financial Services Mark Jaundoo Joins Silverline as Director, Client Partner
...ways to curate and drive business strategy, improve change management, and leverage technologies that drive digital adoption,...

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Banking The Top 5 Banking Skills of the Future
...roadmap to long-term success. 3. Flexible, proactive change management Change management is part of the broader discipline...

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Help & Training Your Guide to Salesforce Best Practices: Where to Find Them and What to Do With Them
...mission-critical information like revenue numbers. 6. Have a change management plan People hate change. It’s one of the things that...

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Real Estate Why Should You Invest in Commercial Real Estate Technology?
The past year has seen a big upheaval in commercial real estate, and companies are getting very creative with how they think about their portfolios. It’s also a highly acquisitive market, specifically with regard to healthcare...

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Financial Services Tableau CRM: 5 Best Practices for Customized Dashboards
...need to know without ever leaving Salesforce. Include change management in the process The best part about Tableau CRM dashboards...

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StackCommerce
“It’s a way for someone to be able to get access to promotion on all these different publishers that they essentially would have no other way to really be able to do,” said Alex McGeeney, Senior Director of Account...

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Healthcare & Life Sciences Future-Proof Member Management for Health Insurance Companies
In a world where business technology seems to change and age faster than ever, companies typically have two options for enabling new capabilities: modify what they have, or invest in new tools designed for their specific...

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Financial Services Tableau CRM: Getting Started with Data Sets
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the...

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Investment Banking 3 Challenges Impacting Investment Bank Relationships
The most successful investment banks have one thing in common: they recognize the power of relationship capital and use it to drive business. Understanding the extent of your organization’s connectivity to other people, firms,...

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CalendarAnything A Step-by-Step Guide to CalendarAnything
I’m so excited to share that CalendarAnything Lightning for Salesforce is now live on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component. This updated, modern experience empowers teams from...

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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...
