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Salesforce Platform Customer 360 Audiences: What You Need to Know
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the...
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Financial Services ESG in Action: How Financial Sponsors & Corporations Can Contribute
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our event was to opine on all that happened in 2020 and share our priorities...
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Banking Leveraging Salesforce for Community Bank Mergers and Acquisitions
...resources are focused on conversion activities and change management, you can execute everything previously mentioned with...
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Media & Entertainment The Path to Digital Transformation in Ad Sales Part 2
In regards to digital transformation in the media and entertainment industries, part 1 of this blog series talked about the need to have technology that scales with the ever-evolving content consumption habits of consumers. Stats show that companies recognize digital transformation and customer...
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Financial Services Driving Diversity with Nasdaq & Equilar
On December 1st, 2020, Nasdaq filed a proposal with the US Securities and Exchange Commission to “adopt new listing rules related to board diversity and disclosure. If approved by the SEC, the new listing rules would require all companies listed on Nasdaq’s U.S. exchange to publicly disclose...
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Financial Services 3 Ways to Increase Financial Services Cloud Adoption with Change Management
...tools and technology being implemented: organizational change management. When you implement a new system like Salesforce Financial...
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Wealth Your Wealth Onboarding Process Could Be Better. Here’s How.
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are...
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Media & Entertainment How a Media Organization Used Salesforce to Redefine Ad Sales
Imagine you’re making a sandwich. You walk into the kitchen, grab two slices of bread and then pause; “Where are all of the other ingredients?”. Then you remember, the lettuce is in your living room, the meat is down in the basement and the cheese is over at your neighbour’s house (if there’s...
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Healthcare & Life Sciences Paul Sinclair Joins Silverline’s Healthcare Practice as New Managing Director
Silverline announced today that Paul Sinclair joined as Managing Director to lead Silverline’s Provider Sub-Vertical within its Healthcare and Life Sciences Practice. In this role, Paul will leverage his extensive industry, technology, and consulting expertise to continue Silverline’s success in...
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Media & Entertainment Predictions 2021: Tools and Technology Will Drive Media Industry Growth
The media industry saw technology innovations flourish as the Covid-19 pandemic drove consumers to be more reliant on technology. From this need, a wave of change spanning new demands, use cases, and expectations washed across the consumer landscape. The developments happened seemingly overnight,...
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Digital Transformation Ongoing Change Management: How to Sustain Momentum
This is part four in a series on unlocking change management mysteries. Check out the first, second, and third...
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Financial Services 3 Wealth Management Trends to Focus on in 2021
...firms, it is important to think meaningfully about change management and work closely with advisers to understand their...
