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Media & Entertainment 3 Strategies to Personalize Subscription Lifecycle Management
“Your Netflix account is for you and the people you live with—your household.” That’s the message that Netflix shared in May as it cracked down on password sharing. Millions of viewers groaned in response as their days of scrounging off family and friends came to an end. But despite industry...
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Peoples Bank
Lacking visibility across disparate systems Over the last ten years, Peoples Bank experienced rapid growth by acquiring five financial institutions. To stay competitive in the marketplace, the bank’s technology had to evolve as it went from being a smaller community bank to serving a much larger...
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Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a fintech app asks them to verify their identity (70%) and prefer them over apps...
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Provider Improving Population Health Management in Rural Communities
...population health reimbursements and pay-for-performance Change management and acceptance of new workflows Enhanced and customized...
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Wealth Enhance Wealth Management Client Services with Service Cloud
Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their AUM, a great CRM tool should be at the top of their priority list. ...
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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer interactions, and only 30% indicated that advisors used the data to...
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Financial Services How to Embark on a Successful Journey with Salesforce and nCino
Silverline’s Transcending CRM Podcast explores how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. A recent episode featured Julie Bonnema, VP, Digital Transformation Manager at Peoples Bank in...
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Wealth 4 Ways Wealth Advisors Can Capitalize on Graduation Season
One of the most traditional graduation gifts is money. And students will need it, considering that over the last 20 years, the average tuition at private schools has increased by nearly 150% and is expected to continue to climb. According to U.S. News, tuition and fees for the 2022-2023 school year...
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Simmtronic
Improving appointment organization to prevent business inefficiencies The company’s five engineering teams are made up of about 30 field engineers; the managers of these teams needed a flexible calendar solution to create the Service Appointment records necessary to track the data the business...
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Healthcare & Life Sciences Healthcare Marketing Automation: 3 Ways to Drive the Bottom Line
Today’s healthcare landscape is in flux, but why? There are several key factors driving this change. In today’s article, we will take the perspective of change being driven by two primary forces: Consumers/patients/members demand a better healthcare experience, something similar to their local...
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Provider How Retail is Impacting the Healthcare Patient Experience
Now more than ever, healthcare providers must make the foundation of their patient lifecycle management systems a best-in-class patient experience. Patients continue to become savvier regarding how they spend their healthcare dollars — their choices on providers, facilities, and caregivers are...
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Banking How Banks Can Benefit from Automated Treasury Management
Treasury management is often the unsung hero of a financial institution. It does so much behind the scenes to make a bank run efficiently and effectively, yet it usually doesn’t get the same spotlight as other products and services targeted at businesses. But for all its importance in...
