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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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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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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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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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Webinar WFH Series: Salesforce Center of Excellence Best Practices – How to Support a Growing Backlog
Managing a successful Salesforce org can be a challenge without the right governance model. You need to focus on the big picture impacts for your stakeholders as well as the day to day bug fixes and backlog requests. With the...
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Webinar WFH Series: The Future of Integration and Data in Financial Services
In the last five years, Salesforce has picked up more than $6.8B in marketing automation solutions (ExactTarget, Krux, Demandware, Datorama), acquired the best-in-class API platform MuleSoft ($6.5B in 2017), and gone all-in on...
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Webinar WFH Series: Agent Recruiting, Retention, and Engagement
For many insurance carriers, the process of agent acquisition is very expensive and cumbersome. Most processes are completed offline, with little line of sight for both the internal teams and the candidate to understand...
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Webinar Imitation is the Sincerest Form of Flattery: How to Apply a Unique CRM Approach to Your Business
Why start from scratch when you can learn from an already solved, complicated CRM challenge to transfer to your own patient support program? Hear how Silverline created a portal that allowed doctors and nurses to register their...
