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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 right programs and proper training in place, you can push your...
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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 AI-powered Business Intelligence via their organic investment in the...
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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 candidate status. We’ll discuss the ways in which you can leverage Salesforce...
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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 cancer patients for therapy treatment and follow the chain of custody...
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Webinar WFH Series: Transforming your Claims Experience with Vlocity
Claims leaders are taking swift action to protect their employees, with many enabling more than 90 percent of their workers to work remotely according to a recent McKinsey report. They are also mobilizing staff in new ways as their outsourcing providers shut down, rapidly deploying automation...
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Webinar WFH Series: Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Hear directly from Axcess Financial and their Senior Director of Growth Optimization, Scott Dalton on how they are using Marketing Cloud and FSC to leverage a multimedia approach to marketing. We discuss their journey on the Salesforce platform and discuss the benefits and scale it has provided...
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Webinar WFH Series: Design Thinking Secrets for Your First Einstein Experiment
Financial Services teams across the globe are experimenting with AI and machine learning for a variety of great use cases: to source deals, to optimize middle office processes, to predict cash flow. Some of the most exciting new developments on the Salesforce platform are the tools in the Einstein...
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Webinar WFH Series: Rethinking Your Event Strategy: Digital Conferences & Client Engagement
Face-to-face events have historically been one of the most important drivers of deal-making. But 2020 has seen more than 75% in-person conferences canceled or postponed. Disruption from COVID-19 has forced banking and corporate access professionals to rethink their approach and turn to digital...
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Webinar WFH Series: Top Insurance Trends 2020
How are insurance companies contending with new expectations and changing trends in 2020? Join industry experts from Salesforce and Silverline for of-the-moment industry updates and a deep dive into trending insurance topics. We’ll share insights into immediate evolution in the technology landscape...
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Webinar WFH Series: Connecting It All Together: Banks & Loan/Customer Origination
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology. Unraveling legacy technology is difficult – Silverline is helping...
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Webinar WFH Series: 4 Strategies to Enable Secure & Compliant Remote Work
Financial Services firms work tirelessly to earn and protect their clients’ trust. While COVID-19 has upended operations of so many of the firms with which Silverline works, one of the most frequent conversations we’re having with clients is about Security & Compliance implications given the...
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Webinar WFH Series: Marketing Automation Playbook: Customer Acquisition & Onboarding
In this webinar, you’ll learn how you can leverage Salesforce Financial Services Cloud and marketing automation in unison. You’ll hear from Silverline and Salesforce experts as they take a deep dive into the journey of a borrower’s experience. The webinar will also feature requirement gathering...