How to improve efficiency without sacrificing security in the insurance industry

Providing complete data confidentiality and privacy protection for clients while improving operational efficiency is a daunting task for the insurance industry. Find out how to tackle this challenge in this joint ebook by Revenue Grid and Salesforce

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Challenges facing the industry

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Data confidentiality risks when integrating Financial Services Cloud with email & calendar

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Missed opportunities because of limited account health visibility and no relationship insights

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Synchronization issues due to lack of configurability in data capture

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Scheduling conflicts when using Lightning Scheduler

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insurance sector ebook

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