The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Financial Services Articles

CommunityAmerica Credit Union and Silverline Grow Member Insight

Client News

Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its member relationship, become more collaborative, and streamline business processes. Facing a Challenge Head On CommunityAmerica Credit Union (CACU) lacked an easily accessible, true 360-degree view of the member due to many disconnected applications. Its process for tracking and managing referrals was disconnected and lacked collaboration and…
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Silverline Announces Mortgage360—a Salesforce Fullforce Solution for Retail Mortgage Firms, Mortgage Divisions of Banks and Credit Unions and Other Online Lenders

Banking

Silverline leverages Salesforce’s cloud, mobile, social, IoT, analytics and AI technologies to accelerate business transformation for customers in the mortgage industry New York, NY – June 19, 2017 – Silverline, a consulting firm headquartered in New York City, today announced the release of Mortgage360 — a Salesforce Fullforce Solution for retail mortgage firms, mortgage divisions of banks and credit unions and other online lenders. Today, everyone and everything is becoming smarter and more connected than…
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The DOL Fiduciary Rule is on its way!

Communities

It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov, DOL in supporting its mission to “protect, educate, and empower retirement investors,” implemented a new ruling that ensures all individuals providing “retirement investment advice to plans, plan fiduciaries and IRAs to abide by a ‘fiduciary’ standard – putting…
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A Milestone for Financial Services at Dreamforce

Financial Services

Dreamforce this year was a blast! The Financial Services industry has an incredible opportunity to advance with the innovation the Salesforce platform offers. I learned so much that I want to share with you especially how Financial Services is getting even smarter on the Salesforce platform. Einstein is Revolutionizing Financial Services Dreamforce talked a lot about the Age of the Customer. It’s not necessarily all about your top customers anymore, you need to give that…
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Dreamforce is the Place to Be if You’re In the Financial Services Industry

Financial Services

Dreamforce starts tomorrow! We are ready for a fantastic week of learning, teaching, and sharing of innovative solutions and ideas. With a deep dive into Financial Services, we have an array of the places you should be this week. Take a look at some sessions, keynotes, and demos we’ve compiled. If you don’t know where to go, make sure you get into some of these sessions. MetLife: The Making of a Digital Insurer Tuesday, October…
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Don’t Keep CRM Adoption Best Practices in the Vault, Cash in with these Adoption Strategies

Banking

Most would think that adoption of a CRM platform would be considered a technology transformation when, in fact, it is a significant cultural transformation. Institutions like yours yearn for change to create more efficient process but when faced with it are apprehensive and defensive. Your institutions are successful, that is not in question. What is in question is are you using the best technology platform to drive future successes and align that to the customer…
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Banking on Agile Transformation

Banking

Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout the country, I’ve noticed that many find themselves pleasantly surprised with the success when they are introduced to Agile. Our…
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Silverline Extends Capabilities of Salesforce Financial Services Cloud With Connectors and Focused Solution Offerings

Financial Services

Silverline Participates as Salesforce Financial Services Cloud Launch Partner to Transform the Client-Advisor Experience and Deliver Personalized Service Anytime, Anywhere SAN FRANCISCO, CA–(Marketwired – March 08, 2016) –  Silverline today announced it is extending the capabilities of Salesforce Financial Services Cloud with its connectors and other solution offerings to help customers accelerate business transformation in wealth management. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be…
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19 Reasons Why Asset Managers will love Wave Analytics

Analytics Cloud

If you have an Asset Management Salesforce solution, wouldn’t you love to be able to track financial adviser performance? Monitor and see trends in sales flows? Slice and dice your AUM? Have a better way to help identify and service intermediaries? With Salesforce Wave Analytics, you can get all of that plus more. Here’s how: Explore data by Offices (Accounts) The above dashboard gives you real time insight into: How many offices do we work with? How much do those offices…
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Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!

Banking

Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where to go and what was important for me to see (I was a very small fish in an ocean no doubt). With…
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