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

Financial Services Articles

SILVERLINE ANNOUNCES Co-Sponsorship of BAI Retail Delivery Conference


Silverline is proud to announce that we’re a co-sponsor of BAI Retail Delivery Conference with Salesforce. The conference is being held this year in Las Vegas, October 12th to the 15th. Join us at the premier global trade show for retail banking innovation, thought leadership and solutions! You’ll get inspired, gain insights, touch new technology and processes, engage with thought leaders and network with thousands of your industry peers. While there, visit our booth to…
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Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers to partners and parties, here’s a list of stuff you can’t miss! Top Sessions to attend: Title: Keynote: Precision is…
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Relationship Banking is your Mission if you Choose to Accept it

Financial Services

What is the true meaning of relationship banking? I find myself asking this question to every bank or credit union I work with and the answer routinely comes back to “it’s the number of deposit or loan accounts that the customer has with our institution.” Let’s take a deeper look, shall we? Is it really only defined by how many products the customer has with the bank or credit union? The short answer is…not anymore.…
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May the Force be with you: How to Successfully Rollout Salesforce

Client News

As any seasoned consultant may tell you, the technical portion of introducing a new application such as Salesforce is often not the highest barrier to entry in an organization. Far more challenging, oftentimes, is finding a meaningful place for that solution in the client’s culture and the day-to-day functions of individual users. In today’s market businesses need to see quick and predictable return on investment in order to gauge a project’s success, but how can…
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Silverline Further Invests in Financial Services, Appoints New Banking Practice Director

Financial Services

Press Release NEW YORK, NY–(Marketwired – March 30, 2015) – Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, further grows its presence in the Financial Services industry by welcoming Pamela Hannett as Silverline’s Banking Practice Director. “We are very excited to welcome Pamela to our team,” said Gireesh Sonnad, Partner and Co-Founder, Silverline. “Given the size and importance of the banking sector, and our long track record of helping financial services companies…
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Introducing the Next-Generation Solution for Meeting Notes in Salesforce


Feeling limited by native Salesforce activities? You’re not alone! So many of our Investment Banking clients have emphasized how important it is to track their relationships by taking good meeting notes – and how hard it is to do so in Salesforce. Silverline has built a Meeting Notes solution that overcomes these native Salesforce limitations and allows bankers to enter critical information about their calls and meetings from their desktop, phone, or tablet. Join us…
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Communities for Financial Services

Financial Services


Stuart Tainsky, Senior Vice President & Chief Information Office at PURE Insurance recently presented at Dreamforce on how PURE is utilizing the Community Cloud. 

PURE Insurance makes a habit of transforming happy customers (PURE members) into long-term advocates. When their members demanded more insight into the claims process and the ability to take action into their own hands, PURE implemented Communities to build the desired member experience.

Want to hear the story firsthand? 

How to get the most out of Dreamforce for Financial Services



Dreamforce is just days away! We’ve already covered tips from the experts to have a succesful Dreamforce, but now I’d like to take that a step further for Financial Services professionals. 

To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers to partners and parties, here’s a list of stuff you can’t miss. Whatever industry you work in or role in your company, there’s a journey for you.

Top Sessions to attend:

Title: Financial Services Keynote Featuring Chris Skinner
Time: Wednesday, October 15 | 10:30am – 11:15am
Location: Hilton San Francisco Union Square, Plaza B

Title: Shifting from Policy to Policyholder
Time: Wednesday, 1:00PM-1:40PM
Location: Hilton San Francisco Union Square, Plaza B

Title: Wealth Management: Strategy & Showpiece Customers
Time: Wednesday, 2:00PM-2:40PM
Location: Hilton San Francisco Union Square, Grand Ballroom 

Use Case for Apex Managed Sharing: Wealth Management

Financial Services

Sharing and record access can be a tricky concept in Salesforce, and with Apex Managed Sharing as an option, it becomes even more complex and options are nearly limitless. So when and why would a system admin or developer leverage this functionality? There are cases where the flexibility of the platform’s declarative options are simply not flexible enough to meet business requirements, and this occurs in a variety of ways:

  • Logic needs to look across multiple objects for “criteria-based” sharing

  • Logic needs to look at record owner, and then use a complex approach to sharing the record

  • Business leverages ad hoc teams, and these drive record access on custom objects

  • Entitlements are managed externally to Salesforce, and Salesforce must inherit these changes

Salesforce and Informatica Webinar: Driving Value at Hilliard Lyons

Financial Services

Strengthening client relationships is on everyone’s minds these days. But how?

With several different investment products out there, it can be quite confusing to the average investor on what’s best for them. Firms that cater to their clients in a timely manner are the ones most likely to win a bigger book of business. But getting deeper customer insights is often hampered by the inability to integrate systems together.

In order to maintain an advantage in the highly competitive Wealth Management market, many leading-edge organizations are investing in cloud platforms that give them scalability to offer better tools, apps, and services. These platforms facilitate rapid deployment of customer-facing apps that are mobile and device agnostic with decreased infrastructure costs.

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