Wealth
Mobile Wealth Management: How to Keep Advisors Productive On the Go
Reading time: 3 minutes
Long before COVID made working from home normal for the rest of us, working away from the office — in places like coffee shops & client homes — was business as usual for financial advisors. Enabling your financial advisors to work effectively when out of the office yields significant benefits to both the advisor and...
Financial Services
3 Ways to Increase Financial Services Cloud Adoption with Change Management
Reading time: 3 minutes
The secret ingredient to a successful financial services cloud implementation? It’s a critical success factor that is independent of the tools and technology being implemented: organizational change management. When you implement a new system like Salesforce Financial Services Cloud, your team needs more support. Even though it’s likely making your team’s life significantly easier —...
Wealth
Your Wealth Onboarding Process Could Be Better. Here’s How.
Reading time: 3 minutes
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are frequently asked to provide the same information multiple...
Financial Services
5 Tips to Improve Financial Advisor Productivity
Reading time: 3 minutes
Advisors expect a personalized approach to help them feel connected and sure that their clients will transition to their new firm with minimal hassle and disruption to their portfolio. Onboarding journeys can start with a welcome note and take the advisor on a one-to-one guided tour based on live data, which pushes them into desired...
Financial Services
5 Ways to Improve Your Wealth Advisor Onboarding Process
Reading time: 4 minutes
The average financial advisor in the United States is more than 50 years old; only 5% are under the age of 30. With more than half of advisors spending as much time planning their own retirement as they plan for their clients’ retirement, the table is set for a massive disruption in existing advisor/client relationships. ...
Financial Services
3 Wealth Management Trends to Focus on in 2021
Reading time: 3 minutes
2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in regulatory obligations. Let’s dive a little deeper into these leading wealth management trends. A new generation of investors increase customer expectations Between now...
Financial Services
How Financial Institutions Can Best Support Customers in the Coronavirus Reality
Reading time: 4 minutes
As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been overwhelmed by call volume, and my airline app has a banner asking travelers not to call unless they have...
Dreamforce
Insights From Dreamforce 2019: Key Takeaways for Financial Services
Reading time: 2 minutes
Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week! Among the sessions, keynotes, happy hours, and other excitement...
Insurance
The Top 5 Insurance Trends You Should Know
Reading time: 3 minutes
In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance. Trend #1: Value and efficiency throughout the customer journey We’ve all had to deal with a long process to...
Financial Services
6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics
Reading time: 3 minutes
From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends. 1. Removing friction from the customer journey Banks need to shift the goals of digital transformation from cost reduction and operational efficiencies to enhancing the customer experience....
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