Financial Services
Exploring the State of Security and Compliance in 2021
Reading time: 3 minutes
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data breaches, like the Solar Winds attack in the second half of the same year, cybersecurity emerged from the back office as...
Financial Services
ESG in Action: How Financial Sponsors & Corporations Can Contribute
Reading time: 2 minutes
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our event was to opine on all that happened in 2020 and share our priorities and predictions for the year ahead...
Financial Services
Driving Diversity with Nasdaq & Equilar
Reading time: 4 minutes
On December 1st, 2020, Nasdaq filed a proposal with the US Securities and Exchange Commission to “adopt new listing rules related to board diversity and disclosure. If approved by the SEC, the new listing rules would require all companies listed on Nasdaq’s U.S. exchange to publicly disclose consistent, transparent diversity statistics regarding their board of...
Financial Services
The Future of Data and Innovation
Reading time: 2 minutes
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our event was to opine on all that happened in 2020 and share our priorities and predictions for the year ahead...
Financial Services
The Continuous Innovation Mindset of Agile M&A, Consulting
Reading time: 3 minutes
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of the event was to host a dialogue about all that happened in 2020 and share our priorities and predictions for the...
Salesforce
Hyperforce, Einstein, and Slack — Oh my! Unpacking the Dreamforce to You Keynote
Reading time: 6 minutes
A lot happened in the wider world of Salesforce last week. From acquisition announcements to innovative launches, the Dreamforce to You keynote left viewers with much to be excited about, besides James Corden’s cold open. (We’re still crossing our fingers for Marc Benioff car karaoke!) Let’s dig into some of what we learned. Salesforce acquires...
Financial Services
Silverline Innovation Summit Recap
Reading time: 3 minutes
Last Thursday, we hosted our first Silverline Innovation Summit for our Capital Markets and FinTech community. My sincerest gratitude to all who participated and attended; your insights are invaluable! My hope is to continue growing this community so we can all help each other rise the tides of digital transformation and social progress. What’s next?...
Financial Services
Webinar Recap: Why your CRM Needs ERM
Reading time: 3 minutes
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While the practice of ERM is not a novel concept, the advances we have collectively seen over the last...
Financial Services
Trend Report: Private Equities Shift Focus to the Future with ESG Investing
Reading time: 3 minutes
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice. Beyond the core opportunities that technology presents for productivity, integration, and growth within our Private Equity...
Financial Services
Trend Report: Private Equity Outlook and the Race for Data
Reading time: 5 minutes
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity firms look to optimize operations and plan for more effective integration strategies, at the heart...