Capital Markets
Marketing Technology Trends for Asset Management
Reading time: 5 minutes
As the markets have become increasingly volatile over the last few quarters, many asset managers are left wondering what to do with their marketing strategies. There’s a battle brewing between the old and the new, and increasingly, financial advisors and their clients are turning to digital channels and social media to understand which funds and...
Financial Services
How Salesforce Enables a 360 Approach to the REIT Market
Reading time: 4 minutes
Everywhere you look these days, you can’t miss the dramatic changes happening in the real estate industry. There’s a “for sale” on a building one day. The next, it’s “just sold” and off the market. This rapid change extends to all areas of the country and is especially seen among real estate investment trusts (REIT)...
Capital Markets
3 Key Skills Your Team Needs to Navigate the Future of Data
Reading time: 5 minutes
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial services firms need to take cues from their friends in technology...
Salesforce
Demystifying Your Salesforce Outlook Integration Options
Reading time: 3 minutes
There are an estimated 4 billion daily email users, sending and receiving more than 306 billion emails each day. Your sales team is probably contributing to those high email numbers. Email is still one of the most efficient and effective ways to communicate with prospects and clients. It also saves your team time when they...
Financial Services
How Salesforce Turns Data into Compelling Customer Stories
Reading time: 4 minutes
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started with data storytelling? Well, these aren’t fairy tales. “Once upon...
Capital Markets
Why Data Storytelling is Shaping the Future of Financial Services
Reading time: 5 minutes
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better, sell faster, and nurture business relationships. Our tools have experienced a quantum leap, but our strategies haven’t kept up. The...
Financial Services
Why Should You Invest in Commercial Real Estate Technology?
Reading time: 4 minutes
The past year has seen a big upheaval in commercial real estate, and companies are getting very creative with how they think about their portfolios. It’s also a highly acquisitive market, specifically with regard to healthcare transactions for senior living facilities and healthcare treatment facilities. Companies need to adapt in order to grow in a...
Financial Services
Tableau CRM: Getting Started with Data Sets
Reading time: 4 minutes
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the application is super important for the success of your organization. So, where to get started with such a complex platform?...
Financial Services
Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Reading time: 4 minutes
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where are the major opportunities to holding events online and launching digital marketing strategies? Can information be securely shared...
Financial Services
5 Trends Shaping the Future of Investment Banking Today
Reading time: 6 minutes
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value while deal count was down 15.5%. Contrast that with the second half of the year, with...