Capital Markets
The Impact of AI in Capital Markets and Asset Management
Reading time: 4 minutes
Everywhere you turn these days, AI and machine learning are top of mind for firms looking to leverage technology to get ahead. While many industries are taking great strides to profit from the AI buzz by applying these technologies to consumer or retail spending, asset managers and capital markets firms are turning their attention to...
Wealth
Should You Enforce Financial Services Cloud Households?
Reading time: 3 minutes
Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a household typically refers to a grouping or collection of related individuals or entities who share common financial interests and accounts. These related...
Wealth
How to Automate the Wealth Management Questionnaire for Prospects
Reading time: 3 minutes
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience. Wealth management customers want to be able to access routine investment management services (61%) and conduct tax (57%) and financial...
Wealth
How CRM Analytics Supercharges Wealth Management Technology
Reading time: 3 minutes
Wealth and asset management organizations are increasingly leaning into data and analytics to drive stronger business results. But this data is often siloed across disparate sources and lacks the holistic view to allow teams to confidently uncover actionable insights and make data-informed decisions. That’s why wealth and asset management organizations are turning to Salesforce CRM...
Wealth
Enhance Wealth Management Client Services with Service Cloud
Reading time: 4 minutes
Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their AUM, a great CRM tool should be at the top of their priority list. Client relationships and operations are big topics, and can...
Investment Banking
Accelerate Transformation with Salesforce for Investment Banking
Reading time: 5 minutes
As consumer technology trains us to expect instant results, that same mentality carries over to the workplace. Everyone wants things, and they want them now, whether that’s an interactive dashboard about the portfolio of live deals and staffing assignments, a balance sheet from a portfolio company’s last valuation, or maybe just a cup of coffee...
Financial Services
How to Streamline Your Client Interaction Management
Reading time: 4 minutes
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement...
Help & Training
Non-Profit vs. For-Profit Salesforce Implementations
Reading time: 3 minutes
This year, I had the opportunity to participate in a NOEW weekend growth Hackathon where Silverline helped 6 local non-profit organizations enhance their Salesforce CRM implementations, automate more business processes, and help solve the challenges they were experiencing. NOEW is a business festival that happens every year to support entrepreneurship and innovation in New Orleans....