The Silverline Blog
Industry insights, Salesforce news, and more
Marketing Cloud
Data Strategy in a Post-Cookies World: An Unexpected Turn
Reading time: 2 minutes
In 2021, we wrote about Google’s plans to phase out third-party cookies by 2022. However, the landscape has dramatically shifted since then. In a surprising turn of events, Google announced this week that it no longer plans to eliminate third-party tracking cookies from its Chrome web browser. Instead, they’re introducing a new approach that puts...
Banking
Understanding Salesforce Data Cleansing and Governance
Reading time: 4 minutes
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance companies and investment firms, are entrusted with vast amounts of sensitive data, including customer information, transactional data, and market insights. Organizations rely on platforms like Salesforce...
Salesforce Platform
7 Salesforce Data Cloud Best Practices
Reading time: 4 minutes
Let’s pretend we’re a contestant on Jeopardy!, and the answer is: This software company was Data Cloud customer zero, giving it access to 1.2 billion customer records. The question: What is Salesforce? Before becoming the fastest-growing home-grown product in Salesforce history, Data Cloud was used internally to create one unified profile of Salesforce customers from...
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...
Financial Services
Implementation Success: LPL’s Managed Package for ClientWorks Integration
Reading time: 5 minutes
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone sandbox...
Salesforce
Silverline Announces Salesforce Data Cloud Implementation Packages to Drive Business Success
Reading time: 2 minutes
Silverline, a leading consulting and professional services firm specializing in Salesforce solutions, is excited to announce a comprehensive suite of Salesforce Data Cloud implementation packages designed to empower companies in leveraging the full potential of their data assets. These packages include expert advisory, implementation strategy, and best practices to ensure seamless integration and maximizing return...
Banking
How Financial Institutions Can Leverage Salesforce CRM Analytics
Reading time: 4 minutes
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer interactions, and only 30% indicated that advisors used the data to inform their immediate decisions during interactions. This is a missed...
Salesforce Platform
Einstein GPT Empowers Enterprises with Trusted Generative AI
Reading time: 4 minutes
Trust and generative AI are often met with a skeptical reaction. Trust is lacking, and new Salesforce research found that 73% of employees believe generative AI introduces new security risks, and nearly 60% of those who plan to use the technology don’t know how to keep data secure. AI Cloud is Salesforce’s answer to enterprises...
Salesforce Platform
Why Salesforce Data Stewardship is a Team Effort
Reading time: 4 minutes
“Our Salesforce has bad data, it’s unreliable.” That’s not something any leader wants to hear after a company invests into the platform, but it’s easy to get into a “this is just the way it is” mindset. Don’t let that happen. The data in Salesforce is a combination of many factors. In many orgs, users...
Financial Services
5 Steps of a Successful Product Analytics Strategy
Reading time: 6 minutes
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram was launched on October 6,...