The Silverline Blog
Industry insights, Salesforce news, and more
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...
Capital Markets
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?...
Capital Markets
You’re Invited: Capital Markets & FinTech Innovation Summit
Reading time: < 1 minute
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest minds in the capital markets ecosystem, along with technology and Salesforce leaders, to share firsthand how they’ve seen...
Financial Services
Personalize the Customer Journey in Banking with 360-Degree Data
Reading time: 4 minutes
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that by the time they need it, it’s already stale? Stale data is...
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...
Data and Integrations
Webinar Recap: The Future of Integration and Data in Financial Services
Reading time: 2 minutes
Last week, Silverline hosted a webinar about the future of integration and data as a part of our WFH series. Silverliners Jill Harrison, VP of Silverline Ventures, and Greg Grinberg, Senior Delivery Director and Certified Technical Architect, reflected on how integration strategy has evolved over the past decade across our Financial Services portfolio. Evolution of...
Salesforce News
Meet Jill Harrison, Salesforce Einstein Champion
Reading time: 2 minutes
Jill Harrison, our VP of Silverline Ventures, is officially a Salesforce Einstein Champion! All about Jill As VP of Silverline Ventures, Jill leads the Capital Markets practice at Silverline and has spent the last decade working with Private Equity firms and Investment Banks to develop their long-term digital transformation and data strategies. During her tenure...
Capital Markets
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...
Capital Markets
Trend Report: Private Equity Outlook and Smarter Integration Planning
Reading time: 3 minutes
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal productivity is under control, firms can shift their focus to ensuring that increased productivity isn’t challenged or hindered...
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...