The Silverline Blog
Industry insights, Salesforce news, and more
Digital Transformation
7 Steps to Prep: Project Kickoff for Salesforce Implementation
Reading time: 4 minutes
As an Account Executive at Silverline, one of the most common questions I receive from project sponsors at my clients is: “What can our team do before kick off to get a head start on our project?” Where to start before you start After the selection process for Salesforce and an implementation partner is complete,...
Banking
Bank Core Conversions, Digital Transformations: How to Implement Both at Once
Reading time: 4 minutes
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to complementary products and services that help clients and members view and manage aspects of their relationship. So you can imagine, a core...
Salesforce Platform
Customer 360 Audiences: What You Need to Know
Reading time: 2 minutes
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the years, marketers...
Financial Services
3 Ways to Increase Financial Services Cloud Adoption with Change Management
Reading time: 3 minutes
The secret ingredient to a successful financial services cloud implementation? It’s a critical success factor that is independent of the tools and technology being implemented: organizational change management. When you implement a new system like Salesforce Financial Services Cloud, your team needs more support. Even though it’s likely making your team’s life significantly easier —...
Banking
How Can the Banking Industry Improve Customer Service?
Reading time: 3 minutes
Expectations for banking experiences have been shifting. And thanks to COVID-19, these expectations moved faster and more frenzied than anyone could have predicted. There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and things to move at a faster pace. Banking customers and members want their financial institutions...
Digital Transformation
Ongoing Change Management: How to Sustain Momentum
Reading time: 4 minutes
This is part four in a series on unlocking change management mysteries. Check out the first, second, and third pieces. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology that accelerates and maximizes user adoption. The framework comes down to three...
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...
Digital Transformation
How to Enable Change Management in Real-Time
Reading time: 3 minutes
This is part three in a series on unlocking change management mysteries. Check out the first and second pieces. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology that accelerates and maximizes user adoption. The framework comes down...
Digital Transformation
How to Prepare for Successful Salesforce Change Management
Reading time: 5 minutes
This is part two in a series on unlocking change management mysteries. See the first piece here. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology that accelerates and maximizes user adoption. The framework comes down to three...
Digital Transformation
Understanding the Importance of Change Management
Reading time: 3 minutes
If we’ve learned anything after 10 years in business, it’s that change is the only constant. But as you probably know, there’s usually a “Who moved my cheese?” moment in any fast-paced and changing organization. The tendency for most people is to resist change kicking and screaming. While that’s a natural reaction to change, anticipating,...