The Silverline Blog
Industry insights, Salesforce news, and more
Wealth
What to Consider When Customizing Salesforce Activity Components
Reading time: 3 minutes
Logging interactions and activities with customers and prospects is one of the key concerns we see from financial institutions. They want to know each touchpoint on the customer’s journey and ensure that the appropriate follow-up steps are taken at every interaction, which requires a system that makes it easy to log calls and meetings as...
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...
Financial Services
How Plaid Helps Customers Securely Connect Financial Accounts
Reading time: 3 minutes
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a fintech app asks them to verify their identity (70%) and prefer them over apps that don’t (80%). Silverline partner Plaid makes...
Asset Management
How Digital Process Automation is Driving Asset Management Success
Reading time: 3 minutes
The financial services industry has experienced some severe market volatility in the past few years, and this unpredictability and instability has severely disrupted all aspects of asset management, from private equity and venture capital to real estate and REITs. Asset management organizations are taking a digital-first approach to stay competitive in this challenging market. They...
Asset Management
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...