The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
ESG in Action: How Financial Sponsors & Corporations Can Contribute
Reading time: 2 minutes
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our event was to opine on all that happened in 2020 and share our priorities and predictions for the year ahead...
Financial Services
Driving Diversity with Nasdaq & Equilar
Reading time: 4 minutes
On December 1st, 2020, Nasdaq filed a proposal with the US Securities and Exchange Commission to “adopt new listing rules related to board diversity and disclosure. If approved by the SEC, the new listing rules would require all companies listed on Nasdaq’s U.S. exchange to publicly disclose consistent, transparent diversity statistics regarding their board of...
Capital Markets
The Future of Data and Innovation
Reading time: 2 minutes
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our event was to opine on all that happened in 2020 and share our priorities and predictions for the year ahead...
Capital Markets
The Continuous Innovation Mindset of Agile M&A, Consulting
Reading time: 3 minutes
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of the event was to host a dialogue about all that happened in 2020 and share our priorities and predictions for the...
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
The Benefits of Salesforce Financial Services Cloud
Reading time: 5 minutes
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with potential and existing customers, increase revenue, and deliver the right information at the right time, you need more than industry expertise —...
Financial Services
Event Recap: Salesforce Industries Summit for Financial Services
Reading time: 11 minutes
On October 15, 2020, Salesforce hosted its Salesforce Industries Summit for Financial Services. After the day-long event, our FS leadership got together on a LinkedIn Live session to chat through what they learned. Read on to hear hot takes from the following Silverline experts: Geoff Merrick, SVP & GM, Financial Services Jill Harrison, VP of...
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...
Capital Markets
Trend Report: Private Equities Shift Focus to the Future with ESG Investing
Reading time: 3 minutes
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice. Beyond the core opportunities that technology presents for productivity, integration, and growth within our Private Equity...