The Silverline Blog
Industry insights, Salesforce news, and more
Investment Banking
Accelerate Transformation with Salesforce for Investment Banking
Reading time: 5 minutes
As consumer technology trains us to expect instant results, that same mentality carries over to the workplace. Everyone wants things, and they want them now, whether that’s an interactive dashboard about the portfolio of live deals and staffing assignments, a balance sheet from a portfolio company’s last valuation, or maybe just a cup of coffee...
Financial Services
Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
Reading time: 4 minutes
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event. Between the thousands of sessions, multiple parties, and many client conversations, the Silverline Financial Services team found a welcome...
Financial Services
Don’t Miss These Dreamforce 2022 Financial Services Sessions
Reading time: 4 minutes
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time can be overwhelming. Our Silverline...
Financial Services
3 Key Skills Your Team Needs to Navigate the Future of Data
Reading time: 5 minutes
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial services firms need to take cues from their friends in technology...
Financial Services
Why Data Storytelling is Shaping the Future of Financial Services
Reading time: 5 minutes
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better, sell faster, and nurture business relationships. Our tools have experienced a quantum leap, but our strategies haven’t kept up. The...
Investment Banking
3 Challenges Impacting Investment Bank Relationships
Reading time: 4 minutes
The most successful investment banks have one thing in common: they recognize the power of relationship capital and use it to drive business. Understanding the extent of your organization’s connectivity to other people, firms, and information in the marketplace is essential to long-term growth. After a year that brought seismic changes to the way firms...
Investment Banking
Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Reading time: 4 minutes
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where are the major opportunities to holding events online and launching digital marketing strategies? Can information be securely shared...
Investment Banking
5 Trends Shaping the Future of Investment Banking Today
Reading time: 6 minutes
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value while deal count was down 15.5%. Contrast that with the second half of the year, with...
Banking
Transforming the Lending Experience with Salesforce
Reading time: 4 minutes
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible to understand where bottlenecks existed in the system and...
Financial Services
Silverline Named Official Launch Partner by Salesforce for Corporate and Investment Banking Launch
Reading time: 3 minutes
Salesforce Expands Its Financial Services Offerings with New Products for Corporate and Investment Banking Salesforce (NYSE: CRM), the global leader in CRM, today announced Corporate and Investment Banking for Financial Services Cloud, new technology to help bankers and deal teams deepen their relationships with clients, manage deal interactions on one platform and compliantly collaborate and...
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