The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 5 minutes
The insurance industry is dealing with a major talent gap. According to the U.S. Bureau of Labor Statistics, nearly 400,000 employees are expected to retire from the insurance industry workforce within the next few years. Yet, those people that were supposed to follow in retirees’ footsteps are choosing a different path. 44% of millennials say...
Reading time: 4 minutes
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and systems you...
Reading time: 4 minutes
“Life is really simple, but we insist on making it complicated.” Leave it to philosopher Confucius to nail it with that sage advice. There really is no need to complicate matters more than is necessary. You probably see complications arise in life on a daily basis, especially at work, that could be simplified. Projects are...
Reading time: 4 minutes
Customers of banking and lending enterprises are increasingly choosing products and services based on the quality of the experiences they have with them. These experiences are becoming more and more complex and spanning channels, technologies, and departments. As this complexity is introduced, the customer experience can often break down. Enter UI/UX (user interface/user experience) design,...
Reading time: 4 minutes
You may remember going to your local bank as a child. Maybe you got a lollipop from the teller. Or you were there to stash away your birthday money. Or you opened your first bank account with your first job. Despite the fond memories you may have of your local bank, the banks of today...
Reading time: 5 minutes
Although customers are increasingly moving to digital channels, traditional contact center support will continue to remain an important service channel. At many contact centers, the ability to serve customers is negatively impacted by agent’s need to access multiple legacy applications — frequently with a need to re-key and search for information separately in each, made...
Reading time: 3 minutes
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it will have vast implications on the lending industry if and when it does. The proposed CFPB requirements for lenders...
Reading time: 2 minutes
Silverline, a digital transformation consultancy and Salesforce partner headquartered in New York City, announced today that it has been named a Leader in the Everest Group PEAK Matrix® for Salesforce Services in Insurance Service Provider 2022. The PEAK Matrix provides an objective, data-driven assessment of service and technology providers based on their overall capability and...
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...
Reading time: 4 minutes
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started with data storytelling? Well, these aren’t fairy tales. “Once upon...