The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Financial Services
How to Build an All Star CRM Project Team
On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a senior...
Financial Services
Relationship Banking is your Mission if you Choose to Accept it
What is the true meaning of relationship banking? I find myself asking this question to every bank or credit union I work with and the answer routinely comes back to “it’s the number of deposit or loan accounts that the customer has with our institution.” Let’s take a deeper look, shall we? Is it really...
Financial Services
Introducing the Next-Generation Solution for Meeting Notes in Salesforce
Feeling limited by native Salesforce activities? You’re not alone! So many of our Investment Banking clients have emphasized how important it is to track their relationships by taking good meeting notes – and how hard it is to do so in Salesforce. Silverline has built a Meeting Notes solution that overcomes these native Salesforce limitations...
Financial Services
Communities for Financial Services
Stuart Tainsky, Senior Vice President & Chief Information Office at PURE Insurance recently presented at Dreamforce on how PURE is utilizing the Community Cloud.
PURE Insurance makes a habit of transforming happy customers (PURE members) into long-term advocates. When their members demanded more insight into the claims process and the ability to take action into their own hands, PURE implemented Communities to build the desired member experience.
Want to hear the story firsthand?
Financial Services
How to get the most out of Dreamforce for Financial Services
Dreamforce is just days away! We've already covered tips from the experts to have a succesful Dreamforce, but now I'd like to take that a step further for Financial Services professionals.
To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers to partners and parties, here’s a list of stuff you can’t miss. Whatever industry you work in or role in your company, there’s a journey for you.
Financial Services
Use Case for Apex Managed Sharing: Wealth Management
Sharing and record access can be a tricky concept in Salesforce, and with Apex Managed Sharing as an option, it becomes even more complex and options are nearly limitless. So when and why would a system admin or developer leverage this functionality? There are cases where the flexibility of the platform’s declarative options are simply not flexible enough to meet business requirements, and this occurs in a variety of ways:
Logic needs to look across multiple objects for “criteria-based” sharing
Logic needs to look at record owner, and then use a complex approach to sharing the record
Business leverages ad hoc teams, and these drive record access on custom objects
Entitlements are managed externally to Salesforce, and Salesforce must inherit these changes
Financial Services
Silverline and PURE Build a Premier Customer Experience
Learn how PURE is delighting customers, disrupting the market, and building loyalty with Salesforce. Privilege Underwriters Reciprocal Exchange (PURE) is a policyholder-owned insurer dedicated to creating an exceptional experience for responsible high net worth individuals and families. The PURE product suite includes best-in-class, customizable coverage throughout the U.S for high-value homes, automobiles, jewelry, art, personal umbrella...
Financial Services
Top 10 Summer ‘14 Features for Financial Services
Silverline was the proud host and sponsor of another great Financial Services Salesforce User Group. After some food, drinks, and networking (and a few technical difficulties as we learn how to use our A/V equipment in our new office) we heard from Cheryl Feldman, Business Systems Analyst at S&P Capital IQ and Roger Mitchell, Solution Architect at Silverline on the Top 10 Summer ‘14 Features for Financial Services.
Let's get started with the countdown:
Financial Services
Salesforce Financial Services User Group August 7th!
Mark your calendars! The next Salesforce Financial Services User Group is August 7th. The meeting will be hosted virtually and in person at Silverline's new headquarters (860 Broadway, 5th Floor, NYC). Click here to register.
Discussion will focus on features in the Salesforce Summer '14 release as well as sharing and security concerns. Both Salesforce and Silverline will have financial services experts on hand to answer your questions. All levels of Saleforce expertise are welcome to attend.
Agenda
Financial Services
10 Ways Mobile Technology Revolutionized Wealth Management
FinancialPlanning.com recently shared a top 10 list focusing on the how mobile technology has transformed the wealth management industry. The wealth management industry has been a late adopter to mobile technology, though this isn’t surprising given the stringent regulatory environment and privacy issues that govern the industry.
So what made the wealth management industry embrace mobile? Let’s take FinancialPlanning.com’s list a step further and dive into the technology behind it; here is my version of the 10 ways Salesforce and mobile technology has transformed the wealth management industry: