The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Pam Hannett, Banking Practice Director for Silverline, recently appeared on the popular podcast The Purposeful Banker hosted by Dallas Wells of PrecisionLender, alongside Bryan Lee, Director of Financial Services for Salesforce. Below are some takeaways from the discussion, click here to listen to the full podcast. The episode discussed buying bank technology and the challenges...
Most would think that adoption of a CRM platform would be considered a technology transformation when, in fact, it is a significant cultural transformation. Institutions like yours yearn for change to create more efficient process but when faced with it are apprehensive and defensive. Your institutions are successful, that is not in question. What is...
Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout...
If you have an Asset Management Salesforce solution, wouldn’t you love to be able to track financial adviser performance? Monitor and see trends in sales flows? Slice and dice your AUM? Have a better way to help identify and service intermediaries? With Salesforce Wave Analytics, you can get all of that plus more. Here’s how:...
Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks collaborate quickly across multiple lines of business to convert more leads and provide...
Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where to go...
Silverline is proud to announce that we’re a co-sponsor of BAI Retail Delivery Conference with Salesforce. The conference is being held this year in Las Vegas, October 12th to the 15th. Join us at the premier global trade show for retail banking innovation, thought leadership and solutions! You’ll get inspired, gain insights, touch new technology...
Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. 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...
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...
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...