The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!
Reading time: 2 minutes
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...
Financial Services
SILVERLINE ANNOUNCES Co-Sponsorship of BAI Retail Delivery Conference
Reading time: < 1 minute
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...
Financial Services
HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES
Reading time: 2 minutes
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...
Financial Services
How to Build an All Star CRM Project Team
Reading time: 3 minutes
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
Reading time: 2 minutes
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
Reading time: < 1 minute
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
Reading time: < 1 minute
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
Reading time: 1 minute
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
Reading time: 3 minutes
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
Reading time: 3 minutes
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...