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Capital Markets The Continuous Innovation Mindset of Agile M&A, Consulting
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of the...
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Managed Services Optimized Salesforce Security Features for an Independent Banking Firm
Any digital transformation project requires significant resources — time, budget, and internal subject matter expertise. When you invest in that kind of project, you need to deliver a platform that meets initial expectations...
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Financial Services 5 Tips to Improve Financial Advisor Productivity
Advisors expect a personalized approach to help them feel connected and sure that their clients will transition to their new firm with minimal hassle and disruption to their portfolio. Onboarding journeys can start with a...
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Silverline News Silverline Announces Mike Piehl to Lead FS Insurance Practice, Paul Peterson to Lead Payer Practice for HLS
NEW YORK, NY—February 4, 2021—Silverline, a Salesforce digital transformation consultancy headquartered in New York City, today announced that Mike Piehl has joined the Financial Services practice as Vice President, Insurance....
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Banking Growing Deposits with Salesforce Tools
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not...
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Financial Services How CAP COM Uses FSC and nCino to Stay Community-Focused
CAP COM, an Albany, NY-based credit union, knows that a credit union isn’t really about the money — it’s about what you do with it. Their affordable financial services are locally owned by members, focusing on a community-led...
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Financial Services 5 Ways to Improve Your Wealth Advisor Onboarding Process
The average financial advisor in the United States is more than 50 years old; only 5% are under the age of 30. With more than half of advisors spending as much time planning their own retirement as they plan for their clients’...
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Insurance A Champion’s Take on Marketing Cloud and Insurance
Silverliner and Salesforce Insurance guru Danielle Laffey recently sat down with Anthony Lamot, the CEO of DESelect, for an episode of their Heroes of Marketing Cloud series. Check out their chat, where they cover all things...
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Capital Markets Silverline Innovation Summit Recap
Last Thursday, we hosted our first Silverline Innovation Summit for our Capital Markets and FinTech community. My sincerest gratitude to all who participated and attended; your insights are invaluable! My hope is to continue...
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Capital Markets You’re Invited: Capital Markets & FinTech Innovation Summit
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest...
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Financial Services 3 Wealth Management Trends to Focus on in 2021
2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in...
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Insurance Salesforce Winter ‘21 Insurance Release Overview
Are you ready for 2021? Salesforce’s winter release comes out starting January 8. I recently had the privilege of sitting down with Tom Everard, Principal Solution Engineer at Salesforce, during my Salesforce for...
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