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Banking How Can the Banking Industry Improve Customer Service?
Expectations for banking experiences have been shifting. And thanks to COVID-19, these expectations moved faster and more frenzied than anyone could have predicted. There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and things to...
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Wealth Your Wealth Onboarding Process Could Be Better. Here’s How.
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are...
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Capital Markets The Future of Data and Innovation
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 our event was to opine on all that happened in 2020 and share our priorities...
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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 event was to host a dialogue about all that happened in 2020 and share our...
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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 and establishes a strong foundation for future expansion. This...
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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 welcome note and take the advisor on a one-to-one guided tour based on live...
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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. Concurrently, Paul Peterson will take on the role of Sub-Vertical...
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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 paying attention to those customers after they open an account, then you’re...
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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 approach. As they themselves say, they’re people advocates who are there...
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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’ retirement, the table is set for a massive disruption in existing...
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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 Marketing Cloud and insurance. Want to work with our great team? We’re...
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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 growing this community so we can all help each other rise the tides of...
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