The Silverline Blog
Industry insights, Salesforce news, and more
Insurance
Why Connected Car Insurance is the Future
Reading time: 4 minutes
The world of auto insurance is changing fast, with customer expectations shifting rapidly toward auto policies that leverage usage-based pricing models, something traditional insurance IT systems can’t typically support. Even before COVID-19 changed driving habits, consumers already started to demand behavior-driven pricing. In April 2020, Americans drove 64% fewer miles, and KPMG predicts as much...
Financial Services
Salesforce Outlook Integration: Things to Consider
Reading time: 3 minutes
Odds are that if you use both Microsoft Outlook and Salesforce, some of your task management processes are being duplicated. You may find yourself saying “There’s got to be a better way!” And you’d be right. It’s just a matter of what works best for you. And what protects your data. Healthcare and financial service...
Financial Services
Sales Cloud vs. Financial Services Cloud: What You Need to Know
Reading time: 3 minutes
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry features of Financial Services Cloud make it a great choice for many firms. I hear from existing Salesforce Sales Cloud...
Insurance
How Legal & General America Built a Foundation for Digital Experiences at Scale
Reading time: 4 minutes
Legal & General is one of the world’s leading multinational financial services companies — and has been since 1836. Headquartered in London, the firm is the ninth-largest global insurer, with more than $1.5 trillion in total assets under management. Legal & General America (LGA), their U.S. division, has provided life insurance and other financial services...
Capital Markets
Exploring the State of Security and Compliance in 2021
Reading time: 3 minutes
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data breaches, like the Solar Winds attack in the second half of the same year, cybersecurity emerged from the back office as...
Wealth
Mobile Wealth Management: How to Keep Advisors Productive On the Go
Reading time: 3 minutes
Long before COVID made working from home normal for the rest of us, working away from the office — in places like coffee shops & client homes — was business as usual for financial advisors. Enabling your financial advisors to work effectively when out of the office yields significant benefits to both the advisor and...
Banking
Bank Core Conversions, Digital Transformations: How to Implement Both at Once
Reading time: 4 minutes
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to complementary products and services that help clients and members view and manage aspects of their relationship. So you can imagine, a core...
Salesforce Platform
Customer 360 Audiences: What You Need to Know
Reading time: 2 minutes
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the years, marketers...
Financial Services
Salesforce Spring ‘21 Features: Interaction Summaries and Branch Management
Reading time: 3 minutes
Salesforce launched Financial Services Cloud (FSC) in March of 2016, and since that day, they have continued to introduce new features and improvements with each release. The Spring ‘21 release is no exception and comes packed with exciting new features. Two of these features, Interaction Summaries and Branch Management, immediately add value for all FSC...
Financial Services
ESG in Action: How Financial Sponsors & Corporations Can Contribute
Reading time: 2 minutes
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 and predictions for the year ahead...