The Silverline Blog
Industry insights, Salesforce news, and more
Banking
Leveraging Salesforce for Community Bank Mergers and Acquisitions
Reading time: 3 minutes
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other transformation initiatives. There is an expected dramatic uptick in merger and acquisition activity in the American community banking sector, according to a recent report...
Financial Services
Driving Diversity with Nasdaq & Equilar
Reading time: 4 minutes
On December 1st, 2020, Nasdaq filed a proposal with the US Securities and Exchange Commission to “adopt new listing rules related to board diversity and disclosure. If approved by the SEC, the new listing rules would require all companies listed on Nasdaq’s U.S. exchange to publicly disclose consistent, transparent diversity statistics regarding their board of...
Financial Services
3 Ways to Increase Financial Services Cloud Adoption with Change Management
Reading time: 3 minutes
The secret ingredient to a successful financial services cloud implementation? It’s a critical success factor that is independent of the tools and technology being implemented: organizational change management. When you implement a new system like Salesforce Financial Services Cloud, your team needs more support. Even though it’s likely making your team’s life significantly easier —...
Banking
How Can the Banking Industry Improve Customer Service?
Reading time: 3 minutes
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 move at a faster pace. Banking customers and members want their financial institutions...
Wealth
Your Wealth Onboarding Process Could Be Better. Here’s How.
Reading time: 3 minutes
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 frequently asked to provide the same information multiple...
Capital Markets
The Future of Data and Innovation
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...
Capital Markets
The Continuous Innovation Mindset of Agile M&A, Consulting
Reading time: 3 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 the event was to host a dialogue about all that happened in 2020 and share our priorities and predictions for the...
Managed Services
Optimized Salesforce Security Features for an Independent Banking Firm
Reading time: 3 minutes
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 Midwest-based, independent, and locally-owned bank recently completed their initial Financial Services Cloud implementation...
Financial Services
5 Tips to Improve Financial Advisor Productivity
Reading time: 3 minutes
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 data, which pushes them into desired...
Silverline News
Silverline Announces Mike Piehl to Lead FS Insurance Practice, Paul Peterson to Lead Payer Practice for HLS
Reading time: 3 minutes
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 Leader, Payer for Silverline’s Healthcare and Life Sciences practice. As a part of Silverline’s Financial...