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Banking On Strategy, and the Business of Building a Connected Experience
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get...
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Financial Services Webinar Recap: Managing and Supporting a Growing CoE Backlog
It feels pretty amazing to have a successful Salesforce Org up and running — until you check the backlog and see how much more there is to be done. But managing a backlog doesn’t have to stress you out. With the right programs and proper training in place, a daunting backlog can easily transform...
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Data and Integrations Webinar Recap: The Future of Integration and Data in Financial Services
Last week, Silverline hosted a webinar about the future of integration and data as a part of our WFH series. Silverliners Jill Harrison, VP of Silverline Ventures, and Greg Grinberg, Senior Delivery Director and Certified Technical Architect, reflected on how integration strategy has evolved over...
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Banking Structuring Connected Experiences for Banks and Credit Unions
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch, or digital undertaking. If the three aren’t in agreement, or can’t reach...
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Financial Services Silverline announces strategic partnership with RevCult to provide Security Risk Assessments and Salesforce Shield Implementation Workshops
Press Release Tailored workshops and assessments to help enhance Salesforce security posture and provide a Shield Implementation Playbook. New York, NY, September 30, 2020 – Silverline, a Salesforce Platinum Partner headquartered in New York City, and RevCult, a leading security and...
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Insurance 3 Big Factors for Your P&C Insurance Digital Transformation
In the span of just a few months, digital transformation went from important to essential. We’ve seen in the last five years how new technology-based players in the property and casualty (P&C) insurance space forced traditional insurers to play catchup. Earlier this year, we talked about how...
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Financial Services Equilar Launches ExecAtlas on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace, and Announces Strategic Partnership with Silverline
Press Release Equilar, a leading provider of executive and board data solutions, today announced it has launched ExecAtlas for Salesforce on AppExchange, empowering sales organizations navigating a complex B2B selling environment to accelerate the number one driver of new business opportunities –...
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Capital Markets Trend Report: Private Equities Shift Focus to the Future with ESG Investing
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice. Beyond the core opportunities that technology presents for productivity,...
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Capital Markets Trend Report: Private Equity Outlook and the Race for Data
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity firms look to optimize operations and plan for more effective...
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Capital Markets Trend Report: Private Equity Outlook and Smarter Integration Planning
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal productivity is under control, firms can shift their focus to ensuring that...
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Financial Services Trend Report: Private Equity Outlook and the Productivity Imperative
This is part two in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here’s part one from the head of our Capital Markets practice. If your technology strategies aren’t producing rapid results, your firm isn’t performing at its best — let...
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Insurance Webinar Recap: Agent Recruiting Retention Engagement
In this webinar, Silverliners Danielle Laffey and Amanda Somma discussed the largest overall business challenges Insurance carriers experience: hiring and developing effective producers. Effective recruiting and onboarding of producing agents, and reducing the time it takes for those agents to...
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