The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 3 minutes
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 just refilling a leaky...
Reading time: 3 minutes
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 to “help you fulfill your dreams.”...
Reading time: 4 minutes
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 advisor/client relationships. ...
Reading time: < 1 minute
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 hiring!
Reading time: 3 minutes
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 digital transformation and social progress. What’s next?...
Reading time: < 1 minute
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 minds in the capital markets ecosystem, along with technology and Salesforce leaders, to share firsthand how they’ve seen...
Reading time: 3 minutes
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 regulatory obligations. Let’s dive a little deeper into these leading wealth management trends. A new generation of investors increase customer expectations Between now...
Reading time: 3 minutes
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 Insurance Trailblazer Community meeting. (That’s just one of the perks of being a Trailblazer Community leader and Salesforce MVP!) Tom distilled the...
Reading time: 3 minutes
This is part five in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one, two, three, and four. No matter your intended audience or end goal, the urgency for digital transformation persists. Businesses in the financial industry need to find ways to adapt to our current reality in...
Reading time: 5 minutes
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with potential and existing customers, increase revenue, and deliver the right information at the right time, you need more than industry expertise —...