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Capital Markets The Top Private Equity Trends for 2022
At Silverline, we’ve worked on countless private equity projects through robust public markets and a financial crisis. We’d like to share insights about the trends we are seeing in our Private Equity portfolio for 2022 and beyond. We’re helping helping our clients use technology to optimize...
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Financial Services How to Streamline Your Client Interaction Management
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement […]
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Financial Services Meet the Digital Imperative with an AI-Powered Platform
Next week on July 15th, Salesforce will be hosting their first-ever “Learn AI with Salesforce” event with keynotes from Chief Scientist Richard Socher and many other AI and machine learning product leaders from their Einstein development teams. If you’re interested in attending, you can register...
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Financial Services How Salesforce Extends Beyond CRM for Banks and Credit Unions
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions,...
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Financial Services Webinar Recap: Axcess Financial Sees 3x Lift in Originations
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to...
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Insurance Delivering an Interactive Onboarding Process for Insurance Agents
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An...
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Insurance How to Improve the Application and Interview Process for Carriers and Agents
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a...
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Insurance Why Should Insurance Carriers Integrate Their ATS with Salesforce?
No matter your target hire, to activate your strategy and identify and attract talent, digital tools and intelligent network mining will play critical roles. An appropriate attraction strategy must include social and mobile/SMS strategies to reach and engage key target resources. Your recruiting...
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Financial Services Unparalleled Speed to Market: Creating a Custom Covid-19 Communication Solution for BCU
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of...
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Capital Markets AI Journeys and Einstein Insights with Stonebriar CTO Steve Siler
In May 2020, McKinsey issued a report about the future of work in the wake of coronavirus, making key observations about firms effectively carving out a competitive edge in this market by changing the way they look at their data. Opportunities abound to mine the mountain of data on which most firms...
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Insurance Webinar Recap: 2020 Insurance Industry Trends
Last week, as a part of our WFH series, Silverline hosted a webinar to discuss the top 2020 insurance industry trends industry and the impact that COVID-19 has had on those trends. Our panel for this discussion included the insights of Doug Stitzer, Global Director of Insurance at Salesforce,...
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Financial Services Webinar Recap: Rethinking Your Event Strategy for Digital Conferences & Client Engagement
Face-to-face events have historically been one of the most important drivers of deal-making. But 2020 has seen more than 75% in-person conferences canceled or postponed due to disruption from COVID-19. In April, IR Magazine published a case study about Citi. In 2016, the Corporate Access team...
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