The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Personalize the Customer Journey in Banking with 360-Degree Data
Reading time: 4 minutes
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that by the time they need it, it’s already stale? Stale data is...
Financial Services
Event Recap: Salesforce Industries Summit for Financial Services
Reading time: 11 minutes
On October 15, 2020, Salesforce hosted its Salesforce Industries Summit for Financial Services. After the day-long event, our FS leadership got together on a LinkedIn Live session to chat through what they learned. Read on to hear hot takes from the following Silverline experts: Geoff Merrick, SVP & GM, Financial Services Jill Harrison, VP of...
Banking
How to Attract and Retain Banking Customers in a B2C World
Reading time: 7 minutes
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and conversion. When data is captured in the right spots at the right point in the process,...
Financial Services
Webinar Recap: Why your CRM Needs ERM
Reading time: 3 minutes
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While the practice of ERM is not a novel concept, the advances we have collectively seen over the last...
Banking
The Art of Retaining B2B Customers in the Banking Industry
Reading time: 5 minutes
This is part three in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one and two, All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying technology to remove friction and roadblocks for all involved. Loyalty reduces costs by building trusting relationships with...
Banking
On Strategy, and the Business of Building a Connected Experience
Reading time: 5 minutes
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 buy-in from all levels, it’s best...
Financial Services
Webinar Recap: Managing and Supporting a Growing CoE Backlog
Reading time: 4 minutes
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 into...
Data and Integrations
Webinar Recap: The Future of Integration and Data in Financial Services
Reading time: 2 minutes
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 the past decade across our Financial Services portfolio. Evolution of...
Banking
Structuring Connected Experiences for Banks and Credit Unions
Reading time: 2 minutes
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 a balance, completing major projects can become a Herculean task....
Financial Services
Silverline announces strategic partnership with RevCult to provide Security Risk Assessments and Salesforce Shield Implementation Workshops
Reading time: 2 minutes
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 governance provider, announced a new partnership to provide technology-enabled security risk assessments and Shield...