The Silverline Blog
Industry insights, Salesforce news, and more
Vlocity
Salesforce Insurance Industry Innovations for 2022
Reading time: 5 minutes
The insurance industry is dealing with a major talent gap. According to the U.S. Bureau of Labor Statistics, nearly 400,000 employees are expected to retire from the insurance industry workforce within the next few years. Yet, those people that were supposed to follow in retirees’ footsteps are choosing a different path. 44% of millennials say...
nCino
The 8 nCino Certifications You Need for Banking Success
Reading time: 4 minutes
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and systems you...
Financial Services
The Ultimate Guide to Salesforce MDM
Reading time: 3 minutes
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master “golden record” for all versions of a record across all systems....
Financial Services
Uncovering the Future of Salesforce DevOps Technology
Reading time: 4 minutes
If you think DevOps is only a concern for developers, you’re not seeing the full picture. Yes, DevOps tools and practices do help improve code quality and eliminate production bugs for developers, but they also help managers make more regular, reliable releases and give admins the ability to quickly compare Salesforce orgs and make changes....
Banking
Simplifying Complicated Workstreams in Banking Mergers and Acquisitions
Reading time: 4 minutes
“Life is really simple, but we insist on making it complicated.” Leave it to philosopher Confucius to nail it with that sage advice. There really is no need to complicate matters more than is necessary. You probably see complications arise in life on a daily basis, especially at work, that could be simplified. Projects are...
Financial Services
3 Ways UI/UX Design Improves Banking Customer Journeys
Reading time: 4 minutes
Customers of banking and lending enterprises are increasingly choosing products and services based on the quality of the experiences they have with them. These experiences are becoming more and more complex and spanning channels, technologies, and departments. As this complexity is introduced, the customer experience can often break down. Enter UI/UX (user interface/user experience) design,...
Financial Services
How Salesforce FSC Supports Branch Management
Reading time: 4 minutes
You may remember going to your local bank as a child. Maybe you got a lollipop from the teller. Or you were there to stash away your birthday money. Or you opened your first bank account with your first job. Despite the fond memories you may have of your local bank, the banks of today...
Financial Services
How to Build a Better Contact Center with FSC and Salesforce Industries
Reading time: 5 minutes
Although customers are increasingly moving to digital channels, traditional contact center support will continue to remain an important service channel. At many contact centers, the ability to serve customers is negatively impacted by agent’s need to access multiple legacy applications — frequently with a need to re-key and search for information separately in each, made...
Banking
How Lenders Can Prepare for the New CFPB Rule
Reading time: 3 minutes
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it will have vast implications on the lending industry if and when it does. The rule requires lenders to disclose...
Financial Services
Silverline Named a 2022 ‘Leader’ for Salesforce Services in Insurance by Everest Group
Reading time: 2 minutes
Silverline, a digital transformation consultancy and Salesforce partner headquartered in New York City, announced today that it has been named a Leader in the Everest Group PEAK Matrix® for Salesforce Services in Insurance Service Provider 2022. The PEAK Matrix provides an objective, data-driven assessment of service and technology providers based on their overall capability and...