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Financial Services Don’t Keep CRM Adoption Best Practices in the Vault, Cash in with these Adoption Strategies
Most would think that adoption of a CRM platform would be considered a technology transformation when, in fact, it is a significant cultural transformation. Institutions like yours yearn for change to create more efficient process but when faced with it are apprehensive and defensive. Your...
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Financial Services Banking on Agile Transformation
Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the...
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Analytics Cloud 19 Reasons Why Asset Managers will love Wave Analytics
If you have an Asset Management Salesforce solution, wouldn’t you love to be able to track financial adviser performance? Monitor and see trends in sales flows? Slice and dice your AUM? Have a better way to help identify and service intermediaries? With Salesforce Wave Analytics, you can get all of...
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Financial Services How Amalgamated Bank Wins Employee Engagement with Salesforce Communities
Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks...
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Financial Services Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!
Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where...
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Events SILVERLINE ANNOUNCES Co-Sponsorship of BAI Retail Delivery Conference
Silverline is proud to announce that we’re a co-sponsor of BAI Retail Delivery Conference with Salesforce. The conference is being held this year in Las Vegas, October 12th to the 15th. Join us at the premier global trade show for retail banking innovation, thought leadership and solutions!...
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Financial Services HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES
Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out...
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Financial Services How to Build an All Star CRM Project Team
On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a...
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Financial Services Relationship Banking is your Mission if you Choose to Accept it
What is the true meaning of relationship banking? I find myself asking this question to every bank or credit union I work with and the answer routinely comes back to “it’s the number of deposit or loan accounts that the customer has with our institution.” Let’s take a deeper look, shall we? Is it...
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Events Introducing the Next-Generation Solution for Meeting Notes in Salesforce
Feeling limited by native Salesforce activities? You’re not alone! So many of our Investment Banking clients have emphasized how important it is to track their relationships by taking good meeting notes – and how hard it is to do so in Salesforce. Silverline has built a Meeting Notes solution...
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Financial Services Communities for Financial Services
Stuart Tainsky, Senior Vice President & Chief Information Office at PURE Insurance recently presented at Dreamforce on how PURE is utilizing the Community Cloud. PURE Insurance makes a habit of transforming happy customers (PURE members) into long-term advocates. When their members...
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Financial Services How to get the most out of Dreamforce for Financial Services
Dreamforce is just days away! We've already covered tips from the experts to have a succesful Dreamforce, but now I'd like to take that a step further for Financial Services professionals. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will...
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