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Financial Services Use Case for Apex Managed Sharing: Wealth Management
Sharing and record access can be a tricky concept in Salesforce, and with Apex Managed Sharing as an option, it becomes even more complex and options are nearly limitless. So when and why would a system admin or developer leverage this functionality? There are cases where the flexibility of the...
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Financial Services Silverline and PURE Build a Premier Customer Experience
Learn how PURE is delighting customers, disrupting the market, and building loyalty with Salesforce. Privilege Underwriters Reciprocal Exchange (PURE) is a policyholder-owned insurer dedicated to creating an exceptional experience for responsible high net worth individuals and families. The PURE...
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Events Top 10 Summer ‘14 Features for Financial Services
Silverline was the proud host and sponsor of another great Financial Services Salesforce User Group. After some food, drinks, and networking (and a few technical difficulties as we learn how to use our A/V equipment in our new office) we heard from Cheryl Feldman, Business Systems Analyst at...
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Events Salesforce Financial Services User Group August 7th!
Mark your calendars! The next Salesforce Financial Services User Group is August 7th. The meeting will be hosted virtually and in person at Silverline's new headquarters (860 Broadway, 5th Floor, NYC). Click here to register. Discussion will focus on features in the Salesforce Summer '14 release as...
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Financial Services 10 Ways Mobile Technology Revolutionized Wealth Management
FinancialPlanning.com recently shared a top 10 list focusing on the how mobile technology has transformed the wealth management industry. The wealth management industry has been a late adopter to mobile technology, though this isn’t surprising given the stringent regulatory...
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