The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Kara Lawhorn Expands Role, Leads Financial Services Sales at Silverline
Reading time: 2 minutes
Silverline announced today that Kara Lawhorn, Managing Director, will take on an expanded role leading the Financial Services sales team. Kara re-joined Silverline in February 2021 and has been leading Financial Services sales in the Western United States. In this leadership position, Kara will be responsible for accelerating Financial Services sales growth globally as Silverline...
Financial Services
Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Reading time: 4 minutes
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where are the major opportunities to holding events online and launching digital marketing strategies? Can information be securely shared...
Financial Services
Tableau CRM vs. Tableau vs. Einstein
Reading time: 4 minutes
The foundation of any great customer experience? Data. Salesforce has always been a best-in-class CRM, with industry-specific solutions like Health Cloud and Financial Services Cloud. But one of their biggest value propositions is bringing more data to more people in an organization. As Salesforce continues to expand, it can be challenging to keep up with...
Financial Services
How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Reading time: 5 minutes
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to building rock-solid customer relationships. But as they grew to fund businesses in all 50 states, they knew they needed to continue to...
Financial Services
Updates to Financial Services Cloud: What You Need to Know
Reading time: 4 minutes
Exciting news: Salesforce just announced new updates to Financial Services Cloud. Our industry leads spent a great (virtual) day at the Salesforce Industries Summit working with leaders revolutionizing their companies in an all-digital, work-from-anywhere world. I caught up with our industry leads from investment banking, insurance, banking and lending, and wealth management to understand what Salesforce’s...
Financial Services
5 Trends Shaping the Future of Investment Banking Today
Reading time: 6 minutes
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value while deal count was down 15.5%. Contrast that with the second half of the year, with...
Financial Services
Transforming the Lending Experience with Salesforce
Reading time: 4 minutes
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible to understand where bottlenecks existed in the system and...
Financial Services
Silverline Named Official Launch Partner by Salesforce for Corporate and Investment Banking Launch
Reading time: 3 minutes
Salesforce Expands Its Financial Services Offerings with New Products for Corporate and Investment Banking Salesforce (NYSE: CRM), the global leader in CRM, today announced Corporate and Investment Banking for Financial Services Cloud, new technology to help bankers and deal teams deepen their relationships with clients, manage deal interactions on one platform and compliantly collaborate and...
Financial Services
Why Connected Car Insurance is the Future
Reading time: 4 minutes
The world of auto insurance is changing fast, with customer expectations shifting rapidly toward auto policies that leverage usage-based pricing models, something traditional insurance IT systems can’t typically support. Even before COVID-19 changed driving habits, consumers already started to demand behavior-driven pricing. In April 2020, Americans drove 64% fewer miles, and KPMG predicts as much...
Financial Services
Salesforce Outlook Integration: Things to Consider
Reading time: 3 minutes
Odds are that if you use both Microsoft Outlook and Salesforce, some of your task management processes are being duplicated. You may find yourself saying “There’s got to be a better way!” And you’d be right. It’s just a matter of what works best for you. And what protects your data. Healthcare and financial service...