The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Private Equity Trends Report 2020: Insights and Outlooks
As Silverline looks forward to the second half of 2020, we wish to share insights about the trends we are seeing in our Private Equity portfolio and how we are helping our clients use technology to optimize operations, source new deals, and deliver better experiences for their investors and assets. Our goal is to help...
Financial Services
How to Streamline Your Client Interaction Management
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement...
Financial Services
Webinar Recap: Transforming your claims experience with Vlocity
Last week, I had the pleasure of chatting with Phil Ostberg from Salesforce Industries. Phil is the Senior Product Manager overseeing Vlocity Claims functionality and we discussed the power of combining FSC Insurance and Vlocity Claims. FSC’s strength is managing the overall claims process with tools such as dashboards to monitor overall status, workflow for...
Financial Services
Meet the Digital Imperative with an AI-Powered Platform
Next week on July 15th, Salesforce will be hosting their first-ever “Learn AI with Salesforce” event with keynotes from Chief Scientist Richard Socher and many other AI and machine learning product leaders from their Einstein development teams. If you’re interested in attending, you can register via this link. As one of the inaugural members of...
Financial Services
Insurers, Are You Using Salesforce to See More ROI on Agents?
It takes a significant amount of time, effort, and resources to secure and onboard an agent before they sell anything. Many carriers have had experiences in which an agent sells one opportunity and then never sells another product. How does a company avoid this loss of ROI? And how can a carrier take an agent...
Financial Services
How to Build a Better Contact Center with Salesforce and Vlocity
Contributing authors: Paul Le and Chris Kennedy 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...
Financial Services
How Salesforce Extends Beyond CRM for Banks and Credit Unions
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions, the changing requirements for the Paycheck Protection Program (PPP) and...
Financial Services
Webinar Recap: Axcess Financial Sees 3x Lift in Originations
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to marketing Marketing Cloud and FSC. Silverline + Axcess Financial We discussed their journey...
Financial Services
Delivering an Interactive Onboarding Process for Insurance Agents
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An intuitive onboarding portal An automated email can be sent to...
Financial Services
How to Improve the Application and Interview Process for Carriers and Agents
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a sale at risk; beyond that, the...