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Financial Services Articles

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 help financial services professionals get the most out of Dreamforce. From sessions and speakers to partners and parties, here’s a list of stuff you can’t miss. Whatever industry you work in or role in your company, there’s a journey for you.

Top Sessions to attend:

Title: Financial Services Keynote Featuring Chris Skinner
Time: Wednesday, October 15 | 10:30am – 11:15am
Location: Hilton San Francisco Union Square, Plaza B

Title: Shifting from Policy to Policyholder
Time: Wednesday, 1:00PM-1:40PM
Location: Hilton San Francisco Union Square, Plaza B

Title: Wealth Management: Strategy & Showpiece Customers
Time: Wednesday, 2:00PM-2:40PM
Location: Hilton San Francisco Union Square, Grand Ballroom 

Use Case for Apex Managed Sharing: Wealth Management

Financial Services

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 platform’s declarative options are simply not flexible enough to meet business requirements, and this occurs in a variety of ways:

  • Logic needs to look across multiple objects for “criteria-based” sharing

  • Logic needs to look at record owner, and then use a complex approach to sharing the record

  • Business leverages ad hoc teams, and these drive record access on custom objects

  • Entitlements are managed externally to Salesforce, and Salesforce must inherit these changes

Salesforce and Informatica Webinar: Driving Value at Hilliard Lyons

Financial Services

Strengthening client relationships is on everyone’s minds these days. But how?

With several different investment products out there, it can be quite confusing to the average investor on what’s best for them. Firms that cater to their clients in a timely manner are the ones most likely to win a bigger book of business. But getting deeper customer insights is often hampered by the inability to integrate systems together.

In order to maintain an advantage in the highly competitive Wealth Management market, many leading-edge organizations are investing in cloud platforms that give them scalability to offer better tools, apps, and services. These platforms facilitate rapid deployment of customer-facing apps that are mobile and device agnostic with decreased infrastructure costs.

Silverline and PURE Build a Premier Customer Experience

Client News

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 product suite includes best-in-class, customizable coverage throughout the U.S for high-value homes, automobiles, jewelry, art, personal umbrella liability, watercraft, and flood.


At PURE, a top business priority is to create what they call an ‘exceptional member experience’, one that produces member (policyholder) enthusiasm that will yield lasting growth through word of mouth. PURE began using Net Promoter Score® (NPS) to benchmark that enthusiasm and identify ways to create greater value for the membership.

Segmenting PURE’s NPS proved that they create an extraordinary level of enthusiasm and loyalty through the claim process, but that claimants yearn for even more ‘real-time’ information. They also observed that members who never experienced a claim while with PURE generally weren’t as enthusiastic as those who did, prompting them to invest in enhancing non-claim interactions and communication. Finally, a disproportionate share of PURE’s membership is among the 49% of U.S. adults that connect regularly to the internet via three or more devices, and that they needed to better serve them on whatever device they choose.

PURE wanted a secure private member portal to provide members with online access to vital services and information, all from one location. PURE teamed with Silverline to create a member portal to:

  • Support PURE’s commitment to deliver the single best service experience members will ever have;
  • Provide 24/7 access to important information and documents (i.e., policies, invoices, and insurance ID cards) in a secure, responsive, mobile-friendly online environment;
  • Make it easy for members to conveniently manage their coverage portfolio for all policies in a single place;
  • Address the top 20 member service issues and questions, thereby improving member experience while reducing service call volume;
  • Encourage even more members to ‘go paperless’;
  • Eliminate confusion associated with the billing process; and,
  • Enhance the claims process with a transformational level of transparency, real-time information, and human-centric options.

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 S&P Capital IQ and Roger Mitchell, Solution Architect at Silverline on the Top 10 Summer ‘14 Features for Financial Services.

Let’s get started with the countdown:

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 well as sharing and security concerns. Both Salesforce and Silverline will have financial services experts on hand to answer your questions. All levels of Saleforce expertise are welcome to attend.


10 Ways Mobile Technology Revolutionized Wealth Management

Financial Services 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 environment and privacy issues that govern the industry.

So what made the wealth management industry embrace mobile? Let’s take’s list a step further and dive into the technology behind it; here is my version of the 10 ways Salesforce and mobile technology has transformed the wealth management industry:


Financial Services

Press Release 

Silverline taps into the power of to help accelerate business transformation in the Wealth Management Industry

New York, NY – May 30, 2014 – Today, Silverline announced it has joined the Salesforce Fullforce initiative, empowering companies in Wealth Management to connect with their clients in a whole new way. Silverline’sFullforce certification for its Wealth Management Solution enables clients to tap into the power of social, mobile and connected cloud technologies to accelerate their success.

Silverline Helps Launch the First Salesforce Financial Services User Group


Financial Services User Group

Last November marked Silverline’s third year sponsoring the renowned cloud computing event, Dreamforce. While the event serves as a platform for new product announcements and vendor exhibits it is, notably, a time to network with those in the Salesforce ecosystem. It was here that I met Cheryl Feldman, a business analyst from Standard & Poor’s. While we were talking shop, Cheryl expressed a concern: there were no Salesforce community groups supporting Financial Services industries. Silverline is a Salesforce Partner with extensive experience in the Financial Services sector and I knew our team would be eager to help.

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