The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice. Beyond the core opportunities that technology presents for productivity, integration, and growth within our Private Equity...
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity firms look to optimize operations and plan for more effective integration strategies, at the heart...
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal productivity is under control, firms can shift their focus to ensuring that increased productivity isn’t challenged or hindered...
This is part two in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here’s part one from the head of our Capital Markets practice. If your technology strategies aren’t producing rapid results, your firm isn’t performing at its best — let alone outperforming competitors to take advantage of the...
In this webinar, Silverliners Danielle Laffey and Amanda Somma discussed the largest overall business challenges Insurance carriers experience: hiring and developing effective producers. Effective recruiting and onboarding of producing agents, and reducing the time it takes for those agents to begin writing business, is critical for carriers to exert their market presence and blunt the...
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...
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...
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...
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...
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...