The Silverline Blog
Industry insights, Salesforce news, and more
Salesforce
The New Einstein 1 Platform: What You Need to Know
Reading time: 3 minutes
One of the major announcements at Dreamforce was the news that the new Einstein 1 Data Cloud natively integrates with the Einstein 1 Platform. Users can now connect any data to create a unified profile of their customer and infuse AI, automation, and analytics into every customer experience. This is exciting news, but what does...
Financial Services
Highlights from Silverline and Salesforce AI Day
Reading time: 5 minutes
On August 29, Silverline and Salesforce welcomed over 40 leaders from across the financial services industry for AI Day. The exclusive invitation-only event explored the vision for the future of trusted enterprise AI. AI Day was held at the Salesforce Tower in New York City, followed by a fun evening at the matches of the...
Marketing Cloud
3 Ways to Leverage Marketing to Mitigate Bank Fraud
Reading time: 3 minutes
A recent survey by J.D. Power found that one in three U.S. bank customers say they have been victims of financial fraud in the past 12 months. 50% of customers under age 40 experienced fraud during that time, as their increased engagement in electronic transfers made them more likely to trust online requests for payments. ...
Financial Services
Implementation Success: LPL’s Managed Package for ClientWorks Integration
Reading time: 5 minutes
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone sandbox...
Salesforce
Silverline Announces Salesforce Data Cloud Implementation Packages to Drive Business Success
Reading time: 2 minutes
Silverline, a leading consulting and professional services firm specializing in Salesforce solutions, is excited to announce a comprehensive suite of Salesforce Data Cloud implementation packages designed to empower companies in leveraging the full potential of their data assets. These packages include expert advisory, implementation strategy, and best practices to ensure seamless integration and maximizing return...
Salesforce
6 Ways to Ensure Salesforce Data Security
Reading time: 3 minutes
Government organizations, financial institutions, and healthcare providers are leaking private and sensitive information such as Social Security numbers, dates of birth, and IP addresses from their public Salesforce Community websites. According to a recent article from KrebsOnSecurity, this is due to the potential misconfiguration of Salesforce’s customer relationship management (CRM) software, which can leave data...
Wealth
How to Help Customers Navigate the Great Wealth Transfer
Reading time: 4 minutes
Every family has a different approach when it comes to talking about money. Sometimes it comes up in conversation at every family gathering. Others know it will lead to arguments over the Thanksgiving turkey and avoid the topic all together. According to a Wells Fargo report, an estimated 26% of adult children would rather deal...
Banking
Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Reading time: 3 minutes
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest Indiana and Chicagoland with a wide range of consumer, business, and wealth management products. Lacking visibility across disparate systems Over...
Salesforce
7 Steps for Crafting an Effective AI Implementation Strategy
Reading time: 4 minutes
September 19, 2016 is a significant date in Salesforce history. That’s when Salesforce Einstein was launched and brought the power of artificial intelligence to every Salesforce user. Skip to almost seven years later, and today Einstein runs more than 1 trillion predictions per week. Plus Salesforce has recently added even more AI capabilities with its...
Insurance
How to Improve Customer Experiences in Volatile Markets
Reading time: 3 minutes
Look up “volatile” in the thesaurus, and you’ll likely see synonyms like unstable, unpredictable, and precarious – all of which are perfect adjectives for the flux of today’s markets. Rising inflation and other financial crises are wreaking havoc on the interest rate environment and impacting the insurance industry. Rates had been at historic lows, but...