The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
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.
FinancialPlanning.com 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 FinancialPlanning.com’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: