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Banking Grow Your Portfolio with Salesforce for Mortgage Lending
With rising rates and declining origination volumes top of mind for many mortgage lenders, we could all use a magic bullet to make 2022 a successful year. It may not be magic, but utilizing technology with the data you already have can help you prioritize and allocate leads, identify...
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Salesforce Platform The Top 14 Features of Salesforce Summer ’22 Release
Salesforce has three releases a year: Spring, Summer, and Winter. With each release, Salesforce has hundreds of pages of release notes. Silverline has spent time testing out the different features and here are some of the most important new ones that have arrived with the Salesforce Summer ’22...
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Financial Services How Salesforce Improves Digital Banking Services
Do you remember a time when there were no ATMs? The first ATM in the United States was launched in September 1969 in Rockville Center in New York. The ATM was accompanied by the slogan, “On September 2, our banks will open at 9 am and never close again.” In 1977, Citibank had ATMs installed...
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Financial Services Salesforce Announces Innovations to Help Financial Firms Boost Customer Satisfaction
Salesforce today announced expanded financial services offerings built specifically for banking, wealth management, and insurance companies. Salesforce for Financial Services now offers more targeted and trusted automation and AI-powered tools to help every team unlock insights, deliver great...
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Salesforce Platform 7 Essential Tools and Processes for Successful DevSecOps
When deciding what tools and processes to adopt for your digital transformation, you need to keep DevSecOps front of mind. If you evaluate the security risks in your existing or planned development and release process, you can make sure the right tools and processes are in place to mitigate these...
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Banking Why Identity and Access Management is a Big Deal for Banks
Some of the most common passwords include “123456”, “qwerty”, and, well, “password”. Not everyone is so creative when it comes to security. You probably have your own tips and tricks for creating unique passwords that may have your dog’s name combined with your...
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Salesforce The 5 Phases of an Effective DevSecOps Process
Last week, we looked at the people and technology you need to build a strong DevSecOps foundation for your organization, and the importance of having a Center of Excellence (COE) with a clear, actionable charter. Your DevSecOps charter should define in detail how you expect your COE team to engage...
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Financial Services How to Automate Your Deposit Account Opening Process
Opening the door. Opening a can of soda. Opening your eyes. The word open is all about allowing access and not having a confining barrier. Yet not all openings are so readily accessible. We’re referring to deposit account openings (DAO) at banks and lenders — when a person or business goes to a...
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Salesforce Platform Intro to Salesforce DevSecOps: What You Need to Know
Over the last few years, more and more Salesforce teams have been moving away from org-based development towards DevOps, so they can collaborate more easily, manage multiple workstreams, and deliver projects quickly and incrementally. Ultimately, DevOps enables teams to get more value out of...
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Asset Management Marketing Technology Trends for Asset Management
As the markets have become increasingly volatile over the last few quarters, many asset managers are left wondering what to do with their marketing strategies. There’s a battle brewing between the old and the new, and increasingly, financial advisors and their clients are turning to digital...
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Real Estate How Salesforce Enables a 360 Approach to the REIT Market
Everywhere you look these days, you can’t miss the dramatic changes happening in the real estate industry. There’s a “for sale” on a building one day. The next, it’s “just sold” and off the market. This rapid change extends to all areas of the country and is especially seen among real estate...
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Insurance Salesforce Insurance Industry Innovations for 2022
The insurance industry is dealing with a major talent gap. According to the U.S. Bureau of Labor Statistics, nearly 400,000 employees are expected to retire from the insurance industry workforce within the next few years. Yet, those people that were supposed to follow in retirees’ footsteps are...
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