The Silverline Blog
Industry insights, Salesforce news, and more
Capital Markets
Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
Reading time: 4 minutes
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event. Between the thousands of sessions, multiple parties, and many client conversations, the Silverline Financial Services team found a welcome...
Dreamforce
Don’t Miss These Dreamforce 2022 Financial Services Sessions
Reading time: 4 minutes
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time can be overwhelming. Our Silverline...
Financial Services
Mobile Wealth Management: How to Keep Advisors Productive On the Go
Reading time: 3 minutes
Long before COVID made working from home normal for the rest of us, working away from the office — in places like coffee shops & client homes — was business as usual for financial advisors. Enabling your financial advisors to work effectively when out of the office yields significant benefits to both the advisor and...
Financial Services
Your Wealth Onboarding Process Could Be Better. Here’s How.
Reading time: 3 minutes
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are frequently asked to provide the same information multiple...
Financial Services
5 Tips to Improve Financial Advisor Productivity
Reading time: 3 minutes
Advisors expect a personalized approach to help them feel connected and sure that their clients will transition to their new firm with minimal hassle and disruption to their portfolio. Onboarding journeys can start with a welcome note and take the advisor on a one-to-one guided tour based on live data, which pushes them into desired...
Financial Services
3 Wealth Management Trends to Focus on in 2021
Reading time: 3 minutes
2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in regulatory obligations. Let’s dive a little deeper into these leading wealth management trends. A new generation of investors increase customer expectations Between now...
Financial Services
Use Case for Apex Managed Sharing: Wealth Management
Reading time: 3 minutes
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