The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 5 minutes
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 bank to...
Reading time: 6 minutes
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 Salesforce for their businesses. As DevOps has become more familiar to...
Reading time: 4 minutes
Ad Age holds its annual Small Agency Awards to honor small, independent agencies with teams of 1 to 150 people that are not part of the behemoth holding agencies like WPP or Interpublic Group. In the past couple of years, Ad Age has put its awards focus on small agencies that have excelled despite the...
Reading time: 4 minutes
Members expect their service provider’s contact center to assist them with anytime, anywhere access to their personalized health information and to provide proactive support to answer their questions and address their concerns. But many payers are unable to deliver this high level of quality service because their member services agents lack the unified view of...
Reading time: 5 minutes
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 channels and social media to understand which funds and...
Reading time: 4 minutes
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 investment trusts (REIT)...
Reading time: 5 minutes
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 choosing a different path. 44% of millennials say...
Reading time: 4 minutes
Salesforce’s vast number of choices across its product lines can feel overwhelming. It is helpful that Salesforce has products that range from general to customized across various industries and needs. Still, companies often don’t know where to start or have a true understanding of which products will fit their particular needs. We see this sense...
Reading time: 4 minutes
Expectations, we all have them. Maybe for you, it’s the expectation that the barista will make your coffee at just the right temperature. Or that you’ll get a text from that special someone on your birthday. Perhaps you even have certain expectations about what you’re about to read in this blog post (we promise it...
Reading time: 4 minutes
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and systems you...