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Banking How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to...
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Banking Transforming the Lending Experience with Salesforce
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your...
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Healthcare & Life Sciences Salesforce and HIPAA Compliance: What Providers Need to Know
The 1996 Health Insurance Portability and Accountability Act (HIPAA) protects patients and patient data in the United States, which includes all electronic data managed by healthcare providers. Managing this data isn’t a...
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Financial Services Sales Cloud vs. Financial Services Cloud: What You Need to Know
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry...
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Digital Transformation 7 Steps to Prep: Project Kickoff for Salesforce Implementation
As an Account Executive at Silverline, one of the most common questions I receive from project sponsors at my clients is: “What can our team do before kick off to get a head start on our project?” Where to start before you...
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Payer 3 Effective Payer Strategies for Health Insurance Companies
When it comes to building a proper strategy for Payers in the healthcare world, there’s a lot to consider. For every segment within the Payer ecosystem or within a particular organization, there are different elements to take...
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CalendarAnything Announcing the Next Wave of CalendarAnything
Silverline, creator of the #1 Salesforce calendar app, CalendarAnything, today announced a launch of CalendarAnything 3.0 for Salesforce on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component....
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Healthcare & Life Sciences Gaps in Care: Why They Happen and How to Close Them
As healthcare workers treat new and growing emergencies, while simultaneously working to update legacy systems, it can be difficult to stay on top of existing patients’ health status. Especially if patients themselves aren’t...
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Healthcare & Life Sciences What is Vaccine Cloud and Why Do You Need It?
We are undergoing the most extensive and complex distribution campaigns in modern history: the COVID-19 vaccination rollout. Something so complicated will undoubtedly bring challenges. With timing and accuracy of the utmost...
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Capital Markets Exploring the State of Security and Compliance in 2021
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data...
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Wealth Mobile Wealth Management: How to Keep Advisors Productive On the Go
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...
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Banking Bank Core Conversions, Digital Transformations: How to Implement Both at Once
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to...
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