The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 3 minutes
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 importance, an efficient vaccine management solution is required. That solution? Vaccine Cloud from Salesforce. What is Vaccine Cloud? Introduced in early 2021, this global...
Reading time: 3 minutes
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 breaches, like the Solar Winds attack in the second half of the same year, cybersecurity emerged from the back office as...
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...
Reading time: 4 minutes
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 complementary products and services that help clients and members view and manage aspects of their relationship. So you can imagine, a core...
Reading time: 4 minutes
2020 put a spotlight on behavioral health. It is important to remember that a person’s mental health can change over time, depending on many factors. When the demands placed on a person exceed their resources and coping abilities, their mental health could be impacted. Mental illnesses are among the most common health conditions in the...
Reading time: 2 minutes
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the years, marketers...
Reading time: 3 minutes
Salesforce launched Financial Services Cloud (FSC) in March of 2016, and since that day, they have continued to introduce new features and improvements with each release. The Spring ‘21 release is no exception and comes packed with exciting new features. Two of these features, Interaction Summaries and Branch Management, immediately add value for all FSC...
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Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other transformation initiatives. There is an expected dramatic uptick in merger and acquisition activity in the American community banking sector, according to a recent report...
Reading time: 3 minutes
The number of Americans with at least one chronic health condition is rising. These patients have higher than average healthcare utilization rates, making the management of their care particularly vital, yet complicated. The successful management of patients with care conditions requires care that is well-coordinated between providers, patients, and the care team. Care coordination is...
Reading time: 3 minutes
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not paying attention to those customers after they open an account, then you’re just refilling a leaky...