The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
How CAP COM Uses FSC and nCino to Stay Community-Focused
Reading time: 3 minutes
CAP COM, an Albany, NY-based credit union, knows that a credit union isn’t really about the money — it’s about what you do with it. Their affordable financial services are locally owned by members, focusing on a community-led approach. As they themselves say, they’re people advocates who are there to “help you fulfill your dreams.”...
Vlocity
Salesforce Recognizes Nicole McGuire as Vlocity SME
Reading time: 2 minutes
We are proud to celebrate the accomplishment of Silverline Senior Director Nicole McGuire, who recently became a Vlocity SME. “Nicole’s knowledge of Vlocity’s toolset and real world project experience has been critical to our clients’ success,” said Mike Piehl, VP of Vlocity GTM for Silverline. “I’m thrilled that Salesforce is leveraging her many talents in...
Salesforce
Hyperforce, Einstein, and Slack — Oh my! Unpacking the Dreamforce to You Keynote
Reading time: 6 minutes
A lot happened in the wider world of Salesforce last week. From acquisition announcements to innovative launches, the Dreamforce to You keynote left viewers with much to be excited about, besides James Corden’s cold open. (We’re still crossing our fingers for Marc Benioff car karaoke!) Let’s dig into some of what we learned. Salesforce acquires...
Capital Markets
You’re Invited: Capital Markets & FinTech Innovation Summit
Reading time: < 1 minute
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest minds in the capital markets ecosystem, along with technology and Salesforce leaders, to share firsthand how they’ve seen...
Healthcare
Operating Efficient Payer Call Centers with Salesforce
Reading time: 4 minutes
With the challenges payers have faced this year, your call center is likely busier than ever. At many call centers, the ability to effectively serve customers is negatively impacted by the agent’s need to access multiple legacy applications — frequently with a need to re-key and search for information separately in each — made all...
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...
Healthcare
4 Ways Salesforce Improves your Team’s Medical Device Sales Process
Reading time: 4 minutes
The medical devices industry is complex in more ways than one. With complicated instrumentation and devices for diagnosis, monitoring, or working with diseases and disabilities, as well as juggling regulations, providers, patients, and insurance, selling medical devices can be a challenge. Successful medical device sales teams have one thing in common: the ability to be...
Insurance
Salesforce Winter ‘21 Insurance Release Overview
Reading time: 3 minutes
Are you ready for 2021? Salesforce’s winter release comes out starting January 8. I recently had the privilege of sitting down with Tom Everard, Principal Solution Engineer at Salesforce, during my Salesforce for Insurance Trailblazer Community meeting. (That’s just one of the perks of being a Trailblazer Community leader and Salesforce MVP!) Tom distilled the...
CalendarAnything
How to Use CalendarAnything for Salesforce Event Management
Reading time: 4 minutes
Do you know what’s on your calendar today? As organizations tackle coordinating team schedules across departments, calendar visibility matters. With CalendarAnything, you can create calendars from any custom or standard object within Salesforce. It allows you to visualize all of your team’s meetings and events from the past, present, and future and syncs directly with...
Financial Services
Digital Engagement Drives Connected Experiences in Banking
Reading time: 3 minutes
This is part five in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one, two, three, and four. No matter your intended audience or end goal, the urgency for digital transformation persists. Businesses in the financial industry need to find ways to adapt to our current reality in...