The Silverline Blog
Industry insights, Salesforce news, and more
Capital Markets
Trend Report: Private Equities Shift Focus to the Future with ESG Investing
Reading time: 3 minutes
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice. Beyond the core opportunities that technology presents for productivity, integration, and growth within our Private Equity...
CalendarAnything
How to Maximize Your Salesforce Resource Calendar
Reading time: 3 minutes
By Janel Bromberek and Tsvety Giordano 2020 has put the spotlight on inefficiencies, lack of technology, and gaps in process with virtually everyone working remotely. Gone are the days of walking over to a coworkers desk to ask if they are available for a client discovery next Thursday at 2:00 p.m. The new reality is...
Capital Markets
Trend Report: Private Equity Outlook and the Race for Data
Reading time: 5 minutes
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity firms look to optimize operations and plan for more effective integration strategies, at the heart...
Capital Markets
Trend Report: Private Equity Outlook and Smarter Integration Planning
Reading time: 3 minutes
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal productivity is under control, firms can shift their focus to ensuring that increased productivity isn’t challenged or hindered...
Financial Services
Trend Report: Private Equity Outlook and the Productivity Imperative
Reading time: 2 minutes
This is part two in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here’s part one from the head of our Capital Markets practice. If your technology strategies aren’t producing rapid results, your firm isn’t performing at its best — let alone outperforming competitors to take advantage of the...
Insurance
Webinar Recap: Agent Recruiting Retention Engagement
Reading time: 2 minutes
In this webinar, Silverliners Danielle Laffey and Amanda Somma discussed the largest overall business challenges Insurance carriers experience: hiring and developing effective producers. Effective recruiting and onboarding of producing agents, and reducing the time it takes for those agents to begin writing business, is critical for carriers to exert their market presence and blunt the...
Capital Markets
The Top Private Equity Trends for 2022
Reading time: 2 minutes
At Silverline, we’ve worked on countless private equity projects through robust public markets and a financial crisis. We’d like to share insights about the trends we are seeing in our Private Equity portfolio for 2022 and beyond. We’re helping helping our clients use technology to optimize operations, source new deals, and deliver better experiences for...
Managed Services
What Do Salesforce Solution Architects Do, Anyway?
Reading time: 4 minutes
It’s a complicated role. Salesforce Solution Architects (SAs) live in a complex world of acronyms, systems, lifecycles, processes, user stories, relationships, and politics. Solution Architects need to lead successful implementations of Salesforce and system integrations that leverage on-premise and cloud computing platforms. But that means they: Conduct business process review meetings Lead the evaluation of...
Financial Services
How to Streamline Your Client Interaction Management
Reading time: 4 minutes
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement...
Healthcare
LinkedIn Live: Moving from Customer 360 to a 360 Ecosystem
Reading time: < 1 minute
There’s a lot of talk these days about customer 360, and focusing on all the aspects of customer care in healthcare and life sciences. But what if instead of just the consumer, it was an entire 360 ecosystem, with connected information reaching all corners of the healthcare domain? From consumer to clinical network to provider...