The Silverline Blog
Industry insights, Salesforce news, and more
Insurance
7 Salesforce Features Empowering Insurance and Underwriting
Reading time: 3 minutes
In the fast-paced world of insurance, staying ahead of the curve is crucial. Salesforce, a leader in customer relationship management (CRM) platforms, has introduced several game-changing features in 2023 to enhance insurance and underwriting claims processes. These cutting-edge tools leverage Salesforce’s expertise in technology and customer-centric solutions to streamline operations, improve efficiency, and deliver exceptional...
Financial Services
How Plaid Helps Customers Securely Connect Financial Accounts
Reading time: 3 minutes
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a fintech app asks them to verify their identity (70%) and prefer them over apps that don’t (80%). Silverline partner Plaid makes...
Financial Services
How OwnBackup for Salesforce Maximizes Data Protection
Reading time: 3 minutes
Silverline is always searching for ways to optimize our financial services clients’ Salesforce journey. One of the ways we do this is by partnering with leading companies that provide highly specific fintech solutions that augment Salesforce’s functionality. Silverline’s partnership with OwnBackup, a SaaS data protection/backup platform for Salesforce customers, helps clients manage and protect the...
Banking
Monit and Salesforce: Helping Banks and Businesses Grow Together
Reading time: 2 minutes
According to a survey by Monit of SMB owners, the recent turmoil in the banking sector has influenced how they manage their bank accounts. The survey found that 90% of owners relooked at how they manage their deposits, with 38% opening and funding accounts at new institutions. Chances are that your bank is getting just...
Banking
Automate Identity Verification and Decisioning with Alloy and Salesforce
Reading time: 3 minutes
Many financial services companies still rely on highly manual processes for onboarding, transaction monitoring, and credit underwriting. And while Salesforce automates much of the process, banks often need extra support to aggregate data to automate identity verification and risk decisioning. Silverline partners with Alloy, an identity verification and decisioning platform that integrates with the Salesforce...
Insurance
7 Key Areas to Leverage AI in Insurance Solutions
Reading time: 3 minutes
Between World Tour NYC ‘23 and CNX23 in Chicago, the announcements of Salesforce AI have been a major buzz around the ecosystem. Learning how to apply it to your industry is important due to its transformative potential and numerous benefits. Since I’ve been focusing on the insurance industry for several years, I want to put...
Provider
Improving Population Health Management in Rural Communities
Reading time: 7 minutes
Structured and comprehensive patient population health management, coupled with access to healthcare and wellness services, are tantamount to achieving and maintaining good health. For populations outside the fray of large urban centers, obtaining these things can be a daunting challenge. Rural and small community residents frequently incur a myriad of obstacles and unending barriers to...
Wealth
Enhance Wealth Management Client Services with Service Cloud
Reading time: 4 minutes
Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their AUM, a great CRM tool should be at the top of their priority list. Client relationships and operations are big topics, and can...
Banking
How Financial Institutions Can Leverage Salesforce CRM Analytics
Reading time: 4 minutes
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer interactions, and only 30% indicated that advisors used the data to inform their immediate decisions during interactions. This is a missed...
Salesforce Platform
Einstein GPT Empowers Enterprises with Trusted Generative AI
Reading time: 4 minutes
Trust and generative AI are often met with a skeptical reaction. Trust is lacking, and new Salesforce research found that 73% of employees believe generative AI introduces new security risks, and nearly 60% of those who plan to use the technology don’t know how to keep data secure. AI Cloud is Salesforce’s answer to enterprises...