5 Tips for a Successful Dreamforce 2014

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Salesforce Financial Services User Group August 7th!

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Mark your calendars! The next Salesforce Financial Services User Group is August 7th. The meeting will be hosted virtually and in person at Silverline's new headquarters (860 Broadway, 5th Floor, NYC). Click here to register.

Discussion will focus on features in the Salesforce Summer '14 release as well as sharing and security concerns. Both Salesforce and Silverline will have financial services experts on hand to answer your questions. All levels of Saleforce expertise are welcome to attend.

Agenda

Are Mobile Applications Useful in Healthcare?

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I am not an avid Apple product user, but the line “there’s an app for that” (which I believe they ultimately trademarked) holds true in most circumstances.

Recently, it seems that new apps with the most publicity do not solely focus on novel solutions to problems, instead they represent modifications to prior concepts and do it with a snazzier UI, greater efficiency, or just a more robust offering.

Create a Social Intranet With Embedded Content Your Employees Will Love

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From sneakers to sandwich orders, we’re living in a world where anything can easily be customized to fit your wants and needs. The team at Silverline believes that business applications should be the same. That's why we built our social intranet app, The WaterCooler, with customization top of mind.

Everyday I help The WaterCooler customers design an intranet to fit their business needs. The app has a Widget Library that helps admins easily create content. One of my favorite widgets is the Embedded Content Widget. Just like the name says, it allows you to embed content directly in The WaterCooler interface. Here are my top picks for embedded content your employees will love:

The Virtual Water Cooler

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Technology has a unique ability to replace the most classic items, even within the kitchen of your office. How many offices still maintain a standard coffee brewer? Not many I’m sure. It is not because the classic brewer (from entry level to gourmet) is inherently flawed; it’s because the Keurig and Nespresso’s of the world offer a compelling value statement. They have figured out how to completely transform a global, multi-billion dollar market through a unique delivery mechanism. The introduction of a pod based component to serve up tea, coffee, hot chocolate or a variety of other refreshments in an extremely short timeframe is not only more efficient, but offers tremendous flexibility in flavor options.

10 Ways Mobile Technology Revolutionized Wealth Management

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FinancialPlanning.com recently shared a top 10 list focusing on the how mobile technology has transformed the wealth management industry. The wealth management industry has been a late adopter to mobile technology, though this isn’t surprising given the stringent regulatory environment and privacy issues that govern the industry.

So what made the wealth management industry embrace mobile? Let’s take FinancialPlanning.com’s list a step further and dive into the technology behind it; here is my version of the 10 ways Salesforce and mobile technology has transformed the wealth management industry: