The Salesforce AI Capabilities Reshaping Financial Services Interactions
Our key Financial Services takeaways from Dreamforce 2026, including Agentforce Operations and AI-powered FSC capabilities.
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Our key Financial Services takeaways from Dreamforce 2026, including Agentforce Operations and AI-powered FSC capabilities.
Read moreYou may have heard that Google plans to phase out third-party cookies by 2022, which has been the gold standard for advertising tracking and retargeting. More importantly, they also announced they would not be creating “alternate identifiers to track individuals as they browse across the web, nor...

At Silverline, we’re passionate about how technology can help solve business problems. But we’ll let you in on a little secret: technology is only as good as the team implementing it. We’ve done countless projects with hundreds of clients in financial services, healthcare, and media and...

Welcome to the future of media. I’ve been in this business for more than 10 years, and the amount of change we’ve seen in the last few months has been astounding. Between changing customer preferences, completely new media types, the impending loss of cookie tracking, and managing mountains of...

The term utilization management (UM) is nothing new — it’s been in our vocabulary since the 1970s — but it’s become an increasingly important term as a means of medical cost management. Overutilization and waste of resources, in combination with increased healthcare costs, put pressure on health...

Veterans Day is when we honor those who have dedicated themselves to serving their country, putting the group before the individual to empower us all. Here at Silverline, we’re grateful for everything veterans and their families have done to bring us more security, and this Veterans Day, we wanted...

We’re working in an industry that’s constantly changing. Traditional models like print, television, out-of-home, and movies aren’t just declining — consumer expectations are changing, and businesses like yours have to keep up. The average Internet user sees between 6,000 and 10,000 advertisements...

Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Rob Petitgout has joined the Financial Services practice as Senior Director, Insurance Go-To-Market Lead. In this new role, Rob will partner with insurance companies to help them identify new ways to...

After dipping in 2020, U.S. bank mergers and acquisitions are picking up steam. Companies announced more than 132 deals this year as of August 2021 — compared to 103 for all of 2020 — and total deal value grew by over $10 billion. But a deal announcement is far from the finish line. After months,...

The media landscape looks completely different today than it did 12 years ago when I first founded Shift, a Silverline Company. And let’s be real: the next 12 years will look completely different from today. We’re working in an industry that’s constantly changing. Traditional models like print,...

Remote work isn’t going away. According to Gallup, 51% of U.S. employees were working remotely as of May 2021, and 35% of them intended to stay remote in the future. Many contact centers had some type of work-from-home capability before the pandemic, but few had fully invested in a 100% remote...

When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in...

The media industry is at an inflection point. After years of transformation, it’s time for the next big thing. Digital advertising dominates the market, projected to increase to over $400bn in revenue by 2024. Compare that with traditional channels like TV (dropping to $150bn), print (dropping to...
