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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Managed Services Optimized Salesforce Security Features for an Independent Banking Firm
Any digital transformation project requires significant resources — time, budget, and internal subject matter expertise. When you invest in that kind of project, you need to deliver a platform that meets initial expectations and establishes a strong foundation for future expansion. This...
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Media & Entertainment The Path to Digital Transformation in Ad Sales
Digitization has been transforming the media industry since Bill Gates boldly published “Content is King” some twenty years ago, making what turned into a correct prediction that content is where money will be made on the Internet. As digital trends from streaming, social and mobile transformed the...
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Healthcare & Life Sciences Silverline Named a ‘Major Contender’ in the Salesforce Healthcare Services by Everest Group
Silverline, a digital transformation consultancy and Salesforce partner headquartered in New York City, announced today that it has been named a Major Contender in Everest Group Salesforce Healthcare Services PEAK Matrix® Assessment 2021. The PEAK Matrix provides an objective, data-driven...
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Healthcare & Life Sciences Paul Sinclair Joins Silverline’s Healthcare Practice as New Managing Director
Silverline announced today that Paul Sinclair joined as Managing Director to lead Silverline’s Provider Sub-Vertical within its Healthcare and Life Sciences Practice. In this role, Paul will leverage his extensive industry, technology, and consulting expertise to continue Silverline’s success in...
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Financial Services 5 Tips to Improve Financial Advisor Productivity
Advisors expect a personalized approach to help them feel connected and sure that their clients will transition to their new firm with minimal hassle and disruption to their portfolio. Onboarding journeys can start with a welcome note and take the advisor on a one-to-one guided tour based on live...
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Healthcare & Life Sciences Upcoming Webinar: Unify Your Member Services Team with Salesforce
This coming Thursday, February 18, 2021, Silverline is hosting a not-to-be-missed webinar focused on Payers in the Healthcare Industry. Entitled Unify your Member Services Team with Salesforce, this session will be led by HLS industry experts Paul Peterson and Cheryl Gibson. Don’t miss out on an...
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Silverline News Silverline Announces Mike Piehl to Lead FS Insurance Practice, Paul Peterson to Lead Payer Practice for HLS
NEW YORK, NY—February 4, 2021—Silverline, a Salesforce digital transformation consultancy headquartered in New York City, today announced that Mike Piehl has joined the Financial Services practice as Vice President, Insurance. Concurrently, Paul Peterson will take on the role of Sub-Vertical...
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Silverline News Silverline Appoints New COO, Promotions Strengthen Team to Drive Client Value in Key Industries
Press Release Silverline announced today the promotion of Jeff Radtke from his current role as Chief Delivery Officer to Chief Operating Officer (“COO”) as well as a refocus of its corporate presence to drive client value and further its focus on verticalization within Silverline’s Salesforce...
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Media & Entertainment The Top 3 Salesforce Customizations Essential for Media Companies
There are many customization options available on Salesforce implementation. Making it work for your unique business needs is critical to realizing its magic. In this blog, we’re going to narrow down the top three customizations that are essential to media companies. The ever-changing landscape of...
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Banking Growing Deposits with Salesforce Tools
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not paying attention to those customers after they open an account, then you’re...
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Financial Services How CAP COM Uses FSC and nCino to Stay Community-Focused
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...
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Healthcare & Life Sciences Silverline Supports Salesforce Vaccine Cloud Launch to Accelerate Global Vaccine Management
Vaccine Cloud helps public health authorities, healthcare providers, and nonprofits quickly scale vaccine operations, from recipient registration and scheduling to inventory management and public health outreach Salesforce, [NYSE: CRM], the global leader in CRM, today announced Vaccine Cloud,...
