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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Digital Transformation Understanding the Importance of Change Management
If we’ve learned anything after 10 years in business, it’s that change is the only constant. But as you probably know, there’s usually a “Who moved my cheese?” moment in any fast-paced and changing organization. The tendency for most people is to resist change kicking and screaming. While that’s...
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Healthcare & Life Sciences Becker’s Panel Recap: Healthcare Digital Transformations and Improved Patient Engagements
Last month, I presented a webinar for Becker’s Hospital Review on behalf of Silverline entitled “Post-Pandemic Decisions Accelerate Pace of Patient Access, Engagement, and Digital Experience Outreach.” Afterwards, I led a panel discussion with leaders in the health and technology space to talk...
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Silverline News Silverline Names Andrew Blaisdell New Chief People Officer
NEW YORK, NY— November 2, 2020—Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, announced today Andrew Blaisdell has joined as chief people officer overseeing the company’s talent strategy, human resources operations, Silverline Cares, and inclusion and diversity...
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Financial Services Digital Engagement Drives Connected Experiences in Banking
This is part five in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one, two, three, and four. No matter your intended audience or end goal, the urgency for digital transformation persists. Businesses in the financial industry need to find ways to adapt to...
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Financial Services The Benefits of Salesforce Financial Services Cloud
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with potential and existing customers, increase revenue, and deliver the right...
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Financial Services Personalize the Customer Journey in Banking with 360-Degree Data
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that by the time they need it, it’s already stale? Stale data is […]
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Financial Services Event Recap: Salesforce Industries Summit for Financial Services
On October 15, 2020, Salesforce hosted its Salesforce Industries Summit for Financial Services. After the day-long event, our FS leadership got together on a LinkedIn Live session to chat through what they learned. Read on to hear hot takes from the following Silverline experts: Geoff Merrick, SVP...
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Healthcare & Life Sciences 5 Benefits of Patient-Centered Care
Great healthcare will always require levels of human interaction that can’t be replaced. But in an age of automation, healthcare providers need to use technology to provide a consumer-grade patient experience. Are you prepared for the consumerization of healthcare? As consumers, patients demand a...
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Banking How to Attract and Retain Banking Customers in a B2C World
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and conversion. When data is captured in the right spots at the right point...
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Managed Services Zen and the Art of CoE Maintenance
Don’t be scared by the term “Center of Excellence.” It doesn’t have to be an entire section of a building staffed by dozens of people — though of course you could do that if you wanted. I work with hundreds of mid- to large-sized clients, and every single one of them has a different interpretation...
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Healthcare & Life Sciences Becker’s Webinar Recap: A Prescriptive Approach to Value-based Care
On October 15, 2020, Silverline presented a webinar for Becker’s Hospital Review entitled “Post-Pandemic Decisions Accelerate Pace of Patient Access, Engagement, and Digital Experience Outreach.” During the presentation, I spoke about the steps to take when applying a prescriptive...
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Financial Services Webinar Recap: Why your CRM Needs ERM
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While the practice of ERM is not a novel concept, the advances we have...
