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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Provider Implementing Salesforce Care Response: How Truman Medical Centers Address Covid-19 Needs
Last month, Salesforce announced that they would be giving away Health Cloud for free with a Care Response trial to help Healthcare organizations rapidly adapt to COVID-19. Here at Silverline, we quickly developed a solution to help out those in the healthcare industry being inundated with patient...
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Banking Customer Support in a Time of Crisis: Banking and Lending Solutions for SBA PPP
On Friday, April 4th, the Small Business Administration (SBA) opened up the $349B program that opens emergency loans from the government to small businesses across the country looking to participate in the Paycheck Protection Program (PPP). Bank of America started accepting applications in the...
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Advisory Why We’re All in the Digital Transformation Business Now
If you’ve been part of the world of technology for a while like I have, you might have a hard time suppressing an eye roll when you hear the words “digital transformation.” With every new advance in hardware, software, and infrastructure, we’re told that true digital transformation will finally be...
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Silverline Cares At-Home Scavenger Hunt: How Silverline Shelters in Play
At Silverline we have seven core values, and as Office Manager one of my favorites is “Try to have fun.” I love coming up with new ideas and events that bring us all together to relax, have fun, and celebrate personal and work achievements. Due to COVID-19, we are now all working remotely, and it...
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Investment Banking Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered managers. It also offers individual bond strategies for high-net-worth...
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Insurance Insurance Industry Trends to Watch in the New Decade
The insurance industry is entering a major transformation stage as a slew of key trends converge on the industry. From shifts in customer behavior to AI-driven data collection, insurance as consumers know it today will soon be replaced with experience-driven, technology-powered solutions. Current...
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Silverline Cares BUILT BY GIRLS Event Recap: Girl, You Better {net}Work
Last month, Silverline sponsored an event hosted by BUILT BY GIRLS. The event, “Girl, You Better {net}Work,” was a mini-conference designed to help young women and non-binary students navigate their careers and network with confidence. There were 90 student attendees, all between the...
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Financial Services Emerging Covid-19 Trends and Solutions for Banking & Lending
Many financial institutions have prided themselves on being local and interacting face-to-face with their customers. Whether it’s a global issue like COVID-19 or a local emergency, financial institutions must have a reliable and scalable crisis communication plan and engagement channels in place...
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Advisory 4 Reasons Why Companies Should Skip QA
Finally, the long-awaited sequel to “4 Reasons Why Companies Make the Mistake of Skipping QA” is here — with a little April Fool’s Day snark. Those of us who develop software, especially in the Salesforce ecosystem, are constantly met with the somehow always puzzling question “Do we need QA...
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Silverline Cares Working From Home With Your Kids? Learning Resources to the Rescue!
While many of us may be stuck inside, that doesn’t mean our minds can’t travel or expand. And while some of us are finding the social distancing beneficial for our productivity, others — especially families with kids now home from school — might need a little more structure (or educational...
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Investment Banking What It Means to Be a Data-Driven Bank… and How to Get There
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology. According to Andrew Beatty, SVP and GM of Next Generation Banking at FIS:...
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Uncategorized Webinar Recap: Salesforce User Adoption Best Practices for the Insurance Industry
Outside of my work with Silverline, I run the Trailblazer Insurance Community group for Salesforce. I recently had the privilege of hosting Dreamforce speakers Yves Stewart and Skye Tyler at the Salesforce for Insurance Trailblazer Community group meeting to talk about User Adoption. During the...
