The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 3 minutes
Long before COVID made working from home normal for the rest of us, working away from the office — in places like coffee shops & client homes — was business as usual for financial advisors. Enabling your financial advisors to work effectively when out of the office yields significant benefits to both the advisor and...
Reading time: 4 minutes
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to complementary products and services that help clients and members view and manage aspects of their relationship. So you can imagine, a core...
Reading time: 2 minutes
It’s undeniable that the most powerful companies today are data-driven. More and more companies are using data analytics to allow them to make better decisions across the board. One critical area where this is emphasized is customer insights. In an increasingly customer-centric world, the ability to understand the customer is necessary for survival. According to...
Reading time: 4 minutes
2020 put a spotlight on behavioral health. It is important to remember that a person’s mental health can change over time, depending on many factors. When the demands placed on a person exceed their resources and coping abilities, their mental health could be impacted. Mental illnesses are among the most common health conditions in the...
Reading time: 2 minutes
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the years, marketers...
Reading time: 2 minutes
Job Title: Solution Architect Start Date: January 2018 Tell us a fun fact or something interesting about yourself? I’ve been collecting and reading comics for 40 years. What does your average day look like? I typically have a few morning and afternoon meetings internally and with clients for ongoing managed services engagements and presales calls. ...