The Silverline Blog
Industry insights, Salesforce news, and more
Wealth
Your Wealth Onboarding Process Could Be Better. Here’s How.
Reading time: 3 minutes
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are frequently asked to provide the same information multiple...
Provider
Realizing the Benefits of Care Coordination
Reading time: 3 minutes
The number of Americans with at least one chronic health condition is rising. These patients have higher than average healthcare utilization rates, making the management of their care particularly vital, yet complicated. The successful management of patients with care conditions requires care that is well-coordinated between providers, patients, and the care team. Care coordination is...
Silverline News
Why I #ChoosetoChallenge On This International Women’s Day 2021
Reading time: 4 minutes
This year’s International Women’s Day theme is #ChooseToChallenge. As a mother to three young daughters, I’ve been doing a lot of reading on how to instill and foster a growth mindset in my children, so personally I really connect with this theme. IWD says that a challenged world is an alert world. Individually, we’re responsible...
CalendarAnything
Sacred Heart Connects Community, Fights Poverty with CalendarAnything
Reading time: 3 minutes
Founded in 1964, Sacred Heart Community Service works closely with low-income families throughout Silicon Valley to provide food and clothing and tools for self-sufficiency. Their mission is to build a community free from poverty by creating hope, opportunity, and action — and in a tough year for everyone, they really stepped up, delivering 100,000 food...
Capital Markets
The Future of Data and Innovation
Reading time: 2 minutes
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our event was to opine on all that happened in 2020 and share our priorities and predictions for the year ahead...
Life at Silverline
Offering Great Family Support During Covid-19
Reading time: 4 minutes
Parenting children on any given day can be a challenge. During the COVID-19 pandemic, many families have had to adapt to working from home while looking after (and attending to the many needs) of school-age children. This has certainly been my own experience as Director of Human Resources at Silverline, I’ve had to balance keeping...