The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 3 minutes
Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a household typically refers to a grouping or collection of related individuals or entities who share common financial interests and accounts. These related...
Reading time: 3 minutes
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience. Wealth management customers want to be able to access routine investment management services (61%) and conduct tax (57%) and financial...
Reading time: 3 minutes
Wealth and asset management organizations are increasingly leaning into data and analytics to drive stronger business results. But this data is often siloed across disparate sources and lacks the holistic view to allow teams to confidently uncover actionable insights and make data-informed decisions. That’s why wealth and asset management organizations are turning to Salesforce CRM...
Reading time: 2 minutes
Position / Job Title: Director, Silverline Central America (SLCA) Start Date: May 2017 Tell us about your heritage: I’m proud to be Salvadoran. El Salvador, though a small country in Central America, boasts a rich tapestry of history and culture. We’re descendants of the Pipil people, a subgroup of the Nahua-speaking indigenous communities, and our...
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Reinforces Mphasis’ position as an end-to-end Salesforce enterprise cloud solutions and services provider, offering clients capabilities for cloud-first digital transformation. Exhibits Mphasis’ commitment to the Salesforce ecosystem, which with its customer data and innovation capabilities, is positioned to capitalize on a growing opportunity in Generative AI. New York, Bangalore, October 12, 2023 Mphasis; (BSE: 526299;...
Reading time: 3 minutes
One of the major announcements at Dreamforce was the news that the new Einstein 1 Data Cloud natively integrates with the Einstein 1 Platform. Users can now connect any data to create a unified profile of their customer and infuse AI, automation, and analytics into every customer experience. This is exciting news, but what does...