The Silverline Blog
Industry insights, Salesforce news, and more
Wealth
How CRM Analytics Supercharges Wealth Management Technology
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...
Financial Services
5 Steps of a Successful Product Analytics Strategy
Reading time: 6 minutes
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram was launched on October 6,...
Financial Services
How to Streamline Your Client Interaction Management
Reading time: 4 minutes
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement...
MuleSoft
Unlock your Azure Blob Storage with a MuleSoft API
Reading time: 6 minutes
APIs allow organizations to unlock data from back-end systems to spark innovation, bring products to market faster, and improve the overall quality and experience of dealing with back-end systems. More and more, industries the world over are looking for solutions that connect their back-end systems, making them all accessible via an API. When organizations rely...
Managed Services
Why Bad Data is Bad for Your Business
Reading time: 3 minutes
How do you know if you’ve got good or bad data? How fit is your data? Is your data fit for analysis? What does data fitness even mean? Fitness isn’t just about healthy activities and svelte physiques. Fitness is defined as the quality of being suitable to fulfill a particular role or task. In terms...
Capital Markets
AI Journeys and Einstein Insights with Stonebriar CTO Steve Siler
Reading time: 5 minutes
In May 2020, McKinsey issued a report about the future of work in the wake of coronavirus, making key observations about firms effectively carving out a competitive edge in this market by changing the way they look at their data. Opportunities abound to mine the mountain of data on which most firms sit; it is...