The Silverline Blog
Industry insights, Salesforce news, and more
Analytics Cloud
Tableau CRM vs. Tableau vs. Einstein
Reading time: 4 minutes
The foundation of any great customer experience? Data. Salesforce has always been a best-in-class CRM, with industry-specific solutions like Health Cloud and Financial Services Cloud. But one of their biggest value propositions is bringing more data to more people in an organization. As Salesforce continues to expand, it can be challenging to keep up with...
Financial Services
Updates to Financial Services Cloud: What You Need to Know
Reading time: 4 minutes
Exciting news: Salesforce just announced new updates to Financial Services Cloud. Our industry leads spent a great (virtual) day at the Salesforce Industries Summit working with leaders revolutionizing their companies in an all-digital, work-from-anywhere world. I caught up with our industry leads from investment banking, insurance, banking and lending, and wealth management to understand what Salesforce’s...
Investment Banking
5 Trends Shaping the Future of Investment Banking Today
Reading time: 6 minutes
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value while deal count was down 15.5%. Contrast that with the second half of the year, with...
Banking
Transforming the Lending Experience with Salesforce
Reading time: 4 minutes
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible to understand where bottlenecks existed in the system and...
- 1
- 2