The Silverline Blog
Industry insights, Salesforce news, and more
Investment Banking
Accelerate Transformation with Salesforce for Investment Banking
Reading time: 5 minutes
As consumer technology trains us to expect instant results, that same mentality carries over to the workplace. Everyone wants things, and they want them now, whether that’s an interactive dashboard about the portfolio of live deals and staffing assignments, a balance sheet from a portfolio company’s last valuation, or maybe just a cup of coffee...
Insurance
13 Insurance Highlights from Salesforce’s Winter ’23 Release
Reading time: 6 minutes
Salesforce’s Winter ’23 release notes offer high-level descriptions of new features and enhancements. We’ve combed through the hundreds of pages to share highlights that are especially relevant for insurance industry users so you can review and quickly start benefiting from the new functionality. You can watch a video demo below, or continue reading to see...
Insurance
How Insurance Companies Leverage Salesforce for Agency Management
Reading time: 4 minutes
The relationship between an insurance carrier and their agents is a critical one. A primary objective for a carrier is to make doing business as easy as possible for agents so they will either start or continue to do business with the carrier. This is especially the case with non-captive agents because they have a...
Banking
Implementing Salesforce Gives GreenState Credit Union Better Member Visibility
Reading time: 3 minutes
GreenState Credit Union is a member-owned financial cooperative. Organized in 1938, GreenState has grown to be Iowa’s largest credit union and one of the top financial institutions in the United States for returning profits to members in the form of better rates and lower fees. GreenState serves over 370,000 members with 30 office locations. Membership...
Financial Services
Powering the Productivity and Growth of Canadian Capital Markets
Reading time: 5 minutes
2021 proved to be a banner year for Canadian investments, with more than $11.8B CAD in venture capital invested and $20B CAD in private equity deployed. Canadian startups raised more than double their 2020 investment totals, and 2x the totals in 2019. Canadian economic development is positioned to see parabolic returns, but what does that...
Financial Services
How Salesforce Improves Digital Banking Services
Reading time: 4 minutes
Do you remember a time when there were no ATMs? The first ATM in the United States was launched in September 1969 in Rockville Center in New York. The ATM was accompanied by the slogan, “On September 2, our banks will open at 9 am and never close again.” In 1977, Citibank had ATMs installed...
Banking
Why Identity and Access Management is a Big Deal for Banks
Reading time: 5 minutes
Some of the most common passwords include “123456”, “qwerty”, and, well, “password”. Not everyone is so creative when it comes to security. You probably have your own tips and tricks for creating unique passwords that may have your dog’s name combined with your childhood street address and a few #$%& thrown in. Passwords play a...
Financial Services
How to Automate Your Deposit Account Opening Process
Reading time: 5 minutes
Opening the door. Opening a can of soda. Opening your eyes. The word open is all about allowing access and not having a confining barrier. Yet not all openings are so readily accessible. We’re referring to deposit account openings (DAO) at banks and lenders — when a person or business goes to a bank to...
Banking
How Salesforce FSC Supports Branch Management
Reading time: 4 minutes
You may remember going to your local bank as a child. Maybe you got a lollipop from the teller. Or you were there to stash away your birthday money. Or you opened your first bank account with your first job. Despite the fond memories you may have of your local bank, the banks of today...
Banking
How Lenders Can Prepare for the New CFPB Rule
Reading time: 3 minutes
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it will have vast implications on the lending industry if and when it does. The proposed CFPB requirements for lenders...