-
Insurance How Legal & General America Built a Foundation for Digital Experiences at Scale
Legal & General is one of the world’s leading multinational financial services companies — and has been since 1836. Headquartered in London, the firm is the ninth-largest global insurer, with more than $1.5 trillion in...
-
Banking Leveraging Salesforce for Community Bank Mergers and Acquisitions
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other...
-
Financial Services 3 Ways to Increase Financial Services Cloud Adoption with Change Management
The secret ingredient to a successful financial services cloud implementation? It’s a critical success factor that is independent of the tools and technology being implemented: organizational change management. When you...
-
Wealth Your Wealth Onboarding Process Could Be Better. Here’s How.
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...
-
Financial Services 5 Tips to Improve Financial Advisor Productivity
Advisors expect a personalized approach to help them feel connected and sure that their clients will transition to their new firm with minimal hassle and disruption to their portfolio. Onboarding journeys can start with a...
-
Banking Growing Deposits with Salesforce Tools
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not...
-
Financial Services How CAP COM Uses FSC and nCino to Stay Community-Focused
CAP COM, an Albany, NY-based credit union, knows that a credit union isn’t really about the money — it’s about what you do with it. Their affordable financial services are locally owned by members, focusing on a community-led...
-
Financial Services 5 Ways to Improve Your Wealth Advisor Onboarding Process
The average financial advisor in the United States is more than 50 years old; only 5% are under the age of 30. With more than half of advisors spending as much time planning their own retirement as they plan for their clients’...
-
Capital Markets You’re Invited: Capital Markets & FinTech Innovation Summit
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest...
-
Insurance Salesforce Winter ‘21 Insurance Release Overview
Are you ready for 2021? Salesforce’s winter release comes out starting January 8. I recently had the privilege of sitting down with Tom Everard, Principal Solution Engineer at Salesforce, during my Salesforce for...
-
Financial Services The Benefits of Salesforce Financial Services Cloud
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with...
-
Financial Services Webinar Recap: Why your CRM Needs ERM
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While...
Back to The Mphasis Silverline Blog