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Banking On Strategy, and the Business of Building a Connected Experience
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and...
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Financial Services Webinar Recap: Managing and Supporting a Growing CoE Backlog
It feels pretty amazing to have a successful Salesforce Org up and running — until you check the backlog and see how much more there is to be done. But managing a backlog doesn’t have to stress you out. With the right programs...
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Financial Services Equilar Launches ExecAtlas on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace, and Announces Strategic Partnership with Silverline
Press Release Equilar, a leading provider of executive and board data solutions, today announced it has launched ExecAtlas for Salesforce on AppExchange, empowering sales organizations navigating a complex B2B selling...
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Capital Markets Trend Report: Private Equities Shift Focus to the Future with ESG Investing
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice....
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Capital Markets Trend Report: Private Equity Outlook and the Race for Data
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity...
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Capital Markets Trend Report: Private Equity Outlook and Smarter Integration Planning
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal...
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Financial Services Trend Report: Private Equity Outlook and the Productivity Imperative
This is part two in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here’s part one from the head of our Capital Markets practice. If your technology strategies aren’t...
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Capital Markets The Top Private Equity Trends for 2022
At Silverline, we’ve worked on countless private equity projects through robust public markets and a financial crisis. We’d like to share insights about the trends we are seeing in our Private Equity portfolio for 2022 and...
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Financial Services How to Streamline Your Client Interaction Management
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...
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Financial Services Webinar Recap: Axcess Financial Sees 3x Lift in Originations
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess...
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Insurance Delivering an Interactive Onboarding Process for Insurance Agents
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are...
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Insurance How to Improve the Application and Interview Process for Carriers and Agents
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to...
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