-
Dreamforce 10 Sessions You Don’t Want to Miss at Dreamforce 2024
This year’s Dreamforce is only two weeks away and it’s a big one for Mphasis Silverline. It’s the first time we’re showcasing the vast technological opportunities provided by our synergy with Mphasis to the larger Salesforce...
-
Wealth What to Consider When Customizing Salesforce Activity Components
Logging interactions and activities with customers and prospects is one of the key concerns we see from financial institutions. They want to know each touchpoint on the customer’s journey and ensure that the appropriate...
-
Banking Understanding Salesforce Data Cleansing and Governance
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance...
-
Insurance Expert Tips for Successful Insurance Digital Transformation
When it comes to digital maturity, 67% of insurance companies are still stuck at the traditional level according to Forrester’s Future Fit Survey. They aren’t taking advantage of technology to connect their siloed systems and...
-
Banking How to Prevent Bank Fraud with Salesforce and Alloy
Fraud continues to plague financial institutions. According to the Alloy State of Fraud Benchmark Report, a massive 91% of financial institutions across all sizes and segments reported increased fraud rates. Almost...
-
Financial Services Salesforce Announces Marketing Cloud Growth to Empower SMBs
This week, Salesforce announced Marketing Cloud Growth, a new edition of Marketing Cloud aimed at small and medium B2B companies to drive growth efficiently with CRM, AI, and data. It is the first iteration of Marketing Cloud...
-
Salesforce Platform 12 New Year’s Resolutions for Salesforce Users
As the new year unfolds, Salesforce users are setting resolutions to propel their skills, amplify efficiency, and elevate their contributions to their organizations. I sat down to think of all the major themes in the past year...
-
Capital Markets The Impact of AI in Capital Markets and Asset Management
Everywhere you turn these days, AI and machine learning are top of mind for firms looking to leverage technology to get ahead. While many industries are taking great strides to profit from the AI buzz by applying these...
-
Salesforce Platform 7 Salesforce Data Cloud Best Practices
Let’s pretend we’re a contestant on Jeopardy!, and the answer is: This software company was Data Cloud customer zero, giving it access to 1.2 billion customer records. The question: What is Salesforce? Before becoming the...
-
Banking Business Banking Marketing Strategies to Enhance Experiences
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority...
-
Financial Services 6 Steps to a Successful Marketing Cloud Personalization Implementation
According to 2,500 global marketing decision-makers surveyed in the Salesforce Marketing Intelligence Report, the top desired improvement they want in the customer experience over the next year is more personalized content and...
-
Financial Services Pardot vs. Marketing Cloud: Which Solution is Right for You?
In one corner, you have Team Marketing Cloud Account Engagement, a B2B platform, and in the other, you have Team Marketing Cloud, a B2C platform. These two often battle it out for the hearts and minds of Salesforce users...
Back to The Mphasis Silverline Blog