The Silverline Blog
Industry insights, Salesforce news, and more
Dreamforce
10 Sessions You Don’t Want to Miss at Dreamforce 2024
Reading time: 5 minutes
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 ecosystem! Dreamforce visitors are invited to the Mphasis Silverline Lounge at the Palace Hotel, where they can gather for...
Wealth
What to Consider When Customizing Salesforce Activity Components
Reading time: 3 minutes
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 follow-up steps are taken at every interaction, which requires a system that makes it easy to log calls and meetings as...
Banking
Understanding Salesforce Data Cleansing and Governance
Reading time: 4 minutes
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 companies and investment firms, are entrusted with vast amounts of sensitive data, including customer information, transactional data, and market insights. Organizations rely on platforms like Salesforce...
Banking
Tanner Mueller Expands Role, Leads Banking & Lending at Silverline
Reading time: 2 minutes
Mphasis Silverline announced today that Tanner Mueller, Senior Director, will take on an expanded role leading the Banking & Lending team. Mueller joined Mphasis Silverline in May 2022 and has been using his unique background in data, marketing, and technology to aid banking and lending organizations in better understanding their customers. In this leadership position,...
Insurance
Expert Tips for Successful Insurance Digital Transformation
Reading time: 4 minutes
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 automate their manual processes, making it difficult to meet customer demands and stay competitive in the marketplace. In our recent...
Banking
How to Prevent Bank Fraud with Salesforce and Alloy
Reading time: 4 minutes
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 three-quarters of financial institutions lost over $500K to fraud in the past year. And while 67% of financial institutions have over half their workforce...
Marketing Cloud
Salesforce Announces Marketing Cloud Growth to Empower SMBs
Reading time: 3 minutes
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 built on the Einstein 1 platform, enabling marketers to reach customers faster with trusted data and AI. “Marketers...
Salesforce Platform
12 New Year’s Resolutions for Salesforce Users
Reading time: 4 minutes
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 that customers, prospects, and community members struggled with and asked me how they could be addressed. I also...
Capital Markets
The Impact of AI in Capital Markets and Asset Management
Reading time: 4 minutes
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 technologies to consumer or retail spending, asset managers and capital markets firms are turning their attention to...
Salesforce Platform
7 Salesforce Data Cloud Best Practices
Reading time: 4 minutes
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 fastest-growing home-grown product in Salesforce history, Data Cloud was used internally to create one unified profile of Salesforce customers from...