The Silverline Blog
Industry insights, Salesforce news, and more
Capital Markets
You’re Invited: Capital Markets & FinTech Innovation Summit
Reading time: < 1 minute
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 minds in the capital markets ecosystem, along with technology and Salesforce leaders, to share firsthand how they’ve seen...
Insurance
Salesforce Winter ‘21 Insurance Release Overview
Reading time: 3 minutes
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 Insurance Trailblazer Community meeting. (That’s just one of the perks of being a Trailblazer Community leader and Salesforce MVP!) Tom distilled the...
Financial Services
The Benefits of Salesforce Financial Services Cloud
Reading time: 5 minutes
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 potential and existing customers, increase revenue, and deliver the right information at the right time, you need more than industry expertise —...
Financial Services
Webinar Recap: Why your CRM Needs ERM
Reading time: 3 minutes
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 the practice of ERM is not a novel concept, the advances we have collectively seen over the last...
Banking
On Strategy, and the Business of Building a Connected Experience
Reading time: 5 minutes
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 prospective customers, as well as current and prospective team members. To get buy-in from all levels, it’s best...
Financial Services
Webinar Recap: Managing and Supporting a Growing CoE Backlog
Reading time: 4 minutes
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 and proper training in place, a daunting backlog can easily transform into...
Financial Services
Equilar Launches ExecAtlas on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace, and Announces Strategic Partnership with Silverline
Reading time: 2 minutes
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 environment to accelerate the number one driver of new business opportunities – warm introductions to executive decision makers. Built on the Salesforce Platform, Equilar ExecAtlas is...
Capital Markets
Trend Report: Private Equities Shift Focus to the Future with ESG Investing
Reading time: 3 minutes
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. Beyond the core opportunities that technology presents for productivity, integration, and growth within our Private Equity...
Capital Markets
Trend Report: Private Equity Outlook and the Race for Data
Reading time: 5 minutes
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 firms look to optimize operations and plan for more effective integration strategies, at the heart...
Capital Markets
Trend Report: Private Equity Outlook and Smarter Integration Planning
Reading time: 3 minutes
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 productivity is under control, firms can shift their focus to ensuring that increased productivity isn’t challenged or hindered...