The Mphasis Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
The DOL Fiduciary Rule is on its way!
Reading time: 2 minutes
It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov, DOL in supporting its mission to “protect, educate, and empower retirement investors,” implemented a new ruling that ensures...
Financial Services
Using Your CRM to Maximize Your Relationships
Reading time: < 1 minute
Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships. Check out the webinar today! Banks must take advantage of every opportunity to engage with their customers. Leading banks are using Salesforce to deepen relationships with existing customers as well...
Financial Services
A Milestone for Financial Services at Dreamforce
Reading time: 2 minutes
Dreamforce this year was a blast! The Financial Services industry has an incredible opportunity to advance with the innovation the Salesforce platform offers. I learned so much that I want to share with you especially how Financial Services is getting even smarter on the Salesforce platform. Einstein is Revolutionizing Financial Services Dreamforce talked a lot...
Financial Services
Dreamforce is the Place to Be if You’re In the Financial Services Industry
Reading time: 3 minutes
Dreamforce starts tomorrow! We are ready for a fantastic week of learning, teaching, and sharing of innovative solutions and ideas. With a deep dive into Financial Services, we have an array of the places you should be this week. Take a look at some sessions, keynotes, and demos we’ve compiled. If you don’t know where...
Salesforce Platform
Why the Cloud is More Secure than Ever
Reading time: 2 minutes
Read the article below as our CEO, Gireesh Sonnad, discusses cloud security in an article posted on the CIO Story website. The original article can be found here. CIOs who want to remain competitive are being forced to streamline and automate their own internal processes wherever possible so that they can think smarter about how to...
Tools
3 Reasons to Improve Your Productivity With SalesforceIQ
Reading time: 2 minutes
Alleviate stress from your day-to-day business operations by letting SalesforceIQ do the work for you. It automatically manages the details of your customer and prospect interaction. SalesforceIQ collects the information automatically logged from emails, calendar, marketing automation systems, and many other data sources. SalesforceIQ comes in two solutions: Inbox for Salesforce and Small Business...
Financial Services
Banking on Agile Transformation
Reading time: 4 minutes
Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout...
Financial Services
19 Reasons Why Asset Managers will love Wave Analytics
Reading time: 2 minutes
If you have an Asset Management Salesforce solution, wouldn’t you love to be able to track financial adviser performance? Monitor and see trends in sales flows? Slice and dice your AUM? Have a better way to help identify and service intermediaries? With Salesforce Wave Analytics, you can get all of that plus more. Here’s how:...
Financial Services
HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES
Reading time: 2 minutes
Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers...
