The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Insurtech Trends Uncovered at ITC Vegas 2023
Reading time: 2 minutes
I had the privilege of attending ITC 2023 in Las Vegas last, gathering with insurance leaders, tech entrepreneurs, investors, and clients to learn about the latest insurtech trends and how technology is helping insurers navigate industry shifts. There was amazing networking, insightful thought leadership, new technology capabilities that can be leveraged to help insurers, and...
Salesforce
Elevate Your Digital Experience with Salesforce OmniStudio
Reading time: 3 minutes
In today’s digital era where innovation and insights go hand in hand, the world of digital transformation comes alive with stories. As a Specialty Director involved in Silverline’s solution and technical innovation, I deeply understand functional business requirements and ensure that technology solutions align seamlessly with our customers’ business objectives. Salesforce OmniStudio is a blend...
Wealth
Should You Enforce Financial Services Cloud Households?
Reading time: 3 minutes
Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a household typically refers to a grouping or collection of related individuals or entities who share common financial interests and accounts. These related...
Wealth
How to Automate the Wealth Management Questionnaire for Prospects
Reading time: 3 minutes
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience. Wealth management customers want to be able to access routine investment management services (61%) and conduct tax (57%) and financial...
Wealth
How CRM Analytics Supercharges Wealth Management Technology
Reading time: 3 minutes
Wealth and asset management organizations are increasingly leaning into data and analytics to drive stronger business results. But this data is often siloed across disparate sources and lacks the holistic view to allow teams to confidently uncover actionable insights and make data-informed decisions. That’s why wealth and asset management organizations are turning to Salesforce CRM...
Salesforce
The New Einstein 1 Platform: What You Need to Know
Reading time: 3 minutes
One of the major announcements at Dreamforce was the news that the new Einstein 1 Data Cloud natively integrates with the Einstein 1 Platform. Users can now connect any data to create a unified profile of their customer and infuse AI, automation, and analytics into every customer experience. This is exciting news, but what does...
Financial Services
Highlights from Silverline and Salesforce AI Day
Reading time: 5 minutes
On August 29, Silverline and Salesforce welcomed over 40 leaders from across the financial services industry for AI Day. The exclusive invitation-only event explored the vision for the future of trusted enterprise AI. AI Day was held at the Salesforce Tower in New York City, followed by a fun evening at the matches of the...
Marketing Cloud
3 Ways to Leverage Marketing to Mitigate Bank Fraud
Reading time: 3 minutes
A recent survey by J.D. Power found that one in three U.S. bank customers say they have been victims of financial fraud in the past 12 months. 50% of customers under age 40 experienced fraud during that time, as their increased engagement in electronic transfers made them more likely to trust online requests for payments. ...
Financial Services
Implementation Success: LPL’s Managed Package for ClientWorks Integration
Reading time: 5 minutes
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone sandbox...
Salesforce
6 Ways to Ensure Salesforce Data Security
Reading time: 3 minutes
Government organizations, financial institutions, and healthcare providers are leaking private and sensitive information such as Social Security numbers, dates of birth, and IP addresses from their public Salesforce Community websites. According to a recent article from KrebsOnSecurity, this is due to the potential misconfiguration of Salesforce’s customer relationship management (CRM) software, which can leave data...