The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Webinar Recap: How MuleSoft Connects Banks & Loan/Customer Origination
Reading time: 2 minutes
Last week, Silverline hosted Sean Murray, Regional Vice President, East at MuleSoft in conversations about integration in digital transformation as a part of our WFH series. Joined by Silverliners Gean Martinez, Jill Harrison, and myself — the group focused on the importance of keeping people (both employees and consumers) at the forefront of changes with...
Salesforce Platform
How to Better Connect Your Sales Pipeline to Your Sales Process
Reading time: 4 minutes
At any given time, a salesperson somewhere is probably talking about trying to grow their pipeline. Why? Because a sales pipeline represents the total dollar value of potential deals that could result in revenue for the business. This number, in turn, helps salespeople and sales managers understand whether or not they’re prepared to hit their...
Provider
Building a 360 Ecosystem of Care: Connecting Data, Gaining Insights
Reading time: 4 minutes
There’s a lot of talk these days about customer 360, and focusing on all the aspects of customer care in healthcare and life sciences. This is such an important step forward in improving the industry — but what if there were more? What if instead of just the consumer, it was an entire 360 ecosystem,...
Healthcare
Scalable Covid-19 Solution for Caliburn-Comprehensive Health Services
Reading time: 4 minutes
Founded in 1975, Comprehensive Health Services (Caliburn-CHS), a Caliburn Company, is one of the nation’s largest and most experienced providers of workforce medical services. They partner with commercial companies and the U.S. government to implement and manage cost-effective, flexible, and customized medical programs for large and dispersed workforces. Already a Silverline client, when the Coronavirus...
Financial Services
Webinar Recap: How to Improve Customer Acquisition & Onboarding
Reading time: < 1 minute
Reducing the costs of customer acquisition and proving the ROI of marketing efforts are two of the most commonly cited marketing priorities among companies. But how do you drive one-on-one engagement while having the ability to pivot and address changing (and growing) digital needs? Silverline recently hosted a panel of experts on a live webinar...
Financial Services
Improving Your Salesforce Security & Compliance in the COVID-19 Era
Reading time: 5 minutes
We have been hard at work over the last six weeks helping our clients make the transition to remote work — and sharing all the ways we’ve built our company culture to empower remote operations. So many of our financial institutions have experienced mandatory shelter-in-place orders, branch closures, an exponential increase in SBA and PPP...
Financial Services
Lake City Bank Gains a Solution at Scale with FSC and nCino
Reading time: 4 minutes
Based in Indiana, Lake City Bank operates 50 branches and manages almost $5B in assets. As their business grew, they also outgrew the capabilities of their legacy operating system and used up every possible user-defined field available in their sales management solution. They had essentially maxed out the available capabilities of their solutions, leaving them little...
Provider
Implementing Salesforce Care Response: How Truman Medical Centers Address Covid-19 Needs
Reading time: 3 minutes
Last month, Salesforce announced that they would be giving away Health Cloud for free with a Care Response trial to help Healthcare organizations rapidly adapt to COVID-19. Here at Silverline, we quickly developed a solution to help out those in the healthcare industry being inundated with patient and employee questions. We mobilized a team of...
Banking
Customer Support in a Time of Crisis: Banking and Lending Solutions for SBA PPP
Reading time: 4 minutes
On Friday, April 4th, the Small Business Administration (SBA) opened up the $349B program that opens emergency loans from the government to small businesses across the country looking to participate in the Paycheck Protection Program (PPP). Bank of America started accepting applications in the morning and received more than 85,000 applications in a single day....
Investment Banking
Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Reading time: 7 minutes
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered managers. It also offers individual bond strategies for high-net-worth investors. It currently manages over $5 billion for more than 3,500 clients nationwide. Over a decade of working...