The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 2 minutes
You may have heard Salesforce’s recent announcement about changes to its Financial Services Cloud licenses. Previously, Salesforce offered two licenses: Starter and Growth. That has changed to three new options: Financial Services Cloud Standard Financial Services Cloud for Sales Financial Services Cloud for Service Here we answer all your questions surrounding these new licenses. What...
Reading time: 3 minutes
EHR, PHI, SDOH, HIPPA – the healthcare world is full of acronyms. Maybe because it’s such a fast-paced, constantly changing environment, we need quick letters just to keep up. But acronyms can also lead to some blurring of the lines between what is what in healthcare. This is the case when it comes to customer...
Reading time: 2 minutes
Founded in 2007, Jacaruso Enterprises provides remote hotel sales service and training that gives small to medium-sized hotels an affordable and flexible solution for increasing revenue. Jacaruso’s customers include approximately a thousand major hotels and boutique properties in the U.S., Canada, the Caribbean, and Latin America. Starting with a complex, custom Salesforce environment With a...
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...
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...
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...
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...
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...
Reading time: 4 minutes
Healthcare organizations must connect various disparate systems – EHRs, practice management systems, LIM systems, ERPs, and medical devices – to deliver the positive experiences that patients want and expect. Interoperability in healthcare is necessary for a cohesive, patient-centric approach that drives patient satisfaction, prevents errors, accelerates care coordination, and improves health outcomes. Yet many healthcare...
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...