The Silverline Blog
Industry insights, Salesforce news, and more
Wealth
Enhance Wealth Management Client Services with Service Cloud
Reading time: 4 minutes
Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their AUM, a great CRM tool should be at the top of their priority list. Client relationships and operations are big topics, and can...
Healthcare
3 Ways Contact Center Operations Impact Member Satisfaction
Reading time: 4 minutes
Members expect their service provider’s contact center to assist them with anytime, anywhere access to their personalized health information and to provide proactive support to answer their questions and address their concerns. But many payers are unable to deliver this high level of quality service because their member services agents lack the unified view of...