The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Don’t Miss These Dreamforce 2022 Financial Services Sessions
Reading time: 4 minutes
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time can be overwhelming. Our Silverline...
Wealth
Your Wealth Onboarding Process Could Be Better. Here’s How.
Reading time: 3 minutes
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are frequently asked to provide the same information multiple...
Financial Services
5 Tips to Improve Financial Advisor Productivity
Reading time: 3 minutes
Advisors expect a personalized approach to help them feel connected and sure that their clients will transition to their new firm with minimal hassle and disruption to their portfolio. Onboarding journeys can start with a welcome note and take the advisor on a one-to-one guided tour based on live data, which pushes them into desired...
Financial Services
3 Wealth Management Trends to Focus on in 2021
Reading time: 3 minutes
2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in regulatory obligations. Let’s dive a little deeper into these leading wealth management trends. A new generation of investors increase customer expectations Between now...