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Ebook A Guide to nCino and Financial Services Cloud Implementations
A digital origination solution from nCino and Salesforce Financial Services Cloud provides an ideal foundation for any financial institution to modernize and optimize the customer lifecycle from end to end — from sales prospecting all the way through account opening and servicing. Download our...
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Ebook Deciphering DevSecOps for Salesforce Teams
Over the last few years, more and more Salesforce teams have been moving away from org-based development towards DevOps, so they can collaborate more easily, manage multiple workstreams, and deliver projects quickly and incrementally. As DevOps becomes more familiar to the Salesforce ecosystem,...
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Ebook Everest Group PEAK Matrix® for Salesforce Services in Insurance 2022
The Everest Group’s PEAK Matrix® Assessment 2022 highlights and positions only the best providers and technology vendors in this particular area. The research firm assessed many providers around the globe, but only 12 made it on the PEAK Matrix. This report features Silverline’s evaluation in...
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Ebook The Future of Data in Financial Services
The reason? Ineffective data. The low-code technology revolution is here to stay, and Salesforce is sending a clear message about how data will power growth. That’s why we put together this eBook on the future of data for financial services. In this eBook, we’ll walk through: Why data storytelling...
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Ebook The Top Challenges Facing Media Today and What to Do About It
Traditional models like print, television, out-of-home, and movies aren’t just declining — consumer expectations are changing, and businesses have to keep up. Download our eBook to learn everything you need to know about the transformation of the media landscape and how to streamline operations so...
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Ebook The 5 Trends Shaping the Future of Investment Banking
As investment banking continues to change, a few key trends are coming into focus that we’re seeing across the industry and from our clients. In this eBook, we walk through each of the top five investment banking trends and beyond so your team can manage the next decade of deal-making.
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Ebook The Top 5 Healthcare Trends for 2021: What Providers Need to Know
It’s time to evolve the definition of success when it comes to healthcare. What does this mean for you? We’ll walk through each of the top five healthcare trends for 2021 and beyond so your team can be ready for these changes and meet patient needs. In this ebook, you will learn: The top five...
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Ebook 43 Questions for Improving Customer Service in the Banking Industry
There’s got to be a better way. Improving customer service is key, as it has been for a while. The problem lies in the fact that many institutions were left in the dust and debris created by the pandemic and its rapid response requirements. If your firm doesn’t have the right platform to help...
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Ebook The Power of Enterprise Relationships: Why Your CRM Needs ERM
An effective ERM program includes aggregating relationship data across the organization through technology platforms and automated processes to effectively identify high-potential prospects in the pipeline. Learn more about building enterprise relationships with CRM and ERM technology in this eBook...
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Ebook How to Improve the Advisor Experience from Recruiting and Onboarding to Effective Producer
But what is often not discussed as deeply is the shifting demographics of advisors themselves. At Silverline, the wealth management firms we work with have routinely identified hiring and developing effective advisors as the largest overall challenge in their business. Effective recruiting and...
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Ebook Unlocking the Mystery of Change Management
Understanding Salesforce change management What this really means is a lot of change in a short amount of time. These changes inevitably impact their employees, partners, and customers. Managing change successfully not only avoids pitfalls of cost overruns, employee disengagement, and decreased...
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Ebook What’s Stopping You from Moving to Lightning?
But moving to Lightning is not quite as simple as flipping the proverbial switch. Straightforward and near out-of-the-box organizations have a number of factors that need to be considered when switching to Lightning, and the number of considerations increases with heavily customized (Classic)...
