Salesforce for Capital Markets

We understand the complex tech, data, and compliance challenges capital markets firms face. That’s why our solutions prioritize security, governance, and alpha generation. Mphasis Silverline combines deep Salesforce expertise with capital markets experience to help you fundraise, manage deals, and boost ROI — whether you’re just starting or scaling globally.

• Data Vision and Strategy Workshop

  We blend industry insights and technology expertise to help firms recognize their data’s operational value and potential to drive growth.

  Our approach is to align your current use cases and business goals with the appropriate data vision and system strategy. Having a clear picture of what those needs are and how you get there is instrumental in achieving success. We’ll help you create the right roadmap to unlock the most value.

• Program Management and Governance Workshop

  The biggest indicator of long-term success for technology program roadmaps is a curated process to help executives govern the priorities and decisions that follow.

  A Center of Excellence (CoE) is the organizational capability that manages expertise, governance, and process to sustain the effectiveness and value of these programs.

• Human-Centered Experience Design Workshop

  With the Salesforce platform, we can design tools that meet the individual needs of different groups in your organization, tailored to their processes and optimized for their business goals.

  We work with you and your teams to define your UX personas and understand business goals and daily workflows. We help ensure you design the right experiences and deliver the right data at the right time to those who need it most.

• Security, Compliance, and Threat Assessment

  Capital Markets firms face strict requirements about data access, data security, data mobility, and portability. As Salesforce continues to invest in and acquire new, innovative technologies for the middle and back offices, it can be hard to keep up with all the platform has to offer.

  This lightweight workshop brings together our technology and industry experts to make sure our clients are positioned to take full advantage of the latest tools on the market.

  Drive increased productivity and compliance, generate client-friendly racetrack reports, working group lists, call logs, and more with reports and document generation tools. Better understand key client metrics during live deal execution through integration to ERP and expense management systems like Concur.

• Analytics XD Workshop

  As Salesforce invests in Einstein Analytics, MuleSoft, and Tableau technologies, there are many opportunities to innovate how and when to best serve data to end users and executives alike.

  Our workshops help clients turn their analytics vision into roadmap reality. We help you lay the foundation and program plan necessary to build more meaningful insights, develop robust reporting tools, and design a strong analytics program that leads to rapid innovation.

• Einstein Strategy Workshop

  Our industry experts and resident data scientists lead workshops to help clients formulate a data-centric roadmap for AI experimentation that sets the groundwork for a tight feedback loop and long-term agility.

  We uncover pragmatic AI use cases that help prioritize work and predict outcomes. We are committed to helping you navigate the fast-growing Salesforce Einstein product suite and retool the automation of business processes to increase your competitive advantage through AI.