Capital Markets
Silverline is a Salesforce partner with expert consultants for private equity, real estate, equipment leasing, and investment banking firms.
We understand the unique technology challenges capital markets firms face today
That’s why security, compliance, and strong data governance — along with the imperative to drive alpha — guide our approach as we help firms drive fundraising, track deals, manage investor reporting, and solidify ROI.
When it comes to CRM selection, it’s important to invest in market-leading technology proven for scale beyond the transaction process, and a partner that knows the complexities of your business. Silverline’s expertise with capital markets firms coupled with our vast Salesforce experience uniquely positions us to implement the right apps and tools that will drive deal team success across the globe — from junior analysts in the office, to coverage bankers out on the road. Our Salesforce services increase productivity, drive key insights to your executives, and ensure increased collaboration to win more business.
Many of our capital markets clients have used Salesforce for nearly a decade; many are fresh to the ecosystem. Whether your firm is implementing a brand new program, merging legacy apps after an acquisition, or looking for ways to innovate fast, we’re here to help. And if you need expert guidance on how to accelerate your program and take your results to the next level, we can do that, too.
Our offerings and workshops
Data Vision & 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 & 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 & 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.
Analytics XD Workshop
As Salesforce invests in their Einstein Analytics suite and adds new technologies like MuleSoft and Tableau to the stack, 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.
We know private equity
Visionary private equity and venture capital firms don’t look to point solutions to simply manage their deals in the cloud. They look to Salesforce and to the power of the platform to deliver robust, strategic solutions for their firms at scale. With more than a decade of experience consulting in the private equity space, our team is a braintrust of industry strategy. And we’re ready to help you evolve and scale with Salesforce.
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We know investment banking
Our investment banking experts believe that Salesforce has the best tools and user experience to make your deal teams successful across the globe — from junior analysts in the office to sponsor coverage bankers out on the road. Our Salesforce accelerators increase your deal teams’ productivity, drive key insights to your executives, and make sure they’re collaborating to win more mandates and close more deals.
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We know real estate
We have deep experience in the real estate industry, working with commercial and residential REITs and real estate firms to leverage the power of Salesforce to create a central hub for all their property information. Our solutions streamline the property management and lease management lifecycle so you can easily oversee your fundraising and property acquisition process, capture key metrics and financials for all units, and optimize the lease process to ensure efficient renewals.
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Stonebriar
Stonebriar had limited executive insight into their pipeline as well as the new lead qualification and loan origination opportunities for five major business platforms (General Equipment, Rail Leasing, Aviation, Sponsor Finance & Real Estate). Their processes were highly manual, requiring keying new opportunities into disparate systems for loans, leases, and post-book servicing. An outdated website with limited content management capabilities made it hard to foster a dynamic external marketing presence for B2C and B2B customers — who are highly engaged on social channels. Stonebriar had no way to perform B2B retargeting to capture attention, measure engagement, or evangelize success.
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We know market data
Private equity firms, investment banks, and hedge funds often make use of first-party enterprise relationship management tools and third-party market data sources. Integrate these with Salesforce to streamline your outreach, gain valuable insights, and source more deals.
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FactSet Salesforce Integration
Leverage financial data inside of Salesforce.
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Preqin Salesforce Integration
Populate information from the alternative asset industry’s leading data source.
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S&P Capital IQ Salesforce Integration
Easily access CRE property and lead data within Salesforce.
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Pitchbook Salesforce Integration
Access Pitchbook data straight from your CRM.
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Reonomy Salesforce Integration
Easily access CRE property and lead data within Salesforce.
Managed Services
So, you’ve implemented Salesforce and your go-live went off without a hitch. You might think you don’t need continued support, but it’s important to remember that go-live is just the beginning of your Salesforce journey. There will be growing pains along the way, and a specialized support and innovation team with experience in your industry can help. See how our team of industry experts can help you adapt to changing business needs, and keep you on track for long-term success.
