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Investment Banking

Turn your Salesforce data into dollars.

Salesforce for investment banking: industry and technology expertise

When making your CRM decision, it’s important to choose technology that’s trusted and a partner that knows your business. At Silverline, 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.


With 10+ years of investment banking projects under our belt, we know the ins and outs of the full deal lifecycle and how to architect your business workflows for Salesforce.

Salesforce investment banking solutions from Silverline

Proven success: API-driven integrations powering market intelligence insights

Silverline designed and built API-driven real-time integration to dozens of trading systems that would become the big data backbone for INTL FCStone’s institutional customers. We also built the necessary integrations to the content management systems that power the client’s industry-leading market intelligence insights.

These integrations now provide customers direct access to their pre-trade market insights, which helps them to make informed trading decisions, as well as their post-trade data about their portfolio exposure margins and statements — and provide tools to execute trades and manage critical details of their institutional accounts.

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