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Investment Banking

Silverline helps investment bankers use Salesforce to improve user experience and increase deal team productivity with key insights.

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 StoneX’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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The 5 Trends Shaping the Future of Investment Banking

As the world 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’ll 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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Continuous Innovation through Managed Services

As your business grows and evolves, your Salesforce Org needs
to do the same. Silverline’s Managed Services gives
you access to a team of highly skilled Salesforce experts.

We can assist with every aspect of your Salesforce journey — from
technical strategy and business alignment to supplementing
your own in-house skills. With hands-on Salesforce support
services, we help investment banks achieve the maximum benefit
from their investment in the Salesforce platform.

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Salesforce Marketing Cloud

When done well, marketing automation helps financial institutions grow by automating marketing processes and delivering personalized experiences across channels. But how do you keep up with advancements in technology and make sure you’re getting the most value out of your marketing efforts?

It takes a combination of teamwork and technical knowledge to be able to deliver on this, and Silverline’s marketing automation practice can help.

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Ready to discuss Salesforce for investment banking?

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