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Financial Services Event Recap: Salesforce Industries Summit for Financial Services
On October 15, 2020, Salesforce hosted its Salesforce Industries Summit for Financial Services. After the day-long event, our FS leadership got together on a LinkedIn Live session to chat through what they learned. Read on to...
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Banking How to Attract and Retain Banking Customers in a B2C World
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and...
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Financial Services Webinar Recap: Why your CRM Needs ERM
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While...
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Banking The Art of Retaining B2B Customers in the Banking Industry
This is part three in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one and two, All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying...
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Banking On Strategy, and the Business of Building a Connected Experience
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and...
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Financial Services Webinar Recap: Managing and Supporting a Growing CoE Backlog
It feels pretty amazing to have a successful Salesforce Org up and running — until you check the backlog and see how much more there is to be done. But managing a backlog doesn’t have to stress you out. With the right programs...
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Data and Integrations Webinar Recap: The Future of Integration and Data in Financial Services
Last week, Silverline hosted a webinar about the future of integration and data as a part of our WFH series. Silverliners Jill Harrison, VP of Silverline Ventures, and Greg Grinberg, Senior Delivery Director and Certified...
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Banking Structuring Connected Experiences for Banks and Credit Unions
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch,...
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Salesforce News Meet Jill Harrison, Salesforce Einstein Champion
Jill Harrison, our VP of Silverline Ventures, is officially a Salesforce Einstein Champion! All about Jill As VP of Silverline Ventures, Jill leads the Capital Markets practice at Silverline and has spent the last decade...
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Financial Services Equilar Launches ExecAtlas on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace, and Announces Strategic Partnership with Silverline
Press Release Equilar, a leading provider of executive and board data solutions, today announced it has launched ExecAtlas for Salesforce on AppExchange, empowering sales organizations navigating a complex B2B selling...
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Capital Markets Trend Report: Private Equities Shift Focus to the Future with ESG Investing
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice....
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Capital Markets Trend Report: Private Equity Outlook and the Race for Data
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity...
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