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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 firms look to optimize operations and plan for more effective...
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Capital Markets Trend Report: Private Equity Outlook and Smarter Integration Planning
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal productivity is under control, firms can shift their focus to ensuring that...
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Financial Services Trend Report: Private Equity Outlook and the Productivity Imperative
This is part two in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here’s part one from the head of our Capital Markets practice. If your technology strategies aren’t producing rapid results, your firm isn’t performing at its best — let...
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Insurance Webinar Recap: Agent Recruiting Retention Engagement
In this webinar, Silverliners Danielle Laffey and Amanda Somma discussed the largest overall business challenges Insurance carriers experience: hiring and developing effective producers. Effective recruiting and onboarding of producing agents, and reducing the time it takes for those agents to...
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Capital Markets The Top Private Equity Trends for 2022
At Silverline, we’ve worked on countless private equity projects through robust public markets and a financial crisis. We’d like to share insights about the trends we are seeing in our Private Equity portfolio for 2022 and beyond. We’re helping helping our clients use technology to optimize...
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Financial Services How to Streamline Your Client Interaction Management
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement […]
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Financial Services How Salesforce Extends Beyond CRM for Banks and Credit Unions
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions,...
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Insurance Delivering an Interactive Onboarding Process for Insurance Agents
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An...
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Insurance How to Improve the Application and Interview Process for Carriers and Agents
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a...
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Insurance Why Should Insurance Carriers Integrate Their ATS with Salesforce?
No matter your target hire, to activate your strategy and identify and attract talent, digital tools and intelligent network mining will play critical roles. An appropriate attraction strategy must include social and mobile/SMS strategies to reach and engage key target resources. Your recruiting...
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Financial Services Unparalleled Speed to Market: Creating a Custom Covid-19 Communication Solution for BCU
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of...
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Capital Markets AI Journeys and Einstein Insights with Stonebriar CTO Steve Siler
In May 2020, McKinsey issued a report about the future of work in the wake of coronavirus, making key observations about firms effectively carving out a competitive edge in this market by changing the way they look at their data. Opportunities abound to mine the mountain of data on which most firms...
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