The Silverline Resource Center
Industry news, technology insights, and thought leadership... in every medium
All Resources
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eBooks Unlocking the Mystery of Change Management
At Silverline, our clients embark on digital transformation initiatives using the Salesforce platform to improve their customer’s experience,...
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Webinars Post-pandemic decisions accelerate pace of patient access, engagement, and digital experience
Providers have experienced unprecedented change over the last 20 years with no sign of slowing in sight. Add...
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Webinars WFH Series: The Power of Enterprise Relationships: Why your CRM needs ERM
Enterprise Relationship Management (ERM) is not a novel concept for Financial Services, but recent advances in technology, data,...
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eBooks What’s Stopping You from Moving to Lightning?
Salesforce has clearly defined Lightning as the path forward. For businesses that have invested heavily in Salesforce, the...
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eBooks Connected Experiences Playbook for Banks and Credit Unions
Leverage Salesforce to build out and execute successful programs Often referred to as the golden triangle of business...
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Webinars WFH Series: Center of Excellence Best Practices – How to Support a Growing Backlog
Managing a successful Salesforce org can be a challenge without the right governance model. You need to focus...
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Webinars WFH Series: The Future of Integration and Data in Financial Services
In the last five years, Salesforce has picked up more than $6.8B in marketing automation solutions (ExactTarget, Krux,...
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Datasheets Modern Solutions for Private Equity
Visionary Private Equity firms don’t look toward point solutions to simply manage their deals in the cloud. Instead,...
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eBooks Silverline Trend Report 2020: Private Equity Outlook
The highest performing and most diversified firms now possess a deep capability to imagine and execute new ideas...
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Datasheets Salesforce Security Risk Assessments
In the age of digital transformation, security is a top priority. But all too often, the proper Salesforce...
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Webinars WFH Series: Agent Recruiting, Retention, and Engagement
For many insurance carriers, the process of agent acquisition is very expensive and cumbersome. Most processes are completed...
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Webinars Imitation is the Sincerest Form of Flattery: How to Apply a Unique CRM Approach to Your Business
Why start from scratch when you can learn from an already solved, complicated CRM challenge to transfer to...
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Webinars WFH Series: Transforming your Claims Experience with Vlocity
Claims leaders are taking swift action to protect their employees, with many enabling more than 90 percent of...
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Webinars WFH Series: Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Hear directly from Axcess Financial and their Senior Director of Growth Optimization, Scott Dalton on how they are...
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Webinars WFH Series: Design Thinking Secrets for Your First Einstein Experiment
Financial Services teams across the globe are experimenting with AI and machine learning for a variety of great...
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eBooks How Insurance Carriers Can Improve Agent Recruiting and Onboarding… and Get Results Faster
A targeted approach to agent recruiting and nurturing At Silverline, carriers we work with have routinely identified hiring...
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Webinars WFH Series: Rethinking Your Event Strategy: Digital Conferences & Client Engagement
Face-to-face events have historically been one of the most important drivers of deal-making. But 2020 has seen more...
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Webinars WFH Series: Top Insurance Trends 2020
How are insurance companies contending with new expectations and changing trends in 2020? Join industry experts from Salesforce...
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Webinars WFH Series: Connecting It All Together: Banks & Loan/Customer Origination
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both...
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eBooks Improve Healthcare Journeys with a 360 Ecosystem of Care
A holistic approach to improving healthcare journeys There’s a lot of talk these days about customer 360, and...
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Webinars WFH Series: 4 Strategies to Enable Secure & Compliant Remote Work
Financial Services firms work tirelessly to earn and protect their clients’ trust. While COVID-19 has upended operations of...
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Datasheets Contract Lifecycle Management with Conga Contracts
Streamline your contract processes, reduce costs, and decrease time to revenue Most companies are still using outdated systems...
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Webinars WFH Series: Marketing Automation Playbook: Customer Acquisition & Onboarding
In this webinar, you’ll learn how you can leverage Salesforce Financial Services Cloud and marketing automation in unison....
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Webinars WFH Series: Connecting the House — How Banks & Credit Unions Drive Value through Financial Services Cloud
In this webinar, we explore how Salesforce empowers financial services firms to make data-driven insights, pass data to...
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eBooks How Silverline Enables and Delivers Results With a Fully Remote Team
How do we provide a compelling client experience and desirable outcomes… when we’re not onsite? We’ve been a...
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Webinars WFH Series: Silverline 2020 Financial Services Outlook
Managing the health of your business in a rapidly changing time can be difficult for any company, especially...
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Webinars Demo On Demand: Silverline’s SBA Paycheck Protection Program Solution
With new legislation passing to provide relief to businesses, you need a reliable channel to support online applications...
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eBooks Insurance Industry in the New Decade: Challenging Expectations and Transforming Experiences
To implement a successful digital market, your digital design needs to start with the consumer’s expectations. Customers have...
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eBooks Silverline’s Provider Roadmap for Success on CRM
A patient-centered care coordination point of view In recent years, the healthcare ecosystem has shifted toward a value-based...
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Datasheets Things to Consider Before Installing FSC into an nCino Org
Extend your commitment to digital-first lending by adding Financial Services Cloud Why are Salesforce’s Financial Services Cloud (FSC)...
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eBooks So You’ve Implemented Salesforce, Now What?
It’s a landmark moment for any organization to implement its first instance of Salesforce—especially for complicated, regulation-heavy industries...
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eBooks Everything You Think You Know About Managed Services is Wrong
Journey through common managed services myths and discover a new path to Salesforce improvements Once your new Salesforce...
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Datasheets Silverline’s Foundation for Patient Engagement
A layered solution for patient engagement and satisfaction What use cases increase patient satisfaction? What types of engagement...
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Datasheets Banking Foundation for Financial Services Cloud
Delight your customers and empower your employees with the transformative power of FSC Customer preferences are evolving and...
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Datasheets How Can Einstein Analytics for Financial Services Help Your Business?
Today’s financial professionals are busier than ever, and the right AI-powered solution can help. With growing client lists...
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Webinars Webinar Replay: RSVP, a New Solution Powered by CalendarAnything
This past week, we hosted a webinar to review updates to CalendarAnything and its new accelerator, RSVP. With...
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Webinars RevCult & Silverline Webinar Recap: Salesforce Governance Guide for Banking and Credit Unions
Authors: Rob Burkett and Vadim Yerokhin This past month, we hosted a webinar and podcast with RevCult, a...
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Webinars Webinar On Demand: Get to Know CalendarAnything with Silverline
Scheduling problems within your team? Need a more mobile-first calendar solution? It’s time to get organized with the...