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Webinar 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, and workflow management platforms have made it even easier for organizations to adopt or enhance...
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Ebook What’s Stopping You from Moving to Lightning?
But moving to Lightning is not quite as simple as flipping the proverbial switch. Straightforward and near out-of-the-box organizations have a number of factors that need to be considered when switching to Lightning, and the...
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Ebook Connected Experiences Playbook for Banks and Credit Unions
Often referred to as the golden triangle of business strategy — people, process, and technology — make up the foundation of any implementation, launch, or digital undertaking. If the three aren’t in agreement, or can’t reach a...
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Webinar WFH Series: Salesforce 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 on the big picture impacts for your stakeholders as well as the day to day bug fixes and backlog requests. With the...
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Webinar 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, Demandware, Datorama), acquired the best-in-class API platform MuleSoft ($6.5B in 2017), and gone all-in on...
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Datasheet Modern Solutions for Private Equity
Mphasis Silverline’s Salesforce solutions for private equity span across fundraising, the investment pipeline, portfolio management, marketing, and more. Get your copy of the datasheet to learn more about the types of solutions...
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Ebook Silverline Trend Report: Private Equity Outlook
Private Equity Trends As the future and culture of finance shifts, so must the ways in which firms do business. We’ve noticed a trend of private equity firms in our portfolio looking at their innovation roadmaps through...
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Datasheet Salesforce Security Risk Assessments
Businesses must enable workers to access sensitive data quickly and securely so they can perform at their best — no matter where they may be working. The amount of sensitive data stored in the cloud adds another complex layer...
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Webinar 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 offline, with little line of sight for both the internal teams and the candidate to understand...
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Webinar 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 your own patient support program? Hear how Silverline created a portal that allowed doctors and nurses to register their...
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Webinar 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 their workers to work remotely according to a recent McKinsey report. They are also mobilizing staff in new ways as...
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Webinar 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 using Marketing Cloud and FSC to leverage a multimedia approach to marketing. We discuss their journey on the...
