-
Webinar Capital Markets & FinTech Summit: Prompted Insights: Technology Designed to Grow the Top Line
Capital markets and banking workflows are unique. While a long list of broader tools are available to increase productivity and efficiency, or improve access to data, few have the interconnected capability and success in transforming those foundational benefits into an ecosystem that drives...
-
Webinar Capital Markets & FinTech Summit: Looking Ahead: Investing in Diversity, Ethical AI and ESG
Firms have been leveraging Salesforce to enhance operations for 20+ years, but the most innovative among them have begun to use this same tech stack to power their ESG, diversity and inclusion, and stakeholder capitalism programs. Watch the recording of our conversation with Salesforce,...
-
Webinar Capital Markets & FinTech Summit: The Crosshairs of Innovation: The Emerging Role of Security and Compliance
Companies are leveraging Salesforce in new ways and innovating broadly on the platform to grow their businesses and increase market share. Supporting that innovation requires prodigious amounts of data, most of it sensitive in nature, to provide more personalized client experiences and market...
-
Ebook The Power of Enterprise Relationships: Why Your CRM Needs ERM
An effective ERM program includes aggregating relationship data across the organization through technology platforms and automated processes to effectively identify high-potential prospects in the pipeline. Learn more about building enterprise relationships with CRM and ERM technology in this eBook...
-
Webinar Capital Markets & FinTech Summit: Agility and the Innovation Imperative
The keynote session discusses how the worlds of M&A and Technology have converged over the last decade. We have learned big lessons about how the highest performing cultures in the world operate. At the heart of this dialogue is the nature of innovation: How can we apply forward the lessons of...
-
Webinar Capital Markets & FinTech Summit: The Next Generation of Diversity and Inclusion in Finance
As the world faces unprecedented times, Corporate America is under more pressure than ever to address the need for diversity, particularly at the executive and board level. The nation is in the midst of a social movement focused on racial equality, and executives must keep pace with developments in...
-
Ebook How to Improve the Advisor Experience from Recruiting and Onboarding to Effective Producer
But what is often not discussed as deeply is the shifting demographics of advisors themselves. At Silverline, the wealth management firms we work with have routinely identified hiring and developing effective advisors as the largest overall challenge in their business. Effective recruiting and...
-
Webinar SBA‑approved Lenders: Rapidly Enhance Your PPP Solution and Deepen SMB Relationships
During the initial round of funding from the Paycheck Protection Program (PPP), over 100 banks of all sizes in the U.S. leveraged Salesforce to rapidly deploy and scale PPP solutions with go-live time frames ranging from 7 days to as little as 48 hours. In some cases, this allowed SBA-approved...
-
Webinar Banking & Lending Decoded Series: Digital Self-Service Channels
This webinar features a workshop with best practices to create a “Virtual Branch”. You’ll learn about the Silverline point of view, see a demo, and we highlight implementation best practices on digital self-service channels including chat and chatbots. Panelists: Elliott Spence, Banking and...
-
Webinar Banking & Lending Decoded Series: Salesforce Treasury Management
Our first webinar in this series focuses on leveraging Financial Services Cloud to solve common commercial banking and treasury management challenges. Internal collaboration and frictionless onboarding are critical to the bottom line. Key highlights include: How Salesforce Financial Services Cloud...
-
Ebook Unlocking the Mystery of Change Management
Understanding Salesforce change management What this really means is a lot of change in a short amount of time. These changes inevitably impact their employees, partners, and customers. Managing change successfully not only avoids pitfalls of cost overruns, employee disengagement, and decreased...
-
Webinar 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 a pandemic to the landscape and the short- and long-term impact can hardly be predicted. However, if we step away from the uncertainty of the change, and instead focus on the known outcomes...
