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Unpacking Marketing Cloud’s Financial Services Benefits: Data Management
Reading time: 3 minutes
...a look at data. For financial services marketers to achieve deeper personalized engagement and drive long-term value, they need data to optimize their messaging. But this customer data constantly changes... -
Salesforce and Gaming: A Powerful Team-Up
Reading time: 3 minutes
...four areas of gaming with which Salesforce can help: Advertising management: Overseeing the ad sales process for in-game or mobile ads Revenue share management: Managing the payout process for advertising... -
Silverline Spotlight: Silverline Academy
Reading time: 5 minutes
...development and tooling skills, solution architecture, client and project management, design, and system testing approaches. The curriculum prepares them to become Salesforce-certified consultants, and after the three months, they are... -
Relationship Banking is your Mission if you Choose to Accept it
Reading time: 2 minutes
...integrated view of products and/or services per customer and household, profitability of households and products, management of referrals and true sales management practices including measurable outcomes that are derived by... -
Sales Cloud vs. Financial Services Cloud: What You Need to Know
Reading time: 3 minutes
...retail banks, wealth management firms, asset managers, and insurers. Build a seamless customer experience for your individual clients, dive deep into performance metrics with artificial intelligence and Einstein Analytics, and... -
Silverline’s Healthcare Practice Team is Headed to Dreamforce
Reading time: 3 minutes
...network management, nurse triage, and provider search. It allows a 360-degree view of the patient, enhances task management capabilities, and provides a framework to include other workflows. Improvement in patient... -
Clients U.S. Community Bank
...lending portfolio was managed across disparate systems, spreadsheets, and manual reports, and visibility into portfolio performance was nearly non-existent as financial reporting and covenant compliance were left to siloed management...
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Clients Adviser Investments
...would automate multiple sales processes and support work completed by both portfolio executives and client service team members. Additionally, the application needed to integrate with back office portfolio management applications...
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Clients Webinar Recap: Why your CRM Needs ERM
Reading time: 3 minutes
...data. As firms appoint board members, executives change jobs, and bankers or private equity principals move from firm to firm — it’s hard to keep track of all the changes.... -
Clients Zen and the Art of CoE Maintenance
Reading time: 4 minutes
...think of it less as individuals you need and more about the skills they provide, whether that’s ridiculously organized project management (Admin), technical prowess (IT), or leadership and influence (the... -
Clients Trend Report: Private Equity Outlook and the Race for Data
Reading time: 5 minutes
...reporting or asset management systems like FIS or Yardi; and integration to data lakes and master data management systems that provide for future expansion to core and niche data sources.... -
Clients Managed Services: What Happens After Go-Live
Reading time: 3 minutes
...We also help establish the appropriate level of project management and governance for your organization. That might include everything from framework and continuous integration, to release management and environment management,...
