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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.... -
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... -
13 Insurance Highlights from Salesforce’s Winter ’23 Release
Reading time: 6 minutes
...or within a page Claim Management: Workers’ compensation core data model and other enhancements Commercial Lines: OmniScript components and services for multi-level product structures Policy Admin: Cancellations, Reinstatements, Policy Transaction... -
Returning to Work Safely: How Salesforce Can Help
Reading time: 4 minutes
...the way: Workplace Command Center Employee Wellness Check Shift Management Contract tracing myTrailhead for learning and Wellness Emergency Response Management Volunteer and Grants Management If you look at employers within... -
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... -
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.... -
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 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... -
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,... -
Clients Predictions 2021: Tools and Technology Will Drive Media Industry Growth
Reading time: 2 minutes
...inevitable changes, and they will experience sales growth that’s only possible from the advantages that converged selling offers including access to central, integrated account management and planning for all sales... -
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...
