-
Financial Services Highlights from Silverline and Salesforce AI Day
On August 29, Silverline and Salesforce welcomed over 40 leaders from across the financial services industry for AI Day. The exclusive invitation-only event explored the vision for the future of trusted enterprise AI. AI Day...
-
Financial Services Implementation Success: LPL’s Managed Package for ClientWorks Integration
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one...
-
Media & Entertainment Why Salesforce Media Cloud is a Must for Media Planning
Sometimes it can be hard to see the glimmer of light at the end of the media industry tunnel. From two Hollywood strikes to declining ad revenue to money-losing streaming businesses, media companies face a lot of uncertainty as...
-
CalendarAnything CalendarAnything Unveils Salesforce Appointment Scheduling Functionality
CalendarAnything, the leading Salesforce visualization solution from Silverline, is proud to announce the release of its most requested functionality: Salesforce Appointment Scheduling. The latest release of CalendarAnything...
-
Wealth How to Help Customers Navigate the Great Wealth Transfer
Every family has a different approach when it comes to talking about money. Sometimes it comes up in conversation at every family gathering. Others know it will lead to arguments over the Thanksgiving turkey and avoid the topic...
-
Banking Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest...
-
Life at Silverline Women’s Equality Day 2023: Celebrating Significant Career Journeys
Women’s Equality Day (August 26) recognizes the ratification of the 19th Amendment to the U.S. Constitution, which prohibits states and the federal government from denying citizens of the United States the right to vote on the...
-
Media & Entertainment 3 Strategies to Personalize Subscription Lifecycle Management
“Your Netflix account is for you and the people you live with—your household.” That’s the message that Netflix shared in May as it cracked down on password sharing. Millions of viewers groaned in response as their days of...
-
Peoples Bank
Lacking visibility across disparate systems Over the last ten years, Peoples Bank experienced rapid growth by acquiring five financial institutions. To stay competitive in the marketplace, the bank’s technology had to evolve as...
-
Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
-
Provider Improving Population Health Management in Rural Communities
...population health reimbursements and pay-for-performance Change management and acceptance of new workflows Enhanced and customized...
-
Wealth Enhance Wealth Management Client Services with Service Cloud
Wealth management requires high-touch white glove service to keep investors, their families, and their corporate interests in mind. As wealth management firms invest in technology-enabled solutions to help grow and scale their...
