Blog
How Financial Institutions Can Best Support Customers in the Coronavirus Reality
As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been overwhelmed by call volume, and my airline app has a banner asking travelers not to call unless they have a trip in the next 72 hours.
Insights From Dreamforce 2019: Key Takeaways for Financial Services
Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week!
Among the sessions, keynotes, happy hours, and other excitement of the action-packed week, there was an avalanche of information on new Salesforce features and products. Dreamforce can be overwhelming, so we wanted to be sure you started your week with our biggest takeaways for our Financial Services clients.
The Top 5 Insurance Trends You Should Know
In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance.
6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics
From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends.
Getting Started With Lightning Process Builder
I was very pleased to speak at the Cloud Saturday conference in Chicago on January 24, 2014. My presentation was on my favorite feature of the Spring 15 Salesforce release, Lightning Process Builder. Lightning Process Builder is the latest automation tool on the...
The Power of Burning the Boats
When the Grecian armies landed on their enemy’s shore, the first order the commanders gave was “Burn the boats.” With no boats to retreat the armies had no choice but to do whatever it took to be successful and win. I one thing I am leaving in 2011 is about 55 lbs....
Friday Philanthropy: Bridging Technology and Non-Profits
Last weekend at Social Dev Camp I had a great conversation with Veronica Ludwig (@VeronicaLudwig) and Estrella Rosenberg (@CharityEstrella) about how it makes sense for non profits to leverage technology to maximize the impact of limited dollars. The sad fact is...
A New Hope for Free Market Environmentalists
Right now in the Hayes Valley neighborhood of San Francisco a very interesting experiment is being carried out. About two weeks ago the San Fransisco Municipal Transportation Authority (SFMTA) began installing new 'SFpark' meters. The meters are notable for many...
Replenish the Well
I came across this awesome post from my friend Dayna Schmidt this afternoon about the right way to leverage your time at a conference - or any networking opportunity. Dayna recounted the story of meeting Andrea Adams-Miller at a seminar in May and the opportunities it...
Friday Philanthropy: Chicago Dance Marathon
I think many young professionals are intimidated by the term philanthropy. For me it traditionally conjured images of Rockefellers and Carnegies and 7-figure-plus donations; thats not the game I play. The word philanthropy comes from two Greek words meaning 'love' and...