The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Banking Articles

Top 5 Dreamforce Takeaways for Banks

Banking

Last week was a whirlwind of information for everyone who attended Dreamforce in San Francisco. There was an abundance of sessions and keynotes related to the industry where we’re seeing advancements in technology and business processes. The banking industry continues to be a growing competitive landscape that’s seeing constant disruption by new financial technology entrants. Customer and member demands are rapidly growing as well as regulatory changes that never seem to end. Last week, I…
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Banking on Your Best Dreamforce Experience…Here is the 411…

Banking

Dreamforce is next week, and it’s a great experience for bankers! As banking is rapidly changing “lightening” fast within the Financial Services industry, it is a great year to attend to keep up with innovation and stay on top of those FinTech disruptors and stay competitive in the market. To help prepare you for a week of sessions, keynotes, training, and demos, here is a list of some great stuff to attend: The Intersection of…
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The Goldilocks Approach to Buying Bank Technology

Banking

Pam Hannett, Banking Practice Director for Silverline, recently appeared on the popular podcast The Purposeful Banker hosted by Dallas Wells of PrecisionLender, alongside Bryan Lee, Director of Financial Services for Salesforce. Below are some takeaways from the discussion, click here to listen to the full podcast. The episode discussed buying bank technology and the challenges and pitfalls banks may face when they approach buying technology. Is your bank too cautious, too ambitious, or are you…
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Silverline’s Banker360 Uses Informatica Cloud to Provide Faster Time-to-Market and Strengthen Customer Relationships

Banking

Press Release NEW YORK, NY— August 4, 2016 – Silverline, a Salesforce Platinum Consulting Firm, Informatica INFORM Partner, and the #1 Informatica Cloud reseller in North America, today announced it has extended its partnership with Informatica to enable banks to gain a single 360 degree view of the customer relationship with Banker360. Silverline’s Banker360 changes the way banks interact with their customers by aggregating data from multiple systems into a single 360-degree view of the…
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Don’t Keep CRM Adoption Best Practices in the Vault, Cash in with these Adoption Strategies

Banking

Most would think that adoption of a CRM platform would be considered a technology transformation when, in fact, it is a significant cultural transformation. Institutions like yours yearn for change to create more efficient process but when faced with it are apprehensive and defensive. Your institutions are successful, that is not in question. What is in question is are you using the best technology platform to drive future successes and align that to the customer…
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Banking on Agile Transformation

Banking

Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout the country, I’ve noticed that many find themselves pleasantly surprised with the success when they are introduced to Agile. Our…
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Silverline Announces Banker360—a Salesforce Fullforce Solution for Financial Services

Banking

Silverline leverages Salesforce’s social, mobile, cloud and data science technologies to accelerate business transformation for customers in financial services Today we announced the release of Banker360—a Salesforce Fullforce Solution for Financial Services. With Silverline launching a Salesforce Fullforce Solution, customers benefit from Silverline’s expertise in financial services and Salesforce’s Customer Success Platform. This proven solution can provide faster and more predictable deployments for banks, empowering them to connect with their customers in entirely new ways.…
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How Amalgamated Bank Wins Employee Engagement with Salesforce Communities

Banking

  Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks collaborate quickly across multiple lines of business to convert more leads and provide a world-class customer experience. Now Salesforce Community Cloud is changing the way Banks engage with customers and employees. Join…
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Webinar: Social Selling Lifecycle with LinkedIn and Salesforce

Banking

Join Silverline and Salesforce for a live webinar on how to understand, leverage, and maximize LinkedIn and Salesforce for Banking.  Launched in 2003, LinkedIn is the world’s most powerful connecting tool. With more than 300 million members, LinkedIn provides opportunities to create and maximize personal branding, develop and nurture a dynamic and collegial network, allows users to gather insights into key elements of our fast-paced world, and to share relevant content with the marketplace quickly…
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Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!

Banking

Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where to go and what was important for me to see (I was a very small fish in an ocean no doubt). With…
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