How Silverline’s Digital Account Opening Accelerator Automates Onboarding
Reading time: 4 minutes
When building new accelerators for banking and lending, Silverline looks at what is happening in the industry, such as trends and data, and listens to insights that our clients share with us. When we designed the Digital Account Opening (DAO) Accelerator, we created a solution for one of the industry’s most significant challenges – complete...
5 Steps of a Successful Product Analytics Strategy
Reading time: 6 minutes
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram was launched on October 6,...
Grow Your Portfolio with Salesforce for Mortgage Lending
Reading time: 4 minutes
With rising rates and declining origination volumes top of mind for many mortgage lenders, we could all use a magic bullet to make 2022 a successful year. It may not be magic, but utilizing technology with the data you already have can help you prioritize and allocate leads, identify cross-sell/upsell opportunities, and grow your portfolio....
How Salesforce Improves Digital Banking Services
Reading time: 4 minutes
Do you remember a time when there were no ATMs? The first ATM in the United States was launched in September 1969 in Rockville Center in New York. The ATM was accompanied by the slogan, “On September 2, our banks will open at 9 am and never close again.” In 1977, Citibank had ATMs installed...
Why Identity and Access Management is a Big Deal for Banks
Reading time: 5 minutes
Some of the most common passwords include “123456”, “qwerty”, and, well, “password”. Not everyone is so creative when it comes to security. You probably have your own tips and tricks for creating unique passwords that may have your dog’s name combined with your childhood street address and a few #$%& thrown in. Passwords play a...
How to Automate Your Deposit Account Opening Process
Reading time: 5 minutes
Opening the door. Opening a can of soda. Opening your eyes. The word open is all about allowing access and not having a confining barrier. Yet not all openings are so readily accessible. We’re referring to deposit account openings (DAO) at banks and lenders — when a person or business goes to a bank to...
Simplifying Complicated Workstreams in Banking Mergers and Acquisitions
Reading time: 4 minutes
“Life is really simple, but we insist on making it complicated.” Leave it to philosopher Confucius to nail it with that sage advice. There really is no need to complicate matters more than is necessary. You probably see complications arise in life on a daily basis, especially at work, that could be simplified. Projects are...
Managing Relationships with nCino Pricing and Profitability
Reading time: 5 minutes
When it comes to hitting profitability targets, it’s important to understand that relationship profitability is just as important as loan profitability. You might issue an unprofitable loan to keep a profitable relationship going. But in order to make the right decisions for each customer, you need a holistic view of an entire relationship. With nCino’s...
A Beginner’s Guide to Salesforce OmniStudio
Reading time: 5 minutes
As we all adjust to a digital-first, work-from-anywhere environment, how can we help teams better collaborate and stay connected? We’ve helped countless leaders get started with their Salesforce journey, and we know firsthand that it can be a lot! That’s why we’re here to help. Gaining a 360-degree view of customers or members is a...
Product Owner vs. Project Manager: What’s the Difference?
Reading time: 4 minutes
At Silverline, we’re passionate about how technology can help solve business problems. But we’ll let you in on a little secret: technology is only as good as the team implementing it. We’ve done countless projects with hundreds of clients in financial services, healthcare, and media and entertainment, and the most successful implementations years later are...