Financial Services
Digital Engagement Drives Connected Experiences in Banking
This is part five in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one, two, three, and four. No matter your intended audience or end goal, the urgency for digital transformation persists. Businesses in the financial industry need to find ways to adapt to our current reality in...
Financial Services
What Are the Benefits of Salesforce Financial Services Cloud?
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with potential and existing customers, increase revenue, and deliver the right information at the right time, you need more than industry expertise —...
Financial Services
Personalize the Customer Journey in Banking with 360-Degree Data
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that by the time they need it, it’s already stale? Stale data is...
Financial Services
How to Attract and Retain Banking Customers in a B2C World
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and conversion. When data is captured in the right spots at the right point in the process,...
Financial Services
The Art of Retaining B2B Customers in the Banking Industry
This is part three in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one and two, All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying technology to remove friction and roadblocks for all involved. Loyalty reduces costs by building trusting relationships with...
Financial Services
On Strategy, and the Business of Building a Connected Experience
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get buy-in from all levels, it’s best...
Financial Services
Webinar Recap: Managing and Supporting a Growing CoE Backlog
It feels pretty amazing to have a successful Salesforce Org up and running — until you check the backlog and see how much more there is to be done. But managing a backlog doesn’t have to stress you out. With the right programs and proper training in place, a daunting backlog can easily transform into...
Financial Services
Structuring Connected Experiences for Banks and Credit Unions
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch, or digital undertaking. If the three aren’t in agreement, or can’t reach a balance, completing major projects can become a Herculean task....
Financial Services
How Salesforce Extends Beyond CRM for Banks and Credit Unions
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions, the changing requirements for the Paycheck Protection Program (PPP) and...
Financial Services
Webinar Recap: How MuleSoft Connects Banks & Loan/Customer Origination
Last week, Silverline hosted Sean Murray, Regional Vice President, East at MuleSoft in conversations about integration in digital transformation as a part of our WFH series. Joined by Silverliners Gean Martinez, Jill Harrison, and myself — the group focused on the importance of keeping people (both employees and consumers) at the forefront of changes with...
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