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

Author: JP Owens

Leveraging nCino and Financial Services Cloud for Improved Customer Relations

Data and Integrations

nCino’s Bank Operating System is becoming more common within financial institutions. In fact, the latest figures from nCino show they have over 1,100 financial institution customers around the globe. The nCino platform is designed with bankers in mind — to offer a single end-to-end digitized process that is flexible and scalable. Most financial institutions have a variety of disparate, antiquated technologies to power their business processes, resulting in higher costs, duplicative data entry, and lack…
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The California Consumer Privacy Act: Compliance Strategies for Financial Institutions

Banking

The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the Act, California consumers will have the right: To know what personal information is collected about them To know whether and to whom their personal information is sold/disclosed, and to opt out of its sale To access their personal information…
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