Financial Services
Webinar Recap: Axcess Financial Sees 3x Lift in Originations
Reading time: < 1 minute
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to marketing Marketing Cloud and FSC. Silverline + Axcess Financial We discussed their journey...
Financial Services
Unparalleled Speed to Market: Creating a Custom Covid-19 Communication Solution for BCU
Reading time: 2 minutes
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. As the Coronavirus pandemic came to a head,...
CalendarAnything
CalendarAnything Facilitates Mobile Learning Center for Colorado Non-profit
Reading time: 2 minutes
A portable, kid-size town with real shops visited Pueblo, Colorado this Spring semester to deliver a hands-on lesson in financial education to local fifth graders. Through Young AmeriTowne On the Road, a program by Young Americans Center for Financial Education, students learned the basics of personal finance, economics, business, government, ethics, and philanthropy. Although this...
Financial Services
Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Reading time: 4 minutes
Axcess Financial Services, Inc. (“Axcess”), through its subsidiaries, is a family of brands committed to offering financial solutions serving both consumers and retailers. Their success is shown in their growth with 1,000 stores and servicing of over 50 million loans. The company was founded in 1994 and is based in Cincinnati, Ohio. Scott Dalton, Senior...
Marketing
Q&A with Salesforce Marketing Champion Danielle Laffey
Reading time: 2 minutes
Not only was Silverliner Danielle Laffey named a 2020 Salesforce MVP, but she also received recognition as a member of the first class of Salesforce Marketing Champions (along with fellow Silverliner JP Owens). I got the chance to chat with her about the year ahead. Congratulations on being named a Salesforce Marketing Champion! How did...
Silverline Cares
Celebrating Giving Tuesday: How Silverline Helps in Times of Need
Reading time: 3 minutes
Today is a special Giving Tuesday — occurring in addition to the annual Giving Tuesday that will still happen on December 1, 2020. This event is taking place in order to increase “grassroots generosity, citizen engagement, business and philanthropy activation, and support for communities and nonprofits around the world.” At Silverline, we’re big on giving...
Silverline News
Q&A with a Salesforce Marketing Champion: Get to know JP Owens
Reading time: 2 minutes
Our very own Banking and Lending Practice Director, JP Owens, was recently named one of Salesforce’s new Marketing Champions. I chatted with JP about what the opportunity means to him. Congratulations on being named a Salesforce Marketing Champion! How did this come about? I believe I came across the program in late 2019 and submitted...
Healthcare
Scalable Covid-19 Solution for Caliburn-Comprehensive Health Services
Reading time: 4 minutes
Founded in 1975, Comprehensive Health Services (Caliburn-CHS), a Caliburn Company, is one of the nation’s largest and most experienced providers of workforce medical services. They partner with commercial companies and the U.S. government to implement and manage cost-effective, flexible, and customized medical programs for large and dispersed workforces. Already a Silverline client, when the Coronavirus...
Financial Services
Lake City Bank Gains a Solution at Scale with FSC and nCino
Reading time: 4 minutes
Based in Indiana, Lake City Bank operates 50 branches and manages almost $5B in assets. As their business grew, they also outgrew the capabilities of their legacy operating system and used up every possible user-defined field available in their sales management solution. They had essentially maxed out the available capabilities of their solutions, leaving them little...
Investment Banking
Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Reading time: 7 minutes
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered managers. It also offers individual bond strategies for high-net-worth investors. It currently manages over $5 billion for more than 3,500 clients nationwide. Over a decade of working...