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

Stop Chasing the Customer: Building Relationships with a Unified Digital Platform

Banking

I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be investing in the right technology and processes in order to scale.

Join Silverline for a webinar on June 6 at 1 p.m. EST which will feature Paducah Bank, who will be on hand to discuss how they’re using Financial Services Cloud to transform how they do business and what’s coming next on their digital journey. Learn how Silverline partnered with them to enable the growth of their customer base and wallet share by better understanding their customers and prospects.

You’ll also learn more about how Salesforce’s Financial Services Cloud (FSC) can provide banks and credit unions with proven best practices for:

  • Customer and member relationship management capabilities including campaign management, customer segmentation and householding
  • Seamless cross-sell intelligence with leads and referral
  • A system of engagement to support internal sales management processes for pipeline tracking
  • Actionable data with measurable outcomes that provide insights that have historically eluded banks due to numerous disparate systems

Register today to turn transactional relationships into long-term loyalty with a little help from your friends at Silverline. I hope you can make it to the webinar.

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