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

Banking Articles

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…
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Dreamforce Showcases Financial Services Cloud for Retail Banking

Banking

It seems like just yesterday when I was getting home from last year’s Dreamforce where we were introduced to Financial Services Cloud for Wealth Management. Many exciting things have happened since then, the largest being Salesforce’s recent announcement of its new product features: Financial Services Cloud for Retail Banking. Salesforce continues to dive further into financial services sub-industries and recognized banks and credit unions desire to change their customer’s experience by developing the tools needed…
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Hit the Ground Running… Your Banking Journey at Dreamforce!

Banking

It’s the final countdown to Dreamforce and I know you’re busy getting your schedule ready for next week. Dreamforce will be a fantastic experience if you work in the banking, credit union, mortgage, and wealth management industries. As the industry is changing so drastically, it’s important to maintain momentum with technology to retain your competitive advantage. Dreamforce will offer amazing sessions, keynotes, and knowledge sharing opportunities. Below are some sessions I want to highlight for…
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Silverline Announces Mortgage360—a Salesforce Fullforce Solution for Retail Mortgage Firms, Mortgage Divisions of Banks and Credit Unions and Other Online Lenders

Banking

Silverline leverages Salesforce’s cloud, mobile, social, IoT, analytics and AI technologies to accelerate business transformation for customers in the mortgage industry New York, NY – June 19, 2017 – Silverline, a consulting firm headquartered in New York City, today announced the release of Mortgage360 — a Salesforce Fullforce Solution for retail mortgage firms, mortgage divisions of banks and credit unions and other online lenders. Today, everyone and everything is becoming smarter and more connected than…
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Using Your CRM to Maximize Your Relationships

Banking

Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships.  Check out the webinar today! Banks must take advantage of every opportunity to engage with their customers. Leading banks are using Salesforce to deepen relationships with existing customers as well as grow through customer acquisition. Salesforce can keep your institution agile, connect 1-to-1 with customers, and expand your business by…
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Silverline and PrecisionLender Form Strategic Partnership

Banking

NEW YORK, NY— April 10, 2017— Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, today announced it has entered into a partnership with Charlotte, N.C.-based PrecisionLender. PrecisionLender is a commercial pricing and profitability platform used by hundreds of banks each day to push actionable information into their customer acquisition and retention processes. The companies will work together to connect PrecisionLender’s pricing management platform with Silverline’s Banker360, to offer a single 360-degree view…
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Top 5 Dreamforce Takeaways for Banks

Banking

Last week was a whirlwind of information for everyone who attended Dreamforce in San Francisco. There was an abundance of sessions and keynotes related to the industry where we’re seeing advancements in technology and business processes. The banking industry continues to be a growing competitive landscape that’s seeing constant disruption by new financial technology entrants. Customer and member demands are rapidly growing as well as regulatory changes that never seem to end. Last week, I…
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Banking on Your Best Dreamforce Experience…Here is the 411…

Banking

Dreamforce is next week, and it’s a great experience for bankers! As banking is rapidly changing “lightening” fast within the Financial Services industry, it is a great year to attend to keep up with innovation and stay on top of those FinTech disruptors and stay competitive in the market. To help prepare you for a week of sessions, keynotes, training, and demos, here is a list of some great stuff to attend: The Intersection of…
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The Goldilocks Approach to Buying Bank Technology

Banking

Pam Hannett, Banking Practice Director for Silverline, recently appeared on the popular podcast The Purposeful Banker hosted by Dallas Wells of PrecisionLender, alongside Bryan Lee, Director of Financial Services for Salesforce. Below are some takeaways from the discussion, click here to listen to the full podcast. The episode discussed buying bank technology and the challenges and pitfalls banks may face when they approach buying technology. Is your bank too cautious, too ambitious, or are you…
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Silverline’s Banker360 Uses Informatica Cloud to Provide Faster Time-to-Market and Strengthen Customer Relationships

Banking

Press Release NEW YORK, NY— August 4, 2016 – Silverline, a Salesforce Platinum Consulting Firm, Informatica INFORM Partner, and the #1 Informatica Cloud reseller in North America, today announced it has extended its partnership with Informatica to enable banks to gain a single 360 degree view of the customer relationship with Banker360. Silverline’s Banker360 changes the way banks interact with their customers by aggregating data from multiple systems into a single 360-degree view of the…
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