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

Financial Services Articles

3 Ways Banks Can Deliver a Frictionless Customer Journey

Banking

Recently we revealed six trends to watch in banking, the first being: removing friction from the customer journey. It begins with focusing on everyday experiences. Customer experience is often the number one differentiator when it comes to choosing a bank. Today’s savvy consumers want and expect technology that makes access to their accounts simple and streamlined, highly personalized interactions that make them feel important to their banking institution, and simplified banking that is quick, easy, and intuitive.…
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The Top 5 Insurance Trends You Should Know in 2019

Financial Services

In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance. Trend #1: Value and efficiency throughout the customer journey We’ve all had to deal with a long process to get a new insurance quote. Or felt the agonizing experience of explaining a claim to one service agent only to…
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Get to Know the Trailblazers for Insurance Community Group

Communities

On the tails of the exciting launch of FSC for Insurance this spring, Alexis Kuhne (MedPro Group) and I decided to revive a dormant insurance community group of over 1,000 globally. Why? To create a collaborative forum for people exploring how to blaze new trails in the insurance vertical. The Trailblazers for Insurance Community Group is geared toward all those hungry to learn how to make the consumer, agent, and policy admin experience better in…
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My Salesforce Journey: Sixteen Years of Leading and Learning

Financial Services

If you are lucky enough to have met the love of your life, you probably remember certain details about your meeting – where you were, what they were wearing, what they said. My introduction to Salesforce was similarly memorable. In 2003, I was working in sales operations for a Fortune 500 company in Nashville. I had been doing a lot of work managing market research data and generating business leads for the sales team. We…
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6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics

Banking

From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends.  1. Removing friction from the customer journey Banks need to shift the goals of digital transformation from cost reduction and operational efficiencies to enhancing the customer experience. In order to do this, banks must: Provide a highly personalized experience (i.e., a “Segment of one”) Enable customers to…
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Silverline Celebrates Its 10-Year Anniversary

Financial Services

Press release Silverline, a Salesforce Platinum Partner headquartered in New York City, turns 10 this year. Co-founded by Gireesh Sonnad, CEO, and Rich Resnick, President, Silverline has significant expertise in the Financial Services and Healthcare industries. Silverline’s offerings across Strategic Advisory, technical implementation, and ongoing Managed Services have enabled hundreds of organizations to achieve success with the Salesforce Platform. In addition to the New York City HQ, Silverline has hubs in Atlanta, Chicago, Orlando, Minneapolis,…
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What You Need to Know Before Implementing FSC in an nCino Org

Banking

What makes Salesforce’s Financial Services Cloud (FSC) and nCino so powerful when combined? Together, the two make it possible to use nCino’s Bank Operating System’s robust features (e.g., Digital Account Opening, Treasury Management, etc.) in tandem with Salesforce’s expansive financial services toolset — all to drive a better customer experience and build trust and loyalty for your business. Things to consider before installing FSC into your nCino org Before you can reap the benefits of…
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Digital Transformation in Insurance Quote to Issue

Financial Services

Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a quote. So that quote needs to provide more than just numbers, it needs to provide an experience — and a good one at that. Applicants used to expect a web-based interaction where they provided a small amount of information and an agent would contact…
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4 Problems Plaguing Commercial Lenders and How to Solve Them

Banking

At their core, commercial lenders are relationship managers. Their focus is to successfully attract and acquire qualified customers, create relationship transparency with new and existing customers, and manage their organization’s credit exposure while reducing the decision-making time on commercial loans. With so much at stake, it’s important to identify some of the biggest issues that keep commercial lenders up at night. First and foremost, commercial lenders’ success — as well as their organizations’ success —…
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Salesforce and Silverline Kick off Summer Roundtable Series for Investment Banks and Capital Markets Firms

Banking

Last night, Silverline was thrilled to host a fantastic group of financial services thought leaders in NYC in partnership with Salesforce. We would like to extend a big thank you to those who came out for the dinner and discussion, as well as our fantastic panelists from KKR, Evercore, General Atlantic, and Stonebriar. The panel was thoughtfully moderated by Andrew Brandman, SVP of Financial Services at Salesforce, and Chris Arrix, Salesforce’s GM of Corporate &…
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