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

Financial Services Articles

Insights From Dreamforce 2019: Key Takeaways for Financial Services

Dreamforce

Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week! Among the sessions, keynotes, happy hours, and other excitement of the action-packed week, there was an avalanche of information on new Salesforce features and products. Dreamforce can be overwhelming,…
Read More

Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union

Client News

We recently highlighted the work we did with Baxter Credit Union (BCU) to implement their new Salesforce Org and help increase member engagement across the board.  The project was a success largely due to the partnership formed early on. “In our work with Silverline, we set a very clear expectation of ‘Look, here’s where we want to go, here are some guiding principles we want to have in our project.’ And we’re very thankful that…
Read More

Improved nCino Configuration Time within Salesforce Orgs

Financial Services

Silverline has been working with Salesforce implementations since the get-go — with many of our consultants working within the platform even before Silverline came to be. The Salesforce platform allows our clients to create flexible and extensible business processes. Among many other features, Salesforce’s sandbox capability also allows organizations to spin up a new instance and start working with an exact copy of production or an existing sandbox. With such a quick setup, we’re able…
Read More

Don’t Miss These Dreamforce 2019 Financial Services Sessions

Dreamforce

Dreamforce 2019 is just around the corner! If you’re still not quite sure which sessions are best for your needs, our Financial Services practice has hand-picked speakers and panels to help you round out your Dreamforce schedule. Banking & Lending Mortgage & Lending Transformation: Unifying Borrowers, Lenders, and Partners Tuesday, November 19, 8:30 AM – 9:10 AM Lenders of all shapes and sizes are trying to navigate an uncertain future. Market competition and borrower expectations…
Read More

RevCult & Silverline Webinar Recap: Salesforce Governance Guide for Banking and Credit Unions

Advisory

Authors: Rob Burkett and Vadim Yerokhin This past month, we hosted a webinar and podcast with RevCult, a Salesforce partner that focuses its efforts on security. RevCult Chief Growth Officer Brian Olearczyk and Chief Product Officer Pete Thurston facilitated a great conversation with the crew about what governance truly means, some key tips for designing a proper program strategy, and what it takes to build a strong Center of Excellence for banks and credit Unions.…
Read More

Deeper Member Insights & Improved Results for Baxter Credit Union

Client News

Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 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. But with recent tremendous growth — due in part to its ability to acquire and maintain members by establishing personal, relevant relationships — BCU needed a…
Read More

Get to Know the Insurance-Focused Updates to Financial Services Cloud

Financial Services

It’s an exciting time in insurance technology! On September 24, Salesforce announced an insurance-focused extension to its Financial Services Cloud. New enhancements are designed to help insurers to strengthen relationships with policyholders and include a 360-degree view of each customer across all lines of business. These new capabilities also provide insurers with expanded functionality designed specifically for their industry, such as pre-packaged Lightning Flow templates for First Notice of Loss and Beneficiary Change, detailed Life…
Read More

What to Watch at the Digital Mortgage 2019 Conference

Events

This September 23-24, mortgage leaders and digital innovators in the home buying and selling ecosystem will descend on the Wynn Las Vegas for two days of learning, networking, and fun (it is Vegas, after all) at the Digital Mortgage 2019 Conference. From fireside chats and keynote speakers to countless lives demos, this conference is sure to introduce new and competitive ideas to the marketplace. Sessions to watch: Salesforce, your LOS, and delighting your lenders Monday,…
Read More

Challenger Banks Have Arrived. Why? What’s Next?

Banking

As part of our series on the six banking trends to watch, we’re introducing trend #2: the rise of challenger banks.  Challenger banks are typically defined as digital-only retail banks that “challenge” the traditional business model by charging customers low fees, offering faster services, and creating a better user experience through an always-available digital interface. The movement toward challenger banks began in Europe where there are far fewer big banks, and customers were quicker to adopt…
Read More

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.…
Read More

Need a custom solution? We can help. Let's Chat