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

Financial Services Articles

Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies

Financial Services

Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s Mortgage360 accelerator gives mortgage companies a highly organized system to capture, clarify, and improve your internal processes of engagement. Adding marketing tools like Salesforce Marketing Cloud easily takes the data you already…
Read More

Key Themes Around Mortgage Technology Solutions

Financial Services

Technological innovation is transforming our lives: how we communicate, shop, bank, make payments, and much more. Over the past few years, the mortgage industry has had to transform as well. Silverline has been partnering with our Mortgage clients to help leverage Salesforce to focus on improving the interactions between various players and optimizing internal processes. Silverline is a proud member of the Mortgage Bankers Association whose mission is to represent and serve its members through…
Read More

Silverline is gearing up for the 2018 Ellie Mae Experience!

Events

To highlight our new partnership, Silverline, a Pro Select Partner in the Ellie Mae Pro consulting partner program, will be an exhibitor at the 2018 Ellie Mae Experience. Beginning March 19th in Las Vegas, the conference is the exclusive platform for mortgage companies and professionals who use Ellie Mae technology, including the Encompass Lending Platform and Encompass all-in-one mortgage management solution. Silverline and Ellie Mae work together to integrate Ellie Mae’s Encompass Platform with CRM…
Read More

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…
Read More

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…
Read More

CommunityAmerica Credit Union and Silverline Grow Member Insight

Client News

Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its member relationship, become more collaborative, and streamline business processes. Facing a Challenge Head On CommunityAmerica Credit Union (CACU) lacked an easily accessible, true 360-degree view of the member due to many disconnected applications. Its process for tracking and managing referrals was disconnected and lacked collaboration and…
Read More

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…
Read More

The DOL Fiduciary Rule is on its way!

Communities

It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov, DOL in supporting its mission to “protect, educate, and empower retirement investors,” implemented a new ruling that ensures all individuals providing “retirement investment advice to plans, plan fiduciaries and IRAs to abide by a ‘fiduciary’ standard – putting…
Read More

A Milestone for Financial Services at Dreamforce

Financial Services

Dreamforce this year was a blast! The Financial Services industry has an incredible opportunity to advance with the innovation the Salesforce platform offers. I learned so much that I want to share with you especially how Financial Services is getting even smarter on the Salesforce platform. Einstein is Revolutionizing Financial Services Dreamforce talked a lot about the Age of the Customer. It’s not necessarily all about your top customers anymore, you need to give that…
Read More

Dreamforce is the Place to Be if You’re In the Financial Services Industry

Financial Services

Dreamforce starts tomorrow! We are ready for a fantastic week of learning, teaching, and sharing of innovative solutions and ideas. With a deep dive into Financial Services, we have an array of the places you should be this week. Take a look at some sessions, keynotes, and demos we’ve compiled. If you don’t know where to go, make sure you get into some of these sessions. MetLife: The Making of a Digital Insurer Tuesday, October…
Read More

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