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

Financial Services Articles

Dreamforce 2018 for Financial Services: Unify the Experience, Unlock Loyalty

Financial Services

There are incredible opportunities in the Financial Services space right now, and we had a chance to see the best of what Salesforce has to offer now and going into 2019. The amount of disruption and the overall pace of transformative change is historic, but with those changes come challenges. Salesforce, by paying careful attention to the feedback from partners over the past year, is well poised to address those challenges head-on. Trailblazing with partners…
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3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce

Financial Services

This year, Dreamforce has over 350 sessions geared directly to Financial Services customers and prospects. While you may be learning cutting-edge CRM trends and brainstorming innovative solutions to industry challenges, make sure you connect with Silverline’s expert team to leverage our experience developing solutions with our industry partners. In a blog article last week, I discussed how clients have leveraged Silverline’s expertise for solutions in banking, lending, insurance, private equity, and investment banking. I want…
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Silverline’s Financial Services Team is Ready to Meet You at Dreamforce

Financial Services

Since last year’s Dreamforce, Silverline has rolled out numerous new solutions for our clients. I’m excited to highlight some of them in this blog post and invite you to meet our Financial Services Team at Dreamforce to learn more! Schedule a meeting in the Silverline Lounge to connect with the team or drop by booth #900 in Moscone South to discover how Silverline’s Client Services team can support your organization. As a Salesforce Fullforce Master…
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Start Building Stronger Customer Relationships with Financial Services Cloud

Financial Services

Silverline’s recent webinar “Stop Chasing the Customer: Building Relationships with a Unified Digital Platform” took viewers through Salesforce’s Financial Services Cloud (FSC) to share how this solution provides 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…
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Think Big, Start Small: Planning for Digital Transformation Within Your Means

Financial Services

In today’s climate, many industries within Financial Services face a common scenario: trying to compete amongst national institutions with limited resources. As you look to revolutionize business processes, one factor that is important to consider is the adoption of modern technology. Historically, smaller financial institutions that are beginning their journey to the digital landscape aren’t replacing a particular system, they’re making up for a lack of technology in order to fill a void that larger…
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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…
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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…
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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…
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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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