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

Financial Services Articles

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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Customer Journey Orchestration for the Retail Bank of the Future

Financial Services

As a Solution Architect, my greatest reward comes from enabling clients with the tools and strategies needed to engage audiences in an increasingly connected marketplace. Journey orchestration is at the forefront of audience engagement, and Silverline is shaping the future of connected consumer data points with Salesforce Financial Services Cloud and marketing automation tools. Standing in the midst of the 4th Industrial Revolution, traditional banks are still carrying the weight of siloed legacy systems. By…
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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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