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Banking Achieve Seamless nCino Book-to-Core Integration with MuleSoft
When dealing with as many different technology systems as banks do, integration is the only way to guarantee that data is unified across the organization. Platforms like nCino enable faster onboarding, loan origination, and...
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Banking Understanding Salesforce Data Cleansing and Governance
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance...
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Banking How to Prevent Bank Fraud with Salesforce and Alloy
Fraud continues to plague financial institutions. According to the Alloy State of Fraud Benchmark Report, a massive 91% of financial institutions across all sizes and segments reported increased fraud rates. Almost...
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Banking Business Banking Marketing Strategies to Enhance Experiences
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority...
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Banking Optimize Mortgage Processes with Encompass Salesforce Integration
Encompass is an industry-leading digital mortgage solution that addresses the challenge of fragmented data and inefficient processes within mortgage companies. It streamlines and centralizes data management, allowing mortgage...
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Banking How to Leverage the New Financial Services Cloud Licenses
You may have heard Salesforce’s recent announcement about changes to its Financial Services Cloud licenses. Previously, Salesforce offered two licenses: Starter and Growth. That has changed to three new options: Financial...
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Banking 3 Ways to Leverage Marketing to Mitigate Bank Fraud
A recent survey by J.D. Power found that one in three U.S. bank customers say they have been victims of financial fraud in the past 12 months. 50% of customers under age 40 experienced fraud during that time, as their increased...
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Banking Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest...
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Banking 3 Barriers Holding Back Your Bank’s Marketing Growth
According to a BCG survey of 759 global C-suite executives, nearly three-quarters expect macroeconomic uncertainty to be the key challenge facing their businesses in 2023. The survey’s report cites that “the recent...
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Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
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Financial Services How OwnBackup for Salesforce Maximizes Data Protection
Silverline is always searching for ways to optimize our financial services clients’ Salesforce journey. One of the ways we do this is by partnering with leading companies that provide highly specific fintech solutions that...
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Banking Monit and Salesforce: Helping Banks and Businesses Grow Together
According to a survey by Monit of SMB owners, the recent turmoil in the banking sector has influenced how they manage their bank accounts. The survey found that 90% of owners relooked at how they manage their deposits, with 38%...
