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

Banking Articles

The California Consumer Privacy Act: Compliance Strategies for Financial Institutions

Banking

The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the Act, California consumers will have the right: To know what personal information is collected about them To know whether and to whom their personal information is sold/disclosed, and to opt out of its sale To access their personal information…
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JP Owens Joins Silverline As Director, Banking & Lending

Banking

Press Release Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, today announced that JP Owens has joined the Financial Services practice as Director, Banking & Lending. In this new role, JP will partner with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, a $14B Cincinnati-based…
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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.…
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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…
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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.…
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6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics

Banking

From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends.  1. Removing friction from the customer journey Banks need to shift the goals of digital transformation from cost reduction and operational efficiencies to enhancing the customer experience. In order to do this, banks must: Provide a highly personalized experience (i.e., a “Segment of one”) Enable customers to…
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What You Need to Know Before Implementing FSC in an nCino Org

Banking

What makes Salesforce’s Financial Services Cloud (FSC) and nCino so powerful when combined? Together, the two make it possible to use nCino’s Bank Operating System’s robust features (e.g., Digital Account Opening, Treasury Management, etc.) in tandem with Salesforce’s expansive financial services toolset — all to drive a better customer experience and build trust and loyalty for your business. Things to consider before installing FSC into your nCino org Before you can reap the benefits of…
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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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Stop Chasing the Customer: Building Relationships with a Unified Digital Platform

Banking

I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be investing in the right technology and processes in order to scale. Join Silverline for a webinar on June 6 at 1 p.m. EST which will feature Paducah Bank, who will be…
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