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

Banking Articles

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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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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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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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…
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Using Your CRM to Maximize Your Relationships

Banking

Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships.  Check out the webinar today! Banks must take advantage of every opportunity to engage with their customers. Leading banks are using Salesforce to deepen relationships with existing customers as well as grow through customer acquisition. Salesforce can keep your institution agile, connect 1-to-1 with customers, and expand your business by…
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Silverline and PrecisionLender Form Strategic Partnership

Banking

NEW YORK, NY— April 10, 2017— Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, today announced it has entered into a partnership with Charlotte, N.C.-based PrecisionLender. PrecisionLender is a commercial pricing and profitability platform used by hundreds of banks each day to push actionable information into their customer acquisition and retention processes. The companies will work together to connect PrecisionLender’s pricing management platform with Silverline’s Banker360, to offer a single 360-degree view…
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Top 5 Dreamforce Takeaways for Banks

Banking

Last week was a whirlwind of information for everyone who attended Dreamforce in San Francisco. There was an abundance of sessions and keynotes related to the industry where we’re seeing advancements in technology and business processes. The banking industry continues to be a growing competitive landscape that’s seeing constant disruption by new financial technology entrants. Customer and member demands are rapidly growing as well as regulatory changes that never seem to end. Last week, I…
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