The Mphasis Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Using Your CRM to Maximize Your Relationships
Reading time: < 1 minute
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...
Financial Services
Top 5 Dreamforce Takeaways for Banks
Reading time: 3 minutes
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....
Financial Services
Banking on Your Best Dreamforce Experience…Here is the 411…
Reading time: 3 minutes
Dreamforce is next week, and it’s a great experience for bankers! As banking is rapidly changing “lightning” fast within the Financial Services industry, it is a great year to attend to keep up with innovation and stay on top of those FinTech disruptors and stay competitive in the market. To help prepare you for a...
Financial Services
The Goldilocks Approach to Buying Bank Technology
Reading time: 3 minutes
Pam Hannett, Banking Practice Director for Silverline, recently appeared on the popular podcast The Purposeful Banker hosted by Dallas Wells of PrecisionLender, alongside Bryan Lee, Director of Financial Services for Salesforce. Below are some takeaways from the discussion, click here to listen to the full podcast. The episode discussed buying bank technology and the challenges...
Financial Services
Don’t Keep CRM Adoption Best Practices in the Vault, Cash in with these Adoption Strategies
Reading time: 2 minutes
Most would think that adoption of a CRM platform would be considered a technology transformation when, in fact, it is a significant cultural transformation. Institutions like yours yearn for change to create more efficient process but when faced with it are apprehensive and defensive. Your institutions are successful, that is not in question. What is...
Financial Services
Banking on Agile Transformation
Reading time: 4 minutes
Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout...
Financial Services
How Amalgamated Bank Wins Employee Engagement with Salesforce Communities
Reading time: < 1 minute
Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks collaborate quickly across multiple lines of business to convert more leads and provide...
Financial Services
Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!
Reading time: 2 minutes
Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where to go...
Financial Services
How to Build an All Star CRM Project Team
Reading time: 3 minutes
On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a senior...
