The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
How Salesforce Improves Digital Banking Services
Reading time: 4 minutes
Do you remember a time when there were no ATMs? The first ATM in the United States was launched in September 1969 in Rockville Center in New York. The ATM was accompanied by the slogan, “On September 2, our banks will open at 9 am and never close again.” In 1977, Citibank had ATMs installed...
Banking
Why Identity and Access Management is a Big Deal for Banks
Reading time: 5 minutes
Some of the most common passwords include “123456”, “qwerty”, and, well, “password”. Not everyone is so creative when it comes to security. You probably have your own tips and tricks for creating unique passwords that may have your dog’s name combined with your childhood street address and a few #$%& thrown in. Passwords play a...
Financial Services
How to Automate Your Deposit Account Opening Process
Reading time: 5 minutes
Opening the door. Opening a can of soda. Opening your eyes. The word open is all about allowing access and not having a confining barrier. Yet not all openings are so readily accessible. We’re referring to deposit account openings (DAO) at banks and lenders — when a person or business goes to a bank to...
Banking
The 8 nCino Certifications You Need for Banking Success
Reading time: 4 minutes
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and systems you...
Banking
Simplifying Complicated Workstreams in Banking Mergers and Acquisitions
Reading time: 4 minutes
“Life is really simple, but we insist on making it complicated.” Leave it to philosopher Confucius to nail it with that sage advice. There really is no need to complicate matters more than is necessary. You probably see complications arise in life on a daily basis, especially at work, that could be simplified. Projects are...
Banking
3 Ways UI/UX Design Improves Banking Customer Journeys
Reading time: 4 minutes
Customers of banking and lending enterprises are increasingly choosing products and services based on the quality of the experiences they have with them. These experiences are becoming more and more complex and spanning channels, technologies, and departments. As this complexity is introduced, the customer experience can often break down. Enter UI/UX (user interface/user experience) design,...
Banking
How Salesforce FSC Supports Branch Management
Reading time: 4 minutes
You may remember going to your local bank as a child. Maybe you got a lollipop from the teller. Or you were there to stash away your birthday money. Or you opened your first bank account with your first job. Despite the fond memories you may have of your local bank, the banks of today...
Banking
How Lenders Can Prepare for the New CFPB Rule
Reading time: 3 minutes
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it will have vast implications on the lending industry if and when it does. The proposed CFPB requirements for lenders...
Financial Services
3 Key Skills Your Team Needs to Navigate the Future of Data
Reading time: 5 minutes
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial services firms need to take cues from their friends in technology...
Financial Services
Why Data Storytelling is Shaping the Future of Financial Services
Reading time: 5 minutes
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better, sell faster, and nurture business relationships. Our tools have experienced a quantum leap, but our strategies haven’t kept up. The...