The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 5 minutes
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with potential and existing customers, increase revenue, and deliver the right information at the right time, you need more than industry expertise —...
Reading time: 4 minutes
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that by the time they need it, it’s already stale? Stale data is...
Reading time: 11 minutes
On October 15, 2020, Salesforce hosted its Salesforce Industries Summit for Financial Services. After the day-long event, our FS leadership got together on a LinkedIn Live session to chat through what they learned. Read on to hear hot takes from the following Silverline experts: Geoff Merrick, SVP & GM, Financial Services Jill Harrison, VP of...
Reading time: 7 minutes
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and conversion. When data is captured in the right spots at the right point in the process,...
Reading time: 5 minutes
This is part three in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one and two, All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying technology to remove friction and roadblocks for all involved. Loyalty reduces costs by building trusting relationships with...
Reading time: 5 minutes
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get buy-in from all levels, it’s best...
Reading time: 2 minutes
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch, or digital undertaking. If the three aren’t in agreement, or can’t reach a balance, completing major projects can become a Herculean task....
Reading time: 3 minutes
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions, the changing requirements for the Paycheck Protection Program (PPP) and...
Reading time: < 1 minute
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to marketing Marketing Cloud and FSC. Silverline + Axcess Financial We discussed their journey...
Reading time: 2 minutes
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. As the Coronavirus pandemic came to a head,...