The Silverline Blog
Industry insights, Salesforce news, and more
Banking
3 Ways Banks Can Deliver a Frictionless Customer Journey
Reading time: 2 minutes
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...
Financial Services
6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics
Reading time: 3 minutes
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....
nCino
What You Need to Know Before Implementing FSC in an nCino Org
Reading time: < 1 minute
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...
Banking
4 Problems Plaguing Commercial Lenders and How to Solve Them
Reading time: 2 minutes
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...
Capital Markets
Salesforce and Silverline Kick off Summer Roundtable Series for Investment Banks and Capital Markets Firms
Reading time: 2 minutes
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...
Financial Services
Stop Chasing the Customer: Building Relationships with a Unified Digital Platform
Reading time: < 1 minute
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....
Dreamforce
Dreamforce Showcases Financial Services Cloud for Retail Banking
Reading time: 3 minutes
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...
Banking
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...
Dreamforce
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....
Dreamforce
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...