The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
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...
Reading time: 2 minutes
Last week, we had the pleasure of chatting with Phil Ostberg from Salesforce Industries. Phil is the Senior Product Manager overseeing Vlocity Claims functionality and we discussed the power of combining FSC Insurance and Vlocity Claims. FSC’s strength is managing the overall claims process with tools such as dashboards to monitor overall status, workflow for...
Reading time: 5 minutes
When it comes to hitting profitability targets, it’s important to understand that relationship profitability is just as important as loan profitability. You might issue an unprofitable loan to keep a profitable relationship going. But in order to make the right decisions for each customer, you need a holistic view of an entire relationship. With nCino’s...
Reading time: 5 minutes
As we all adjust to a digital-first, work-from-anywhere environment, how can we help teams better collaborate and stay connected? We’ve helped countless leaders get started with their Salesforce journey, and we know firsthand that it can be a lot! That’s why we’re here to help. Gaining a 360-degree view of customers or members is a...
Reading time: 4 minutes
At Silverline, we’re passionate about how technology can help solve business problems. But we’ll let you in on a little secret: technology is only as good as the team implementing it. We’ve done countless projects with hundreds of clients in financial services, healthcare, and media and entertainment, and the most successful implementations years later are...
Reading time: < 1 minute
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Rob Petitgout has joined the Financial Services practice as Senior Director, Insurance Go-To-Market Lead. In this new role, Rob will partner with insurance companies to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. To...
Reading time: 4 minutes
After dipping in 2020, U.S. bank mergers and acquisitions are picking up steam. Companies announced more than 132 deals this year as of August 2021 — compared to 103 for all of 2020 — and total deal value grew by over $10 billion. But a deal announcement is far from the finish line. After months,...
Reading time: 4 minutes
Remote work isn’t going away. According to Gallup, 51% of U.S. employees were working remotely as of May 2021, and 35% of them intended to stay remote in the future. Many contact centers had some type of work-from-home capability before the pandemic, but few had fully invested in a 100% remote environment. The rapid transition...
Reading time: 5 minutes
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in one place by combining the power...
Reading time: 4 minutes
The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the overall experience for the financial institution, and ultimately, their customers. But knowing that you want to implement nCino and actually getting it done are two...