The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce
Reading time: 3 minutes
This year, Dreamforce has over 350 sessions geared directly to Financial Services customers and prospects. While you may be learning cutting-edge CRM trends and brainstorming innovative solutions to industry challenges, make sure you connect with Silverline’s expert team to leverage our experience developing solutions with our industry partners. In a blog article last week, I...
Financial Services
Silverline’s Financial Services Team is Ready to Meet You at Dreamforce
Reading time: 4 minutes
Since last year’s Dreamforce, Silverline has rolled out numerous new solutions for our clients. I’m excited to highlight some of them in this blog post and invite you to meet our Financial Services Team at Dreamforce to learn more! Schedule a meeting in the Silverline Lounge to connect with the team or drop by booth...
Financial Services
Start Building Stronger Customer Relationships with Financial Services Cloud
Reading time: < 1 minute
Silverline’s recent webinar “Stop Chasing the Customer: Building Relationships with a Unified Digital Platform” took viewers through Salesforce’s Financial Services Cloud (FSC) to share how this solution provides banks and credit unions with proven best practices for: Customer and member relationship management capabilities including campaign management, customer segmentation and householding. Seamless cross-sell intelligence with leads and...
Financial Services
Think Big, Start Small: Planning for Digital Transformation Within Your Means
Reading time: 4 minutes
In today’s climate, many industries within Financial Services face a common scenario: trying to compete amongst national institutions with limited resources. As you look to revolutionize business processes, one factor that is important to consider is the adoption of modern technology. Historically, smaller financial institutions that are beginning their journey to the digital landscape aren’t...
Financial Services
Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies
Reading time: 2 minutes
Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s Mortgage360 accelerator gives mortgage companies a highly organized system to capture, clarify,...
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....
Financial Services
Key Themes Around Mortgage Technology Solutions
Reading time: 2 minutes
Technological innovation is transforming our lives: how we communicate, shop, bank, make payments, and much more. Over the past few years, the mortgage industry has had to transform as well. Silverline has been partnering with our Mortgage clients to help leverage Salesforce to focus on improving the interactions between various players and optimizing internal processes....
Financial Services
Silverline is gearing up for the 2018 Ellie Mae Experience!
Reading time: < 1 minute
To highlight our new partnership, Silverline, a Pro Select Partner in the Ellie Mae Pro consulting partner program, will be an exhibitor at the 2018 Ellie Mae Experience. Beginning March 19th in Las Vegas, the conference is the exclusive platform for mortgage companies and professionals who use Ellie Mae technology, including the Encompass Lending Platform...
Financial Services
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...
Financial Services
CommunityAmerica Credit Union and Silverline Grow Member Insight
Reading time: 3 minutes
Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its member relationship, become more collaborative, and streamline business processes. Facing a Challenge Head On CommunityAmerica Credit Union (CACU) lacked an easily accessible, true 360-degree view of...