The Silverline Blog
Industry insights, Salesforce news, and more
Capital Markets
Webinar Recap: Rethinking Your Event Strategy for Digital Conferences & Client Engagement
Reading time: < 1 minute
Face-to-face events have historically been one of the most important drivers of deal-making. But 2020 has seen more than 75% in-person conferences canceled or postponed due to disruption from COVID-19. In April, IR Magazine published a case study about Citi. In 2016, the Corporate Access team organized 4,000 virtual meetings. In 2017, that figure grew...
Financial Services
Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Reading time: 4 minutes
Axcess Financial Services, Inc. (“Axcess”), through its subsidiaries, is a family of brands committed to offering financial solutions serving both consumers and retailers. Their success is shown in their growth with 1,000 stores and servicing of over 50 million loans. The company was founded in 1994 and is based in Cincinnati, Ohio. Scott Dalton, Senior...
Financial Services
Press Release: Silverline and Tier1 Financial Solutions Announce Partnership
Reading time: 2 minutes
Silverline, a Salesforce Platinum Partner headquartered in New York City, and Tier1 Financial Solutions (“Tier1”) a Salesforce ISV partner and a leading global relationship management technology provider for capital markets and banking, announced a new partnership to provide CRM strategy and solutions for capital markets and investment banking businesses. Silverline brings a decade of deep...
MuleSoft
Webinar Recap: How MuleSoft Connects Banks & Loan/Customer Origination
Reading time: 2 minutes
Last week, Silverline hosted Sean Murray, Regional Vice President, East at MuleSoft in conversations about integration in digital transformation as a part of our WFH series. Joined by Silverliners Gean Martinez, Jill Harrison, and myself — the group focused on the importance of keeping people (both employees and consumers) at the forefront of changes with...
Banking
What You Need to Know About the Main Street Lending Program
Reading time: 4 minutes
In early April, the Federal Reserve announced that it is working to establish a Main Street Lending Program (MSLP) to support lending to small and medium-sized businesses that were in sound financial condition before the onset of the COVID-19 pandemic. Similar to the Paycheck Protection Program (PPP), this new program aims to help small businesses...
Financial Services
Webinar Recap: How to Improve Customer Acquisition & Onboarding
Reading time: < 1 minute
Reducing the costs of customer acquisition and proving the ROI of marketing efforts are two of the most commonly cited marketing priorities among companies. But how do you drive one-on-one engagement while having the ability to pivot and address changing (and growing) digital needs? Silverline recently hosted a panel of experts on a live webinar...
Financial Services
Improving Your Salesforce Security & Compliance in the COVID-19 Era
Reading time: 5 minutes
We have been hard at work over the last six weeks helping our clients make the transition to remote work — and sharing all the ways we’ve built our company culture to empower remote operations. So many of our financial institutions have experienced mandatory shelter-in-place orders, branch closures, an exponential increase in SBA and PPP...
nCino
Lake City Bank Gains a Solution at Scale with FSC and nCino
Reading time: 4 minutes
Based in Indiana, Lake City Bank operates 50 branches and manages almost $5B in assets. As their business grew, they also outgrew the capabilities of their legacy operating system and used up every possible user-defined field available in their sales management solution. They had essentially maxed out the available capabilities of their solutions, leaving them little...
Financial Services
Customer Support in a Time of Crisis: Banking and Lending Solutions for SBA PPP
Reading time: 4 minutes
On Friday, April 4th, the Small Business Administration (SBA) opened up the $349B program that opens emergency loans from the government to small businesses across the country looking to participate in the Paycheck Protection Program (PPP). Bank of America started accepting applications in the morning and received more than 85,000 applications in a single day....
Client Services
Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Reading time: 7 minutes
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered managers. It also offers individual bond strategies for high-net-worth investors. It currently manages over $5 billion for more than 3,500 clients nationwide. Over a decade of working...