The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Financial Services
Emerging Covid-19 Trends and Solutions for Banking & Lending
Many financial institutions have prided themselves on being local and interacting face-to-face with their customers. Whether it’s a global issue like COVID-19 or a local emergency, financial institutions must have a reliable and scalable crisis communication plan and engagement channels in place for their customers. This goes beyond minor adjustments to marketing messages and extends...
Financial Services
What It Means to Be a Data-Driven Bank… and How to Get There
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology. According to Andrew Beatty, SVP and GM of Next Generation Banking at FIS: “Innovation is now an essential that must underpin the bank’s value...
Financial Services
How Financial Institutions Can Best Support Customers in the Coronavirus Reality
As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been overwhelmed by call volume, and my airline app has a banner asking travelers not to call unless they have...
Financial Services
Collaboration Insights for Banks and Credit Unions Affected by Coronavirus
We are in an age of collaboration. We have more tools and more data available to us today than ever before. In my recent post, I highlighted how important it is for banks and credit unions to build a strong marketing automation foundation to collaborate around the customer. In light of so many work environments...
Financial Services
Marketing Automation Playbook for Banks and Credit Unions
Banks and credit unions are facing shifting customer preferences and realizing that experience matters. To be successful, banks and credit unions need to truly collaborate around the customer. True collaboration needs to be embraced to develop new engagement models that focus on human interaction with digital tools to solve problems and provide support for customers...
Financial Services
Leveraging nCino and Financial Services Cloud for Improved Customer Relations
nCino’s Bank Operating System is becoming more common within financial institutions. In fact, the latest figures from nCino show they have over 1,100 financial institution customers around the globe. The nCino platform is designed with bankers in mind — to offer a single end-to-end digitized process that is flexible and scalable. Most financial institutions have...
Financial Services
The California Consumer Privacy Act: Compliance Strategies for Financial Institutions
The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the Act, California consumers will have the right: To know what personal information is collected about them To know whether...
Financial Services
Insights From Dreamforce 2019: Key Takeaways for Financial Services
Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week! Among the sessions, keynotes, happy hours, and other excitement...
Financial Services
Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union
We recently highlighted the work we did with Baxter Credit Union (BCU) to implement their new Salesforce Org and help increase member engagement across the board. The project was a success largely due to the partnership formed early on. “In our work with Silverline, we set a very clear expectation of ‘Look, here’s where we...
Financial Services
Dreamforce ’19 Know Before You Go: An Insider’s Insurance Edition
As Silverline’s Principal for Insurance Solution and co-leader of the Salesforce Insurance Community Group, I’m looking forward to everything Dreamforce 2019 has in store for those in the insurance space. I’ve highlighted everything you need to know to make the most of #DF19: tips, tricks, and must-see financial services and insurance sessions. My tips...