The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Financial Services
Unparalleled Speed to Market: Creating a Custom Covid-19 Communication Solution for BCU
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. As the Coronavirus pandemic came to a head,...
Financial Services
AI Journeys and Einstein Insights with Stonebriar CTO Steve Siler
In May 2020, McKinsey issued a report about the future of work in the wake of coronavirus, making key observations about firms effectively carving out a competitive edge in this market by changing the way they look at their data. Opportunities abound to mine the mountain of data on which most firms sit; it is...
Financial Services
The Smarter Way to Recruit and Onboard Insurance Agents Now
We cannot yet know the long-term implications of the COVID-19 pandemic. The outbreak has presented major challenges to all kinds of financial service businesses as they rush to shift strategies and tactics in response to changing customer needs. For insurance carriers, likely effects of the pandemic will include slower growth, additional pressure on profitability, as...
Financial Services
Webinar Recap: 2020 Insurance Industry Trends
Last week, as a part of our WFH series, Silverline hosted a webinar to discuss the top 2020 insurance industry trends industry and the impact that COVID-19 has had on those trends. Our panel for this discussion included the insights of Doug Stitzer, Global Director of Insurance at Salesforce, along with Silverline team members Fred...
Financial Services
Webinar Recap: Rethinking Your Event Strategy for Digital Conferences & Client Engagement
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
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
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...
Financial Services
Webinar Recap: How MuleSoft Connects Banks & Loan/Customer Origination
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...
Financial Services
What You Need to Know About the Main Street Lending Program
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
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...