The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
How Westfield Bank Aligns Sales and Marketing with Salesforce
Reading time: 4 minutes
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service, local decision-making, and the convenience of online banking anytime and anywhere. Since 2009, BauerFinancial has awarded Westfield Bank its 5-Star (Superior) rating, designating it as one...
Financial Services
The Top 5 Banking Skills of the Future
Reading time: 4 minutes
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are at an all-time high. You need to build a better lending experience or risk losing business. I’ve seen so many clients turn...
Financial Services
How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Reading time: 4 minutes
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together and makes internal processes simpler, faster, and more transparent, while also providing associates with the tools necessary to do their job. This...
Financial Services
Accelerating Complaint Management with Salesforce
Reading time: 3 minutes
No one wants to record complaints. In a perfect world, every customer is completely satisfied and every system works exactly the way it’s supposed to. But that’s not reality. You can’t fully prevent complaints from happening, but you can be prepared to respond to them in a way that stops them from growing into bigger...
Financial Services
Improving Operational Efficiency in Banks with Financial Services Cloud
Reading time: 3 minutes
In today’s digital world, retail and commercial customers equally demand a frictionless lending experience. They need to be able to apply for loans and interact with lenders at any time from anywhere. Borrowers are increasingly comfortable choosing alternative financing providers that can approve loans at a speed their brick-and-mortar banks cannot match. To compete in...
Financial Services
Why Should You Invest in Commercial Real Estate Technology?
Reading time: 4 minutes
The past year has seen a big upheaval in commercial real estate, and companies are getting very creative with how they think about their portfolios. It’s also a highly acquisitive market, specifically with regard to healthcare transactions for senior living facilities and healthcare treatment facilities. Companies need to adapt in order to grow in a...
Financial Services
Tableau CRM: 5 Best Practices for Customized Dashboards
Reading time: 4 minutes
Today’s financial professionals are busier than ever. But you have access to a set of AI-powered tools that help your teams become more efficient and empowered. Centralizing your data can be a game-changer for your business, and Tableau CRM for Financial Services helps your employees identify the right opportunities to engage their customers. Whether you’re...
Financial Services
Tableau CRM: What Is It Good For?
Reading time: 3 minutes
Financial services firms today have access to mountains of data, from loan origination information to balances and market information — and it all can live in Salesforce. But access is only the first step to making use of that data, and empowering your teams to make active decisions on key accounts. That’s where Tableau CRM...
Financial Services
Tableau CRM: Getting Started with Data Sets
Reading time: 4 minutes
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the application is super important for the success of your organization. So, where to get started with such a complex platform?...
Financial Services
3 Challenges Impacting Investment Bank Relationships
Reading time: 4 minutes
The most successful investment banks have one thing in common: they recognize the power of relationship capital and use it to drive business. Understanding the extent of your organization’s connectivity to other people, firms, and information in the marketplace is essential to long-term growth. After a year that brought seismic changes to the way firms...