The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: < 1 minute
What makes Salesforce’s Financial Services Cloud (FSC) and nCino so powerful when combined? Together, the two make it possible to use nCino’s Bank Operating System’s robust features (e.g., Digital Account Opening, Treasury Management, etc.) in tandem with Salesforce’s expansive financial services toolset — all to drive a better customer experience and build trust and loyalty...
Reading time: 2 minutes
At their core, commercial lenders are relationship managers. Their focus is to successfully attract and acquire qualified customers, create relationship transparency with new and existing customers, and manage their organization’s credit exposure while reducing the decision-making time on commercial loans. With so much at stake, it’s important to identify some of the biggest issues that...
Reading time: 2 minutes
Last night, Silverline was thrilled to host a fantastic group of financial services thought leaders in NYC in partnership with Salesforce. We would like to extend a big thank you to those who came out for the dinner and discussion, as well as our fantastic panelists from KKR, Evercore, General Atlantic, and Stonebriar. The panel...
Reading time: 4 minutes
As a Solution Architect, my greatest reward comes from enabling clients with the tools and strategies needed to engage audiences in an increasingly connected marketplace. Journey orchestration is at the forefront of audience engagement, and Silverline is shaping the future of connected consumer data points with Salesforce Financial Services Cloud and marketing automation tools. Standing...
Reading time: 4 minutes
There are incredible opportunities in the Financial Services space right now, and we had a chance to see the best of what Salesforce has to offer now and going into 2019. The amount of disruption and the overall pace of transformative change is historic, but with those changes come challenges. Salesforce, by paying careful attention...
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...
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...
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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...
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...
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,...