The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Financial Services
Don’t Miss These Dreamforce 2019 Financial Services Sessions
Dreamforce 2019 is just around the corner! If you’re still not quite sure which sessions are best for your needs, our Financial Services practice has hand-picked speakers and panels to help you round out your Dreamforce schedule. Banking & Lending Mortgage & Lending Transformation: Unifying Borrowers, Lenders, and Partners Tuesday, November 19, 8:30 AM –...
Financial Services
Improved nCino Configuration Time within Salesforce Orgs
Silverline has been working with Salesforce implementations since the get-go — with many of our consultants working within the platform even before Silverline came to be. The Salesforce platform allows our clients to create flexible and extensible business processes. Among many other features, Salesforce’s sandbox capability also allows organizations to spin up a new instance...
Financial Services
Deeper Member Insights & Improved Results for Baxter Credit Union
Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 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. But with recent tremendous growth —...
Financial Services
Get to Know the Insurance-Focused Updates to Financial Services Cloud
It’s an exciting time in insurance technology! On September 24, Salesforce announced an insurance-focused extension to its Financial Services Cloud. New enhancements are designed to help insurers to strengthen relationships with policyholders and include a 360-degree view of each customer across all lines of business. These new capabilities also provide insurers with expanded functionality designed...
Financial Services
What to Watch at the Digital Mortgage 2019 Conference
This September 23-24, mortgage leaders and digital innovators in the home buying and selling ecosystem will descend on the Wynn Las Vegas for two days of learning, networking, and fun (it is Vegas, after all) at the Digital Mortgage 2019 Conference. From fireside chats and keynote speakers to countless lives demos, this conference is sure...
Financial Services
Challenger Banks Have Arrived. Why? What’s Next?
As part of our series on the six banking trends to watch, we’re introducing trend #2: the rise of challenger banks. Challenger banks are typically defined as digital-only retail banks that “challenge” the traditional business model by charging customers low fees, offering faster services, and creating a better user experience through an always-available digital interface. The...
Financial Services
3 Ways Banks Can Deliver a Frictionless Customer Journey
Recently we revealed six trends to watch in banking, the first being: removing friction from the customer journey. It begins with focusing on everyday experiences. Customer experience is often the number one differentiator when it comes to choosing a bank. Today’s savvy consumers want and expect technology that makes access to their accounts simple and streamlined, highly...
Financial Services
The Top 5 Insurance Trends You Should Know
In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance. Trend #1: Value and efficiency throughout the customer journey We’ve all had to deal with a long process to...
Financial Services
My Salesforce Journey: Sixteen Years of Leading and Learning
If you are lucky enough to have met the love of your life, you probably remember certain details about your meeting – where you were, what they were wearing, what they said. My introduction to Salesforce was similarly memorable. In 2003, I was working in sales operations for a Fortune 500 company in Nashville. I...
Financial Services
6 Trends to Watch in Banking: Meeting Customer Expectations with Insight and Analytics
From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends. 1. Removing friction from the customer journey Banks need to shift the goals of digital transformation from cost reduction and operational efficiencies to enhancing the customer experience....