The Silverline Blog
Industry insights, Salesforce news, and more
Capital Markets
3 Key Skills Your Team Needs to Navigate the Future of Data
Reading time: 5 minutes
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial services firms need to take cues from their friends in technology...
Financial Services
How Salesforce Turns Data into Compelling Customer Stories
Reading time: 4 minutes
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started with data storytelling? Well, these aren’t fairy tales. “Once upon...
Capital Markets
Why Data Storytelling is Shaping the Future of Financial Services
Reading time: 5 minutes
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better, sell faster, and nurture business relationships. Our tools have experienced a quantum leap, but our strategies haven’t kept up. The...
nCino
Managing Relationships with nCino Pricing and Profitability
Reading time: 5 minutes
When it comes to hitting profitability targets, it’s important to understand that relationship profitability is just as important as loan profitability. You might issue an unprofitable loan to keep a profitable relationship going. But in order to make the right decisions for each customer, you need a holistic view of an entire relationship. With nCino’s...
Banking
A Beginner’s Guide to Salesforce Digital Process Automation
Reading time: 5 minutes
As we all adjust to a digital-first, work-from-anywhere environment, how can we help teams better collaborate and stay connected? We’ve helped countless leaders get started with their Salesforce journey, and we know firsthand that it can be a lot! That’s why we’re here to help. Gaining a 360-degree view of customers or members is a...
Financial Services
Product Owner vs. Project Manager: What’s the Difference?
Reading time: 4 minutes
At Silverline, we’re passionate about how technology can help solve business problems. But we’ll let you in on a little secret: technology is only as good as the team implementing it. We’ve done countless projects with hundreds of clients in financial services, healthcare, and media and entertainment, and the most successful implementations years later are...
Financial Services
Rob Petitgout Joins Silverline as Senior Director, Insurance Go-To-Market Lead
Reading time: < 1 minute
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Rob Petitgout has joined the Financial Services practice as Senior Director, Insurance Go-To-Market Lead. In this new role, Rob will partner with insurance companies to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. To...
Banking
3 Strategies for Successful Banking Mergers and Acquisitions
Reading time: 4 minutes
After dipping in 2020, U.S. bank mergers and acquisitions are picking up steam. Companies announced more than 132 deals this year as of August 2021 — compared to 103 for all of 2020 — and total deal value grew by over $10 billion. But a deal announcement is far from the finish line. After months,...
Financial Services
Redefining Contact Center Operations for a Remote Workforce
Reading time: 4 minutes
Remote work isn’t going away. According to Gallup, 51% of U.S. employees were working remotely as of May 2021, and 35% of them intended to stay remote in the future. Many contact centers had some type of work-from-home capability before the pandemic, but few had fully invested in a 100% remote environment. The rapid transition...
nCino
Extend nCino Capabilities to FSC and Use AI in Your Favor
Reading time: 5 minutes
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in one place by combining the power...