The Silverline Blog
Industry insights, Salesforce news, and more
Banking
Forging the Right Path for Customers in Salesforce Journey Builder
Reading time: 3 minutes
When Gartner asked their clients about the most critical priority facing marketing leaders, the overwhelming answer was customer journey orchestration. Gartner defines the customer journey as “a tool that helps marketers understand the series of connected experiences that customers desire and need — whether that be completing a desired task or traversing the end-to-end journey...
Insurance
How to Improve the Claims Management Process
Reading time: 4 minutes
What does your claims process look like? Most insurance carriers typically have confusing multi-tiered processes that the average customer struggles to figure out and ignores the emotional journey the claimant is most likely going through. Customers expect digital self-service experiences in everything from food delivery, same-day shipping, to breaking news on social media; they’re going...
Banking
Why Your Company Needs a Marketing Cloud Preference Center
Reading time: 4 minutes
In yachting, there is something called a preference sheet. Each guest on luxury yachts lists their likes and dislikes on a sheet before their arrival so that the crew can attend to their every want and need. A financial institution’s preference center could be considered its customers’ preference sheet. The center is where customers share...
Banking
6 Tips to Survive Slowing Loan Growth with Marketing Cloud
Reading time: 4 minutes
Look at how someone is caring for their house plants, and you’ll soon know if they’re a green thumb growing a blossoming lily or if that once leafy fern is in its dying days. Like a house plant, your banking and lending customers must be cultivated to flourish. Especially now with loan growth drooping as...
Insurance
Achieve an Improved Underwriting Process with Salesforce
Reading time: 2 minutes
Changes in the insurance industry have recently resulted in increased efforts to ensure new data points and pricing logic can be leveraged to maximize outcomes. This means that insurance underwriting processes need to catch up. By combining both engagement and transactional capabilities within a single platform, insurers can improve time to value and increase tactical...
Insurance
Top Insurance Highlights from the Salesforce Spring ’23 Release
Reading time: 7 minutes
The Salesforce Financial Services Cloud Spring ’23 release is coming out in a few weeks. We’re excited to see that many of the new capabilities offer solutions for the technology goals that insurance companies are looking to achieve, including: Digitizing the recruiting and interview process to create a unified experience that flows from the first...
Banking
3 Ways Banks Can Use Salesforce Marketing Cloud to Grow Deposits
Reading time: 4 minutes
During the pandemic, banks were like the Oprah of loans. Instead of you get a car, it was you get a loan, you get a loan, you get a loan! Loans were going crazy because of the low rates. But now, post-pandemic, the economy has shifted, rates are on their way up, and loan growth...
Asset Management
How Digital Process Automation is Driving Asset Management Success
Reading time: 3 minutes
The financial services industry has experienced some severe market volatility in the past few years, and this unpredictability and instability has severely disrupted all aspects of asset management, from private equity and venture capital to real estate and REITs. Asset management organizations are taking a digital-first approach to stay competitive in this challenging market. They...
Insurance
Insurance Industry Trends 2023: Talent Shortages and Climate Change
Reading time: 4 minutes
In the first part of our look at 2023 insurance trends, we covered how inflation and interest rates are impacting insurance. Now we turn to other trends we are seeing around talent shortages and climate change. We’ll also take a closer look at industry-specific issues, such as insurtech and producer consolidation, and share how Salesforce...
Insurance
Insurers, Are You Using Salesforce to See More ROI on Agents?
Reading time: 3 minutes
It takes a significant amount of time, effort, and resources to secure and onboard an agent before they sell anything. Many carriers have had experiences in which an agent sells one opportunity and then never sells another product. How does a company avoid this loss of ROI? And how can a carrier take an agent...