The Silverline Blog
Industry insights, Salesforce news, and more
nCino
How to Automate Your Deposit Account Opening Process
Reading time: 5 minutes
Opening the door. Opening a can of soda. Opening your eyes. The word open is all about allowing access and not having a confining barrier. Yet not all openings are so readily accessible. We’re referring to deposit account openings (DAO) at banks and lenders — when a person or business goes to a bank to...
nCino
The 8 nCino Certifications You Need for Banking Success
Reading time: 4 minutes
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and systems you...
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...
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...
nCino
Deploying nCino? Here’s What You Need to Know
Reading time: 4 minutes
The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the overall experience for the financial institution, and ultimately, their customers. But knowing that you want to implement nCino and actually getting it done are two...
nCino
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...
nCino
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...
nCino
How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Reading time: 5 minutes
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to building rock-solid customer relationships. But as they grew to fund businesses in all 50 states, they knew they needed to continue to...
nCino
How CAP COM Uses FSC and nCino to Stay Community-Focused
Reading time: 3 minutes
CAP COM, an Albany, NY-based credit union, knows that a credit union isn’t really about the money — it’s about what you do with it. Their affordable financial services are locally owned by members, focusing on a community-led approach. As they themselves say, they’re people advocates who are there to “help you fulfill your dreams.”...
nCino
Lake City Bank Gains a Solution at Scale with FSC and nCino
Reading time: 4 minutes
Based in Indiana, Lake City Bank operates 50 branches and manages almost $5B in assets. As their business grew, they also outgrew the capabilities of their legacy operating system and used up every possible user-defined field available in their sales management solution. They had essentially maxed out the available capabilities of their solutions, leaving them little...
- 1
- 2