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Banking Achieve Seamless nCino Book-to-Core Integration with MuleSoft
When dealing with as many different technology systems as banks do, integration is the only way to guarantee that data is unified across the organization. Platforms like nCino enable faster onboarding, loan origination, and...
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Silverline News Matt Trokey Joins Mphasis Silverline as GTM Leader, Banking, Lending, & Payments
We’re thrilled to announce that Matt Trokey has joined our Financial Services practice as Go-To-Market Leader, Banking, Lending, & Payments. In this role, Matt will lead our go-to-market strategy and offerings while...
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Banking Understanding Salesforce Data Cleansing and Governance
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance...
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Banking Business Banking Marketing Strategies to Enhance Experiences
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority...
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Banking Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest...
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Banking 3 Barriers Holding Back Your Bank’s Marketing Growth
According to a BCG survey of 759 global C-suite executives, nearly three-quarters expect macroeconomic uncertainty to be the key challenge facing their businesses in 2023. The survey’s report cites that “the recent...
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Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
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Financial Services How OwnBackup for Salesforce Maximizes Data Protection
Silverline is always searching for ways to optimize our financial services clients’ Salesforce journey. One of the ways we do this is by partnering with leading companies that provide highly specific fintech solutions that...
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Banking Monit and Salesforce: Helping Banks and Businesses Grow Together
According to a survey by Monit of SMB owners, the recent turmoil in the banking sector has influenced how they manage their bank accounts. The survey found that 90% of owners relooked at how they manage their deposits, with 38%...
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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer...
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Financial Services How to Embark on a Successful Journey with Salesforce and nCino
Silverline’s Transcending CRM Podcast explores how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. A recent episode featured...
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Banking How Banks Can Benefit from Automated Treasury Management
Treasury management is often the unsung hero of a financial institution. It does so much behind the scenes to make a bank run efficiently and effectively, yet it usually doesn’t get the same spotlight as other products...
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