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Financial Services How Tech Can Win the Battle for Financial Services Talent
It is like a game of Hide and Seek out there in the search for talent – except financial services companies are doing a lot more seeking and a lot less finding. The trailing wake of the pandemic has left us with the so-called...
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Banking Grow Your Portfolio with Salesforce for Mortgage Lending
With rising rates and declining origination volumes top of mind for many mortgage lenders, we could all use a magic bullet to make 2022 a successful year. It may not be magic, but utilizing technology with the data you already...
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Financial Services How Salesforce Improves Digital Banking Services
Do you remember a time when there were no ATMs? The first ATM in the United States was launched in September 1969 in Rockville Center in New York. The ATM was accompanied by the slogan, “On September 2, our banks will open at 9...
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Banking Why Identity and Access Management is a Big Deal for Banks
Some of the most common passwords include “123456”, “qwerty”, and, well, “password”. Not everyone is so creative when it comes to security. You probably have your own tips and tricks for...
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Financial Services How to Automate Your Deposit Account Opening Process
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...
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Banking The 8 nCino Certifications You Need for Banking Success
“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...
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Banking Simplifying Complicated Workstreams in Banking Mergers and Acquisitions
“Life is really simple, but we insist on making it complicated.” Leave it to philosopher Confucius to nail it with that sage advice. There really is no need to complicate matters more than is necessary. You probably see...
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Banking 3 Ways UI/UX Design Improves Banking Customer Journeys
Customers of banking and lending enterprises are increasingly choosing products and services based on the quality of the experiences they have with them. These experiences are becoming more and more complex and spanning...
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Banking How Salesforce FSC Supports Branch Management
You may remember going to your local bank as a child. Maybe you got a lollipop from the teller. Or you were there to stash away your birthday money. Or you opened your first bank account with your first job. Despite the fond...
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Banking How Lenders Can Prepare for the New CFPB Rule
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it...
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Financial Services 3 Key Skills Your Team Needs to Navigate the Future of Data
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...
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Financial Services Why Data Storytelling is Shaping the Future of Financial Services
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,...
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