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Financial Services 2026 Salesforce Trends Driving Growth in Financial Services
The launch of Agentforce in 2024 ushered in a new era of AI-powered Salesforce solutions. 2025 was a pivotal year where financial services organizations started to discover the growth opportunities that emerge from implementing AI agents. It was also a year that taught Salesforce a lot about what...
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Financial Services Agentforce for Financial Services Accelerates Banking and Wealth Management
Beyond AI, it is an exciting time to work with U.S. financial institutions, including banks and wealth managers, of all sizes. In addition to the $84 trillion “Great Wealth Transfer” from Baby Boomers to subsequent generations, more Americans are invested in the US equity markets than at any other...
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Banking U.S. Community Bank Expands Marketing Capabilities with Marketing Cloud and Data Cloud
This U.S. Community Bank (“The Bank”) is a financial institution serving more than 100 communities. They are continually investing in digital tools and services to meet shifting customer expectations. Its network of more than 200 banking locations provides loans, deposits, treasury management,...
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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 deposit account opening, but to fully deliver, they must seamlessly connect...
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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 partnering with sales and delivery teams to help companies in the FS industry...
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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 companies and investment firms, are entrusted with vast amounts of...
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Banking How to Prevent Bank Fraud with Salesforce and Alloy
Fraud continues to plague financial institutions. According to the Alloy State of Fraud Benchmark Report, a massive 91% of financial institutions across all sizes and segments reported increased fraud rates. Almost three-quarters of financial institutions lost over $500K to fraud in the past year....
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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 of their relationship managers are acquiring less than five new clients a...
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Banking How to Leverage the New Financial Services Cloud Licenses
You may have heard Salesforce’s recent announcement about changes to its Financial Services Cloud licenses. Previously, Salesforce offered two licenses: Starter and Growth. That has changed to three new options: Financial Services Cloud Standard Financial Services Cloud for Sales Financial Services...
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Banking 3 Ways to Leverage Marketing to Mitigate Bank Fraud
A recent survey by J.D. Power found that one in three U.S. bank customers say they have been victims of financial fraud in the past 12 months. 50% of customers under age 40 experienced fraud during that time, as their increased engagement in electronic transfers made them more likely to trust...
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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 Indiana and Chicagoland with a wide range of consumer, business, and wealth...
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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 failure of Silicon Valley Bank and others shows how difficult it is for...
