The Silverline Blog
Industry insights, Salesforce news, and more
Marketing Cloud
3 Ways to Leverage Marketing to Mitigate Bank Fraud
Reading time: 3 minutes
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 online requests for payments. ...
Banking
Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Reading time: 3 minutes
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 management products. Lacking visibility across disparate systems Over...
Banking
3 Barriers Holding Back Your Bank’s Marketing Growth
Reading time: 3 minutes
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 executives to anticipate/predict the future, even in the near-term.” To...
Financial Services
How Plaid Helps Customers Securely Connect Financial Accounts
Reading time: 2 minutes
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 fintech app asks them to verify their identity (70%) and prefer them over apps that don’t (80%). Silverline partner Plaid makes...
Financial Services
How OwnBackup for Salesforce Maximizes Data Protection
Reading time: 3 minutes
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 augment Salesforce’s functionality. Silverline’s partnership with OwnBackup, a SaaS data protection/backup platform for Salesforce customers, helps clients manage and protect the...
Banking
Monit and Salesforce: Helping Banks and Businesses Grow Together
Reading time: 2 minutes
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% opening and funding accounts at new institutions. Chances are that your bank is getting just...
Banking
Automate Identity Verification and Decisioning with Alloy and Salesforce
Reading time: 3 minutes
Many financial services companies still rely on highly manual processes for onboarding, transaction monitoring, and credit underwriting. And while Salesforce automates much of the process, banks often need extra support to aggregate data to automate identity verification and risk decisioning. Silverline partners with Alloy, an identity verification and decisioning platform that integrates with the Salesforce...
Banking
How Financial Institutions Can Leverage Salesforce CRM Analytics
Reading time: 4 minutes
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 interactions, and only 30% indicated that advisors used the data to inform their immediate decisions during interactions. This is a missed...
Financial Services
How to Embark on a Successful Journey with Salesforce and nCino
Reading time: 4 minutes
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 Julie Bonnema, VP, Digital Transformation Manager at Peoples Bank in Munster, Indiana. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest...
Banking
How Banks Can Benefit from Automated Treasury Management
Reading time: 4 minutes
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 and services targeted at businesses. But for all its importance in helping businesses manage money, and despite technological...