The Silverline Blog
Industry insights, Salesforce news, and more
Capital Markets
Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
Reading time: 4 minutes
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event. Between the thousands of sessions, multiple parties, and many client conversations, the Silverline Financial Services team found a welcome...
Financial Services
How Silverline’s Digital Account Opening Accelerator Automates Onboarding
Reading time: 4 minutes
When building new accelerators for banking and lending, Silverline looks at what is happening in the industry, such as trends and data, and listens to insights that our clients share with us. When we designed the Digital Account Opening (DAO) Accelerator, we created a solution for one of the industry’s most significant challenges – complete...
Capital Markets
Don’t Miss These Dreamforce 2022 Financial Services Sessions
Reading time: 4 minutes
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time can be overwhelming. Our Silverline...
Financial Services
5 Steps of a Successful Product Analytics Strategy
Reading time: 6 minutes
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram was launched on October 6,...
Financial Services
Implementing Salesforce Gives GreenState Credit Union Better Member Visibility
Reading time: 3 minutes
GreenState Credit Union is a member-owned financial cooperative. Organized in 1938, GreenState has grown to be Iowa’s largest credit union and one of the top financial institutions in the United States for returning profits to members in the form of better rates and lower fees. GreenState serves over 370,000 members with 30 office locations. Membership...
Capital Markets
How Tech Can Win the Battle for Financial Services Talent
Reading time: 7 minutes
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 Great Resignation, created new forms of flexible work, and made huge...
Financial Services
The Top 14 Features of Salesforce Summer ’22 Release
Reading time: 9 minutes
Salesforce has three releases a year: Spring, Summer, and Winter. With each release, Salesforce has hundreds of pages of release notes. Silverline has spent time testing out the different features and here are some of the most important new ones that have arrived with the Salesforce Summer ’22 release: 1. New product names If you...
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...
Financial Services
Simplifying Complicated Workstreams in Banking Mergers and Acquisitions
Reading time: 4 minutes
“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 complications arise in life on a daily basis, especially at work, that could be simplified. Projects are...
Financial Services
3 Ways UI/UX Design Improves Banking Customer Journeys
Reading time: 4 minutes
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 channels, technologies, and departments. As this complexity is introduced, the customer experience can often break down. Enter UI/UX (user interface/user experience) design,...