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Financial Services Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
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....

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Banking How Silverline’s Digital Account Opening Accelerator Automates Onboarding
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...

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Financial Services Don’t Miss These Dreamforce 2022 Financial Services Sessions
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...

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Financial Services 5 Steps of a Successful Product Analytics Strategy
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...

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Banking Implementing Salesforce Gives GreenState Credit Union Better Member Visibility
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...

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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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Salesforce Platform The Top 14 Features of Salesforce Summer ’22 Release
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...

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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 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...
