The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 3 minutes
The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the Act, California consumers will have the right: To know what personal information is collected about them To know whether...
Reading time: 3 minutes
As part of our series on the six banking trends to watch, we’re introducing trend #2: the rise of challenger banks. Challenger banks are typically defined as digital-only retail banks that “challenge” the traditional business model by charging customers low fees, offering faster services, and creating a better user experience through an always-available digital interface. The...
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Recently we revealed six trends to watch in banking, the first being: removing friction from the customer journey. It begins with focusing on everyday experiences. Customer experience is often the number one differentiator when it comes to choosing a bank. Today’s savvy consumers want and expect technology that makes access to their accounts simple and streamlined, highly...
Reading time: 3 minutes
From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends. 1. Removing friction from the customer journey Banks need to shift the goals of digital transformation from cost reduction and operational efficiencies to enhancing the customer experience....
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What makes Salesforce’s Financial Services Cloud (FSC) and nCino so powerful when combined? Together, the two make it possible to use nCino’s Bank Operating System’s robust features (e.g., Digital Account Opening, Treasury Management, etc.) in tandem with Salesforce’s expansive financial services toolset — all to drive a better customer experience and build trust and loyalty...
Reading time: 2 minutes
At their core, commercial lenders are relationship managers. Their focus is to successfully attract and acquire qualified customers, create relationship transparency with new and existing customers, and manage their organization’s credit exposure while reducing the decision-making time on commercial loans. With so much at stake, it’s important to identify some of the biggest issues that...
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Silverline’s recent webinar “Stop Chasing the Customer: Building Relationships with a Unified Digital Platform” took viewers through Salesforce’s Financial Services Cloud (FSC) to share how this solution provides banks and credit unions with proven best practices for: Customer and member relationship management capabilities including campaign management, customer segmentation and householding. Seamless cross-sell intelligence with leads and...
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I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be investing in the right technology and processes in order to scale....
Reading time: 3 minutes
It seems like just yesterday when I was getting home from last year’s Dreamforce where we were introduced to Financial Services Cloud for Wealth Management. Many exciting things have happened since then, the largest being Salesforce’s recent announcement of its new product features: Financial Services Cloud for Retail Banking. Salesforce continues to dive further into...
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Silverline is excited to congratulate Jessica Vartanian, VP, Project Implementation and Impact at Red Rocks Credit Union! Read about her recent achievement as one of the five Finalists in the 2017 CUES Next Top Credit Union Exec challenge below and check out her story on the Next Top Credit Union Exec blog. Way to go! Littleton,...