The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 2 minutes
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 Cloud for Service Here we answer all your questions surrounding these new licenses. What...
Reading time: 4 minutes
The economy is in a state of constant fluctuations. The Federal Reserve is raising interest rates, which are driving inflation down. The Consumer Price Index (CPI) is declining to 6% year-over-year, which may not seem like great news, but it peaked at 9.2% around June of last year. Add in that the wage growth rate...
Reading time: 3 minutes
CAP COM, an Albany, NY-based credit union, knows that a credit union isn’t really about the money — it’s about what you do with it. Their affordable financial services are locally owned by members, focusing on a community-led approach. As they themselves say, they’re people advocates who are there to “help you fulfill your dreams.”...
Reading time: 5 minutes
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get buy-in from all levels, it’s best...
Reading time: 2 minutes
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch, or digital undertaking. If the three aren’t in agreement, or can’t reach a balance, completing major projects can become a Herculean task....
Reading time: 2 minutes
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. As the Coronavirus pandemic came to a head,...
Reading time: 2 minutes
We are in an age of collaboration. We have more tools and more data available to us today than ever before. In my recent post, I highlighted how important it is for banks and credit unions to build a strong marketing automation foundation to collaborate around the customer. In light of so many work environments...
Reading time: 3 minutes
Banks and credit unions are facing shifting customer preferences and realizing that experience matters. To be successful, banks and credit unions need to truly collaborate around the customer. True collaboration needs to be embraced to develop new engagement models that focus on human interaction with digital tools to solve problems and provide support for customers...
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...