The Silverline Blog
Industry insights, Salesforce news, and more
Salesforce Platform
12 New Year’s Resolutions for Salesforce Users
Reading time: 4 minutes
As the new year unfolds, Salesforce users are setting resolutions to propel their skills, amplify efficiency, and elevate their contributions to their organizations. I sat down to think of all the major themes in the past year that customers, prospects, and community members struggled with and asked me how they could be addressed. I also...
Insurance
7 Strategies for Enhancing Insurance Agent Recruitment
Reading time: 4 minutes
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day one. By implementing effective strategies to better engage insurance agents during the recruiting and onboarding process, agencies and brokers can create...
Banking
Optimize Mortgage Processes with Encompass Salesforce Integration
Reading time: 3 minutes
Encompass is an industry-leading digital mortgage solution that addresses the challenge of fragmented data and inefficient processes within mortgage companies. It streamlines and centralizes data management, allowing mortgage lenders to integrate various aspects of their operations, from policy administration to claims processing. Silverline has developed a refined, bi-directional integration between Encompass and Salesforce, streamlining operations...
Banking
How to Leverage the New Financial Services Cloud Licenses
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...
Wealth
Should You Enforce Financial Services Cloud Households?
Reading time: 3 minutes
Salesforce Financial Services Cloud provides functionalities to create groups of relationships so that you have the flexibility to organize your customers in ways that are meaningful to you. In the householding model, a household typically refers to a grouping or collection of related individuals or entities who share common financial interests and accounts. These related...
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...
Insurance
7 Salesforce Features Empowering Insurance and Underwriting
Reading time: 3 minutes
In the fast-paced world of insurance, staying ahead of the curve is crucial. Salesforce, a leader in customer relationship management (CRM) platforms, has introduced several game-changing features in 2023 to enhance insurance and underwriting claims processes. These cutting-edge tools leverage Salesforce’s expertise in technology and customer-centric solutions to streamline operations, improve efficiency, and deliver exceptional...
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...
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...
Banking
Driving More Value from Five Star Bank’s FSC Platform
Reading time: 3 minutes
Financial Institutions, Inc. (Nasdaq: FISI) is an innovative financial holding company with approximately $5.8 billion in assets offering banking, insurance, and wealth management products and services through a network of subsidiaries. Its Five Star Bank subsidiary provides consumer and commercial banking and lending services to individuals, municipalities, and businesses through its Western and Central New...