The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
How Salesforce Turns Data into Compelling Customer Stories
Reading time: 4 minutes
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started with data storytelling? Well, these aren’t fairy tales. “Once upon...
Financial Services
Why Data Storytelling is Shaping the Future of Financial Services
Reading time: 5 minutes
The way financial services firms have traditionally targeted and sold to their customers looks… pretty similar to today. After decades of email introductions, we have so much more technology available to help us target better, sell faster, and nurture business relationships. Our tools have experienced a quantum leap, but our strategies haven’t kept up. The...
Banking
3 Strategies for Successful Banking Mergers and Acquisitions
Reading time: 4 minutes
After dipping in 2020, U.S. bank mergers and acquisitions are picking up steam. Companies announced more than 132 deals this year as of August 2021 — compared to 103 for all of 2020 — and total deal value grew by over $10 billion. But a deal announcement is far from the finish line. After months,...
Banking
Extend nCino Capabilities to FSC and Use AI in Your Favor
Reading time: 5 minutes
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in one place by combining the power...
Banking
Deploying nCino? Here’s What You Need to Know
Reading time: 4 minutes
The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the overall experience for the financial institution, and ultimately, their customers. But knowing that you want to implement nCino and actually getting it done are two...
Banking
How to Prepare Your Bank to Cross $10 Billion in Assets
Reading time: 4 minutes
As your bank grows, you need a team and technology that grows with you. Crossing the $10 billion threshold is a huge transition for a company — requiring investments in technology, skilled people, and new processes to accommodate changes in compliance, audit, and workflows. Salesforce is a key tool that can consolidate these workflows, give...
Banking
How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Reading time: 5 minutes
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to building rock-solid customer relationships. But as they grew to fund businesses in all 50 states, they knew they needed to continue to...
Financial Services
Sales Cloud vs. Financial Services Cloud: What You Need to Know
Reading time: 3 minutes
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry features of Financial Services Cloud make it a great choice for many firms. I hear from existing Salesforce Sales Cloud...
Financial Services
3 Ways to Increase Financial Services Cloud Adoption with Change Management
Reading time: 3 minutes
The secret ingredient to a successful financial services cloud implementation? It’s a critical success factor that is independent of the tools and technology being implemented: organizational change management. When you implement a new system like Salesforce Financial Services Cloud, your team needs more support. Even though it’s likely making your team’s life significantly easier —...
Financial Services
The Benefits of Salesforce Financial Services Cloud
Reading time: 5 minutes
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business world. If you want to build relationships with potential and existing customers, increase revenue, and deliver the right information at the right time, you need more than industry expertise —...