The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

financial services

The California Consumer Privacy Act: Compliance Strategies for Financial Institutions

Banking Jan 7, 2020 By JP Owens

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 and to whom their personal information is sold/disclosed, and to opt out of its sale To access their personal information…
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JP Owens Joins Silverline As Director, Banking & Lending

Banking Dec 17, 2019 By Jiordan Castle

Press Release Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, today announced that JP Owens has joined the Financial Services practice as Director, Banking & Lending. In this new role, JP will partner with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, a $14B Cincinnati-based…
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Insights From Dreamforce 2019: Key Takeaways for Financial Services

Dreamforce Nov 25, 2019 By Fred Cadena

Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week! Among the sessions, keynotes, happy hours, and other excitement of the action-packed week, there was an avalanche of information on new Salesforce features and products. Dreamforce can be overwhelming,…
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Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union

Client News Nov 19, 2019 By Lindsay Lelivelt

We recently highlighted the work we did with Baxter Credit Union (BCU) to implement their new Salesforce Org and help increase member engagement across the board. The project was a success largely due to the partnership formed early on. “In our work with Silverline, we set a very clear expectation of ‘Look, here’s where we want to go, here are some guiding principles we want to have in our project.’ And we’re very thankful that…
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Don’t Miss These Dreamforce 2019 Financial Services Sessions

Dreamforce Nov 11, 2019 By Lindsay Lelivelt

Dreamforce 2019 is just around the corner! If you’re still not quite sure which sessions are best for your needs, our Financial Services practice has hand-picked speakers and panels to help you round out your Dreamforce schedule. Banking & Lending Mortgage & Lending Transformation: Unifying Borrowers, Lenders, and Partners Tuesday, November 19, 8:30 AM – 9:10 AM Lenders of all shapes and sizes are trying to navigate an uncertain future. Market competition and borrower expectations…
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Deeper Member Insights & Improved Results for Baxter Credit Union

Client News Nov 7, 2019 By Jiordan Castle

Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 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. But with recent tremendous growth — due in part to its ability to acquire and maintain members by establishing personal, relevant relationships — BCU needed a…
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What to Watch at the Digital Mortgage 2019 Conference

Events Sep 16, 2019 By Lindsay Lelivelt

This September 23-24, mortgage leaders and digital innovators in the home buying and selling ecosystem will descend on the Wynn Las Vegas for two days of learning, networking, and fun (it is Vegas, after all) at the Digital Mortgage 2019 Conference. From fireside chats and keynote speakers to countless lives demos, this conference is sure to introduce new and competitive ideas to the marketplace. Sessions to watch: Salesforce, your LOS, and delighting your lenders Monday,…
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Challenger Banks Have Arrived. Why? What’s Next?

Banking Sep 5, 2019 By Michael Koerner

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 movement toward challenger banks began in Europe where there are far fewer big banks, and customers were quicker to adopt…
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Trend 1: Removing Friction from the Customer Journey 1

3 Ways Banks Can Deliver a Frictionless Customer Journey

Banking Aug 16, 2019 By Michael Koerner

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 personalized interactions that make them feel important to their banking institution, and simplified banking that is quick, easy, and intuitive.…
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The Top 5 Insurance Trends You Should Know in 2019

Financial Services Jul 30, 2019 By Fred Cadena

In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance. Trend #1: Value and efficiency throughout the customer journey We’ve all had to deal with a long process to get a new insurance quote. Or felt the agonizing experience of explaining a claim to one service agent only to…
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