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Financial Services Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies
Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s...
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Financial Services Stop Chasing the Customer: Building Relationships with a Unified Digital Platform
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...
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Financial Services Key Themes Around Mortgage Technology Solutions
Technological innovation is transforming our lives: how we communicate, shop, bank, make payments, and much more. Over the past few years, the mortgage industry has had to transform as well. Silverline has been partnering with our Mortgage clients to help leverage Salesforce to focus on improving...
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Events Silverline is gearing up for the 2018 Ellie Mae Experience!
To highlight our new partnership, Silverline, a Pro Select Partner in the Ellie Mae Pro consulting partner program, will be an exhibitor at the 2018 Ellie Mae Experience. Beginning March 19th in Las Vegas, the conference is the exclusive platform for mortgage companies and professionals who use...
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Marketing Improving the Mortgage Borrower’s Experience with Marketing Journeys
The mortgage industry is experiencing a whirlwind of drastic change. Traditional mortgage firms are realizing the need to quickly embrace the shift to a digital marketing landscape in order to compete with a growing number of competitors, most notably market-disrupting fintech lenders. Changing...
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Financial Services Dreamforce Showcases Financial Services Cloud for Retail Banking
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...
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Client News Congratulations! Jessica Vartanian from Red Rocks Credit Union named Finalist in CUES® Next Top Credit Union Exec Challenge
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...
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Client News CommunityAmerica Credit Union and Silverline Grow Member Insight
Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its member relationship, become more collaborative, and streamline business...
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Financial Services The DOL Fiduciary Rule is on its way!
It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov, DOL in supporting its mission to “protect, educate, and empower retirement...
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Financial Services Using Your CRM to Maximize Your Relationships
Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships. Check out the webinar today! Banks must take advantage of every opportunity to engage with...
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Financial Services A Milestone for Financial Services at Dreamforce
Dreamforce this year was a blast! The Financial Services industry has an incredible opportunity to advance with the innovation the Salesforce platform offers. I learned so much that I want to share with you especially how Financial Services is getting even smarter on the Salesforce platform....
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Financial Services Dreamforce is the Place to Be if You’re In the Financial Services Industry
Dreamforce starts tomorrow! We are ready for a fantastic week of learning, teaching, and sharing of innovative solutions and ideas. With a deep dive into Financial Services, we have an array of the places you should be this week. Take a look at some sessions, keynotes, and demos we’ve compiled. If...
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