The Mphasis Silverline Blog
Industry insights, Salesforce news, and more
Silverline News
Rob Petitgout Joins Silverline as Senior Director, Insurance Go-To-Market Lead
Reading time: < 1 minute
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Rob Petitgout has joined the Financial Services practice as Senior Director, Insurance Go-To-Market Lead. In this new role, Rob will partner with insurance companies to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. To...
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,...
Financial Services
Redefining Contact Center Operations for a Remote Workforce
Reading time: 4 minutes
Remote work isn’t going away. According to Gallup, 51% of U.S. employees were working remotely as of May 2021, and 35% of them intended to stay remote in the future. Many contact centers had some type of work-from-home capability before the pandemic, but few had fully invested in a 100% remote environment. The rapid transition...
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...
Financial Services
Mark Jaundoo Joins Silverline as Director, Client Partner
Reading time: 2 minutes
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Mark Jaundoo has joined the Banking and Lending practice as Director, Client Partner. In this new role, Mark will partner with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable results....
Banking
How Westfield Bank Aligns Sales and Marketing with Salesforce
Reading time: 4 minutes
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service, local decision-making, and the convenience of online banking anytime and anywhere. Since 2009, BauerFinancial has awarded Westfield Bank its 5-Star (Superior) rating, designating it as one...
Banking
The Top 5 Banking Skills of the Future
Reading time: 4 minutes
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are at an all-time high. You need to build a better lending experience or risk losing business. I’ve seen so many clients turn...
Banking
How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Reading time: 4 minutes
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together and makes internal processes simpler, faster, and more transparent, while also providing associates with the tools necessary to do their job. This...
