The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 2 minutes
Last week, Silverline hosted Sean Murray, Regional Vice President, East at MuleSoft in conversations about integration in digital transformation as a part of our WFH series. Joined by Silverliners Gean Martinez, Jill Harrison, and myself — the group focused on the importance of keeping people (both employees and consumers) at the forefront of changes with...
Reading time: 4 minutes
In early April, the Federal Reserve announced that it is working to establish a Main Street Lending Program (MSLP) to support lending to small and medium-sized businesses that were in sound financial condition before the onset of the COVID-19 pandemic. Similar to the Paycheck Protection Program (PPP), this new program aims to help small businesses...
Reading time: < 1 minute
Reducing the costs of customer acquisition and proving the ROI of marketing efforts are two of the most commonly cited marketing priorities among companies. But how do you drive one-on-one engagement while having the ability to pivot and address changing (and growing) digital needs? Silverline recently hosted a panel of experts on a live webinar...
Reading time: 5 minutes
We have been hard at work over the last six weeks helping our clients make the transition to remote work — and sharing all the ways we’ve built our company culture to empower remote operations. So many of our financial institutions have experienced mandatory shelter-in-place orders, branch closures, an exponential increase in SBA and PPP...
Reading time: 4 minutes
Based in Indiana, Lake City Bank operates 50 branches and manages almost $5B in assets. As their business grew, they also outgrew the capabilities of their legacy operating system and used up every possible user-defined field available in their sales management solution. They had essentially maxed out the available capabilities of their solutions, leaving them little...
Reading time: 4 minutes
On Friday, April 4th, the Small Business Administration (SBA) opened up the $349B program that opens emergency loans from the government to small businesses across the country looking to participate in the Paycheck Protection Program (PPP). Bank of America started accepting applications in the morning and received more than 85,000 applications in a single day....
Reading time: 7 minutes
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered managers. It also offers individual bond strategies for high-net-worth investors. It currently manages over $5 billion for more than 3,500 clients nationwide. Over a decade of working...
Reading time: 4 minutes
Many financial institutions have prided themselves on being local and interacting face-to-face with their customers. Whether it’s a global issue like COVID-19 or a local emergency, financial institutions must have a reliable and scalable crisis communication plan and engagement channels in place for their customers. This goes beyond minor adjustments to marketing messages and extends...
Reading time: 4 minutes
Banks and other financial institutions continue making waves with digital transformations, but it’s important to keep people (both employees and consumers) at the forefront of changes with meaningful processes and technology. According to Andrew Beatty, SVP and GM of Next Generation Banking at FIS: “Innovation is now an essential that must underpin the bank’s value...
Reading time: 4 minutes
As someone who travels frequently to meet clients and partners, I have been acutely aware of the impact Coronavirus is having on customer service center wait times. CNN recently reported that travel booking sites have been overwhelmed by call volume, and my airline app has a banner asking travelers not to call unless they have...