The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 2 minutes
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...
Reading time: 3 minutes
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...
Reading time: 3 minutes
If you are lucky enough to have met the love of your life, you probably remember certain details about your meeting – where you were, what they were wearing, what they said. My introduction to Salesforce was similarly memorable. In 2003, I was working in sales operations for a Fortune 500 company in Nashville. I...
Reading time: 3 minutes
From AI to APIs, the banking industry is constantly changing. Ensure your organization is prepared to meet your most pressing customer needs with these 6 important banking trends. 1. Removing friction from the customer journey Banks need to shift the goals of digital transformation from cost reduction and operational efficiencies to enhancing the customer experience....
Reading time: < 1 minute
What makes Salesforce’s Financial Services Cloud (FSC) and nCino so powerful when combined? Together, the two make it possible to use nCino’s Bank Operating System’s robust features (e.g., Digital Account Opening, Treasury Management, etc.) in tandem with Salesforce’s expansive financial services toolset — all to drive a better customer experience and build trust and loyalty...
Reading time: 2 minutes
At their core, commercial lenders are relationship managers. Their focus is to successfully attract and acquire qualified customers, create relationship transparency with new and existing customers, and manage their organization’s credit exposure while reducing the decision-making time on commercial loans. With so much at stake, it’s important to identify some of the biggest issues that...
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Last night, Silverline was thrilled to host a fantastic group of financial services thought leaders in NYC in partnership with Salesforce. We would like to extend a big thank you to those who came out for the dinner and discussion, as well as our fantastic panelists from KKR, Evercore, General Atlantic, and Stonebriar. The panel...
Reading time: 4 minutes
As a Solution Architect, my greatest reward comes from enabling clients with the tools and strategies needed to engage audiences in an increasingly connected marketplace. Journey orchestration is at the forefront of audience engagement, and Silverline is shaping the future of connected consumer data points with Salesforce Financial Services Cloud and marketing automation tools. Standing...
Reading time: 4 minutes
There are incredible opportunities in the Financial Services space right now, and we had a chance to see the best of what Salesforce has to offer now and going into 2019. The amount of disruption and the overall pace of transformative change is historic, but with those changes come challenges. Salesforce, by paying careful attention...
Reading time: 3 minutes
This year, Dreamforce has over 350 sessions geared directly to Financial Services customers and prospects. While you may be learning cutting-edge CRM trends and brainstorming innovative solutions to industry challenges, make sure you connect with Silverline’s expert team to leverage our experience developing solutions with our industry partners. In a blog article last week, I...