The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Silverline is gearing up for the 2018 Ellie Mae Experience!
Reading time: < 1 minute
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 Ellie Mae technology, including the Encompass Lending Platform...
Marketing
Improving the Mortgage Borrower’s Experience with Marketing Journeys
Reading time: 2 minutes
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 the borrower experience is the name of the game; creating journeys that...
Financial Services
Dreamforce Showcases Financial Services Cloud for Retail Banking
Reading time: 3 minutes
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 Services Cloud for Retail Banking. Salesforce continues to dive further into...
Client News
Congratulations! Jessica Vartanian from Red Rocks Credit Union named Finalist in CUES® Next Top Credit Union Exec Challenge
Reading time: 2 minutes
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 Exec blog. Way to go! Littleton,...
Financial Services
CommunityAmerica Credit Union and Silverline Grow Member Insight
Reading time: 3 minutes
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 processes. Facing a Challenge Head On CommunityAmerica Credit Union (CACU) lacked an easily accessible, true 360-degree view of...
Financial Services
The DOL Fiduciary Rule is on its way!
Reading time: 2 minutes
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 investors,” implemented a new ruling that ensures...
Financial Services
Using Your CRM to Maximize Your Relationships
Reading time: < 1 minute
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 their customers. Leading banks are using Salesforce to deepen relationships with existing customers as well...
Financial Services
A Milestone for Financial Services at Dreamforce
Reading time: 2 minutes
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. Einstein is Revolutionizing Financial Services Dreamforce talked a lot...
Financial Services
Dreamforce is the Place to Be if You’re In the Financial Services Industry
Reading time: 3 minutes
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 you don’t know where...
Salesforce Platform
Why the Cloud is More Secure than Ever
Reading time: 2 minutes
Read the article below as our CEO, Gireesh Sonnad, discusses cloud security in an article posted on the CIO Story website. The original article can be found here. CIOs who want to remain competitive are being forced to streamline and automate their own internal processes wherever possible so that they can think smarter about how to...