The Silverline Blog
Industry insights, Salesforce news, and more
Banking
Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Reading time: 3 minutes
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest Indiana and Chicagoland with a wide range of consumer, business, and wealth management products. Lacking visibility across disparate systems Over...
Financial Services
How to Embark on a Successful Journey with Salesforce and nCino
Reading time: 4 minutes
Silverline’s Transcending CRM Podcast explores how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. A recent episode featured Julie Bonnema, VP, Digital Transformation Manager at Peoples Bank in Munster, Indiana. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest...
Banking
Implementing Salesforce Gives GreenState Credit Union Better Member Visibility
Reading time: 3 minutes
GreenState Credit Union is a member-owned financial cooperative. Organized in 1938, GreenState has grown to be Iowa’s largest credit union and one of the top financial institutions in the United States for returning profits to members in the form of better rates and lower fees. GreenState serves over 370,000 members with 30 office locations. Membership...
Financial Services
How to Automate Your Deposit Account Opening Process
Reading time: 5 minutes
Opening the door. Opening a can of soda. Opening your eyes. The word open is all about allowing access and not having a confining barrier. Yet not all openings are so readily accessible. We’re referring to deposit account openings (DAO) at banks and lenders — when a person or business goes to a bank to...
Banking
The 8 nCino Certifications You Need for Banking Success
Reading time: 4 minutes
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and systems you...
Banking
How Lenders Can Prepare for the New CFPB Rule
Reading time: 3 minutes
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it will have vast implications on the lending industry if and when it does. The proposed CFPB requirements for lenders...
Banking
Managing Relationships with nCino Pricing and Profitability
Reading time: 5 minutes
When it comes to hitting profitability targets, it’s important to understand that relationship profitability is just as important as loan profitability. You might issue an unprofitable loan to keep a profitable relationship going. But in order to make the right decisions for each customer, you need a holistic view of an entire relationship. With nCino’s...
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 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...
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