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Financial Services Lake City Bank Gains a Solution at Scale with FSC and nCino
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...
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Provider Implementing Salesforce Care Response: How Truman Medical Centers Address Covid-19 Needs
Last month, Salesforce announced that they would be giving away Health Cloud for free with a Care Response trial to help Healthcare organizations rapidly adapt to COVID-19. Here at Silverline, we quickly developed a solution to help out those in the healthcare industry being inundated with patient...
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Banking Customer Support in a Time of Crisis: Banking and Lending Solutions for SBA PPP
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...
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Investment Banking Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
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...
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Insurance Insurance Industry Trends to Watch in the New Decade
The insurance industry is entering a major transformation stage as a slew of key trends converge on the industry. From shifts in customer behavior to AI-driven data collection, insurance as consumers know it today will soon be replaced with experience-driven, technology-powered solutions. Current...
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Financial Services Emerging Covid-19 Trends and Solutions for Banking & Lending
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...
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Investment Banking What It Means to Be a Data-Driven Bank… and How to Get There
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:...
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Salesforce News Salesforce Provides Free Health Cloud Access… and Silverline Can Help You Implement It
On March 11, 2020, Salesforce announced that in order to help combat COVID-19, they will be providing healthcare organizations free Health Cloud access for six months. Salesforce identified Silverline as one of their preferred partners to assist organizations in getting the solution up and running,...
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Salesforce Platform What Are the Different Types of Salesforce User Licenses?
When it comes to Salesforce user licenses, things can feel overwhelming. In an effort to clear the fog, we’ve outlined the most common license types and what type of access they grant. Salesforce User License Types Salesforce Full access to standard CRM and Force.com functionality. Often...
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Salesforce Platform 8 Resolutions for Improving your Salesforce Org
Now that we’re nearly a month into 2020 and most of our personal resolutions are out the window (really, why did I think this would be the year to successfully eat fewer sweets?), it’s time to start thinking about your resolutions for improving your Salesforce org if you haven’t already. Just like...
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Advisory 4 Ways to Improve Your Salesforce Org Instead of Reinventing It
We’ve all experienced it. We all loath it. You know, that feeling when: The edits you just spent 30 minutes on don’t save and your browser crashes You invent and refine a product only to research it and find that it already exists As you complete a data upload, you realize someone else already made...
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Banking The California Consumer Privacy Act: Compliance Strategies for Financial Institutions
The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. The CCPA allows consumers to own their privacy and personally identifiable information and affords them five general rights to that data. Under the Act, California consumers will have the right: To know what personal...
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