Banking and Lending

Silverline helps banks and credit unions use Salesforce to automate solutions and improve experiences

Move relationships beyond transactions with Salesforce banking solutions

Financial institutions are under extreme pressure to transform their business. This is due to consumer demands, disruptive fintechs, and the need for seamless digital solutions. This leads to a number of challenges from budget, talent gaps, legacy infrastructure, and significant backlogs with competing priorities. With adaptive technology and personalized solutions becoming the norm across all manners of business, it’s important that banking and lending firms stay ahead and on top of trends.

By streamlining automated solutions, eliminating manual entry, and analyzing trends in account data — your employee, customer, and member relationships can move beyond transactions.

We help you make sure that your customers and members feel like more than ones and zeros, dollar signs and decimals. With the right tools in place to analyze, interpret, and manage your data, your custom Salesforce implementation keeps your audience and their needs at the forefront of all you do.

Our Offerings

Mortgage & Consumer Lending
Enable smooth sailing.
Adapting to regulatory changes can be hard, and your customers look to you to make the process simple. Iron out your mortgage and consumer lending processes to ensure your customer’s journey goes as planned.
Retail Banking
Standardize next-level customer care.
Streamline processes to supercharge your frontline staff and provide the highest level of customer satisfaction possible with insight into customer history and activity.
Member Services
Anticipate the asks.
Your members rely on you to understand their current and future financial needs.
Gain insight into your member’s journey and be one step ahead to ensure you stay top of mind.
Commercial Lending
Stay ahead of the curve.
Track and automate your commercial team’s progress as you eliminate manual processes and effectively tackle the competitive landscape.
Financial Services Cloud for Banks & Credit Unions
With over 30 years of on-the-ground banking and lending industry experience, our team has compiled proven, best practice capabilities to further extend FSC functionality.
We’re here to help you navigate all of the features within FSC and build a foundation for long-term success and business transformation.
Commercial Banking
Meet regulatory demands on demand.
Increase preparations for annual reviews, streamline treasury management processes, and save time by automating your operations.
Digital Branch
Deliver a digital branch experience.
The need for a digital branch is driven by the growing customer expectation that interactions with financial institutions are seamless with technologies and devices already adopted in everyday use.
Managed Services
Thrive after implementation.
Many Salesforce customers and consultants focus all of their energy on the initial configuration of the platform but haven’t considered their long-term strategies for continued wins.
At Silverline, we have years of experience helping our clients thrive after implementation. We can help drive ongoing, repeatable success for your Salesforce Org.

Salesforce Marketing Cloud

When done well, marketing automation helps financial institutions grow by automating marketing processes and delivering personalized experiences across channels. But how do you keep up with advancements in technology and make sure you’re getting the most value out of your marketing efforts?

It takes a combination of teamwork and technical knowledge to be able to deliver on this, and Silverline’s marketing automation practice can help.

Learn More

nCino Consulting Services

Improve customer/member relationships and empower your associates across commercial lending, retail lending, deposit account opening, and treasury management with nCino. Our nCino services span the full nCino lifecycle from advisory and implementation to managed services, as well as combining nCino with Salesforce products like Financial Services Cloud and Marketing Cloud.

Learn more about Silverline’s nCino practice.

You don’t have to take our word for it.
See what some of our clients in the industry have to say.

It was clear to us that Silverline had a deep commitment to the Financial Services industry, understood where we were coming from...and they were extremely patient and reliable.

John Sahagian Chief Data Officer, BCU

Grow Profitable and Loyal Customer Relationships

Economic uncertainty is prevalent in today’s financial landscape, causing banks to face challenges with revenue growth and NIM expansion, specialization at scale, and competitive threats.

How can financial institutions shift to deal with these challenges?

This eBook will guide you through why many banks are failing to meeting their customers’ high expectations and how you can create 3 significant customer journeys to help you achieve customer growth and loyalty.

Download the ebook

Axos Bank

Since 2013, Axos had relied heavily on Salesforce to help drive their customer experience. But in 2018, Axos reached a crossroads. In order to provide a modern commercial lending experience to their customers — while ensuring key people at the bank had visibility into the loan process — they needed to replace their existing commercial loan origination software. That’s where we came in.

Read the story