Salesforce for Banking and Lending
Helping banks and credit unions use Salesforce to automate solutions and improve experiences.
Move relationships beyond transactions with Salesforce banking solutions
Financial institutions face pressure from consumer demands, fintech disruption, and outdated systems. With budget constraints and talent gaps, staying competitive requires adaptive tech and digital solutions.
Mphasis Silverline helps banks and lenders streamline operations, eliminate manual work, and enhance relationships—ensuring customers and members feel valued through personalized, data-driven Salesforce implementations that put their needs first.
Our Offerings
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Mortgage & Consumer Lending
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.
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Retail Banking
Streamline processes to supercharge your frontline staff and provide the highest level of customer satisfaction possible with insight into customer history and activity.
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Member Services
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.
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Commercial Lending
Track and automate your commercial team’s progress as you eliminate manual processes and effectively tackle the competitive landscape.
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Commercial Banking
Increase preparations for annual reviews, streamline treasury management processes, and save time by automating your operations.
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Digital Branch
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.
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Managed Services
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. We can help drive ongoing, repeatable success for your Salesforce Org.
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Banking & Lending Solutions
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Salesforce Financial Services Cloud
Financial Services Cloud helps you deliver the right insights at the right time — strengthening relationships across clients, members, employees, and partners. Our experts help you leverage FSC to gain real-time visibility into customer journeys, surface actionable data for every touchpoint, and connect siloed systems into one intelligent platform.
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Salesforce Marketing Cloud
Marketing automation helps banks and credit unions grow by automating marketing processes and delivering personalized experiences across channels. With Marketing Cloud, banks have an effective solution for listening, understanding, deciding, and taking action based on data gathered about each customer.
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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.
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Agentforce
Agentforce transforms how businesses automate tasks and engage with customers, combining advanced AI capabilities with Salesforce’s trusted platform. AI Agents can analyze data, proactively manage client requests, and provide personalized service, helping organizations stay informed about market trends and customer portfolio changes in real-time.
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Testimonials
It was clear to us that Mphasis 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
Case Studies
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Client Peoples BankPeoples Bank leverages Salesforce and nCino to evolve technology with rapid growth
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Client Five Star BankDriving more value from Five Star Bank’s FSC platform
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Client Capital Solutions ProviderA capital solutions provider improves processes for customer service, collections, and insurance teams
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Client U.S. Community Bank
Using nCino and FSC to evolve banking and lending processes
How Financial Institutions Grow Profitable and Loyal Customer Relationships
Financial institutions must shift away from the years of complexity that have slowed down their innovation initiatives. They need to focus on creating customer journeys across the sales funnel that offer modern account opening and onboarding experiences if they want to transform their customers’ experience, enhance operational efficiencies, and drive ROI. This...
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