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Banking and Lending

Provide an unparalleled relationship experience.

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.

No matter where banks or credit unions are on their transformation journey, we can help them find areas that present the greatest opportunity to drive outcomes for their organizations and engage their customers in any manner they choose. This requires digital tools that enable access and capabilities, as well as intelligent interactions that reduce friction and drive seamless experiences. Financial institutions need to evolve with their customers and deliver personalized experiences that meet their specific needs.
JP Owens Director of Banking and Lending at Silverline

Our Offerings

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
Watch Now 2:51

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
AXOS Bank gets

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