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Salesforce for Commercial Banking

Silverline leverages Salesforce to help you build a premier commercial banking experience.

In the commercial banking sector, many institutions suffer from siloed business operations and are missing key data and visibility across lines of business and products. This typically limits the ability for commercial bankers to manage relationships and effectively cross-sell and upsell clients.

With Salesforce for commercial banking, banks can unite disparate data to create a single client view, enabling bankers to use their time more effectively and deliver better experiences.

Key features of Salesforce for commercial banking

Improve collaboration across business lines, streamline processes, and improve the employee and client experience.

Connect to the core and more.

To build a 360-degree view of clients and leverage Salesforce as effectively as possible, it’s important for your associates to have access to relevant information, such as financial accounts, recent transactions, and more.

Silverline supports and has experience integrating common core banking platforms from vendors such as Jack Henry, FIS, and Fiserv. We also can help connect Salesforce with loan origination systems and ancillary tools. Beyond integrating data, we’ll help you surface data points in an easily accessible way through user interfaces personalized for each role.

Driving More Value from Five Star Bank’s FSC Platform

Five Star Bank uses Salesforce Financial Services Cloud across its enterprise, including Retail, Contact Center, Commercial, Wealth, Residential Lending, and Insurance business units. Another partner had implemented FSC for them, but it had been overly customized, resulting in poor user adoption.

Silverline helped Five Star Bank improve its existing platform, managing the process for customer complaints, creating cross-sell opportunities, implementing a referral management process, and more.

“Silverline has been substantially more knowledgeable than the previous implementation partner. They have brought immense banking knowledge and have been able to bring great recommendations in this implementation,” said Taylor Veenema, Director of Corporate Strategy at Five Star Bank.

Read the story.
Five Star Bank

Banking & Lending Decoded Series: Salesforce Treasury Management

Learn how Salesforce Financial Services Cloud can help you optimize your commercial and treasury process, improve the sales process, and help with portfolio management.

Watch the webinar.

Why choose Silverline?

Silverline is a top Salesforce partner with over a decade of experience serving banks, credit unions, and other financial institutions. Our consultants specialize in these verticals, and many come with first-hand experience working at banks.

In addition to our industry expertise, we also bring our technological expertise from over a thousand implementations on the Salesforce platform. With our cross-cloud expertise, as well as our knowledge regarding the broader banking technology landscape, we’ll help recommend and design solutions that best fit your needs.

We’re ready to help.

Learn more about how Silverline can help you implement Salesforce for commercial banking.

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