Digital Branch
Silverline helps you keep up with your consumers and provide personalized service on the go
Many financial institutions are proud of their local roots and their focus on interacting face-to-face with their customers. Whether it’s a global issue like COVID-19, a local emergency, or permanently shifting consumer preferences, financial institutions must also have reliable and scalable alternative engagement channels in place for their current and prospective customers.
As new and unprecedented situations occur for individuals and enterprises alike, it’s important to respond with thoughtful, yet tactical solutions. For banking and lending firms, this means temporarily abandoning traditional methods of business in favor of more digital-first opportunities.
This goes beyond minor adjustments to marketing messages and extends to customer service teams, website, social channels, customer-facing staff, and more.
Silverline’s digital branch building blocks
The need for a virtual branch is driven by the growing customer expectation that interactions with financial institutions are seamless with technologies and devices already adopted in everyday use. The rise of conversational marketing is also fueling the need for these experiences to be more human than ever.
Silverline’s strategies, combined with Salesforce features, can deliver a digital branch experience that maintains your standard of personalization. Our deep financial services experience expertly aligns with Salesforce’s customizable platform to help tailor your bank or credit union’s digital branch to: offer flexible, self-service Communities; maintain real-time communications; and provide a single source of truth to improve your associates’ productivity and customer service abilities.
We facilitate superior virtual banking experiences by focusing on:
Communities
Applications, surveys, and document requests shouldn’t be a hassle to maintain or submit.
Build a one-stop shop for all your engagement and enrolling needs.
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Chat & Chatbots
Einstein-powered chatbots function intuitively, guiding users to the answers they need.
Deliver tailored messaging across digital devices with desktop and mobile-enabled chat.
Online Appointment Scheduling
Easily accessible availability is always the right move.
Put the power in consumers' hands with intuitive scheduling solutions.
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Marketing Automation
Customized messaging connects customers with products and solutions at just the right time.
Introduce a multi-touch marketing approach to align outreach strategy between calling, text, and email.
Financial Services Cloud
A great customer experience demands timely and relevant communications, insights, and access across all devices. Financial Services Cloud makes it easier to track and visualize customer relationships, source and prioritize referrals, streamline handoffs and coordination among key stakeholders, and provide visibility throughout banking and borrowing processes.
Silverline has created a foundation for Financial Services Cloud to accelerate your path to a transformed customer experience.
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Data is what drives digital experiences
Traditionally, the data required for personalization and tailored experiences wasn’t stored all in one place. Housing the data gathered from the systems, tools, and processes used to power your business is crucial for a successful digital transformation.
Think of what you could accomplish with all your data in one place.
Powered by a robust data integration strategy and efficient workflows within Financial Services Cloud to work from any location (home, office, or elsewhere), Marketing Cloud helps foster an environment for a more robust customer and member engagement model.
The power of marketing automation
Hear directly from Axcess Financial and their Senior Director of Growth Optimization, Scott Dalton on how they are using Marketing Cloud and FSC to leverage a multimedia approach to marketing. We discuss their journey on the Salesforce platform and discuss the benefits and scale it has provided their team, including how a multi-touch marketing approach generated a 3X lift in their originations.
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We’re ready to get started.
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