Financial Services Cloud for Banking

Transform your bank, delight your customers, and empower your employees

Banking Foundation for FSC

Customer experience matters more than ever before. The need to offer insightful interactions, reduce friction, and drive seamless experiences throughout the customer lifecycle is no longer a “nice to have.” It’s essential for banks and credit unions to beat the competition.

That’s why Silverline created a Foundation for Financial Services Cloud for banking. We’ve been working with Salesforce Financial Services Cloud (FSC) from its inception as an initial launch partner, and we have a deep understanding of the capabilities of the application so you can deliver a unified customer experience across multiple lines of business.

Challenges Faced by Banks and Credit Unions

We work with numerous banks and credit unions around the country. As you look to take your organization to the next level, Silverline can help you:

Increase share of customers’ wallet through intelligent cross-sell and up-sell recommendations
Provide customers with the personalized experience they expect
Break down the data and process silos between different lines of business
Enable you to serve customers wherever they are

Our foundational solution for banks, credit unions, and non-bank lenders reduces your implementation time for Salesforce FSC so you can deliver the experience your customers expect and realize a quick return on your investment.

Modern urban skyline with high-speed data and internet communication network

What's included with the Banking Foundation for FSC?

360 Degree View

With Financial Services Cloud for banking, get an enterprise-wide view of customer data leveraging the industry standard FSC data model.

Customer Service Transformation
Transform customer satisfaction through case management with automated distribution and workflow and configurable SLAs.
Integration
Seamlessly integrate with your core bank system to deliver customer demographic and financial data at the client and household level.
Branch Management
Enable your tellers and universal bankers from multiple branches to instantly switch their location for updated information for that particular branch, easily be added to branch-specific case queues, and track branch-by-branchKPIs
Activity Reports
Relate multiple records and multiple meeting note contributors so you can handle an advanced activity workflow.
Quick Referral
Easily submit and track referrals from internal and external sources (Centers of Influence) with Opportunity attribution, conversion, and quality metrics.
Productivity
Boost employee productivity with banker consoles customized for each line of business.

What’s Next?

After implementing Financial Services Cloud for banking using our foundational approach, banks can expect to realize a lift in revenue and an increase in client satisfaction. In order to build on that success and maximize the investment in Salesforce, many of our clients extend their capabilities with roadmap items that include:

Marketing automation for customer onboarding, account opening, client retention, and more
Self-service and call deflection through customer communities
Streamlined appointment scheduling
Chat, chatbots, and other multi-channel engagement platforms
Real-time integrations to core and other bank systems
Computer Telephony Integration (CTI) for call center efficiency

Silverline’s Banking Foundation for FSC will give your financial institution the right start to your Salesforce journey. When it comes to banking digital transformation, Silverline combines over a decade of experience with Salesforce implementations with extensive knowledge of your industry and processes to partner with your business.