Fiserv Salesforce Integration
Silverline’s solutions connect your core banking and create a complete customer 360 experience
Fiserv is a financial technology provider that offers a number of core banking solutions and lending solutions, including Fiserv Signature, Premier, DNA, Spectrum, Velocity, EasyLender, and more.
Many banks and credit unions also use Salesforce as their primary engagement layer with clients, members, and prospects. Salesforce helps these firms create personalized experiences and manage and improve relationships over time.
With a Fiserv Salesforce integration, you can pass on core account processing information — such as deposits, loans, accounts, and more — from Fiserv to Salesforce, giving your employees a holistic view of the customer and allowing them to leverage all relevant data.
Benefits of integrating Fiserv and Salesforce
Improve customer relationships
Create a 360-degree view of your customers/members, with relevant core banking data passed into Salesforce. Personalize interactions and improve relationships with all pertinent data at your fingertips.
Drive more revenue
Increase long-term revenue and share of wallet by providing the “Next Best Offer” to a user, based on a customer’s current product mix and white space.
Create seamless processes
Build more efficient processes by decreasing swivel chair for associates and reducing the number of steps needed to take actions.
An integrated associate experience leads to a better customer experience
More than ever, consumers have started to expect personalized, seamless experiences from their financial institutions. In order to deliver these experiences and retain their customers and members, banks and credit unions have to create a holistic customer view for their associates and an integrated user experience. But between legacy systems, core banking systems, loan origination systems, and more, this can be challenging for firms to do. Silverline can help, both as an advisor to identify your pain points, and to roll out the right solution for your needs.
Why choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services firms, including banks, credit unions, and mortgage lenders. Many of our consultants have been in your shoes, having previously worked in the banking and lending industry. This experience provides them with additional insight to design solutions that meet your goals.
Along with being a top Salesforce partner, we also have experience integrating Fiserv and Salesforce, and frequently connect core solutions for banks to their Salesforce instance. With our combined industry and technical expertise, we can identify, design, and develop a solution that best meets your firm’s needs.
We’re ready to help
Learn more about how Silverline can help you integrate Salesforce with Fiserv.