Jack Henry Salesforce Integration
Achieve real-time integration of client information into one digital engagement platform
Jack Henry is a leading provider of banking technology platforms — such as Symitar Episys, EASE, and SilverLake — that financial institutions need to process transactions, automate business processes, and securely manage customer information.
Many financial institutions also use Salesforce to engage with their customers and members to build a better experience.
With a Jack Henry Salesforce integration, banks, credit unions, and loan companies can easily transfer client data into one system and improve engagement.
Benefits of integrating Jack Henry with Salesforce
Manage the full lifecycle of your customer with a consolidated view of account information in one digital engagement platform.
360-degree view
Access a more holistic customer/member view of account, transaction, and balance data with real-time account updates between the core banking system and the Salesforce platform.
Improve user experience
Drive improved customer experiences and expedite customer resolution on the spot by having all necessary information about them, such as loan status, in one platform without leaving Salesforce.
Increase revenue
With all your data in Salesforce, easily increase revenue based on Next Best Actions. The insight gained within the system will allow better cross-selling and upselling opportunities at the right moment for each customer.
Service Innovations to Create Customers for Life in Retail Banking
There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and things to move at a faster pace. Improving customer service is key, as it has been for a while. If your firm doesn’t have the right platform to help meet new expectations, it’s time to implement a change. It’s time to introduce a platform that goes beyond traditional customer service.
Learn more in the Service Innovations to Create Customers for Life in Retail Banking eBook.
Why Choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
We’ve integrated Jack Henry and Salesforce before via batch processing and real-time integrations depending on specific datasets and requirements. We would love to do so for you, too. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and meets your unique needs.
We’re ready to help
Learn more about how Silverline can help you integrate Jack Henry and Salesforce.