Q2 Salesforce Chat
Silverline can help you leverage Salesforce Chat within Q2’s online banking experience.
With Silverline’s Authenticated Chat feature for Q2 Online Banking, you can efficiently and securely leverage Salesforce and Q2 to better serve your clients/members.
Our solution allows Q2 and Salesforce clients to seamlessly enable Salesforce Chat functionality within Q2’s authenticated online banking experience. Now your agents can have a new channel to engage clients/members as well as the ability to deflect the most common information requests.
Benefits of Silverline’s Q2 Salesforce Chat feature
Create a seamless digital experience
Securely and safely pass on authentication information to Salesforce.
Create a seamless experience by allowing banking clients/members to interact with Salesforce Chat without having to re-authenticate themselves.
Build a new channel for engagement
Allow clients/members to engage through the channel of their choice, building a true omnichannel experience.
Deflect the most common information requests and automate them through the chatbot. Route more complicated requests to your agents.
Reduce swivel chair processes
Handle complex workflows and take all needed steps straight from the Salesforce platform, rather than having to constantly swap screens.
Watch our Q2 solution demo
See Silverline’s Authenticated Chat in action in this quick demo spotlighting both the customer and employee experience. From automatically creating a new case record to connecting the customer with a live agent that has all of the necessary information they need at-a-glance, our Authenticated Chat enables rapid, thorough communication that ensures issues are resolved in a timely manner.
Why choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial institutions, with a large focus on banks, credit unions, and mortgage lenders. Our consultants specialize in these verticals and often come with first-hand industry experience.
As partners with Q2 and Salesforce, we developed the Authenticated Chat feature to serve a need for clients who leveraged both products but were looking for a convenient and secure way for their customers to interact with the chat tool.
With our combined industry and technical expertise, we can deliver a solution that meets your security standards and improves your customers’ and members’ banking experiences.
We’re ready to help.
Learn more about how Silverline can help you leverage both Q2 and Salesforce Chat.