Temenos Salesforce Integration
With Silverline, you can streamline your onboarding and origination processes
Temenos provides banking software systems to retail, corporate, universal, private, Islamic, microfinance, and community banks. The company helps these financial institutions handle financial transactions and create great digital experiences for their customers.
With a Temenos Salesforce integration, organizations can combine Temenos’ core and digital banking features with the CRM capabilities of Salesforce to create a holistic customer view and improve interactions with their clients.
Benefits of integrating Temenos and Salesforce
Manage your digital front-end with Temenos and track customer engagement with Salesforce, seamlessly integrating the two.
Create a 360-degree view of the customer
Gain a complete view of your customers and members, with all interactions and relevant financial information in one place, including accounts, transactions, and financial goals.
Streamline your processes
Optimize and improve your processes across customer onboarding, loan origination, and more. Create visibility for employees and improve collaboration.
Easily service accounts
Allow customer-facing employees to take account servicing actions within Salesforce, including managing cards, initiating transfers, and more.
Provide dynamic pricing
Give real-time quotes, directly from Salesforce. Dynamically change pricing based on common financial factors along with your overall customer relationship and lifetime value.
Build an omnichannel experience
Create personalized experiences across channels and seamlessly transition digital into in-person branch experiences.
Surface relevant insights
Leverage CRM Analytics to provide Next Best Actions for your team, including upsell/cross-sell suggestions based on white space analysis.
Digital banking with Silverline
Digital banking is growing, with 78% of Americans preferring to bank digitally via a mobile app or their bank’s website. As a result, banking institutions need to find ways to build simple and streamlined digital experiences, especially when it comes to deposit account opening, loan originations, and account transactions.
At the same time, branches are still an important way for many customers to get banking services for activities like account management and financial research.
Silverline can help your institution navigate this market shift by striking the right balance between digital and in-person banking, and also help you transition between these to create seamless experiences for your customers and members.
Why Choose Silverline?
Silverline is a Salesforce consultant with over a decade of experience serving banks, credit unions, and other financial institutions. Our consultants specialize in these verticals, and often come with first-hand experience working at banks in the past.
In addition to our industry expertise, we also bring our technological expertise from over a thousand implementations on the Salesforce platform. We’ve integrated Temenos (along with Avoka, now part of Temenos) and Salesforce before, and can help you find the best solution for your business.
We’re ready to help
Learn more about how Silverline can help you connect Temenos and Salesforce.