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Virtual Branch

Keep up with your consumers and provide personalized service on the go.

 

Many financial institutions are proud of their local roots and their focus on interacting face-to-face with their customers. Whether it’s a global issue like COVID-19, a local emergency, or permanently shifting consumer preferences, financial institutions must also have reliable and scalable alternative engagement channels in place for their current and prospective customers.

As new and unprecedented situations occur for individuals and enterprises alike, it’s important to respond with thoughtful, yet tactical solutions. For banking and lending firms, this means temporarily abandoning traditional methods of business in favor of more digital-first opportunities.

This goes beyond minor adjustments to marketing messages and extends to customer service teams, website, social channels, customer-facing staff, and more.

Silverline’s virtual branch building blocks

The need for a virtual branch is driven by the growing customer expectation that interactions with financial institutions are seamless with technologies and devices already adopted in everyday use. The rise of conversational marketing is also fueling the need for these experiences to be more human than ever.

 

Silverline’s strategies, combined with Salesforce features, can deliver a digital branch experience that maintains your standard of personalization. Our deep financial services experience expertly aligns with Salesforce’s customizable platform to help tailor your bank or credit union’s digital branch to: offer flexible, self-service Communities; maintain real-time communications; and provide a single source of truth to improve your associates’ productivity and customer service abilities.

We facilitate superior virtual banking experiences by focusing on:

Financial Services Cloud

A great customer experience demands timely and relevant communications, insights, and access across all devices. Financial Services Cloud makes it easier to track and visualize customer relationships, source and prioritize referrals, streamline handoffs and coordination among key stakeholders, and provide visibility throughout banking and borrowing processes.

Silverline has created a foundation for Financial Services Cloud to accelerate your path to a transformed customer experience.

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Data is what drives digital experiences

Traditionally, the data required for personalization and tailored experiences wasn’t stored all in one place. Housing the data gathered from the systems, tools, and processes used to power your business is crucial for a successful digital transformation.

Think of what you could accomplish with all your data in one place.

Powered by a robust data integration strategy and efficient workflows within Financial Services Cloud to work from any location (home, office, or elsewhere), Marketing Cloud helps foster an environment for a more robust customer and member engagement model.

The power of marketing automation

Hear directly from Axcess Financial and their Senior Director of Growth Optimization, Scott Dalton on how they are using Marketing Cloud and FSC to leverage a multimedia approach to marketing. We discuss their journey on the Salesforce platform and discuss the benefits and scale it has provided their team, including how a multi-touch marketing approach generated a 3X lift in their originations.

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