Financial Services Integrations
Silverline’s team of experts will digitally transform your business by connecting your data for one holistic customer view.
Your data is crucial to understanding your customers, but it’s often locked away in silos. You’re probably using multiple tools and systems already, whether that’s LOS software, core banking systems, PAS and AMS systems, or third-party market data sources.
At Silverline, we help financial institutions of all types — including banks and credit unions, insurance firms, capital markets organizations, and wealth management firms — digitally transform their businesses with Salesforce.
Bringing these tools together can not only help you better understand your clients, but it can also help you get the most out of Salesforce. Financial services integrations turn a mere software implementation into a true digital transformation, where your business processes are fully optimized and you are able to deliver a powerful and connected customer experience.
Banking and Lending
By combining core banking systems and loan origination software with Salesforce, your bank or credit union can build a full 360-degree view of the customer, more intelligently cross-sell and upsell, and deliver a streamlined banking and lending experience.
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Encompass Salesforce Integration
Integrate your loan origination system with Salesforce.
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nCino Salesforce Integration
Provide a connected customer experience.
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Blend Salesforce Integration
Create a better lending experience.
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Fiserv Salesforce Integration
Connect your core banking and create a complete customer 360 experience.
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FIS Salesforce Integration
Create a holistic customer experience.
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Plaid Salesforce Integration
Reduce friction in your banking and lending processes.
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Terafina Salesforce Integration
Create a 360-degree view and drive customer satisfaction.
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InfoLease Salesforce Integration
Synchronize your equipment leasing data and streamline your processes.
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LeaseWave Salesforce Integration
Streamline your equipment leasing processes and improve your efficiency
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MeridianLink Salesforce Integration
Integrate Salesforce with your deposit and loan application systems to create better employee and client experiences
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Jack Henry Salesforce Integration
Integrate Jack Henry with Salesforce for real-time integration of client information into one digital engagement platform
Insurance
As an insurance carrier, you may have access to one or, often, many policy administration systems. Connecting these with Salesforce can help you view the full set of customer and policy information one one platform, and help your customer support and sales teams deliver a better experience, as well as cross-sell based on knowledge of existing products.
Capital Markets
Private equity firms, investment banks, and hedge funds often make use of first-party enterprise relationship management tools and third-party market data sources. Integrate these with Salesforce to streamline your outreach, gain valuable insights, and source more deals.
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FactSet Salesforce Integration
Leverage financial data inside of Salesforce.
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Preqin Salesforce Integration
Populate information from the alternative asset industry’s leading data source.
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CapIQ Salesforce Integration
Easily access CRE property and lead data within Salesforce.
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Pitchbook Salesforce Integration
Access Pitchbook data straight from your CRM.
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Reonomy Salesforce Integration
Easily access CRE property and lead data within Salesforce.
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Yardi Salesforce Integration
Streamline the lease management lifecycle.
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BlueMatrix Salesforce Integration
Bring publishing and operational processes together for deeper client insights.
Wealth Management
By combining wealth management platforms like Black Diamond and Orion with Salesforce, improve your advisor productivity and improve relationships with your clients.
General Financial Services
Implement these additional tools for your financial services firm.
