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Financial Services Integrations

Connect 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.

customer 360 view

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.

Wealth Management

By combining wealth management platforms like Black Diamond and Orion with Salesforce, improve your advisor productivity and improve relationships with your clients.

Ready to build a customer 360 and streamline your processes? We can help.

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