Financial Services Integrations
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 Mphasis Silverline, we help financial institutions of all types 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 & 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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Blend Salesforce Integration
Create a better lending experience.
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Encompass Salesforce Integration
Integrate your loan origination system with Salesforce.
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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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InfoLease Salesforce Integration
Streamline your equipment leasing processes and improve your efficiency.
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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.
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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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nCino Salesforce Integration
Provide a connected customer experience.
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Plaid Salesforce Integration
Reduce friction in your banking and lending processes.
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Temenos Salesforce Integration
Streamline your onboarding and origination processes.
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Terafina Salesforce Integration
Create a 360-degree view and drive customer satisfaction.
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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BlueMatrix Salesforce Integration
Bring publishing and operational processes together for deeper client insights.
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FactSet Salesforce Integration
Leverage financial data inside of Salesforce.
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Pitchbook Salesforce Integration
Access Pitchbook data straight from your CRM.
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Preqin Salesforce Integration
Populate information from the alternative asset industry’s leading data source.
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Reonomy Salesforce Integration
Easily access CRE property and lead data within Salesforce.
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CapIQ Salesforce Integration
Easily access CRE property and lead data within Salesforce.
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Yardi Salesforce Integration
Streamline the lease management lifecycle.
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
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ACCELQ
Automate early and reduce defects getting to UAT or production.
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Selenium
Increase test coverage and quality deliverables.
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Splunk
Safeguard your data and secure your client relationships.
