Financial Services

Wealth Prospecting and Onboarding Accelerator

Ensure a compliant, streamlined path from qualified lead to funded client.

Digital Personal Account Onboarding Accelerator

Streamline every step of onboarding — from application to decisioning — into a fast, compliant, client-friendly process.

Treasury Management Accelerator

Our accelerator bridges the gap between back-office treasury managers and front-office relationship managers with an automated treasury management workflow built atop Financial Services Cloud.

Accelerate Digital Transformation with Salesforce Flow for FSC

Modern Solutions for Private Equity

Mphasis Silverline’s Salesforce solutions for private equity span across fundraising, the investment pipeline, portfolio management, marketing, and more. Get your copy of the datasheet to learn more about the types of solutions...

Salesforce Security Risk Assessments

Businesses must enable workers to access sensitive data quickly and securely so they can perform at their best — no matter where they may be working. The amount of sensitive data stored in the cloud adds another complex layer...

Things to Consider Before Installing FSC into an nCino Org

Why are Salesforce’s Financial Services Cloud (FSC) and nCino so powerful together? The combination allows your financial institution to leverage the features of nCino’s Bank Operating System — Commercial Loan Origination,...

Banking Foundation for Financial Services Cloud

Customer preferences are evolving and experience matters more than ever before. You need to be able to offer insightful interactions, reduce friction, and drive seamless experiences throughout the customer lifecycle by...

How Can CRM Analytics for Financial Services Help Your Business?

With growing client lists and increased expectations for personalized service, bankers and wealth advisors need to know where to focus. Learn how CRM Analytics for Financial Services can help your employees identify the right...