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Marketing Cloud for Financial Services

Silverline helps financial services companies realize the full potential of their teams and marketing technology

Take personalization and data management to the next level

Financial services companies are sitting on a lot of customer data. But often this data is siloed in systems that aren’t speaking to one another or are constantly changing – leading to a lack of understanding about your customers and how to best provide value and engagement over the customer journey.

Salesforce Marketing Cloud helps you optimize your financial institution’s business impact, gain efficiencies, and create exceptional customer experiences. Organizations can unify data and create a single customer profile to achieve deeper personalized engagement and drive long-term value. Marketing Cloud allows you to promote relevant financial products and services to your customers and prospects across channels like web, email, and mobile in real-time with offers specifically and uniquely for them.

With Marketing Cloud, financial services companies have an effective solution for listening, understanding, deciding, and taking action based on data gathered about each customer.

Silverline helps financial services organizations make the most of Marketing Cloud by connecting your systems, such as core banking and other banking systems (such as Fiserv, FIS, and nCino), and PAS for insurance companies. We will look at your capabilities and requirements and harness the data from your financial accounts, loans, deposits, and more.

We provide advice along the way from former digital directors that have done this before, and we have helped companies drive growth in all areas:

Optimize business processes with:

How Westfield Bank Aligns Sales and Marketing with Salesforce

Silverline implemented Marketing Cloud, Financial Services Cloud, and High Velocity Sales with Westfield Bank’s nCino system to transform its sales and marketing processes. With Marketing Cloud, Westfield Bank can build custom customer and prospect journeys, and give insight into those communications to the sales team, enabling them to have more informed conversations.


Read the story.

Silverline can help you transform the way you market to your customers. We will work with you to understand exactly where you are and where you want to go, and then decide on the business goals you are supporting and how we can align your vision to create incremental value while you transform. By establishing a high-level roadmap and value plan, you’ll know which products and functions make the most sense to set up for both short-term and long-term growth.

  • STEP 1


    Building a future-proof design that focuses on quick, easy access to data while allowing it to easily connect across channels. This is a critical point; if this is not done correctly, it can make it hard to transition to other phases.

    Key Points

    • Data Model
    • Data Movement
    • Privacy Strategy
    • Segmentation Strategy
    • Evergreen Journeys

  • STEP 2


    Building on a great foundation allows you to easily extend the current base by enabling more channels and data. This allows you to start to personalize at a larger scale across multiple touchpoints. At this stage, your data starts to accumulate relevance and you can also start using AI to help scale and optimize your campaigns.

    Key Points

    • Cross-Platform Personalization
    • Cross-Channel Journeys
    • Mobile Marketing
    • Increased Marketing Attribution

  • STEP 3


    This final stage is evergreen as you will always be adjusting to keep up with moving preferences. In this stage, all data is moving freely from all channels, and you are using AI to make real-time adjustments to campaigns at scale. Data should be more transparent at this point allowing you to optimize for customer preferences to push your ROI even further.

    Key Points

    • Empowerment
    • Ancillary Channels
    • AI Real-Time Optimized Campaigns
    • Transparent Funnel

Why choose Silverline?

The Silverline team has firsthand experience with the challenges facing financial services marketers. We have a strong understanding of the successful strategies that get organizations from where they are today to where they want to be, because we have industry experts who have walked in your shoes at respectable financial services organizations.

Silverline helps financial services companies leverage their core, operational, marketing and third-party data to help you create a complete 360 view of your customers/members. We do this by automating processes, implementing critical tools like Salesforce Marketing Cloud, and connecting with your other core systems, so you can act faster and more intelligently.

At a glance, we provide:

  • Experience across Marketing Cloud suite of products
  • Unmatched industry expertise 
  • Cross-cloud experts
  • World-class marketing team creation
  • Time to value acceleration

We’re ready to help.

Learn more about how Silverline’s consulting services can help you.

Let's chat

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