Slack for Financial Services
Silverline helps financial services companies leverage Slack to improve collaboration, grow revenue, and enhance the customer experience.
Slack is more than just a chat application. For financial services companies, Slack can serve as a digital headquarters, bringing together your people and data from your disparate systems into one central location in a secure and compliant manner.
By doing this, you can leverage Slack to streamline important business processes, helping you drive collaboration between teams, improve customer satisfaction, and increase revenue.
Optimize business processes with Slack for financial services
Banking and lending
Quickly escalate and swarm around cases, improving the client service experience.
Improve collaboration around customers and/or specific deals between commercial/mortgage bankers, their management, and underwriters.
Collaborate with partners (Banking as a Service) and drive internal collaboration with digital and agile teams.
Deepen relationships and provide clients with relevant financial products by fostering communication across different lines of business.
Insurance
Add policyholders to claims channels and swarm claims, bringing together agents, claims adjusters, vendors, and more to collaborate and address policyholder needs.
Allow underwriters to easily request and receive NIGO policyholder applications with agent/broker teams and drive transparency in the quote-to-bind process.
Improve communication and collaboration between carriers and agencies.
Investment banking
With Slack, create one central location for industry bankers and financial sponsor coverage bankers to stay better connected with coverage relationships, share news and insights, early pitch ideas, and streamline deal logistics.
Automatically create deal channels and add staffers once they’ve been approved, adhering to compliance.
Private equity
Leverage Slack in tandem with Salesforce to manage industry teams and collaborate in channels to ask deeper diligence questions and get deals done faster.
Onboard new deal team members more easily by providing information in Salesforce about investments and catch up with the history of correspondence in Slack.
Collaborate directly with LPs and co-investors, ask and answer questions from board members, improve operations with portfolio company management teams, and more.
Real estate
Create internal and external channels to collaborate with important business relationships, communicate about properties, and coordinate logistics with vendors, lenders, agents, and more.
Allow different parties to easily ask client servicing questions, keep deal updates and documents organized, and drive transparency.
Wealth management
Provide great advisor recruiting and onboarding experiences through Slack to differentiate your firm from competition.
Onboard new clients in a compliance friendly way and collaborate through Slack channels or text messaging APIs to provide a great client experience.
Build internal channels around clients, consultants, and placement agents to collaborate around their needs, improve the customer experience, and drive more referrals.
How Slack enables mergers and acquisitions
For financial services companies, mergers and acquisitions are a time of large-scale change. Slack can serve as an environment to help companies stay organized, allow employees from the two organizations to easily collaborate, and streamline processes during a chaotic time. Join our panel as we discuss how Slack can help financial services and healthcare organizations.
Watch the webinar here.
Why choose Silverline?
Silverline is a Salesforce consulting partner and Slack partner with over a decade of experience serving financial institutions — across banking and lending, insurance, wealth and asset management, private equity, real estate, and more.
We bring an industry-first approach to technology implementation and transformation, helping organizations find the best technology fit and prioritizing meaningful use cases that drive value.
With both our technology expertise and our understanding of industry pain points, we’ll bring targeted recommendations on how to best leverage Slack for financial services companies to drive efficiency and collaboration and help you gain a competitive advantage.
