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FISI Company Overview.pdf

Five-Star-Bank-Success-Story.pdf
Preview of FISI Company Overview
🔗 Source: silverlinecrm.com
📊 Size: 950 KB
📄 Pages: 2 pages
⬇️ Downloads: 140

Summary

Financial Institutions, Inc. has approximately $5.8 billion in assets, offering banking, insurance, and wealth management products through subsidiaries. Five Star Bank uses Salesforce Financial Services Cloud, but it was overly customized, resulting in poor user adoption. Silverline helped clean up the customization, driving efficiency, transforming customer experience, and simplifying employee experience. Silverline implemented operational case processes, managed customer complaints, created cross-sell opportunities, and drove more value from the FSC platform. Results included a 74% increase in weekly referral entry, $1.8M in closed/won cross-sell, 9% data clean-up, and 735 hours in productivity savings. Five Star Bank plans to expand FSC use, build new functionality, and integrate with other tools.

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Description

Financial Institutions, Inc. has approximately $5.8 billion in assets, offering banking, insurance, and wealth management products through subsidiaries.

Technical Information

  • File Format: PDF
  • File Size: 950 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 140
  • Last Updated: 5 days ago

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