Case Study: Five Star Bank boosts Salesforce adoption and efficiency with Silverline

Five Star Bank boosts weekly referrals 74% with Silverline

Five Star Bank was facing challenges with its Salesforce Financial Services Cloud (FSC) platform, which had been overly customized by a previous partner, leading to poor user adoption. The bank needed a new partner, Silverline, to clean up the implementation and build a better foundation to drive efficiency and improve customer and employee experiences.

Silverline addressed the over-customization by moving operational cases and complaint management to Salesforce, creating cross-sell opportunities, implementing a referral process, and cleaning up data. This resulted in a 74% increase in weekly referral entry, $1.8M in closed/won cross-sells, over 9% data cleanup, significant increases in active users and logins, and 735 hours of productivity savings. Silverline's expertise and change management plan ensured successful user adoption and a strong foundation for future expansion.

Five Star Bank