Case Study: Lake City Bank achieves greater flexibility and faster growth with Silverline’s Salesforce FSC and nCino implementation

Lake City Bank builds real-time call tracking with Silverline

Lake City Bank needed to move from a rigid, outdated operating system to a more flexible platform and required an experienced implementation partner for a Salesforce and nCino migration. They selected vendor Silverline to implement Financial Services Cloud (FSC) and help them gain a true CRM solution with a 360-degree view of their customers.

Silverline successfully executed a multi-phased implementation, integrating FSC with nCino and developing new processes for tracking referrals and a calling officer program. This provided real-time visibility into user activities and eliminated the need for manual month-end reporting. The solution gave Lake City Bank a highly adaptable platform with increased flexibility and speed to market, providing a foundation for future growth.

Lake City Bank