Case Study: StoneX improves customer experience and self-service with Silverline

Stonex boosts trade volume and real-time data access with Silverline

Stonex, a global financial services firm, partnered with Silverline to address a challenge with their customer experience. They lacked a robust, single portal for customers to self-service and access real-time data, which was needed to grow loyalty and scale their white-glove service.

Silverline transformed Stonex's Salesforce environment to Lightning Experience and built a customer community powered by API-driven integrations to dozens of trading systems. This provided customers direct access to pre-trade insights and post-trade portfolio data, leading to more efficient service processes, increased client agency, and a rise in trade volume for Stonex.

Stonex