Case Study: a Fortune 500 bank unlocks 300% growth with Coastal Cloud's unified leasing platform

Fortune 500 Bank boosts loan volume 300% with Coastal Cloud

The customer, a fortune 500 bank, sought to modernize its equipment finance operations and build a unified loan origination platform. The bank's Equipment Finance Division faced challenges with system integration, team capacity, and fragmented tools, which had led to years of high effort with limited results. They partnered with vendor Coastal Cloud to address these issues.

Coastal Cloud implemented a solution using Financial Services Cloud and Experience Cloud to create a single, unified platform. This integration streamlined data flow and leveraged native Salesforce capabilities. As a result, the bank achieved a 300% increase in loan processing volume, deployed approximately 100 new features, and established a scalable foundation for future growth across additional business units.