Case Study: a national consumer lender unifies 500 branches and boosts compliance with Coastal Cloud and Salesforce Financial Services Cloud

National Consumer Lender unifies 500 branches with Coastal Cloud

Coastal Cloud helped a national consumer lender that faced operational challenges due to its distributed network of over 500 branches and a new virtual channel. The company struggled with inconsistent customer engagement processes, high regulatory exposure, high staff turnover, and fragmented customer data spread across multiple core systems.

The solution implemented by Coastal Cloud was built on Salesforce Financial Services Cloud and integrated with MuleSoft to create a unified platform. This provided a complete customer view, embedded compliance into workflows, and enabled proactive outreach. As a result, the lender unified its frontline experience, significantly lowered compliance risk, accelerated the onboarding of new hires, and empowered its teams with data-driven tools for smarter customer engagement.