Case Study: Customers Bank achieves full-funnel lending visibility with Fortimize's Marketing Cloud and nCino integration

Customers Bank connects Marketing Cloud and nCino in 12 weeks with Fortimize

Customers Bank, a digital-first financial institution, needed to align its marketing and lending systems to scale its operations. Its challenge was that Salesforce Marketing Cloud remained disconnected from its nCino loan origination platform and Financial Services Cloud (FSC), preventing automated campaigns based on key loan lifecycle signals and resulting in manual outreach and fragmented reporting.

Fortimize solved this by mapping key nCino fields directly into Salesforce, establishing a consistent data model, and automating nurture triggers aligned to loan milestones. This created a single engagement ecosystem, allowing Customers Bank to track full-funnel conversions, deliver timely customer communications, and achieve stronger marketing ROI with reduced manual effort.

Customers Bank