Case Study: Ponce Bank boosts cross-sell and card servicing with Fortimize and Salesforce FSC

Ponce Bank accelerates debit card servicing in 18 weeks with Fortimize

Ponce Bank, a community-focused institution, faced challenges in cross-selling and customer service. Despite having a unified customer view in Salesforce, their debit card origination process remained separate, forcing staff to manually re-enter data and causing delays for customers. This lack of integration made it difficult for frontline employees to identify product gaps and offer relevant services in real time.

To solve this, Fortimize implemented a solution using Salesforce Financial Services Cloud (FSC), integrated with Fiserv. This enabled real-time visibility into customer needs and automated the debit card issuance process entirely within Salesforce. As a result, Fortimize helped Ponce Bank significantly reduce manual data entry, accelerate card servicing, and boost cross-selling opportunities by allowing staff to act on insights during customer interactions.

Ponce Bank