Case Study: Ponce Bank achieves a unified client view and faster service with Fortimize and MuleSoft

Ponce Bank streamlines account opening in 16 weeks with Fortimize

Ponce Bank, a community bank focused on serving minority and low- to moderate-income neighborhoods in New York, faced a significant operational challenge. Its teams were hindered by siloed systems, including Salesforce, nCino, and Fiserv, which did not communicate with each other. This forced staff to manually toggle between applications and re-enter data, creating delays and a fragmented view of the customer. To address this, the bank partnered with vendor Fortimize.

Fortimize implemented a real-time MuleSoft integration layer to synchronize data across the bank's core platforms. This solution built reusable, scalable APIs that allowed branch staff to open accounts and identify opportunities from within a single Salesforce screen. The results streamlined account opening, eliminated redundant data entry, and provided a unified customer view. This technical shift enabled Ponce Bank to achieve growth without increasing headcount and significantly improved both the employee and customer experience.

Ponce Bank