Case Study: Ponce Bank achieves a unified customer view and faster onboarding with Fortimize

Ponce Bank unifies customer view in 23 weeks with Fortimize

Ponce Bank, a community-focused financial institution, faced a challenge in providing consistent, relationship-driven service because its customer data was fragmented across multiple platforms, including Salesforce, Fiserv, and nCino. This lack of a unified view slowed down service and hindered growth initiatives. To address this, the bank partnered with vendor Fortimize to create one connected operating layer.

Fortimize implemented a solution by integrating Salesforce Financial Services Cloud with Fiserv and nCino using MuleSoft APIs. This provided real-time data flows and a single customer view, which streamlined operations for frontline staff and improved customer engagement with personalized experiences. As a result, Ponce Bank achieved significant operational efficiency, stronger data governance, and enhanced service consistency without adding headcount, allowing it to better fulfill its mission of serving its community.

Ponce Bank