Case Study: a regional community bank achieves real customer 360 and faster lead conversion with Fortimize and Salesforce Financial Services Cloud

Regional Community Bank goes live in 14 weeks with Fortimize, logging 38 leads and 20 conversions in 3 days

a regional community bank faced a significant challenge as its bankers had to navigate between five to seven disconnected systems to answer basic customer questions. This lack of a unified view meant customer referrals were lost, leadership lacked real-time visibility, and both staff and customers felt frustrated. To solve this, the bank partnered with Fortimize.

Fortimize implemented Salesforce Financial Services Cloud as a unified system of engagement, integrating the bank's core, lending, wealth, and treasury data via MuleSoft. The solution provided a single Customer 360 view for all bankers. As a result, the bank went live in just 14 weeks, and within the first three days, logged 38 leads and converted 20 of them. Fortimize's solution eliminated the need for constant system toggling and gave the bank real-time visibility into its growth for the first time.