Case Study: Full-Service U.S. Bank achieves a unified customer view and personalized service with Informatica

Full-Service U.S. Bank - Customer Case Study

Full-Service U.S. Bank, a locally owned community bank founded in the 1940s with more than $500M in assets, was growing by focusing on relationship banking but struggled with siloed customer data across mortgage, loans, deposits, wealth, brokerage, and trust lines. Fragmented systems and limited reporting made it hard to deliver consistent, personalized digital experiences or to migrate CRM and operations to the cloud, and the small IT team needed a low‑code solution that would avoid heavy custom development.

The bank implemented Informatica Intelligent Cloud Services—using Cloud Data Integration, Salesforce connectors, and partner Unico to pull data from legacy mortgage systems and SQL Server and to integrate core banking with nCino—creating a unified customer view. The integration improved cross‑department visibility, accelerated cloud migration and digital transformation, increased opportunities for deposits and cross‑sell, boosted customer loyalty, and laid the groundwork for future data quality and master data management initiatives.