Case Study: Real Estate Board of New York modernizes member services and data access with Plative

REBNY streamlines support for 14,000 members with Plative

The Real Estate Board of New York (REBNY) faced challenges with disjointed data across multiple systems, making it difficult to access member information and measure performance. To modernize operations and improve the member journey, REBNY partnered with Plative, utilizing their "Innovation as a Program" approach and expertise in Salesforce, NetSuite, and data management.

Plative implemented a central Salesforce platform, integrated NetSuite via Mulesoft, and used Data 360 to index over a century of historical files. They also developed an AI-powered member services agent using Agentforce. This solution streamlined processes, enabled data-driven decisions, and improved member engagement through features like a no-password login and a simplified payment system, ultimately reducing manual work for staff and providing faster support for over 14,000 members.

Real Estate Board of New York (rebny)