Case Study: Univest achieves expanded digital banking and stronger customer experience with Slalom

Elevating customer experience with expanded digital banking

Univest worked with Slalom to transform its website from a simple digital presence into a channel that could drive conversion, lead generation, and performance-based marketing. Facing a tight deadline to support a multiyear strategy, Univest needed a solution that would better connect its digital experience with customer needs and its existing Salesforce CRM.

Slalom implemented Experience Cloud as the new platform and launched a pilot site for Univest’s wealth division to test the technology stack and ensure a smooth rollout. By closely collaborating with internal teams and refining the approach, Slalom delivered 250 strategic content pages, enabled 1,000 employees with connected data, and contributed to a $1M increase in new investments from the pilot website’s personalized experience.

Univest

Jacklyn Bingaman

SVP and Director of Marketing Strategy and Services