Ponce Bank Achieves 360° Customer View

Ponce Bank, deeply rooted in serving communities and fostering local economic growth, faced a significant challenge: fragmented customer data residing across 54 disparate systems. This hindered their ability to gain a holistic view of their customers, impeding personalized service and operational efficiency. Recognizing the critical need for a unified platform, Ponce Bank embarked on a transformative journey with Salesforce.

By consolidating data from these numerous systems into a single, secure Salesforce platform, Ponce Bank unlocked a 360-degree view of each customer's financial information. This newfound visibility empowered bankers to track customer interactions, understand their unique needs, and proactively offer tailored financial guidance. The results were immediate and impactful, streamlining processes like loan underwriting and deposit rate approvals, and optimizing lead and referral management.

The implementation of Financial Services Cloud, Marketing Cloud, Tableau and Premier Success Plan has revolutionized Ponce Bank's operations. Employees across departments now leverage Financial Services Cloud to automate processes, while Marketing Cloud enables targeted engagement with underserved communities through personalized educational content. Tableau provides real-time data visualizations, giving bankers at-a-glance insights into customer accounts and fostering deeper understanding. The Premier Success Plan ensures ongoing guidance and support, empowering Ponce Bank to continuously improve and adapt to evolving customer needs.

Value Results:

• Enhanced Customer Experience: Personalized financial guidance and proactive support fosters stronger customer relationships.

• Increased Operational Efficiency: Automation of key processes reduces manual effort and accelerates workflows.

• Improved Data Visibility: A 360-degree view of customer data enables informed decision-making and targeted interventions.

• Effective Community Engagement: Targeted educational content reaches underserved communities and promotes financial literacy.