CNB Financial Corporation is a leader in providing integrated financial solutions, including deposit accounts, private banking, commercial, and credit cards. 27 offices operate as CNB Bank throughout northwestern PA. CNB has four regional divisions, including ERIEBANK, and one subsidiary.
Zennify migrated current efforts for householding into Salesforce Financial Service Cloud (FSC) and developed automation in FSC to group individuals into households based on name and address. Our team then optimized the use of FSC and enhanced CNB’s householding data and relationship mapping.
After optimizing CNB’s data integration and architecture, Zennify streamlined reporting by creating Salesforce reports and Salesforce CRM Analytics dashboards with real-time data that can be pulled quickly and on-demand. To take full advantage of CNB’s improved household management structure and provide demographic data for all customer accounts, Zennify merged Acxiom demographic data with Salesforce data and migrated everything to a single dashboard. The team also integrated Snowflake to bring enriched data into FSC and developed robust reports with deep drill-down capabilities in both Salesforce and CRMA.