How OneUnited Bank Modernized Lending and Marketing with FSC
As the nation’s largest Black-owned bank, OneUnited partnered with Zennify to modernize its Salesforce platform, activate Rocket Mortgage, and streamline customer engagement while reducing data processing time by over 90 percent.
Challenge
OneUnited Bank has been serving its customers for over 50 years. Their investment in the client experience includes digital transformation efforts across the organization and modernizing their systems for the current digital age.
However, their extensive Salesforce customization was making it difficult to keep their systems updated at scale. They also wanted to provide their customers with quality home loans using the flexibility of Rocket Mortgage and were one of the first banks to take advantage of the Salesforce + Rocket Mortgage partnership, but needed help optimizing their marketing and financial services platforms to support this new offering.
The Zennify Solution
Clouds implemented
Financial Services Cloud, Marketing Cloud, Experience Cloud
Systems integrated
Salesforce CRM
Systems replaced
CRM Functionality in homegrown back-office system, Outlook
Applications used
Lightning App for Mortgage
Strategy
OneUnited Bank decided to transition to Financial Services Cloud (FSC) to future-proof their Salesforce platform and chose Zennify as their partner because of its reputation of delivering flawless FSC projects.
Zennify built an FSC foundation for their Mortgage line of business to support the Rocket Mortgage partnership. They also configured a Lightning App for Mortgage and streamlined their marketing capabilities with Marketing Cloud, updating all journeys and processes to sync with FSC. Additionally, they ensured that OneUnited Bank’s Deposit Account Opening (DAO) was available 24/7 during the transition with flawless testing and deployment.
Results that speak for themselves
Reduced daily data integration load time from 12 hours to less than 1 hour by transitioning to the FSC data model.
DAO was available 24/7 during the transition and migration of the FSC data model, meaning no downtime or inconvenience for customers.
Marketing Cloud Journey Decision Splits are more accurate due to the custom Attribute Group’s more precise object relationship mapping.
Zennify proved they are one of the absolute best there is. We highly recommend them for your next Salesforce partner engagement.
CIO, One United
