Solarity Credit Union
Credit Union
Financial Services Cloud implementation (using Lightning), fully integrated with core banking systems using MuleSoft.
About Solarity Credit Union
With over $1 billion in assets under management, Solarity Credit Union’s digitally focused, community-centric co-op serves more than 50,000 members and offers a comprehensive range of products and services to meet their ever-evolving financial needs. Membership is open to anyone who lives, works, worships or attends school within a Washington State school district.
Situation
The Zennify Solution
Clouds Implemented
Financial Services Cloud, Service Cloud & Marketing Cloud
Third Party Applications
Twilio SMS, DocuSign Gen, Vonage
Systems Replaced
Marketo, ZenDesk & SmartSheets
Strategy
In less than six months, Zennify helped Solarity achieve a comprehensive, panoramic view of its members. We rolled out a complete Salesforce Financial Services Cloud (FSC) implementation—fully integrated with core banking systems and featuring a Lightning Experience interface. Zennify also executed advanced Service Cloud features, including a Vonage (formerly NewVoiceMedia) computer-telephony (CTI) integration and Salesforce chat (formerly LiveAgent) for service requests.
Using MuleSoft, the Zennify team developed custom APIs to enable secure, real-time integration between Solarity’s Salesforce instance and its Symitar Episys, FICS, Payeezy, and Mortgage Hippo systems—centralizing the company’s data and generating actionable insights. The solution also integrates the Salesforce org with Microsoft Office 365 to consolidate agent calendars and capture activity. Finally, an Okta identity management system secures the custom APIs and provides Single Sign-On (SSO) capability, enabling all Solarity users to seamlessly access Salesforce.
After delivering this successful project, Solarity tapped us to replace their Marketo install with Salesforce Marketing Cloud. We expertly tied together systems and they are now able to send over 100,000 emails in a single deployment and deliver a customized experience for their members and prospects.
Results
Enhanced Member Experience
The Zennify solution gives Solarity a true system of engagement to deliver extraordinary member experiences across any channel.
360-Degree Customer View
Solarity’s integrated platform gives users access to complete member details and eliminates the need to switch between systems, increasing employee efficiency and productivity.
