Founded in 2009, Customers Bank needed a digital transformation to meet evolving customer expectations in a rapidly changing industry. Partnering with Fortimize, they migrated Salesforce Sales and Service Cloud to Financial Services Cloud (FSC) and streamlined integrations using MuleSoft.
Fortimize guided the bank's internal Salesforce team in adopting agile methods to digitize, synchronize, and centralize business processes. This cultural shift allowed for rapid testing and refinement, establishing a critical framework for modernizing workflows and fostering continuous innovation.
As a result, FSC facilitated seamless collaboration between front and back-office teams, providing a comprehensive view of business activity. Within a year, Customers Bank achieved 50% asset growth, digitized over 140 processes, and realized substantial cost and time savings. Customers Bank now boasts over $22 billion in assets.
