A top 100 U.S. credit union turned to Fortimize for help after experiencing shortcomings with a previous consultant during the initial Salesforce and MuleSoft implementation. Their aim was to attain a solution that would unlock a 360° view of member data, including account types, service requests, and disputes.
Through a redesigned integration between Jack Henry Symitar and Salesforce Financial Services Cloud (FSC), the credit union shifted from an account-centric approach to one centered around its members. This transformation facilitated seamless access to comprehensive member data within Salesforce, including accounts, support cases, and household relationships.
By streamlining workflows in critical areas such as indirect auto financing, select employee groups (SEGs), and financial dispute resolution, employees can now dedicate their efforts to delivering timely, accurate, and personalized experiences to members both online and at branches.
