Headquartered in the Bronx, Ponce Bank is among fewer than 40 U.S. banks to hold dual certifications as a Community Development Financial Institution (CDFI) and a Minority Depository Institution (MDI). Since 2019, it has partnered with Salesforce and Fortimize to develop a 360° view of its customers.
To streamline operations, Ponce Bank integrated Salesforce Financial Services Cloud (FSC) with Fiserv Cleartouch and nCino via MuleSoft, effectively breaking down data silos. This integration enabled a consolidated view of customer interactions, encompassing details on deposits, loans, and accounts. It also facilitated real-time data sharing and automated processes across various departments, thereby enhancing efficiency and customer service.
Ponce Bank views the Salesforce platform as an essential extension of its team, contributing to improved customer relationships. As the bank continues its transformation efforts, it remains focused on enhancing digital banking services and achieving omni-channel excellence.
