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“With Salesforce, I have visibility into all of our service deliveries at my fingertips.”
OneUnited Bank gives customers a helping hand with Salesforce.
“Salesforce is helping us extend 'how to rebuild credit' programs to underserved financial customers.”
OneUnited Bank and Salesforce aid underserved financial customers.
OneUnited Bank initially chose Salesforce to maintain customer information; this way, branch employees could access detailed client histories and account summaries, providing faster, more personalized service. And it’s been a resounding success. Now, employees can easily track branch activities and performance using Salesforce reporting and analytics. “Salesforce is helping us extend ‘how to rebuild credit’ programs to underserved financial customers,” says Teri Williams, president and COO. James Slocum, CIO, SVP, says, “Salesforce has proven highly valuable to the UNITY Visa initiative. We’ve been continuing to refine our UNITY Visa program to maximize our opportunities for growth and using Salesforce to round out business processes around the program.” One recent effort to refine the UNITY Visa program stemmed from an analysis of Salesforce data that pointed to a need for an optimized mobile user interface for the card application. Just one week after rolling out the new user interface, OneUnited Bank saw a conversion rate improvement of 89% for mobile users. With the Salesforce1 Mobile App, OneUnited Bank management can access real-time reports and dashboards from anywhere. The customized app shows the number of applications for financial products and their potential account value, as well as benchmarks against previous months. Managers can also identify issues on the spot to provide better service to customers more effectively, and grow business.