Inter-American Development Bank
The Inter-American Development Bank is a Trailblazer, creating a data-driven loans and grants process that transforms communities nestled into the heart of the mission.
FHLBank Atlanta is a Trailblazer, Empowering Employees to Empower Communities
A changing world calls for a changing bank.
The IDB builds a data-driven platform on the cloud.
The IDB team built a relationship management platform on Salesforce, a CRM knowledge base that delivers the collaborative intelligence of the Bank to any employee, working on any loan or grant, anytime, anywhere through three key functions:
- Outreach and engagement: “We started with Marketing Cloud,” said Daysi Andrades, Lead IT Specialist for IDB. “We use it to disseminate information and to keep everyone up-to-date on what might influence their loan or grant application.” The team also uses it to manage social listening, keeping themselves up-to-date on real-time conversations.
- Opportunity management: the IDB then added Service Cloud. Information from IDB’s research efforts, learnings from its email and social activities, and meeting notes from in-country reps are all gathered in a profile-like setting, creating a 360-degree view of the project as well as any resulting loans or grants.
- Self-service communities: online community groups were launched on Community Cloud, giving Bank employees, their government clients, and partners in the region a 24x7, self-service access to report on a project’s status, check performance, and review ROI.
- Collaboration: most recently, the team layered on Quip, online documents that enable the team to share information, drive discussions, and take action directly from plans and notes.
See IDB’s impact in the LATAM region
IDB invited us to see the Serra do Mar project, firsthand. See how the team’s strategy turns investments in technology into investments in the mission.
The result: greater efficiency, and more focus on the mission.
“When we find ways to navigate the small stuff, unlock synergies, and be more coordinated, we get to do more work like this – work that matters,” said Basañes.
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