OneUnited Bank

"With the Salesforce1 Mobile App, I have visibility into all of our service delivery at my fingertips."

— Teri Williams
President and COO

OneUnited Bank gives customers a helping hand with Salesforce

With the recession over, and the recovery underway, many people are now working to pay down debt, rebuild credit, and refill depleted savings accounts. To help these customers, OneUnited Bank introduced the UNITY Visa secured credit card. OneUnited, which provides banking services for urban and low-income communities, uses Salesforce to power a fast and easy application process so cardholders can start rebuilding their credit in minutes.

The OneUnited UNITY Visa card accounts are secured by cash deposits. When OneUnited launched the card, it needed an easy way to integrate the application process with its back-office systems for credit checks and customer approvals. Based on prior integration success with Salesforce, the bank decided to build the end-to-end customer-facing app on Salesforce Platform.

“Salesforce is helping us extend ‘how to rebuild credit’ programs to underserved financial customers,” says Teri Williams, President and COO. “With Salesforce and the UNITY Visa, we’re changing the lives of our customers.”

OneUnited initially chose Salesforce to maintain customer information, so branch employees could access detailed client histories and account summaries; and provide faster, more personalised service. Employees can easily track branch activities and performance using Salesforce reporting and analytics.

And with the Salesforce1 Mobile App, management can access real-time reports and dashboards from anywhere. The customised 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.

OneUnited Bank screenshot
OneUnited Bank screenshot