{"id":65073,"date":"2023-05-03T05:00:00","date_gmt":"2023-05-03T12:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?post_type=sf_press_release&#038;p=65073"},"modified":"2023-05-02T11:30:33","modified_gmt":"2023-05-02T18:30:33","slug":"esquire-bank-salesforce","status":"publish","type":"sf_press_release","link":"https:\/\/www.salesforce.com\/news\/press-releases\/2023\/05\/03\/esquire-bank-salesforce\/","title":{"rendered":"Esquire Financial Holdings, Inc. Expands Collaboration with Salesforce to Drive Business Growth"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Esquire Bank aims to enhance client communications with AI-driven automation and real-time personalization<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>San Francisco <strong>\u2014<\/strong><\/strong> <strong>May 3, 2023 \u2014<\/strong> Salesforce (NYSE: CRM), the global leader in CRM, today announced that <a href=\"https:\/\/esquirebank.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Esquire Financial Holdings, Inc.<\/a> (NASDAQ: ESQ) (the \u201cCompany\u201d), the holding company for Esquire Bank, National Association (collectively \u201cEsquire\u201d), has expanded its use of Salesforce technology to more effectively power its hyper-personalized sales and marketing initiatives aimed at law firms nationally.<\/p>\n\n\n\n<p>Esquire is a digital-first, branchless bank, which means that it has to nurture and build client relationships nationally across digital channels using targeted or account-based marketing (\u201cABM\u201d) campaigns. Esquire relies primarily on technology to virtually power customer and prospect engagements. Now, through its expanded work with Salesforce, Esquire will leverage artificial intelligence, advanced data analytics, and personalization features to deliver real-time and relevant thought leadership content and experiences to customers and prospects.\u00a0<\/p>\n\n\n\n<aside class=\"more-from-block more-from-block--2 alignfull wp-block-newsroom-moreontopic\">\n\t<div class=\"more-from-block__content\">\n\t\t\t\t\t<h4 class=\"more-from-block__title\">Related<\/h4>\n\t\t\n\t\t<div class=\"more-from-block__cards more-from-block__cards--2\"\n\t\t\t\t>\n\t\t\t\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92984\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/stories\/asymbl-engine-slackbot-use-cases\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=1024\" class=\"content-card__image\" alt=\"How Engine and Asymbl Use Slackbot\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png 1200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/stories\/asymbl-engine-slackbot-use-cases\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tHow Engine and Asymbl Are Putting Slackbot to Work\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t4 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92815\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=1024\" class=\"content-card__image\" alt=\"Contact center worker in a headset providing personalized support with the help of Agentforce.\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png 1200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tU.S. Department of Labor Taps Agentforce to Enhance Citizen Support\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t5 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\t\t<\/div>\n\t\t<noscript>\n<div class=\"pagination-fallback\">\n\n\t\t<a href=\"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/sf_press_release\/65073\/page\/2\/?bc=OTH#section-title\">\n\t\t\tOlder Posts\t\t<\/a>\n\t\t<\/div>\n<\/noscript>\n\t<\/div>\n<\/aside>\n\n\n\n<p>\u201cAs a client-centric, technology-focused bank, our continued investment in Salesforce technology plays an essential role in reaching our target market, as well as our future success,\u201d said Andrew C. Sagliocca, CEO and President of Esquire. \u201cWe meet our target clients on their terms and timeframe, in the digital channels and with the content that helps them achieve their business goals, not in traditional branches during traditional bank hours.\u201d&nbsp;&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>As a client-centric, technology-focused bank, our continued investment in Salesforce technology plays an essential role in reaching our target market, as well as our future success<\/p>\n<cite>Andrew C. Sagliocca, CEO and President of Esquire<\/cite><\/blockquote>\n\n\n\n<p>Esquire initially implemented Salesforce technology, including <a href=\"https:\/\/www.salesforce.com\/products\/marketing-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Marketing Cloud<\/a>, to more effectively reach prospective customers nationally. Prior to implementing Marketing Cloud, Esquire\u2019s outreach to prospective law firms was through traditional sales channels \u2013 primarily state bar association events and referrals. After only two years of using Marketing Cloud, Esquire now generates more than 50% of its law firm leads from digital marketing initiatives.<\/p>\n\n\n\n<p>In addition to Marketing Cloud, Esquire leverages the power of additional Salesforce technology, including <a href=\"https:\/\/www.salesforce.com\/products\/analytics\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau<\/a> and <a href=\"https:\/\/www.salesforce.com\/products\/sales-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Cloud<\/a>.<\/p>\n\n\n\n<p>\u201cSalesforce\u2019s AI capabilities help determine the next-best communications while showing the most relevant content to the right people at the right time,\u201d said Kyall Mai, SVP and Chief Innovation Officer at Esquire. \u201cPutting world-class content together with next-generation artificial intelligence will help position Esquire for continued long-term success.\u201d<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Salesforce\u2019s AI capabilities help determine the next-best communications while showing the most relevant content to the right people at the right time<\/p>\n<cite>Kyall Mai, SVP and Chief Innovation Officer at Esquire<\/cite><\/blockquote>\n\n\n\n<p>Esquire was recently honored by <a href=\"https:\/\/www.demandgenreport.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Demand Gen Report<\/em><\/a> for the Best ABM Campaign at the 12<sup>th<\/sup> Annual Killer Content Awards (the Finny Awards). The winning campaign, co-developed with Esquire\u2019s B2B marketing agency partner, <a href=\"http:\/\/www.parkandbattery.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Park &amp; Battery<\/a>, was honored as part of the 2023 <a href=\"https:\/\/b2bmarketing.exchange\/\" target=\"_blank\" rel=\"noreferrer noopener\">B2B Marketing Exchange<\/a> conference in Scottsdale, Arizona.&nbsp;<\/p>\n\n\n\n<p>\u201cBeing the first financial institution to receive this award is a great honor for Esquire and a testament to the possibilities that exist when a digital-first strategy is combined with the right technology platform and a customer-centric approach to the sales process,\u201d continued Mai. \u201cBy integrating our marketing technology and our expanding library of topical, customer-centric content, we\u2019ve armed law firms nationally with laser-guided content. We believe Esquire is only scratching the surface thanks to our expanded engagement with Salesforce.\u201d&nbsp;<\/p>\n\n\n\n<p>\u201cIn today\u2019s digital-first world, customers expect more relevant experiences from companies across every touchpoint,\u201d said Bobby Jania, Senior Vice President, Marketing Cloud at Salesforce. \u201cSalesforce helps Esquire use artificial intelligence and data to connect with customers in a whole new way and become a customer company by making every moment more personal, valuable, and memorable.\u201d<\/p>\n\n\n\n<p><em>Learn more about how companies are leveraging data to drive transformation at Salesforce\u2019s <\/em><a href=\"https:\/\/www.salesforce.com\/world-tour\/nyc\/home\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\"><em>World Tour NYC<\/em><\/a><em> on May 4.<\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-more-information\">More information<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Read more Salesforce customer success stories <a href=\"https:\/\/www.salesforce.com\/news\/collections\/success-now\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n\n\n\n<li>Learn about the future of business with AI + Data + CRM <a href=\"https:\/\/www.salesforce.com\/news\/collections\/future-of-crm\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n\n\n\n<li>Learn more about <a href=\"https:\/\/www.salesforce.com\/products\/marketing-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Marketing Cloud<\/a>, <a href=\"https:\/\/www.salesforce.com\/products\/sales-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Cloud<\/a>, and <a href=\"https:\/\/www.salesforce.com\/products\/analytics\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">About Esquire Financial Holdings, Inc.<\/h4>\n\n\n\n<p>Esquire Financial Holdings, Inc. is a financial holding company headquartered in Jericho, New York, with one branch office in Jericho, New York and an administrative office in Boca Raton, Florida. Its wholly owned subsidiary, Esquire Bank, National Association, is a full-service commercial bank dedicated to serving the financial needs of the legal industry and small businesses nationally, as well as commercial and retail customers in the New York metropolitan area. The bank offers tailored products and solutions to the legal community and their clients as well as dynamic and flexible payment processing solutions to small business owners. For more information, visit www.esquirebank.com.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Esquire Bank aims to enhance client communications with AI-driven automation and real-time personalization San Francisco \u2014 May 3, 2023 \u2014 Salesforce (NYSE: CRM), the global leader in CRM, today announced that Esquire Financial Holdings, Inc. (NASDAQ: ESQ) (the \u201cCompany\u201d), the holding company for Esquire Bank, National Association (collectively \u201cEsquire\u201d), has expanded its use of Salesforce [&hellip;]<\/p>\n","protected":false},"author":128,"featured_media":65104,"template":"","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"sf_content_type":[1756],"sf_theme":[1912],"sf_topic":[1726],"sf_product":[],"sf_industry":[1780],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1798],"sf_collection":[2834],"sf_visibility":[],"coauthors":[1966],"class_list":["post-65073","sf_press_release","type-sf_press_release","status-publish","has-post-thumbnail","hentry","sf_content_type-press-releases-customer","sf_theme-digital-transformation","sf_topic-digital-transformation","sf_industry-financial-services","sf_location-global","sf_collection-world-tour-nyc-2023"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Esquire Financial Holdings, Inc. Expands Collaboration with Salesforce to Drive Business Growth - Salesforce<\/title>\n<meta name=\"description\" content=\"Esquire Bank aims to enhance client communications with AI-driven automation and real-time personalization San Francisco \u2014 May 3, 2023 \u2014 Salesforce (NYSE:\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/news\/press-releases\/2023\/05\/03\/esquire-bank-salesforce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Esquire Financial Holdings, Inc. 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