Solarity Credit Union

Financial Services

About Solarity Credit Union

With over $1 billion in assets under management, Solarity Credit Union’s digitally focused, community-centric co-op serves more than 50,000 members and offers a comprehensive range of products and services to meet their ever-evolving financial needs. Membership is open to anyone who lives, works, worships or attends school within a Washington State school district.

Situation

Solarity was looking to provide best-in-class customer experiences by attaining a 360-degree view of its members. The company wanted to tie together its diverse and siloed business applications to centralize member data, give employees access to complete member details, increase user efficiency and productivity, and achieve consistent, scalable end-to-end pipeline management.

The Zennify Solution

Clouds Implemented

Financial Services Cloud & Services Cloud

Third Party Applications

Twilio SMS, DocuSign Gen, Vonage

Systems Replaced

ZenDesk & SmartSheets

Strategy

To help Solarity achieve a comprehensive, panoramic view of its members, in less than six months Zennify rolled out a complete Salesforce Financial Services Cloud (FSC) implementation—fully integrated with core banking systems and featuring a Lightning Experience interface. Zennify also executed advanced Service Cloud features, including a Vonage (formerly NewVoiceMedia) computer-telephony (CTI) integration and Salesforce chat (formerly LiveAgent) for service requests.

Using MuleSoft, the Zennify team developed custom APIs to enable secure, real-time integration between Solarity’s Salesforce instance and its Symitar Episys, FICS, Payeezy, Mortgage Hippo and Marketo systems—centralizing the company’s data and generating actionable insights. The solution also integrates the Salesforce org with Microsoft Office 365 to consolidate agent calendars and capture activity. Finally, an Okta identity management system secures the custom APIs and provides Single Sign-On (SSO) capability, enabling all Solarity users to seamlessly access Salesforce.

Results

Enhanced Member Experience

The Zennify solution gives Solarity a true system of engagement to deliver extraordinary member experiences across any channel.

360-Degree Customer View

Solarity’s integrated platform gives users access to complete member details and eliminates the need to switch between systems, increasing employee efficiency and productivity.

Time & Money Saved

In the first six months alone, the Zennify solution saved Solarity over 150 man-hours on service cases.

Results

Enhanced Member Experience

The Zennify solution gives Solarity a true system of engagement to deliver extraordinary member experiences across any channel.

360-Degree Customer View

Solarity’s integrated platform gives users access to complete member details and eliminates the need to switch between systems, increasing employee efficiency and productivity.

Time & Money Saved

In the first six months alone, the Zennify solution saved Solarity over 150 man-hours on service cases.

Hear from our clients

Customer in the Professional Services Industry

"We vetted a number of Salesforce implementation professional service partners. Zennify presented themselves and delivered as a highly professional, very high quality solution partner. I would continue to engage their partnership every opportunity I had."

Customer in the Financial Services Industry

"What a great group of people. The Zennify team embodies those qualities and traits you want on your project. Dedicated, hard working, knowledgeable, honest with a guideline light of integrity."

Customer in the Financial Services Industry

"The key to success was the approach to the relationship with Zennify was not of a vendor but of a partner. This was critical in all aspects of the relationship and they were fantastic in helping us navigate a complex process with which our organization did not have any experience. Really amazing team to work with."