How First Interstate Bank boosted engagement with personalized marketing
See how First Interstate Bank streamlined campaigns and boosted engagement across five personalized journeys with Salesforce Marketing Cloud.
About First Interstate Bank
First Interstate Bank is a community-focused financial institution headquartered in Billings, Montana. With over 320 offices across 14 states, they serve individuals, families, and businesses with practical financial solutions—while actively supporting community development and philanthropy.
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Bridging the gap between tools and outcomes
Despite having Salesforce Marketing Cloud in place, First Interstate Bank wasn’t seeing the value. Inconsistent data, and an unclear implementation strategy meant the platform couldn’t support their goals of acquiring new customers and growing existing relationships. They needed more than technology, they needed a partner to turn potential into performance.
The Zennify Solution
Clouds implemented
Marketing Cloud
Systems integrated
Salesforce CRM
Third-party applications
360 View
From disconnected data to targeted engagement
Zennify partnered with First Interstate Bank to turn Salesforce Marketing Cloud into a high-performing marketing engine. We corrected the initial setup, trained their team on core functionality, and redefined their approach to customer journeys.
By aligning with the bank’s top priorities, acquisition and expansion—we uncovered the core barrier: disjointed, incomplete data. Zennify facilitated collaboration across IT, sales, service, and marketing to define data requirements and integrate clean, actionable data into Marketing Cloud.
This not only improved internal communication but also empowered the marketing team to confidently work with data and influence broader organizational change. With this new foundation, we helped build targeted, automated campaigns that personalize outreach across the customer lifecycle.
Meaningful outcomes, measurable value
A unified customer view in Marketing Cloud now powers campaigns with real-time insights.
Automation reduces manual effort and ensures no opportunity falls through the cracks, freeing time for high-value work.
Five segmented, dynamic journeys deliver relevant messaging at key moments in each customer’s relationship with the bank.
