How Republic Bank unified loan and mortgage visibility with Salesforce FSC
Republic Bank partnered with Zennify to modernize its Salesforce environment, integrate key systems with MuleSoft, and deliver a complete customer view across loan and mortgage operations.
About Republic Bank
Republic Bancorp, Inc. is the parent company of Republic Bank & Trust Company, a full-service bank with 42 locations across Kentucky, Indiana, Florida, Tennessee, and Ohio.
Headquartered in Louisville, KY, Republic Bank serves customers across retail and commercial banking channels and manages approximately $6.5 billion in assets.
Disconnected CRM and technical debt stalled growth
Republic Bank was dealing with a poorly implemented Sales Cloud instance that lacked a 360-degree customer view. This resulted in low adoption and heavy technical debt. To improve visibility and usage throughout its organization, Republic Bank needed a way to track the complete loan and mortgage sales cycle across multiple systems, and report on commercial groups and relationships.
Zennify’s mission? Improve scalability and enhance Republic Bank’s user experience—all while simplifying its data and eliminating siloed processes and technical debt.
The Zennify Solution
Clouds implemented
Financial Services Cloud, MuleSoft
Systems integrated
Blend, BytePro, NextGen
Core capabilities
Loan and mortgage pipeline tracking, Lightning UI enhancements, 360° customer view, technical debt reduction
Strategy
Working closely with Republic Bank’s executive team, Zennify and Salesforce defined the initial MVP and laid the groundwork for a flexible, scalable technology foundation to grow with the business. Using MuleSoft, Zennify integrated Blend, BytePro, NextGen and Salesforce to maintain the status of all loans and mortgages across the organization.
As Salesforce’s go-to Financial Services partner, Republic used Zennify to implement Salesforce Financial Services Cloud (FSC), bringing the bank’s technology infrastructure up to date and equipping it with a resilient platform for future growth.
In addition, Zennify enhanced the bank’s Lightning interface, significantly improving user experience and adoption. Finally Republic was able to holistic customer view with the employee efficiency they desired.
Results that speak for themselves
MuleSoft integrations connected loan and mortgage data across systems—enabling better decision-making and client experiences
Standardized Salesforce architecture reduced complexity and custom code across the organization
Enhanced Lightning UI design drove adoption and improved daily workflows across teams
