How Solarity Credit Union gained a 360° member view and saved 150+ hours with Salesforce
See how Solarity Credit Union centralized member data, streamlined operations, and saved over 150 hours with a connected Salesforce ecosystem.
About Solarity Credit Union
With over $1 billion in assets under management, Solarity Credit Union is a digitally focused, community-centric co-op serving more than 50,000 members. Offering a wide range of financial products and services, Solarity is open to anyone who lives, works, worships, or attends school within a Washington State school district.
Creating a unified member experience
To deliver best-in-class member service, Solarity aimed to achieve a 360-degree view of its members. However, siloed business applications made it difficult to centralize member data and created friction across teams.
The credit union needed to:
- Connect disparate systems to provide complete, real-time member details
- Improve employee efficiency and productivity
- Build consistent, scalable pipeline management across departments
The Zennify Solution
Clouds implemented
Sales Cloud, Service Cloud, Marketing Cloud
Systems replaced
Marketo, ZenDesk, SmartSheets
Third-party applications
Twilio SMS, DocuSign, Gen, Vontage
Connected systems and actionable insights
In less than six months, Zennify delivered a full Salesforce Financial Services Cloud implementation, including a modern Lightning Experience interface and deep integrations with Solarity’s core systems.
Key solution highlights:
- Advanced Service Cloud features, including Vonage CTI and Salesforce Chat for real-time service requests
- MuleSoft-enabled custom APIs for secure, real-time integration with Symitar Episys, FICS, Payeezy, and Mortgage Hippo
- Integration with Microsoft Office 365 for calendar sync and activity tracking
- Okta identity management for secure, seamless Single Sign-On (SSO)
Following this transformation, Zennify also replaced Solarity’s Marketo system with Salesforce Marketing Cloud. This enabled the credit union to send over 100,000 personalized emails in a single deployment, significantly enhancing member and prospect engagement.
Results: A smarter system of engagement
A true system of engagement delivers consistent, personalized service across channels.
Centralized data gives employees full member visibility without switching systems—boosting efficiency and productivity.
In just six months, the solution saved Solarity over 150 people-hours on service cases.
