Introduction
Liberty Bank, based in Middletown, Connecticut, has announced its expanded partnership with Salesforce, the world’s leading AI-powered CRM platform. This collaboration aims to help Liberty Bank enhance its ability to connect with customers, delivering more personalized and efficient service.
Expanding Partnership with Salesforce
Liberty Bank is set to implement various Salesforce products, including Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield. These tools will enable the bank to provide enhanced and efficient customer service, reinforcing its status as a leading community bank known for customer satisfaction and loyalty.
Liberty Bank’s Vision for the Future
David W. Glidden, President and CEO of Liberty Bank, highlighted the importance of finding a strategic partner that understands the unique needs of the banking industry and prioritizes a customer-first approach.
“As we ‘Build the Community Bank of the Future,’ it’s essential that we have the best partners in place with the scale and power to elevate our customer experience to the next level,” said Glidden. “We are proud to take this exciting leap by investing in Salesforce, the most innovative CRM solution, to meet the evolving needs of our customers, teammates, and communities for years to come and exceed their expectations.”
Leveraging Salesforce’s Capabilities
Salesforce’s CRM platform will empower Liberty Bank to streamline operations, providing deeper insights into each customer’s financial journey. The Financial Services Cloud offers specialized functionality and data models tailored for the banking sector, helping Liberty Bank accelerate its value delivery. Expected to roll out next year, this transformation will allow Liberty Bank to prioritize customer financial goals while maintaining high levels of support and attention.
Salesforce’s Perspective on the Partnership
Greg Jacobi, VP & GM of Banking and Lending at Salesforce, emphasized the growing need for banks to embrace innovation and provide personalized customer experiences.
“Banks of every size are facing increased pressure to deliver more personalized experiences for their customers,” Jacobi said. “By harnessing the power of CRM, data, and AI, Liberty Bank will gain a more complete view of its customers, enabling its agents to form deeper connections and enhance productivity.”
Conclusion
With Salesforce, Liberty Bank is poised to redefine the customer experience in community banking. This partnership not only strengthens the bank’s operational capabilities but also aligns with its mission to build a community bank that prioritizes customer needs and expectations, now and in the future.