Multiple Third-Party Systems: FHLBanks had various third-party systems functioning as the system of record. This left the data scattered in multiple locations and difficult to leverage for true operational efficiency. Complex Models: Complex data migration efforts and security models were the norm at FHLBanks, making the transition to Salesforce an uphill battle. Inability to Sync with Outlook: FHLBanks was unable to sync up with Outlook, a necessity for FHLBanks’ processes.
FHLBanks’ Office of Finance’s primary function is to issue and service all debt securities for regional FHLBanks, while obtaining the most cost-effective terms possible given current market conditions.
Headquarters: Reston, VA
Industry: Financial Services
Increased Efficiency: With our solutions, FHLBanks now has more efficient campaign management for the marketing team, a streamlined event and task management system, and improved account management overall. Clean System of Records: Accounts and contacts have a clean system of records after our configuration of FHLBanks data into Salesforce, including easy sync with Outlook for Salesforce, which allows reps to be more productive. Improved Analytics and Security: Our work with FHLBanks created better security leveraging SSO for FHL and improved analytics around marketing efforts to be more visible and usable for reps.
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