Nest Bank is a universal bank offering services to both individual and business customers. Nest Bank has received numerous awards and distinctions and operates nearly 200 branches across Poland.
• inconsistency of marketing communications with customer data;
• ineffective communication with customers, not adapted to their needs and budgets;
• lack of multi-channel communication at individual stages of the customer journey; •
lack of a single source of truth – information stored in different sheets;
• lack of a centralized reporting tool;
• lack of consistent processes across all departments;
• lack of internal communication.
Salesforce Marketing Cloud implementation:
• personalized communication in any channel;
• comprehensive segmentation based on customer preferences;
• customer journey, enabling precise and consistent shaping of the offer;
• ready-made email templates built into the system;
Salesforce Service Cloud implementation:
• integration of Service Cloud with the internal banking system and Marketing Cloud;
• data from the banking system goes to Service Cloud and Marketing Cloud;
• team training in using Marketing Cloud and Service Cloud in the context of the bank’s products.
• the ability to effectively use collected data in marketing activities;
• a powerful tool for managing communication with potential and current customers in a personalized and engaging way;
• communication delivered at the right time and through the customer’s preferred channel;
• segmentation based on an up-to-date, integrated and complete database of customers and their preferences;
• the ability to better understand customers, understand their real needs and translate this knowledge into optimal banking solutions;
• time savings and streamlining the work of sales and marketing departments;
• easier creation of communication – e-mail/SMS templates built into the system;
• easy access to all icons and images stored in the system.
We would like to thank Cloudity for introducing us to the world of cloud computing and for their great commitment at every stage of implementation .
Janusz Mieloszyk
First Vice President of the Management Board at Nest Bank
What it unlocked
