ABOUT

Making Your Bank Better

We are Bankers, helping Bankers thrive in a digital age. Providing insights on how to implement technology that ensures high engagement and adoption rates. Specializing in Client Relationship Management (CRM) preparedness and optimization. Let us help maximize your Salesforce and/or nCino org. We deliver the right Tech Stack, equipping Banks and Credit Unions with the necessary tools. Decades of experience on the front lines of banking give us the knowledge to ensure your bank gets the right solutions to thrive.

Learn about the Innovate Banks difference. Reach out today!

Team

Our Specialties

CRM Transformation

CRM Preparedness and Implementation

Most organizations do not leverage the full potential of their Client Relationship Management (CRM) platform. Innovate Banks knows how based on years of experience in the trenches:

Salesforce and nCino experts
Audit platform usage to determine improvement opportunities
Deliver industry best practices to engage users
Ensure proper visibility enterprise wide
Upgrade reporting to actionable data that spurs growth
Propel efficiency through automation
In-depth training for platform support staff
Road map alignment to ensure ongoing success
Ongoing support and training

While some implementation firms gouge banks with tens of thousands to hundreds of thousands of dollars in "Discovery" billable hours. Innovate Bank comes prepared:

Lead internal CRM preparedness sessions
Provide scripted Epics, Personas, and User stories
SME that gives critical insights to best practices and set-up
Work with implementation partner to ensure CRM platform will be delivered as expected
Customized user guide for the organization
Optimize reporting and build additional reports
Lead on-boarding efforts to maximize adoption and engagement

Commercial Digital Strategy

Other Specialties

For most banks, Commercial Digital Strategy remains on the back burner. Focus has been consumer enhancements. That no longer can be the case. Executing a digital strategy for Commercial Banking is imperative. This takes preparation and planning. We help lead this process in a cost effective approach:

Deliver Commercial Banking Digital Playbook including Road Map
Customized Tech Stack that will ensure success
Review and prepare organization readiness
Line of business alignment with IT
Create budget benchmarks
Provide on-boarding and training
In-depth training for platform support staff
Road map alignment to ensure ongoing success
Ongoing support and training

One of the most difficult challenges financial institutions face is bridging the gap between IT and business. We provide the business experience with IT acumen. Other engagement considerations:

Business Analyst support for any project
Organizational assessment
Tech Stack/Vendor evaluation
Data Strategy creation and implementation
Transactional and Transformational interaction assessment
Line of business strategy
Bulletproof Banking implementation
Organizational reporting alignment
Salesforce admin training
Business analyst development - train from within
Many more engagement opportunities...

Experience the Innovate Banks difference!