Overview of Project
Goldwater Bank was operating with multiple systems storing data for its mortgage origination department and recent mortgage company acquisitions. The primary challenge was to bring all areas together working under one central CRM system for storing, accessing and sharing customer data.
Pull historical data dating back to 2016; approximately 148,000 applications. Build out CRM on Salesforce platform to capture and store customer information on one platform. Identify initial team for product adoption, secure feedback to improve and expand.
About the Client
Goldwater Bank N.A. is a full-service bank that provides banking and lending services. The Bank accepts deposits, makes loans, and offers other services for the public. Goldwater Bank is based in Scottsdale, Arizona and serves customers throughout the United States.
Phase 1 – Research, development and implementations
Phase 2 – Adoption and expansion