Webinar Registration

How Financial Services Cloud Is Powering Transformation at Members 1st

Wednesday, March 18
12:00 pm ET

Members 1st, a 1,000+ employee credit union serving communities across Pennsylvania, is on a multi-year journey to transform how associates work and how members experience financial services.

By centering their strategy on Salesforce Financial Services Cloud (FSC) Data 360 and Marketing Cloud, they are creating a unified member view, modernizing integrations, and laying the foundation for AI-driven personalization and automation.

What you’ll learn:

Building a Member-Centric Foundation in FSC
- Creating a comprehensive Member 360 to power better conversations, smarter cross-sell, and faster service.
Streamlining Associate Experiences
- Automating case management, incentives, knowledge access, and mobile workflows to reduce friction and increase productivity.
Modernizing Marketing & Engagement
- Transitioning from batch communications to triggered journeys in Marketing Cloud for more personalized, timely outreach.
Establishing a Platform for the Future
- Leveraging Data Cloud, AI, and an API-led integration strategy to unify data, reduce technical debt, and enable next best action across channels.

Financial Services Cloud: Transforming Member Experience

First Name(Required)

Last Name(Required)

Company(Required)

Email(Required)

Title(Required)

Country(Required)

By submitting this form, you agree to have your contact information, including email, passed on to the sponsors of this event for the purpose of following up on your interests.