Driving results through digital transformation
Traditional financial institutions have remained complacent—overlooking innovation and avoiding the complexities of the highly regulated self-directed retirement space. One mid-market financial institution decided to take a bold, technology-driven approach, focused on addressing the evolving needs of its commercial banking customers and providers.
Over 12+ months, they partnered with West Monroe to reimagine core processes, from onboarding to servicing to program management. Together, we stood up a transformation management office, automated manual work, implemented scalable platforms like Salesforce Experience Cloud, Sales Cloud, nCino, Workato, Oscilar, and improved visibility across journeys. The impact? $107M in new deposits in the first three quarters —$75M of which were non-interest bearing—$550K in annual and scalable cost avoidance, and a 96% platform adoption rate. With enhanced digital experiences and sustainable change frameworks in place, the institution is now a standout in the retirement and commercial banking market.