Credit Union of Texas: Yet Another Sitecore Success Story

According to Salesforce, today’s consumers expect brands to anticipate their needs and make relevant suggestions before they make contact. Amazon’s experience seems to play out this finding, with some 35% of its purchases resulting from algorithm-driven product recommendations.

The Credit Union of Texas, a financial services firm with $1.4 billion in assets, also aimed to achieve this caliber of personalized customer experience (CX) for its own website. Its primary aim was to transform this website from functional to highly personalized and purpose-driven. And it managed to achieve this by leveraging the synergy of two powerful platforms – Sitecore and Salesforce.

Sitecore made it easy for them to change all necessary calls to action on the website to further their audience’s journeys. And thanks to the Sitecore/Salesforce integration, they managed to create consistent and personalized digital experiences for their customers across every touchpoint.

The results speak for themselves:

  • Total website leads jumped from 649 to 3,003 and total submitted loan leads grew from 15 million to 58 million in just the first month
  • Home equity and mortgage applications increased 300%

Is your brand missing out on opportunities to connect with your audience and nurture meaningful relationships with them? Sitecore provides a powerful, integrated solution to help you do just that. If you’re not sure how to get started, get in touch with a WayPath representative today!



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