OneUnited Embraces Branch of the Future

American Banker
Thursday, May 15, 2014

OneUnited Bank is piloting revamped branches featuring roaming staffers armed with iPads loaded with real-time information about their walk-in customers. Staffers can see the customers' recent calls, open loan referrals and recent transactions. That information allows the bank's sales representatives to quickly identify each person's financial needs and to make relevant suggestions. The new branch model employs the recently introduced Salesforce 1 for Financial Services customer relationship management software. OneUnited Bank introduced the software late last year to monitor the success of its Unity Visa Card, a product aimed at helping customers build strong credit scores.