The Federal Home Loan Bank System is a co-op structured enterprise that lends to commercial banks, credit unions, insurance companies, and various other financial institutions, helping ensure that they serve as reliable sources of liquidity for communities nationwide.

The Bank built a relationship management platform on Sales Cloud, Service Cloud, and Marketing Cloud. It stores all information about a given member in a profile-like setting, addressing the Bank’s data management needs while also fostering collaboration.

Here are five best practices from that work.