banking and credit unions

Drive Predictable Deposits Growth with AI

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47% of clients will switch for a digital experience. Will you be their choice?

Navigating the dynamic banking industry can be intricate, with digital-first customers seeking easy and transparent UI/UX experience. The key to growth lies in strategic automation, focusing on areas that enhance customer service efficiency. Our approach is about partnering with you to deliver seamless, personalized, and caring banking services. We're here to hep you unlock your data's potential and guide you through your digital transformation journey, enriching customer experiences and improving financial literacy.

Banking is becoming commoditized. Stand out with personalization driven by intelligent automation.

Banks and Credit Unions allocate 10-20% of their revenue to marketing and sales expenses, but are these yielding the right results?

  • Only 18% customers agree their bank is invested in their fianncial well-being.[1]
  • 11% customers agree their bank can anticipate their financial needs.
  • Only 20% of customers agree that they get the assistance they need with an Agent.

But there are also opportunities as the industry shifts:

  • 77% of customers would spend more money with a bank that provides seamless digital customer experiences.
  • 74% of customers want banks to personalize their experiences and willing to share their data for better services.
  • 84% of customers expect a knowledgeable agent to solve their problem.

[1] Salesforce. (2022). Future of Financial Services. Retrieved from

Learners' Banking Playbook

Implement a robust Go-to-Market strategy with solutions that infuse speed and agility in your operations to:

  • Improve customer satisfaction and staff productivity.
  • Reduce Customer onboarding time and errors.
  • Enhance risk management and compliance.
  • Increase deposits, customer retention rates, and referrals.

Sustainable growth in banking requires leveraging the power of data and AI. This enables the delivery of personalized services at scale, streamlines operations to reduce costs and risks, and manages credit facilities, household accounts, and investments with intelligence.

Unified Data

Integrating disparate systems and synthesizing data for a comprehensive view of your customers and banking operations. Leverage real-time insights to optimize operation from account management and loan processing to customer service.

Automated Financial Wellness

Trust in banking and credit unions begins with a genuine interest in the financial well-being of members, balanced by strategic automation. This is complemented by transparent fees, timely reporting, data privacy, digital services and personalized content. Our solutions offer hyper-personalization at scale, fostering ease of use human connection and trust.

Personalized Customer Experience

Personalization is about understanding each customer's financial journey. It involves providing holistic management with lending and saving solutions tailored tot heir unique needs. By predicting life events, it uncovers opportunities for upselling and cross-selling of products like credit cards, mortgages, and loans.


HubSpot for Banking & Credit Unions

We are pioneers of customizing HubSpot for the Banking & Credit Union industry to manage the entire client lifecycle.

Leveraging our deep industry experience, we've developed a unique set of configurations, workflows, and processes. These are tailored to enhance the value banks and credit unions extract from HubSpot, accelerating your path to predictable and sustainable growth.

We have a custom banking and credit union accelerator, which we call BankTech-in-a-Box, tailored specifically for your operational needs. This solution centralizes all aspects of your business management, allowing seamless operations from a single platform.

Financial Services Cloud_ Asset Management Software & More -

Salesforce for Banking & Credit Unions

We have been at the forefront and witnessed Sales Cloud maturing into FinServ Cloud, and experts at the data model for Banking & Credit Unions.

Our domain expertise is particularly evident in our ability to integrate Salesforce with key industry platforms. We specialize in creating seamless connections with core banking systems such as Fiserv, as well as other prominent banking platforms. This ensures that your operations are not only up-to-date but also positioned at the forefront of digital innovation.

Discover how our Salesforce solutions can propel your banking or credit union services to new heights of efficiency and customer engagement.


Customer Planning & Forecasting (CPF)

Salesforce's Consumer Goods Cloud (CGC) planning system enables Key Account Managers to dynamically capture all planning details without multiple files and gives every team visibility to business drivers.

What our Customers Say

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Group 34862
Group 34862
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Brett Oliveira

ShipHero Sales

stars has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Chris G.

Forum Financial Management, LP


Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Main Street Financial Solutions


Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Cynthia LaRue

Forum Financial Management, LP


I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Ashley Camire

Owner and Relationship Specialist

stars was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Brandon Palmer

Digital Marketing Manager


Our team is using for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Phil Desrosiers

Corporate Director


I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.

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Ready to learn more?

Click the link below to book a slot on our calendar. Let's start your journey towards mastering CGC together.