Improving Customer & Partner Support with Communities for Financial Services

HomeEquity Bank is a Canadian-based financial institution and the leading provider of reverse mortgages to homeowners aged 55 and over. In response to growing demand and continued success, HomeEquity Bank envisioned creating customer and partner community experiences that would facilitate their rapid growth.


HomeEquity Bank


Financial Services


Salesforce Experience Cloud


HEB Case Study Webinar

Live Community Link

  • Increased adoption and engagement
  • Increase in funding
  • Reduced support calls from simple requests
  • Reduced time to funding
  • Increase in applications
  • Increase team throughput
  • Improved accuracy of financial forecasting

Old systems that hindered customer and partner experiences

HomeEquity Bank had outdated systems and manual processes that made it difficult for their team to efficiently grow and provide cost-effective support to their broker partners, lawyers and customers. They required a digital transformation that would empower their customers to self-serve and enable their partners through pipeline transparency. 



Customer and partner communities that enable user-friendly self-service

For customers, a new portal was added that allows them to easily view available account details and make basic profile changes on their own. Self-service lets brokers focus on customer needs, upholding HomeEquity Bank’s standards of customer support. The broker portal includes a new Deal Dashboard, allowing them to easily gain better pipeline transparency.



Cost Effective Self-Service and Increased Efficiency

Overall, HomeEquity Bank’s new communities position the company as having modern digital capabilities. They give audiences a simpler, more streamlined experience and have led HomeEquity Bank to achieve a variety of business outcomes.