Accelerate Your Bank's Growth
Support your customer journeys with
Stellar Insights, Salesforce Financial Service Cloud,
jhaEnterprise Workflow, and JXChange
Book a Private 30-Minute Consultation
Here's what You'll Get
Service design workshop
An exclusive Service Design Workshop during which we'll map a real customer journey and pinpoint where CRM and workflow automation can have the most impact.
Salesforce readiness assessment
An evaluation of whether your current systems, processes, and teams are prepared to adopt or expand Salesforce CRM effectively and identify the friction points that could stall your rollout.
automation readiness assessment
A clear picture of which manual processes are ripe for automation using JHWorkflow, and how prepared your institution is to design and deploy bank-grade workflows.
Integration readiness assessment
Understand how easily your Jack Henry core data can be accessed, transformed, and activated across CRM, analytics, and automation layers including key integration gaps to address.
What is this about?
Many banks using Jack Henry struggle with fragmented systems. Their CRM, core, and workflow platforms don’t speak the same language. The result is disconnected customer experiences, manual workarounds, and stalled growth initiatives.
This 30-minute consultation is designed for banks that are serious about fixing that.
You'll meet with a cross-disciplinary team of specialists in:
- Salesforce CRM: Strategy and implementation across retail and commercial banking
- jhaEnterprise Workflow: Workflow design that automates complex, multi-step banking processes
- Jack Henry Data Integration: Making core data usable across Salesforce, service, and engagement systems
- Service Design: Turning fragmented touchpoints into coherent customer journeys
Together, we’ll analyze how your systems are currently working (or not working) together and outline a path to:
- Automate key service processes from within the core
- Push real-time Jack Henry data into Salesforce CRM
- Trigger workflows based on customer behavior or lifecycle stage
- Eliminate duplicative manual work across teams
There will be no theoretical slides and no rip-and-replace pitch. The entire session will revolve around actionable insight into how your bank can extend the value of your Jack Henry investment using tools you already have or can easily integrate.
Our Experts
Salesforce CRM
Sanjiv Teelock
jhaEnterprise Workflow
Dakota Greenhaw
Taylored Analytics
Kelvin Taylor
Taylored Analytics
John Bartold
What People Are Saying About Us
“
Sanjiv and the Xceede team have been instrumental in helping our sales team implement Salesforce®. We continue to experience success with Salesforce® and highly recommend Xceede Solutions to anyone wanting to improve their sales organization and build stronger relationships with their customers.
David Steward
CEO - Polarity
“
Using his analytic skills, Kelvin would suggest how to use this program to get consumers to come into their store and buy more stuff. He not only has an incredible knowledge base but also technical prowess, understanding data and how to use it. He had the unique ability to translate complicated data to build a narrative to explain how and why it was important to use that data.
Michael Beltz
CRO - PDI (Excentus)
“
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Michael S.
Discover how you can modernize your bank!
These sessions and the takeaways are limited. Book early to secure a spot.