Underwriting and loan processing happen in Abrigo, while customer and pipeline tracking live in Salesforce. Without integration, teams rely on spreadsheets and manual updates, making it harder to keep pipeline data current, consistent, and easy to trust.
Salesforce Financial Services Cloud Gains Real-Time Lending Visibility with Abrigo Integration
The Bank of New Glarus needed Salesforce to reflect lending activity while underwriting stayed in Abrigo Sageworks. Explore how Redtag delivered a custom API integration that automatically syncs customer and loan data into Salesforce.
About:
The Bank of New Glarus is a community-focused financial institution serving customers across Wisconsin. As part of its digital-first strategy, the bank is modernizing relationship management with Salesforce Financial Services Cloud and leveraging Abrigo Sageworks to support credit analysis and underwriting, strengthening how teams manage relationships and track lending activity end to end.
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The challenges
When Underwriting and CRM Don’t Connect, Visibility Breaks Down
The bank needed an automated way to sync customer and loan details so Salesforce could reflect lending activity without duplicate entry.
The solution
A Custom API Integration Between Abrigo and Salesforce
Redtag partnered with The Bank of New Glarus to build a custom integration between Abrigo Sageworks and Salesforce Financial Services Cloud. The solution syncs key customer and loan application information into Salesforce, ensuring up-to-date pipeline visibility and cleaner relationship management workflows.
How It Works
- Syncs customer data into Salesforce Accounts – Customer information from Abrigo flows into Salesforce so relationship data stays current.
- Syncs loan application and underwriting data into Opportunities – Key loan details populate Salesforce Opportunities to support pipeline tracking and visibility.
- Supports bi-directional create/update – Accounts and Opportunities can be created and updated based on rules defined with the bank’s team.
- Adds reliability controls – Logging, error handling, and validation help teams spot and resolve exceptions quickly.
- Includes guided rollout support – Redtag supported admin and user training, UAT assistance, and post-go-live hypercare.
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The RESULT
Results: Less Manual Work, Clearer Pipeline, Better Data Trust
With automated sync between Abrigo and Salesforce, lending teams spend less time updating records and more time working the pipeline. In similar banking integration programs, organizations typically see:
- 30–60% fewer manual updates for pipeline tracking and customer records
- Higher data accuracy through standardized field mapping and automated updates
- Faster handoffs and follow-ups because teams work from the same, current information in Salesforce
The outcome is a clearer lending pipeline view in Salesforce, reduced reliance on spreadsheets, and stronger internal visibility across lending operations.
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+38 (063) 041 48 99