St. Mary's Bank
Services we provide:
- Data Warehouse Integration (Snowflake)
- CDP Implementation and Configuration
- AI-Powered Insights (Azure AI Foundry & Microsoft Fabric)
- Member Persona Development
- Identity-Based Personalization
- Cross-Channel Activation
About St. Mary's Bank
St. Mary’s Bank, America’s first credit union, serves over 100,000 members across New Hampshire. Like most financial institutions, St. Mary’s had valuable member data locked within core banking systems but lacked a clear way to activate it for personalization or growth. They partnered with SilverTech to unlock that data and build a true identity-based personalization engine.
Our Process
SilverTech’s AI Insights Accelerator connected St. Mary’s core banking data with a modern Snowflake data warehouse and Azure AI-powered intelligence to deliver personalized digital experiences at scale. SilverTech built real, data-driven member personas and integrated identity-based personalization across digital channels, going far beyond the basic behavioral tracking most banks rely on. By connecting their data warehouse with their CDP and Sitefinity CMS, SilverTech was able to personalize experiences based on known member data. SilverTech then connected the data to Microsoft Fabric and Copilot to create AI-driven insights without needing data scientists or developers to build queries or reports.
Goals for the New Site
When St. Mary’s Bank came to SilverTech they had several challenges to address.
• Valuable member data was trapped in core banking systems with no way to activate it.
• Website personalization was limited to anonymous behavioral tracking.
• No bridge existed between data warehouse insights and marketing or growth initiatives.
St. Mary’s successful partnership with SilverTech demonstrates the power of unlocking first-party data to deliver more personalized, member-first digital experiences. By implementing the AI Insights Accelerator, St. Mary’s has positioned itself as a leader in digital banking innovation.
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RESULTS
Personalization
Members receive relevant, timely experiences based on their actual financial needs
Instant Insights
Marketing and leadership teams have instant access to strategic insights
Data-Powered
Previously siloed data now powers growth across marketing, digital, and member experience initiatives
DON'T JUST TAKE OUR WORD FOR IT
Your 'tribe' isn't just the people inside your organization; it includes your trusted partners. SilverTech has been a true partner in helping us leverage our data to make our digital experiences more personal. The team has also been pivotal in creating a cross-functional ecosystem of partners - they helped us bring smart people together who are all focused on what's best for St. Mary's Bank, and that collaborative approach delivers results.
