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Industry Insight

St. Mary's Bank Case Study

  • Brought to you by SilverTech
  • Published October 9, 2026

St. Mary’s Bank relied on SilverTech’s expertise to transform first-party data into personalized member experiences.

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.

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SilverTech

SilverTech is a digital marketing agency and technology company with offices in Metro-Boston and Indianapolis. We are known for our award-winning website design and development, custom application development, Salesforce integration, and digital strategy work for some of the most forward-thinking banks and credit unions in the nation.

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