Turning the 2025 Digital Social Security Mandate into Growth with Accelerize 360 + Salesforce

How banks and credit unions can capture their share of $1B/month in predictable deposits — powered by Salesforce and A360.

From Deadline to Opportunity

The SSA mandate will push 500,000 remaining paper check recipients into electronic payments. For banks and credit unions, that means:

• Thousands of potential new customers
• Predictable monthly deposits averaging $1,800–$2,000
• A chance to deepen trust with seniors and underserved populations

But timing is critical. Without a structured acquisition plan, these beneficiaries default to Direct Express® debit cards.

How Accelerize 360 Uses Salesforce to Operationalize the Strategy

Most institutions know what’s happening — few have a way to act on it quickly. That’s where A360 comes in.

1. Salesforce Data Cloud for Segmentation & Discovery

• Unify customer + third-party data
• Identify seniors likely impacted (65+, rural, no prior direct deposit)
• Predictive lookalike modeling for hidden prospects
  

2. Salesforce Marketing Cloud Journeys at Scale

• Automated, multilingual campaigns across email, SMS, and phone
• Templates for “Enrollment Days” and community workshops
• Adaptive engagement based on digital literacy

3. Agentforce AI + Service Cloud Voice for Outreach

• AI prospecting agents surface Social Security–eligible leads
• AI chatbots answer enrollment FAQs 24/7
• Service Cloud Voice routes simple cases to AI, escalates complex ones to bankers

4. Guided Enrollment & Dashboards Inside Salesforce

• Step-by-step banker checklists for senior enrollment
• Dashboards to track onboarding and prevent drop-offs
• Automated trust-building messages post-enrollment

Why Accelerize 360 Is Different

Salesforce provides the platform. Accelerize 360 brings the execution engine.

We transform:

• Segmentation lists → targeted campaigns
• AI agents → proactive outreach
• Dashboards → loyal customer relationships

The outcome? Accounts opened, deposits secured, and seniors empowered.

👉 Ready to take action? Don’t let this opportunity default to Direct Express®. Contact Accelerize 360 today to activate your Salesforce-powered Social Security growth strategy.

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