Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
U.S. Bank and Submittable worked together to help a state run a relief program for COVID frontline workers. They processed over 1.2 million applications in 45 days. Submittable created a multilingual... portal that filtered and verified applicants automatically. U.S. Bank and Submittable disbursed $500 million, with 97% of recipients getting funds within three days. Their efforts stopped at least $2.2 million in fraud. The program won the 2023 Banking Tech Award for Best Bank & Fintech Partnership.
Capitec used LivePerson's conversational AI to improve digital banking. Many clients had to delete banking apps due to limited phone storage and data. Capitec let clients use WhatsApp for banking ins...tead. This made banking easier and more personal. The client base grew by 37%. In 2023, there were 15 million client conversations, with 7 million on WhatsApp. Customer satisfaction reached 78%. First contact resolution was 71%. Agent efficiency doubled.
Banca Dello Stato, a Swiss bank, wanted to improve customer support by offering new digital channels. They faced a rise in client requests due to increased online banking during the pandemic. To addr...ess this, they implemented Live Chat and Co-Browsing. These tools allowed agents to handle multiple requests efficiently and provide real-time collaboration. As a result, the bank improved service quality and managed a 15% increase in support requests in the first half of 2023.
Emplifi helped National Bank of Kuwait (NBK) bring its PR and marketing teams together. NBK used Emplifi’s platform to unify messaging and connect with its audience. The bank saw a 623% increase in c...ontent impressions and a 471% boost in video views. Community size grew by 35% to 2.28 million. Emplifi’s Publisher and Analytics tools made campaign planning and audience insights easy for NBK.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Comm100 helped Motor City Community Credit Union improve customer support. The credit union used Comm100's platform to connect with members in real time. They offered live chat and other digital supp...ort tools. This made it easier for members to get help quickly. The solution focused on secure and efficient service for banking customers.
Comm100 helped Motor City Community Credit Union improve customer support. The credit union used Comm100's platform to connect with members in real time. They offered live chat and other digital supp...ort tools. This made it easier for members to get help quickly. The solution focused on secure and efficient service for banking customers.
Onclusive helped a leading UK bank build a next-generation online newsroom. The bank needed better control over digital communications and media relations. Onclusive delivered a custom newsroom with ...real-time publishing, analytics, and easy content management. The solution gave the bank full control over content, improved workflow, and better tracking of media engagement. The bank now has stronger digital communications and more engagement from journalists.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Fieldproxy helped TCS International manage their large field and sales teams across India. The company needed online data collection, real-time sales updates, and a unified tool for expenses, deliver...y, and payments. Fieldproxy provided real-time dashboards, geofenced task allocation, and moved all operations online. The solution enabled faster coordination, reduced manual work, and helped TCS International grow revenue while saving time.
Capitec used LivePerson's conversational AI to improve digital banking. Many clients had to delete banking apps due to limited phone storage and data. Capitec let clients use WhatsApp for banking ins...tead. This made banking easier and more personal. The client base grew by 37%. In 2023, there were 15 million client conversations, with 7 million on WhatsApp. Customer satisfaction reached 78%. First contact resolution was 71%. Agent efficiency doubled.
AgentBot by Aivo helped Banco Bolivariano automate 98% of customer inquiries through WhatsApp. The bank wanted to lead Ecuador's banking sector and provide fast, simple answers to customers on any ch...annel. They used AgentBot to create Avi24, an AI-powered assistant that handles queries and transactions 24/7. WhatsApp became the main channel, with 70% of customers preferring it. Call center volumes dropped by 46%, and service efficiency stayed above 80%.
MentorcliQ helped KeyBank with mentoring software. The platform was very simple to use. KeyBank used it to support employee development. The case highlights ease of use as a key benefit.
LearnUpon helped MIDFLORIDA Credit Union reach 100% compliance in Q1 2025. The team delivered over 17,000 courses in a single month. They automated more than 30 reports. Before LearnUpon, completion ...rates were inconsistent and tracking was manual. Now, all 1,400+ employees complete required training. The platform made learning easy to access and manage, supporting a strong compliance culture.
Eightfold Talent Intelligence helps BNY Mellon manage employee careers. BNY Mellon uses the platform to look at skills and capabilities, not just resumes. This helps them find new career paths for em...ployees. The goal is to keep top talent and help people grow. Stuart Logan from BNY Mellon says skills adjacency opens new job opportunities for employees.
Bob HRIS helped Lunar, a digital bank, manage rapid growth and automate HR tasks. Lunar integrated Bob with tools like Teamtailor and Slack to save time and reduce errors. Automated workflows made on...boarding fast, letting Lunar onboard 14 new employees in one day. Bob’s flexible features fit Lunar’s non-traditional, flat company structure. The platform supports remote teams and helps keep company culture strong.
TalentGuard helped New Hampshire Mutual Bancorp (NHMB) unify talent development across five bank affiliates. NHMB faced regulatory pressures and struggled with inconsistent talent standards and siloe...d systems. TalentGuard's platform provided banking-specific templates, unified frameworks, and seamless integration with ADP and LMS. NHMB gained consistent role expectations, cross-affiliate career mobility, and improved succession planning. Managers now have better visibility into talent pools and employee development.
Paycor helped Plains Commerce Bank improve HR and payroll processes. The bank used Paycor to automate tasks and reduce compliance risks. Paycor's software made it easier to manage employee informatio...n and payroll. Plains Commerce Bank saved time and improved efficiency with Paycor. The solution helped the bank focus on employee development and retention.
Paycor helped Plains Commerce Bank improve HR and payroll processes. The bank used Paycor to automate tasks and reduce compliance risks. Paycor's software made it easier to manage employee informatio...n and payroll. Plains Commerce Bank saved time and improved efficiency with Paycor. The solution helped the bank focus on employee development and retention.
Accendo's TalentPulse platform helped a leading Asian bank modernize its talent recruitment. The bank faced challenges with manual, outdated hiring processes and needed to attract top talent. Accendo... provided digital assessment tools, a new competency framework, and an applicant tracking system. The recruitment team received training for better interviews. As a result, the bank assessed over 300,000 candidates, improved hiring quality, and made its recruitment process bias-free and data-driven.
Cybba helped Arizona Federal Credit Union promote their Local Causes debit card and youth accounts in Phoenix. The credit union wanted to give back to their community and needed a unique way to reach... people. Cybba activated local influencers who cared about the community. The influencer content was high quality and exceeded expectations. Arizona Federal Credit Union now uses this content in their own marketing. The campaign reporting was strong and feedback was very positive.
A Million Ads helped Chase boost app downloads and signups with dynamic audio ads. The campaign highlighted everyday and seasonal spending moments, using personalized calls to action based on device ...type. Chase saw a 39% increase in listeners likely to recommend the brand. There was a 31% rise in listeners planning to open a Chase account. App download intent grew by 15% among listeners.
Banking Implementation Playbook: Security Best Practices
JS Bank
- Banking
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
Delinea Secret Server helped a Swiss bank improve identity monitoring and reduce risk. The bank faced challenges with data breaches, credential misuse, and excessive privilege. Delinea's solution cen...tralized admin passwords and enabled session monitoring and recording. The bank now uses a least-privilege model and automated password management. They achieved 100% IT team adoption and improved compliance with Swiss regulations. The bank reports greater confidence in their security posture and reduced insider threats.
A leading financial services bank in Asia
- Banking
Kollective helped a leading financial services bank in Asia use live video to share the CEO's vision with all employees. The bank operates in 18 markets and offers a full range of banking services. L...ive video improved employee communication and engagement. The bank now manages video production in-house and uses Kollective to deliver video. Their success with Kollective has led to several 'Global Best Bank' awards.
Banking Implementation Playbook: Bot Platform Best Practices
The Federal Savings Bank
- Banking
Botsplash helped The Federal Savings Bank reconnect with dormant leads using SMS campaigns and automated follow-ups. The bank saw a 14% increase in response rates on aged inquiries. Agents used the B...otsplash mobile app to respond to leads in just 20 seconds, improving customer satisfaction. Advanced reporting and tracking features ensured 90% message delivery and compliance. Seamless CRM integration and onboarding led to 100% agent adoption and better lead conversion.
Cognigy.AI helped Rentenbank improve customer service with conversational AI. Rentenbank needed to guide clients through complex services and ensure smooth handover to live agents. They used Cognigy....AI’s low-code platform to quickly launch a phone bot and webchat. The solution covered over 500 subject areas and understood 90% of user intents. Customer ratings improved and service agents received better support.
Kore.ai helped RCBC transform customer service with Erica, an AI-powered virtual assistant. RCBC used Erica to handle over 600,000 customer support conversations in 2023. This reduced the workload fo...r human agents and saved PHP 22 million in costs. The bank saw an 80% increase in chatbot adoption after adding rewards redemption. RCBC achieved ROI within the first year and improved customer satisfaction scores.
Tonik Bank, a digital-only neobank in the Philippines, faced challenges in scaling operations due to a rapidly growing customer base. They partnered with Gupshup to integrate Generative AI into their... customer service chatbot. This solution automated 75% of customer queries, improving service efficiency. The bank expects to save USD 20 million in operational costs over three years and increased customer care productivity by 4.3 times.
HDFC faced challenges in managing their sales processes. They implemented Vymo to streamline operations. As a result, they improved efficiency and sales performance.
Progress Sitefinity Cloud Enterprise CMS helped AmBank Group modernize its website. The bank replaced an outdated CMS to improve digital services and site management. AmBank consolidated four website...s into one platform, making updates faster and easier. Web traffic on the retail banking site increased by 18%. The new system saved AmBank over RM500,000 compared to other solutions.
Squirro helped the Bank of England's Prudential Regulation Authority launch cognitive search in just nine months. The new system made it easy for users to find information. User feedback was very pos...itive, with high adoption and demand for demos. The project set a new standard for fintech in large, regulated organizations.
CHEQ helped Nu Mexico block invalid users and improve paid marketing performance. Nu Mexico used CHEQ to protect their ad spend from bots and fake users. In the first year, they achieved an 8X return... on investment and a 60% improvement in click rate for invalid traffic. CHEQ blocked 8 million bad actor campaigns, letting Nu Mexico redirect significant spend to real consumers. The team gained confidence that their ads reached real people.
Recordsure ConversationAI helped a major UK retail and commercial bank improve quality assurance for mortgage conversations. The bank needed to record and analyze 5,000 face-to-face and telephony mor...tgage conversations each month. Recordsure integrated its AI suite to capture, analyze, and review all conversations. Oversight of mortgage sales increased from less than 5% to 100%. QA review time dropped by over 50%. The bank saw better advice standards and fewer complaints, while reducing QA and compliance costs.
Zeotap Customer Data Platform helped a mobile bank lower its customer acquisition costs. The bank wanted to cut acquisition costs by 20% and improve retention by 10% in Europe. Zeotap CDP gave the ba...nk better audience insights and used lookalike models to expand reach. The platform identified attrition signals and enabled targeted offers to boost retention. The bank now spends less to get new customers and reaches audiences with more relevant messages.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Betano used social.plus to boost real-time fan engagement on their sports betting platform. They wanted to connect fans during live sports events and make the experience more interactive. With social....plus, Betano added live chat and social features to their app and website. Fans could talk and share excitement during games. This helped Betano stand out in the betting industry and brought more energy to their platform.
Lead Generation Success Stories: How Banking Companies Drive Results
A prominent regional bank
- Banking
Semcasting's AudienceDesigner (ADS) helped a prominent regional bank run a digital acquisition campaign for home equity loans. The bank used first- and third-party data to target both current custome...rs and new prospects. The campaign achieved 279% more applications than the goal, with 129 total conversions. The cost per conversion dropped by 176% to $825.71. The conversion rate increased by 80% to 0.54%. The campaign also reached a 72.1% viewability rate and a 90.39% audio completion rate.
LeadGenius helped a Fortune 500 commercial bank use account signals and predictive data to improve business outcomes. The bank wanted to predict credit needs, connect better with businesses, compleme...nt risk models, and forecast customer performance. With LeadGenius, accounts identified with insights were twice as likely to become customers. These accounts also spent more and showed lower risk of default. The solution made sales and marketing more effective for the bank.
TCN software helped a national bank manage a mobile app crash that lasted one week. The bank faced a sudden spike in customer calls. TCN's notification tools and IVR kept operations efficient. The so...lution helped the bank handle the crisis and support customers. The case highlights TCN's ability to scale during emergencies.
Genesys Cloud CX helps BNP Paribas deliver better customer experiences. The platform supports personalized service at scale. BNP Paribas uses Genesys for seamless banking across channels. The solutio...n enables efficient contact center operations. The bank builds trust and loyalty with improved customer engagement.
NiCE Employee Engagement Manager and Value Realization Services helped TD Bank automate scheduling and boost productivity in its contact center. The bank introduced self-service scheduling, shift swa...ps, and voluntary time off, giving agents more flexibility. Over 480,000 VTO hours were used, with a 45% adoption rate. TD Bank saved millions yearly, reduced customer wait times by 88 million minutes, and increased calls handled by 11%. Customer satisfaction exceeded targets by 4.5% and the new system improved recruitment and agent engagement.
Digibank India wanted to move from a traditional bank to a digital bank. They needed to lower costs and reduce their use of old voice services. Tetherfi gave them in-app chat and callback tools. Now,... one agent can handle both voice and chat. The bank can track chats and callbacks easily. The new system is cheaper and works in more than one country. It also helps the bank serve customers at any time, without needing branches.
Avaya Experience Platform helped Access Bank modernize customer experience and employee engagement. The bank needed to scale for 125 million customers by 2027 and process 13 million daily transaction...s. Avaya's hybrid cloud and on-premises solution unified voice, video, and digital channels. Access Bank improved customer satisfaction, reduced response times, and enhanced security with voice biometrics and conversational AI. Video banking and real-time translation made services more inclusive and efficient.
CallFinder helped Verve, a Credit Union, improve their call center quality monitoring. Before CallFinder, Verve could only review 5 calls per agent each month and spent too much time on manual review...s. They had no way to track call topics or analyze sentiment. With CallFinder’s automated call scoring, Verve deployed the system in four weeks. The new solution let them review more calls, track trends, and focus on coaching. This made their quality assurance process faster and more effective.
Knowlarity’s Click to Call helped IndianMoney connect with more customers for financial education. Before, they could only answer half of their calls. After using Knowlarity, call volume answered imp...roved by 50%. Agents now make more calls at the same time. Over 60,000 to 80,000 calls are handled daily. 99% of calls start within 4 seconds. Real-time call recordings and analytics help improve customer service and staff training.
Perform [cb] Outcome Engine helped a popular banking app grow its iOS user base. The app wanted to increase iOS installs and drive more registrations and subscriptions. Perform [cb] integrated Adjust... for better measurement and used new display partners in the finance sector. The app saw a 233% increase in new iOS users in one month. Daily iOS installs grew from 150 to over 500. In two months, the campaign delivered more than 15,000 app registrations and over 2,000 subscriptions.
Fintel Connect helped Coast Capital Credit Union grow new account acquisitions by 650%. Coast Capital wanted to expand beyond their region and lower acquisition costs. Their old strategies did not wo...rk. Fintel Connect used affiliate marketing and data-driven, geo-targeted strategies. Coast Capital saw a 12.5% drop in cost per acquisition. They reached new markets and built strong affiliate partnerships.
Event Management Success Stories: How Banking Companies Drive Results
Ing Vysya Bank
- Banking
Happy Visitor helped Ing Vysya Bank automate their visitor management process. The bank used the new age visitor pass system to improve security and efficiency. The solution also included delivery ve...hicle management and guard patrolling features. Ing Vysya Bank streamlined operations and reduced paper usage with register digitization. The system made tracking and managing visitors, vehicles, and materials easier for the bank.
A Leading Banking and Financial Services Company
- Banking
Aavenir Contractflow helped a leading banking and financial services company in Asia-Pacific manage contracts better. The bank had trouble storing, reviewing, and approving contracts, which caused de...lays and risk. With Aavenir Contractflow on ServiceNow, the bank automated contract workflows and improved document tracking. As a result, contract approval cycles became 5 times faster, contract risk dropped by 42%, and contract visibility reached 100%.
Project Agora helped Eurobank & Ogilvy Greece use contextual targeting for their home loan campaign. The goal was to reach people interested in buying or renovating homes in Greece. Project Agora use...d custom targeting and video ads to show messages to the right audience. The campaign ran for one month and used top Greek publishers. Results included a 1.5% CTR, which is 16% higher than the market average, and a 69% completion rate, 13% higher than average.
PeopleFluent Compensation helped Close Brothers move from spreadsheets to a modern compensation management system. The HR team needed to improve efficiency and simplify reporting for 4,000 employees.... PeopleFluent Compensation offered a flexible, user-friendly solution that made the transition easy. The software saved time, reduced errors, and allowed HR to focus on business strategy. Employees outside HR barely noticed the change, showing a smooth implementation.
Millennium Corporate Credit Union needed a solution to protect users when laptops were taken outside the network. Regulators suggested a DNS filtering solution for off-prem use. They implemented WebT...itan DNS Filter, which blocks malicious content and supports Azure Active Directory. The solution was easy to use and set up, taking less than 30 minutes. It successfully protected staff whether they were remote, domestic, or traveling.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Learn Amp helped nbkc bank support their growing hybrid team with a new learning and development platform. The bank needed a scalable, user-friendly solution for onboarding and training. Learn Amp de...livered a central knowledge base and digital onboarding program. nbkc bank saved over $12,000 annually and saw a 92% ROI in the first year. Onboarding time dropped by 75%, and employee satisfaction scores improved.
UpsideLMS helped Doha Bank deliver online and offline training to over 1200 employees worldwide. Doha Bank needed a secure, reliable platform for role-based and regulatory training. UpsideLMS provide...d a personalized learning experience with compliance assurance. The solution included a mobile app, blended learning management, and multi-lingual support. Doha Bank now manages training efficiently and cost-effectively.
PeopleFluent Compensation helped Close Brothers move from spreadsheets to a modern compensation management system. The HR team needed to improve efficiency and simplify reporting for 4,000 employees.... PeopleFluent Compensation offered a flexible, user-friendly solution that made the transition easy. The software saved time, reduced errors, and allowed HR to focus on business strategy. Employees outside HR barely noticed the change, showing a smooth implementation.
Knolyx helped the Romanian Banking Institute deliver mandatory training using its learning experience platform. The Institute needed to test knowledge after each chapter, set time limits, and get det...ailed reports. Knolyx provided streaming, learning paths, business rules, and analytics tools. Employee retention increased by 45%. Training time dropped by 40%. Skills gaps were reduced by 55% after using Knolyx.
A bank (financial operations department)
- Banking
Gametize helped a bank digitalize their annual dinner and dance event. The bank wanted to boost interactivity and automate voting and attendance. Gametize's app enabled photo challenges, booth games,... and digital voting. The event saw 285 players, 1232 submissions, and 77 votes. The app achieved a 90% adoption rate among attendees, making key event processes fully digital.
FinTech Unicorn (a product of FPL Technologies Pvt. Ltd.)
- Banking
Knowmax helped FinTech Unicorn improve customer service for over 2 million users. The company faced problems with scattered data and hard-to-follow SOPs. Knowmax provided a unified knowledge base and... better information access. Customer-facing teams found answers faster and new agents trained more quickly. Results included a 28% increase in customer satisfaction, a 10% reduction in average handle time, and a 12% increase in first contact resolution.
PowerDMARC helped alizz islamic bank in Oman secure their email channels. The bank faced issues with spoofing, phishing, and poor email deliverability. PowerDMARC implemented DMARC, SPF, DKIM, and MT...A-STS to align all domains and authenticate emails. The solution improved email flow, increased deliverability, and stopped spoofing attacks. The bank gained full insight into their email channels and protected customers from phishing.
Prisync helps Linx Lmn track competitor prices faster. The tool is easy to use and gives daily email reports. Linx Lmn can see price changes anytime. The team at Prisync answers questions quickly. Ti...me spent on competitor price tracking dropped a lot.
LIBSYS 7 software helped Reserve Bank of India (RBI) manage 24 resource centres across India. RBI needed to replace local library systems with a centralized solution. LIBSYS 7 was installed with clus...tering and load balancing on three servers for 24x7x365 uptime. The system supports 700,000 records, 80 librarians, and 16,000 employees. After implementation, usage increased, employees gained single-point access, and infrastructure costs dropped. Inter library loan and desktop notifications improved resource sharing and book returns.
Messagepoint helped a large Canadian bank modernize its credit card disclosures management. The bank faced slow, manual, and fragmented legacy processes. Messagepoint provided an intelligent content ...hub to centralize and automate disclosure content updates. The bank used Messagepoint’s API to deliver disclosures in their mobile app, improving customer experience. Marketing operations gained direct control, reducing IT reliance and risk. Centralized content and variation management streamlined updates and reduced errors.
Iron Mountain Intelligent Business Process Management (iBPM) helped a global bank digitize and streamline its trade finance workflows. The bank faced high costs, manual processes, and strict regulato...ry needs. Iron Mountain's iBPM solution reduced operational costs by 18-25%. It improved processing times, increased accuracy, and ensured regulatory compliance. The bank now has better data security and more agile operations.
A world-renowned high-street bank (retail arm)
- Banking
Cheetah Digital by Marigold helped a leading high-street bank improve digital communication during the Covid-19 crisis. The bank used Cheetah Digital's messaging solution to set up crisis communicati...ons within 24 hours of lockdown. Personalized email and SMS increased open rates. Email content creation time dropped from 2 weeks to 1 hour. The solution supported the bank's retail division and helped meet key business goals.
Autoform DM and Lasernet helped Nedbank Mozambique launch fast in a crowded banking market. The bank installed and trained staff on both solutions in under a week. The software integrated with Temeno...s Transact, letting the bank create and archive documents easily. Lasernet enabled dynamic document customization and fast cheque scanning. Staff could quickly verify customer signatures, improving service. Nedbank Mozambique became one of the top 6 banks in Mozambique in less than two years.
Instinctools upgraded a Czech bank's chatbot with GPT-4 and voice assistant features. The bank wanted to improve customer support and meet rising user expectations. Instinctools deployed a private GP...T-4 instance in the bank's Azure environment for secure, compliant AI. The new solution increased 30-day retention by 7%, Net Promoter Score by 34%, and first contact resolution by 60%. The chatbot now handles over 100,000 users and processes thousands of queries per second.
KBC used Pronovix’s Zero Gravity developer portal solution to build the KBC Developer Portal. The portal helps business leaders and developers integrate KBC’s financial APIs into their apps. Since 20...20, many partners have used the portal to distribute products and services. KBC won the Best Developer Portal for Alternatives to REST-APIs at the DevPortal Awards in 2021. The portal supports KBC’s strategy to be personal, build an all-in-one app, and be present everywhere.
Document Logistix helped Hillcrest Housing Association move away from paper records. Hillcrest needed to cut down on paperwork and improve document retrieval for 600 staff across Scotland. The new do...cument management software made it easier for staff to find files. This improved workflow for staff, tenants, contractors, and suppliers. The solution supported Hillcrest's move to a new HQ with less storage space.
Open Print helped Bank of Tokyo-Mitsubishi UFJ improve document production across Europe. The bank needed a global IT solution to manage and unify print and mailing processes. Sefas used Open Print t...o automate manual tasks, add barcodes, and centralize document control. Print turnaround times dropped, costs went down, and customer satisfaction improved. The bank reduced mail processing staff from five to three and increased mail volume capacity. The solution also enabled better customer communication and reduced environmental impact.
Hyland's Nuxeo Platform helped ABN AMRO Bank modernize its information management. The bank faced problems with fragmented legacy ECM systems and information silos. Hyland provided an integrated and ...intelligent solution for managing information. This improved how ABN AMRO serves its clients and stakeholders. The new system supports better service and long-term value for the bank.
Jasper helped Akbank boost customer engagement by up to 70%. Akbank used Jasper to improve their marketing processes. The solution made it easier for Akbank to connect with customers. Akbank saw a bi...g increase in engagement after using Jasper.
Xperience by Kentico helped Berkshire Bank launch a new website with a modern design and better navigation. The bank wanted to improve user experience, make content management easier, and support dig...ital decision-making. ZAG Interactive redesigned the site, added flexible components, and built a multi-level menu. The new site increased engagement per user by 84% in just three weeks. The platform also made the site easier to manage and ready for future growth.
Understanding Help Desk Impact in Banking: Real Customer Outcomes
BOCI-Prudential Trustee Limited
- Banking
EventLog Analyzer helped BOCI-Prudential Trustee Limited manage large log volumes at a lower cost. Their old SIEM solution was too expensive and hard to scale. EventLog Analyzer offered a better lice...nsing scheme and easy log consolidation. The company set up two servers for Windows and non-Windows logs. Teams now get alerts through different channels for fast response. BOCI-Prudential rated EventLog Analyzer 8 out of 10 and found it cost-effective for log management and security.
The National Residential Landlords Association (NRLA)
- Housing
Puzzel helped the National Residential Landlords Association (NRLA) move to a unified, cloud-based contact centre. NRLA faced slow response times and poor integration with their old system. With Puzz...el, they now offer omnichannel support and better agent tools. Email response times improved by 86%, dropping from 35 hours to 5 hours. Call wait times fell by 35%, and they reduced full-time staff by 3.5. Member satisfaction and productivity increased.
SysAid helped Centra Credit Union upgrade its digital experience. The IT team used SysAid’s Workflow Designer for codeless customization and automation. Automation now supports workflows across 10 de...partments. 50% of IT tickets are created by employees. The team saves 30 hours each week on admin and manual tasks. Employee satisfaction scores reached 4.8 out of 5 due to faster IT support.
Next4biz helped ING Bank Turkey manage customer complaints from all channels on one platform. The bank integrated next4biz with its systems to track customer history and speed up service. Staff can q...uickly change processes without IT help. Next4biz makes it easy to measure notification numbers, resolution times, and solution rates. The system's reporting and escalation features help ING Bank Turkey improve customer satisfaction and win awards in complaint management.
AI in customer service helped an Asian bank double its use of self-service channels. The bank saw a 40-50% drop in service interactions. Cost-to-serve went down by over 20%. AI made support more effi...cient and scalable. Customers got faster, easier help. The bank improved both experience and costs.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
EventLog Analyzer helped BOCI-Prudential Trustee Limited manage large log volumes at a lower cost. Their old SIEM solution was too expensive and hard to scale. EventLog Analyzer offered a better lice...nsing scheme and easy log consolidation. The company set up two servers for Windows and non-Windows logs. Teams now get alerts through different channels for fast response. BOCI-Prudential rated EventLog Analyzer 8 out of 10 and found it cost-effective for log management and security.
Informatica Intelligent Data Management Cloud (IDMC) helped Citizens Bank modernize its cloud master data management. The bank built a single customer view for real-time personalization across channe...ls. Data onboarding is now about 85% faster. Citizens Bank achieved 99.95% uptime and elastic scale. The solution enables real-time customer recognition and supports AI use cases.
Jedox helped Banque CIC improve financial reporting across 36 offices. The bank faced challenges with its old BI tool, which could not drill down to individual receipts or support complex cost alloca...tions. Banque CIC implemented Jedox quickly, using its modeling and Excel integration features. The new solution unified cost and organizational data in real time. Management now sees clear activity costs and profitability. Staff use self-service tools for reporting, improving transparency and collaboration.
ThoughtSpot helped Austin Capital Bank modernize its data stack and make analytics easy for everyone. The bank replaced manual, disconnected data processes with self-service analytics. Now, more than... 80% of management are active users. The bank cut paid search monthly spend by 50%. Retention improved by 15%. Teams use ThoughtSpot to track business health, paid search, and conversions. The tool made data access simple for all users, not just technical staff.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
CleverMaps helped Česká spořitelna, the largest bank in the Czech Republic, use location intelligence to improve branch network management. The bank faced challenges from digital competitors and need...ed to ensure branches were accessible and met customer needs. CleverMaps combined internal banking data with external demographic data to reveal real catchment areas, market potential, and customer behavior. This enabled Česká spořitelna to optimize branch locations, reduce overlaps, and tailor services to local demand, supporting their goal to be closer to customers.
A prominent American investment banking services holding company
- Banking
Apica helped a major American investment banking services holding company upgrade its legacy wealth management platform. The old system was slow and had poor monitoring with Dynatrace. Apica provided... a flexible, customized monitoring solution. The company gained better data visualization with Grafana, on-premises monitoring, and easier API-based expansion. Apica’s team created 90% of the scripts at no extra cost. The company saw fast returns and plans to expand Apica’s use.
Phrazor helped HDFC Bank improve its recruitment process with automated HR analytics. The bank faced high attrition, slow hiring, and manual reporting challenges. Phrazor automated SAP data extractio...n and report generation, saving 25 man-hours per week and 200 man-hours per month. The solution delivered 1900+ weekly reports with real-time insights. This made hiring faster and gave clear, easy-to-read data to all stakeholders.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
C3 AI Anti-Money Laundering helped a large, multi-national bank improve its AML compliance programs. The bank struggled with too many false-positive alerts and manual investigations across 15 million... customers. Using C3 AI's machine learning and risk analytics, the bank reduced false positives and improved alert quality. The solution made investigations faster and more consistent. The bank also improved how it reports suspicious activity to regulators.
Banking Implementation Playbook: Sweepstakes Best Practices
Commercial Bank of Ceylon PLC
- Banking
Loyalife helped Commercial Bank of Ceylon PLC improve its loyalty program. The bank faced problems with manual processes, low customer retention, and limited insights. Loyalife automated rewards, ena...bled real-time redemptions, and provided advanced analytics. The platform integrated with the bank’s systems and made the program easy to use. As a result, the bank saw stronger customer loyalty, higher satisfaction, and better redemption rates.
Capital One's Sales Operations & Strategy team faced challenges with manual data entry and inefficient processes. They needed a solution to streamline data entry and improve efficiency. By using Zoom...Info's Data Cube, Capital One gained access to over 150 company attributes, enabling them to build leads and map relationships efficiently. This data helped prioritize RMs' activities and improved lead generation for their Commercial Credit Card division.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
Piwik PRO Analytics Suite helped Bank Ochrony Środowiska (BOŚ) improve its business, product, and marketing strategies. BOŚ needed a privacy-compliant analytics platform after facing challenges with ...Google Analytics and new EU data laws. Piwik PRO provided a smooth migration, strong privacy features, and easy-to-use tools. The bank now uses custom reports and dashboards to better understand user behavior and make informed decisions. BOŚ values the platform’s flexibility, compliance, and responsive support team.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
AFCU used an automated, hybrid cloud infrastructure to modernize its operations. The new system helped AFCU improve efficiency. The solution combined automation and cloud technology. AFCU now has a m...ore flexible and reliable IT setup. This change supports better service for their customers.
Valley National Bancorp, a large bank in New Jersey, needed to improve their online accessibility. They partnered with Siteimprove in 2018 to address ADA compliance and site speed issues. Using Sitei...mprove's Inclusivity package and Analytics tools, they improved their website's accessibility and health. This led to a 64.17% increase in Quality Assurance score, a 61% increase in clicks to their Business Credit Card page, and a 13% increase in SEO score.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is o...ne of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Real Results: Social CRM Customer Stories from Banking
First Citrus Bank
- Banking
Crystal helps First Citrus Bank improve sales meetings. The bank uses Crystal's personality insights for pre-meeting strategy sessions. Sales reps prepare with personality predictions to better conne...ct with prospects. Since using Crystal, calls are more engaging and rapport is stronger. The bank reports increased conversion rates and less wasted time in meetings. Crystal is now required for all important client meetings.
Forms for Salesforce helped Tri Counties Bank launch an online PPP loan application in just one week. The bank needed a no-code solution that integrated with Salesforce Financial Services Cloud. They... used Forms for Salesforce to collect data and Documents for Salesforce to generate official documents. The automated process originated and funded 2,908 loans totaling $436.7 million. This saved countless hours, eliminated manual data entry, and preserved over 25,000 jobs.
Form.io helped an international bank transform its business process for serving 5,000 banking groups. The bank used Form.io to build workflow applications quickly and securely. As a result, the bank ...recovered 50% of their team’s capacity. They also saved months of time on their digital transformation project. Form.io’s platform enabled better data governance and faster application development.
Lunar is a digital bank that wanted to help business clients choose the right banking solution. They used Sleeknote’s interactive quiz on their business account pages. The quiz asked five questions t...o guide users to the best product for their needs. After the quiz, users got a tailored recommendation and could contact Lunar for more help. This approach led to a 15.74% conversion rate and brought in more qualified B2B leads.
Cresta Agent Assist, Cresta Coach, and Cresta Insights helped a major bank improve collections. The bank struggled with collectors not following the playbook and managers had little visibility. Crest...a gave real-time guidance and insights to both collectors and supervisors. Playbook adherence increased 4x in three weeks. This led to larger and more timely payments and saved managers time.
Bravon helped DSK Bank boost employee engagement and performance. DSK Bank needed a way to motivate teams and track results across many branches. Bravon set up scoring challenges, a point system, and... leaderboards to create healthy competition. The platform let managers track progress and import results from internal systems. DSK Bank now saves time on management and tracks employee results more easily.
Observe.AI's Post-Interaction AI helped Central Bank automate quality assurance in its contact center. The bank evaluated 167,000 calls in one quarter, up from just 8 per month before. Average handle... time dropped by 5%. The team saved time equal to hiring three more employees. AI-driven tracking reduced after-call work to 10 seconds, down from 30 seconds. Central Bank improved call categorization, agent performance, and customer experience.
Varicent Incentives helped Zions Bancorporation track incentive payments and ensure proper approvals. The bank needed a flexible system to stay compliant with changing federal rules after 2008. Varic...ent Incentives made it easier to report, improved efficiency, and reduced risk. The solution also helped teams work together and create custom workflows for their needs.
Nordax Bank needed a better way to track sales progress and keep teams engaged. Before using SalesScreen, they shared information manually with Excel, which was slow and not real-time. After choosing... SalesScreen, onboarding was easy and support was helpful. Now, creating competitions is simple and engagement is higher. Managers have a better view of progress, and sales teams are more interested in reporting. Nordax Bank also added the Coaching tool to help managers link activities and outcomes.
TIBCO BPM Enterprise and BusinessWorks helped ABN AMRO modernize its banking operations. The bank wanted to offer a seamless digital experience and aimed for 90% digital end-to-end processes by 2025.... Legacy systems and fragmented processes made this hard. TIBCO's hyperautomation tools enabled cloud migration, process standardization, and automation across teams. ABN AMRO avoided €11.1M in costs and improved efficiency by centralizing automation and reducing manual work.
RelPro Filings / Loans Data helps business and commercial bankers find SBA 7(a) loan data. Bankers use the platform to search for loans by term and interest rate. They can identify prospects, compare... rates, and spot refinancing opportunities. The tool gives access to company profiles, news, and executive contacts. This helps bankers build targeted lists and connect with new clients.
Revenue Grid helped a multi-billion dollar commercial bank improve customer relationships. The bank used Revenue Grid to enhance its sales and customer engagement processes. The solution provided bet...ter integration between Salesforce and email, automated data capture, and improved pipeline visibility. As a result, the bank strengthened its connections with customers and streamlined its sales operations.
DialShree helped AU Small Finance Bank improve their loan and finance campaigns. The bank faced problems with their old system, like missing inbound and outbound calling, no SMS or web chat, and limi...ted customizations. Elision provided a tailored omnichannel contact center solution with inbound, outbound, and blended campaigns, SMS and voice broadcasting, web chat, and real-time reporting. The new system increased efficiency and returns on campaigns by up to 64%. The bank recommends Elision for unified communication solutions.
PCBB uses Cirrus Insight to update Salesforce from email and calendar. This helps them book more prospect engagements. PCBB is a financial institution founded in 1997. They offer banking solutions an...d personalized service. They use Sidebar, Calendar Scheduling, Sync, and Buyer Signals products.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
PFL automated direct mail for Avidia Bank using Salesforce and Marketo integration. The bank replaced manual print and mail tasks with automated processes. This saved nearly 40 hours each month. Cust...omer complaints about undelivered mailers dropped. The customer experience improved with better tracking and delivery. Avidia Bank plans to expand direct mail automation in future projects.
Pharos Insights helped Citizens Bank cut monthly printing costs by 45%. The bank used the cloud-based analytics platform to track print jobs and user activity. This let them reduce color print volume... from 18% to 10% and lower overall print volume by 35%. The platform made it easy to spot costly printing habits and move to digital workflows. Citizens Bank improved operational efficiency and saved money with Pharos Insights.
Laurel Road used iQuanti's SEO and content strategy to reach healthcare professionals. They built a content hub called Laurel Road for Doctors with interactive tools and resources. iQuanti optimized ...site architecture and led link building to boost authority. In months, Laurel Road launched 50+ new pages and grew its organic keyword footprint by 381%. The site ranked #1 for "bank for doctors" and expanded offerings for nurses, also reaching #1 for "bank for nurses".
Semji helped Société Générale boost its content strategy. The SEO team used Semji to centralize SEO for five market websites. They used AI features and semantic scoring to improve content quality and... speed. Monthly content traffic grew by 186%. Now, 91% of content attracts SEO traffic. Optimized content generated 233,300 SEO clicks.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
Choozle helped a national consumer bank double new checking account signups. The bank used lookalike modeling to target high-value audiences. They optimized campaigns by focusing on pay periods and h...igh-performing sites. The campaign achieved an efficient cost-per-acquisition of $180. Insights from the campaign shaped future advertising budgets.
Emplifi helped National Bank of Kuwait (NBK) bring its PR and marketing teams together. NBK used Emplifi’s platform to unify messaging and connect with its audience. The bank saw a 623% increase in c...ontent impressions and a 471% boost in video views. Community size grew by 35% to 2.28 million. Emplifi’s Publisher and Analytics tools made campaign planning and audience insights easy for NBK.
Cloudflare Magic Transit helps Q2, a digital banking platform, support rapid growth and high customer expectations. Q2 needed to secure and scale their distributed cloud environment as they serve one... in ten US banking consumers. The company wanted to ensure strong security and high availability for their internet-facing apps. Cloudflare Magic Transit enabled Q2 to maintain reliable service and protect their digital banking platform as they expanded.
Epom WL DSP helped Betting Ad Business, a young Indian sportsbook company, improve their ad performance. The company wanted to increase conversion rates, lower churn, reduce eCPC, and stop ad fraud. ...Epom used strategic retargeting, custom bidding rules, and fraud prevention tools. As a result, the company saw a 34% higher conversion rate, 28% lower churn, 21% lower eCPC, and 16% less ad spending.
BBVA used Personalized Video to help people save for retirement and use digital banking. The bank saw a 2x increase in email open rates. Long-term savings went up by 78%. Personalized Video showed cu...stomers their future self. This helped more people adopt new digital banking services.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Figma helped CommBank, Australia’s largest bank, fix slow and scattered design processes. The team switched from five separate tools to Figma, making work 77% more efficient. Annotation time dropped ...from 6.5 minutes to 1.5 minutes per file. Teams now build products faster and with fewer mistakes. Figma also broke down silos and improved collaboration across departments.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Tungsten TotalAgility helped a leading banking group in France digitalize and streamline document processes. The bank faced slow manual data entry and errors in retail, insurance, and KYC. Tungsten T...otalAgility automated workflows, improved data accuracy, and freed employees for higher-value work. The bank reduced manual handling and plans to use GenAI for faster document extraction and better data quality.
Swiss multinational investment and financial bank
- Banking
A Swiss multinational investment bank needed help with high-volume financial translations. They faced challenges with speed, precision, and security for over 1,800 projects annually. Welocalize provi...ded a tailored solution with a dedicated linguist pool and secure technology. This approach improved turnaround times and maintained high translation standards, ensuring compliance with quality and security requirements.
Banking Implementation Playbook: CRM Best Practices
Kotak Mahindra Bank
- Banking
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
360 View helped First Federal Savings Bank fix siloed customer data and weak marketing. The bank used 360 View's CRM and marketing automation platform. They sent targeted emails to over 11,000 custom...ers and opened 500 new product and service accounts in four months. The bank processed over 32,000 emails in three months and saw a 24% monthly increase in new account openings. Staff now have a full view of customer relationships and run more marketing campaigns. The platform improved cross-selling and customer engagement.
Floify helped Riverbank Finance, a mortgage broker, move to a fully digital loan process. Before Floify, they faced bottlenecks and slowdowns from manual document collection. Floify's automation and ...API integration let them organize files, speed up loan closings, and improve communication with clients. The team now uses 100% digital e-sign disclosures and has removed process bottlenecks. This change made their loan officers more productive and helped them close loans faster.
Samba Bank needed to port its J2ME mobile banking app to BlackBerry and iPhone. They hired Unique Computer Systems for this task. UCS studied the existing app and created a blueprint for the new plat...forms. They developed prototypes and made UI changes for BlackBerry OS 4.5. The apps supported English and Arabic. After testing, the apps were ready for market.
Equity Partners HG, a middle market investment bank, faced challenges with their existing file sharing platform, Box, which lacked security features and management controls. They needed a solution to... ensure confidentiality, user group restrictions, and reporting capabilities. They chose SmartRoom for its advanced features, including custom security profiles and easy navigation. With SmartRoom, EPHG improved efficiency, secured client information, and gained insights into user activity, allowing them to focus on closing transactions and maximizing client results.
Belona Pantbank is a leading Swedish pawnbroker. They wanted a better loan management system. CRMJetty built a finance portal for them. It improved loan requests and management. The portal also helpe...d with payment management. It made operations more efficient and improved customer satisfaction.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Capital One's Sales Operations & Strategy team faced challenges with manual data entry and inefficient processes. They needed a solution to streamline data entry and improve efficiency. By using Zoom...Info's Data Cube, Capital One gained access to over 150 company attributes, enabling them to build leads and map relationships efficiently. This data helped prioritize RMs' activities and improved lead generation for their Commercial Credit Card division.
Modjo helps Qonto's sales teams save time and improve performance. Qonto uses Modjo to adapt sales strategies for new markets and enable cross-team collaboration. The coaching module speeds up onboar...ding, with new hires gaining three months of performance. Modjo saves each sales team member about four hours per week. The platform also supports diversity by translating transcripts into over 90 languages, helping Qonto foster inclusion.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
iPresso Marketing Automation helped a large retail bank recover lost savings account signups. Many users started but did not finish opening accounts online. The bank used iPresso to collect user data..., segment contacts, and send automated reminder emails. These campaigns increased new savings accounts by 23%. The average first deposit grew by 15%. Click-through rates rose by 17%. Requests for help dropped by 12%, easing the hotline workload.
Pipefy helped Sofisa Bank automate customer request management. Before Pipefy, requests were handled by email with no tracking or standard process. With Pipefy, Sofisa Bank created a portal for comme...rcial managers to submit and track requests. The operations team now uses automated workflows and notifications. As a result, 95% of customer requests are fulfilled on time. The bank can now track KPIs and has improved efficiency and customer experience.
Lob Address Verification API helps Current, a modern banking solution, reduce compliance costs and improve customer experience. Current uses Lob to verify customer addresses during onboarding, which ...cuts down on bad data and saves users time. This integration boosts KYC first-time acceptance rates and lowers compliance spend. The automated process builds trust and makes onboarding smoother for new users.
Dotdigital SMS API helped The Co-operative Bank switch quickly from their old provider. The bank needed a reliable SMS platform for critical customer messages. Paragon DCX and Dotdigital enabled fast... onboarding and self-service campaign creation. The bank sent timely alerts, onboarding, and urgent updates to customers. The solution ensured no loss of service and supported ethical, impactful communications. The bank praised the platform for reliable, efficient messaging.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
A world-renowned high-street bank (retail arm)
- Banking
Cheetah Digital by Marigold helped a leading high-street bank improve digital communication during the Covid-19 crisis. The bank used Cheetah Digital's messaging solution to set up crisis communicati...ons within 24 hours of lockdown. Personalized email and SMS increased open rates. Email content creation time dropped from 2 weeks to 1 hour. The solution supported the bank's retail division and helped meet key business goals.
Document Logistix helped Hillcrest Housing Association move away from paper records. Hillcrest needed to cut down on paperwork and improve document retrieval for 600 staff across Scotland. The new do...cument management software made it easier for staff to find files. This improved workflow for staff, tenants, contractors, and suppliers. The solution supported Hillcrest's move to a new HQ with less storage space.
Agillic helped Sydbank make banking more personal and easy to understand. Sydbank used Agillic to send targeted emails and messages to each customer. This made complex financial topics simple and cle...ar. Sydbank saw a 20% conversion rate for a mortgage campaign and 20% of customers bought more products. Personalised campaigns were four times more effective than generic ones. Customer satisfaction and trust improved a lot.
Mautic helped Addiko Bank Group boost lead acquisition in the financial services sector. The bank wanted to grow its personal loans business and needed better segmentation and automation for email ca...mpaigns. Using Sales Snap and Mautic, they launched inbound marketing campaigns and an online quiz as a lead magnet. The campaigns reached over 2 million people, with 43,000 quiz participants. The bank saw higher than average email read rates and a measurable increase in calls and branch visits, leading to new customer acquisition.
OptiKPI helped Play North boost player engagement by 29%. Play North used OptiKPI to target players in real time and automate customer journeys. The platform enabled precise segmentation and complian...ce with strict gaming regulations. Play North saw a 15.1% increase in deposits and 25.8% of players used the promotional offer. OptiKPI made it easy for Play North to manage all player activities in one place.
Altcraft Platform helped BNB Bank attract more customers and boost digital engagement. The bank used Altcraft for secure, on-premises customer data management and omnichannel marketing. Automated Vib...er messages had a 60% open rate, and overall click-through rates reached 12%. Transactional activity increased by 36%, and monthly active users grew by 19% in one year. Push notifications and personalized campaigns improved customer retention and communication efficiency.
Brick Street Software's CONNECT platform helped a top five global bank fix its messaging problems. The bank switched from many in-house and vendor tools to one multichannel platform. This made messag...es more consistent and improved how they used their channels. The bank saw better campaign results and gained $199 million in receivables from three business units. They achieved ROI in less than one year.
Rossum's Intelligent Document Processing (IDP) platform helped Master Trust Bank of Japan automate complex financial document workflows. The bank faced challenges with manual data entry, slow process...ing times, and document variability. Rossum's AI-driven solution was trained to read Japanese documents, integrated with the bank's RPA system, and scaled to handle over 100,000 documents per year. As a result, MTBJ reduced manual workload by 75%, cut average manual validation time to 50 seconds per document, and saved 27.5% time per document.
Alation Data Intelligence Platform helped Sallie Mae build a strong data governance program. Sallie Mae needed to manage 250TB of data and 350,000 database fields for over 500 data users. The company... wanted to make trusted data easy to find and use. Alation provided a single place for data cataloging, policy management, and collaboration. Sallie Mae improved data stewardship and data literacy across the organization.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is o...ne of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is o...ne of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is o...ne of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Nubank uses Twilio to lead the digital-first era of banking. They wanted to improve customer engagement and support. Twilio helped Nubank connect with customers on digital channels. This made banking... easier and more secure for users. Nubank now delivers better service and faster support with Twilio.
Superchat helped VR Bank Fulda reach young customers using WhatsApp Business. The bank wanted to connect with people aged 18 to 30 who did not respond to email, SMS, or phone. Superchat offered secur...e, data protection-compliant messaging. In six months, VR Bank Fulda gained 2,000 new customers and sent 15,000 messages. The bank reached 23.5% of its young customer base. Automated messages, analytics, and a universal inbox improved communication and customer loyalty.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
Understanding Sales Analytics Impact in Banking: Real Customer Outcomes
Kotak Mahindra Bank
- Banking
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Engageware Employee Knowledge Management helps Marine Federal Credit Union serve nearly 100,000 members across three states. The platform gives staff one place to find policies, procedures, and produ...ct information. Employees can set review dates for content, collect feedback, and use reports to track what information is most used. The solution makes it easy to update, publish, and unpublish content. Staff feel more confident and productive with quick access to accurate information.
Personetics helped Akbank transform its mobile banking experience. Akbank wanted to improve customer engagement and financial well-being. The bank used Personetics to drive customer financial success... and digitalization. Akbank chose Personetics as a strategic partner. The collaboration delivered business impact and measurable value. The case highlights Akbank's journey and future plans with Personetics.
Glia Voice and Phone GVA helped Service 1st Federal Credit Union modernize its call center. The credit union replaced its old IVR with an AI-powered virtual assistant. Members now get 24/7 self-servi...ce and faster help. The solution cut call abandonment by 95% and wait times by 71%. Agents handle 29% fewer calls, saving 69 hours per week.
Floatbot.AI helped UCO Bank improve its digital customer experience. UCO Bank used Floatbot's AI chatbot and voicebot to handle high call volumes. The solution offered omnichannel support, bilingual ...features, and smooth agent handoff. In 7 months, UCO Bank engaged over 92,000 users with Chat and Voice AI. This made customer service faster and more efficient.
ServisBOT helped Cenlar FSB use conversational AI bots to improve the mortgage journey for homeowners. The first bot launched during the pandemic to support homeowners under the CARES Act. Cenlar now... uses several bots, including Borrower Bot, Registration Bot, and Document Upload Bot. The Borrower Bot resolves 85% of homeowner questions and reduces call center volume by tens of thousands of calls each month. Bots are fully integrated with Black Knight Servicing Digital for a seamless experience. Cenlar plans to use generative AI for even better self-service and agent support.
Currency Alliance helped the second largest bank in the USA let premium credit card members spend points on rewards and travel with a key redemption partner. Customers use points for luxury brand pro...ducts and services. The program increased loyalty transaction volumes by nearly 300%. Members get more choice and freedom in how they use points. The bank gains more engaged customers and better data for personalization.
Loylogic helped African Bank launch a unique loyalty program in South Africa. The bank wanted to support its Audacious brand and help local communities. Loylogic and Pinnacle Rewards created a progra...m that rewards customers for good financial habits, like improving credit scores and making payments on time. Customers earn points for using debit cards instead of making costly ATM withdrawals. Loylogic provided the loyalty platform, phased rollout, and advisory services to bring the vision to life.
Raiffeisen Österreich, Volksbank and other Austrian banks
- Banking
mobile-pocket HUB added loyalty card features to Austrian bank wallets. Banks wanted to make mobile payments more popular in Austria. The solution put loyalty cards, offers, and bonus programs into t...he banks’ mobile wallets. Now, customers can pay and use loyalty cards in one app. This makes mobile payments easier and more attractive for users.
Card Expert from Fiserv helped Dime Community Bank increase revenue and lower debit program costs. The bank wanted to remove unused cards, boost new card activation, and grow transactions for low-use... customers. Dime worked with Fiserv to tailor Card Expert to its needs. They used scheduled office hours and joined the Card Expert Community to find new solutions. The bank saw higher activation rates, more transactions, and better ATM fleet performance.
Card Expert from Fiserv helped Dime Community Bank increase revenue and lower debit program costs. The bank wanted to remove unused cards, boost new card activation, and grow transactions for low-use... customers. Dime worked with Fiserv to tailor Card Expert to its needs. They used scheduled office hours and joined the Card Expert Community to find new solutions. The bank saw higher activation rates, more transactions, and better ATM fleet performance.
Loyalife helped Commercial Bank of Ceylon PLC improve its loyalty program. The bank faced problems with manual processes, low customer retention, and limited insights. Loyalife automated rewards, ena...bled real-time redemptions, and provided advanced analytics. The platform integrated with the bank’s systems and made the program easy to use. As a result, the bank saw stronger customer loyalty, higher satisfaction, and better redemption rates.
TIBCO BPM Enterprise and BusinessWorks helped ABN AMRO modernize its banking operations. The bank wanted to offer a seamless digital experience and aimed for 90% digital end-to-end processes by 2025.... Legacy systems and fragmented processes made this hard. TIBCO's hyperautomation tools enabled cloud migration, process standardization, and automation across teams. ABN AMRO avoided €11.1M in costs and improved efficiency by centralizing automation and reducing manual work.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Ibexa DXP and Ibexa Connect helped Umweltbank modernize its website. The old site was outdated, hard to use, and not accessible. The new platform improved user experience, added mobile support, and m...et regulatory needs. Umweltbank can now quickly create new pages, personalize content, and reuse assets. The site is accessible, SEO-friendly, and delivers a consistent brand across channels.
A world-renowned high-street bank (retail arm)
- Banking
Cheetah Digital by Marigold helped a leading high-street bank improve digital communication during the Covid-19 crisis. The bank used Cheetah Digital's messaging solution to set up crisis communicati...ons within 24 hours of lockdown. Personalized email and SMS increased open rates. Email content creation time dropped from 2 weeks to 1 hour. The solution supported the bank's retail division and helped meet key business goals.
Riverbed Network Observability solutions helped Arab National Bank during a core banking system migration. The bank needed advanced monitoring and troubleshooting to keep customer service strong. Riv...erbed AppResponse, NetProfiler, Portal, and NetIM gave them full network visibility and proactive IT monitoring. This led to faster troubleshooting, better backend visibility, and a smooth migration. The bank improved productivity and expects to deepen its partnership with Riverbed.
Cyara helped a Global Bank improve its customer experience. The bank wanted to make customer interactions easier and more digital. Cyara's AI-Led CX Assurance Platform was used to support this change.... The platform helped the bank deliver better digital experiences. The result was more seamless and convenient access for the bank’s customers.
TheyDo helped Van Lanschot improve collaboration by focusing on journey-centric tooling. Before, teams worked in silos and struggled to align on customer experience goals. With TheyDo, teams now map ...customer journeys visually and identify opportunities across departments. Management saw the value in using customer feedback to drive insights and align everyone from peers to executives. The new approach made it easier to prioritize solutions and celebrate progress at every step.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Samba Bank needed to port its J2ME mobile banking app to BlackBerry and iPhone. They hired Unique Computer Systems for this task. UCS studied the existing app and created a blueprint for the new plat...forms. They developed prototypes and made UI changes for BlackBerry OS 4.5. The apps supported English and Arabic. After testing, the apps were ready for market.
Understanding SMS Marketing Impact in Banking: Real Customer Outcomes
Service 1st Federal Credit Union
- Banking
Glia Voice and Phone GVA helped Service 1st Federal Credit Union modernize its call center. The credit union replaced its old IVR with an AI-powered virtual assistant. Members now get 24/7 self-servi...ce and faster help. The solution cut call abandonment by 95% and wait times by 71%. Agents handle 29% fewer calls, saving 69 hours per week.
Mtalkz’s personalized SMS solutions helped a leading co-operative bank. The bank faced declining customer retention and rising complaints. Mtalkz delivered timely updates and improved engagement. The... bank saw a 70% increase in customer engagement. Revenue grew by 20%. Customer complaints dropped by 50%.
SMS-iT's Agentic AI helped SecureBank, a regional bank, improve compliance and risk management. The bank faced tough regulations and needed real-time risk assessment. The AI platform automated compli...ance monitoring and reporting. SecureBank achieved a 95% compliance rate, 80% risk reduction, and 99.9% accuracy in transaction monitoring. The solution also cut compliance costs by 65% and automated 90% of regulatory reporting.
Epom WL DSP helped Betting Ad Business, a young Indian sportsbook company, improve their ad performance. The company wanted to increase conversion rates, lower churn, reduce eCPC, and stop ad fraud. ...Epom used strategic retargeting, custom bidding rules, and fraud prevention tools. As a result, the company saw a 34% higher conversion rate, 28% lower churn, 21% lower eCPC, and 16% less ad spending.
mFilterIt ad fraud detection helped a leading bank find big gaps between its Mobile Measurement Partner (MMP) data and its own backend. The MMP showed over 50% more transactions than the bank's syste...m. The bank saw that old fraud tools missed new bot and spoofing tricks. mFilterIt gave better fraud checks and clearer data. The bank now spends ad money smarter and trusts its campaign numbers more.
Understanding CRM All-in-One Impact in Banking: Real Customer Outcomes
Belfius Bank
- Banking
Maxo CRM helps Belfius Bank connect 800 branches and manage 6 million customers. Before Maxo, Belfius used many tools that did not work together. Maxo gives staff a 360° view of each customer and pro...spect. The CRM links all client data and supports digital channels. Belfius manages 184 million leads per semester and 1.3 million appointments. Staff say Maxo is easy to use and helps them serve customers better.
C3 AI Anti-Money Laundering helped a large, multi-national bank improve its AML compliance programs. The bank struggled with too many false-positive alerts and manual investigations across 15 million... customers. Using C3 AI's machine learning and risk analytics, the bank reduced false positives and improved alert quality. The solution made investigations faster and more consistent. The bank also improved how it reports suspicious activity to regulators.
Wasp's asset management software helped Johnson Financial Group fix their IT asset tracking. Before, they used spreadsheets and lost time and money. The new system saved them about 400 hours a year. ...They also saved $8,000 a year in late fees for rented equipment. Now, they track 8,000 IT assets easily. Reports are accurate and shipping costs are lower.
Lytho helped WSFS Bank manage creative operations in a complex, regulated environment. Before Lytho, the team struggled with chaotic reviews and compliance risks. Lytho centralized the review process..., added structure, and enabled compliance teams to handle audits directly in the platform. The bank saw a measurable increase in requests completed, a decrease in time to first proof, and fewer review versions. Lytho became essential for content governance and audit readiness, saving time and improving creative team performance.
Iron Mountain Intelligent Business Process Management (iBPM) helped a global bank digitize and streamline its trade finance workflows. The bank faced high costs, manual processes, and strict regulato...ry needs. Iron Mountain's iBPM solution reduced operational costs by 18-25%. It improved processing times, increased accuracy, and ensured regulatory compliance. The bank now has better data security and more agile operations.
Rabobank needed to maintain its brand identity while growing globally. They used the Papirfly Platform to manage their brand, allowing teams to create consistent content. This helped them avoid 20 ti...mes the cost compared to platform investment and achieve a 212% ROI. Over 23,000 assets were created in a year, uniting 43,000 employees worldwide.
Zebra Workcloud Scheduling helped Webster Bank improve both customer and colleague experiences. The bank used the solution to better manage staff schedules. This led to smoother operations and happie...r employees. Customers also noticed faster service. Webster Bank saw clear benefits from using Zebra's workforce management software.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Axero intranet helped Movement Mortgage replace their outdated system. Employees now share documents, search for information, and connect with each other in one place. The new platform made it easy f...or staff to find updates and resources. Creative features like badges and activity tickers boosted engagement. In just 8 months, the intranet reached 1,000,000 page views.
Fleep helps Bigbank teams chat, organize tasks, and share files. Bigbank uses Fleep to replace email for daily work. Employees say Fleep is easy to use and keeps teams organized. Fleep helps Bigbank ...stay in sync across Europe. About 500 employees use Fleep for team communication and collaboration.
Hawaii State Federal Credit Union (HSFCU)
- Banking
Jostle helped Hawaii State Federal Credit Union (HSFCU) improve company culture and employee connection. HSFCU faced challenges with disconnected employees and outdated communication tools. The new C...EO focused on uniting employees and building a positive culture. Jostle's platform supported transparency, recognition, and better communication. This led to a stronger brand and improved employee and member experiences.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
CleverTap helped Axis Bank improve digital engagement and boost conversions. The bank used CleverTap’s AI-powered platform to personalize communication for credit card upgrades and personal loan reta...rgeting. They used real-time insights and omnichannel messaging to reach users at the right time. Axis Bank saw a 27% increase in conversions from dropped-off credit card upgrade users. Personal loan click-to-conversion rates rose by 13% on mobile push and 4% on WhatsApp. The bank also reduced cost per subscription for personal loans.
Airship helped CIMB Singapore transform its CIMB Clicks app into a virtual branch. The bank used Airship’s in-app messaging, message center, and push notifications to deliver personalized content and... alerts. CIMB saw a 162% year-over-year increase in monthly active users and a 49% growth in app customers in two months. Engagement improved with 7% higher direct open rates and 82% higher opt-in rates for push notifications. App store ratings rose 2.8 times on Apple and 1.5 times on Google Play.
Garanti BBVA used InStory to increase mobile web conversions. They saw a 4X increase in credit card applications from customers who viewed InStory compared to a control group. This success story high...lights the effectiveness of InStory in boosting customer engagement and conversions.
MoEngage helped IndusInd Bank speed up campaign launches. The bank used to take 8-10 days to go live with a campaign. With MoEngage, they now launch campaigns in less than 10 minutes. IndusInd Bank a...utomated 80% of cross-sell campaigns on their INDIE app. They saw a 2.6x growth in transactions in six months. Campaign go-live timelines dropped by 99.97%.
Netmera helped DenizBank promote its new Super Limit feature in the MobilDeniz app. DenizBank used in-app messaging and A/B testing to find the best place for pop-up messages. The login screen worked... best for showing the new feature. Super Limit applications grew from 34,000 to 357,000. Monthly average applications reached 200,000 by November. Click-through rates increased 10 times. Card sales rose 4 times, consumer loan sales 6 times, and loan disbursements 7 times.
CleverTap helped Axis Bank improve digital engagement and boost conversions. The bank used CleverTap’s AI-powered platform to personalize communication for credit card upgrades and personal loan reta...rgeting. They used real-time insights and omnichannel messaging to reach users at the right time. Axis Bank saw a 27% increase in conversions from dropped-off credit card upgrade users. Personal loan click-to-conversion rates rose by 13% on mobile push and 4% on WhatsApp. The bank also reduced cost per subscription for personal loans.
Nubank uses Twilio to lead the digital-first era of banking. They wanted to improve customer engagement and support. Twilio helped Nubank connect with customers on digital channels. This made banking... easier and more secure for users. Nubank now delivers better service and faster support with Twilio.
Nubank uses Twilio to lead the digital-first era of banking. They wanted to improve customer engagement and support. Twilio helped Nubank connect with customers on digital channels. This made banking... easier and more secure for users. Nubank now delivers better service and faster support with Twilio.
Verint Quality Bot helped First National Bank automate quality management in their contact center. The bank used AI to improve call evaluations and compliance. They increased the number of sales call...s evaluated by 1400%. Compliance scores rose by 15%. Customer experience scores improved by 4% with other Verint bots. The solution ensured high quality and better compliance with regulations.
Doxee Pvideo® helped Poste Italiane launch Libretto Smart, a digital savings account. Poste Italiane wanted to reach new generations with better digital communication. They used Doxee Pvideo® to send... personalized, interactive videos to customers during onboarding. Each video matched the customer's profile and services. This made communication simple and reduced the need for customer service. Poste Italiane improved efficiency and built stronger relationships with younger customers.
Wavestore video management software was chosen by Caixa, the fourth largest bank in Brazil, to secure all its branches. The bank needed high integrity video recorders with Linux OS and remote network... monitoring for a central control room. Wavestore provided a reliable solution that alerts security staff to attempted robberies and unauthorized access. Over 2,000 video recorders and 32,000 cameras were installed. Telepac assembled and tested the recorders in Brazil, with support from Wavestore engineers.
Glia Voice and Phone GVA helped Service 1st Federal Credit Union modernize its call center. The credit union replaced its old IVR with an AI-powered virtual assistant. Members now get 24/7 self-servi...ce and faster help. The solution cut call abandonment by 95% and wait times by 71%. Agents handle 29% fewer calls, saving 69 hours per week.
Motionlab Platform helped Česká spořitelna connect with customers during the Covid Christmas. The bank used personalized videos with fairy tale themes and messages from the director. Each customer go...t a unique video showing their history and local branch. The campaign led to a 37% increase in email click-through rate and a 72% video completion rate. Česká spořitelna now uses personalized videos for more products.
Document360 helped Abrigo manage and review documentation more efficiently. Abrigo's team needed a better way to organize and update nearly 30 user manuals for their financial software. Their old PDF... system was bulky and hard for customers to use. With Document360, Abrigo gained analytics, feedback tools, and easier workflows. Customers now find information faster, and Abrigo can update content quickly and track usage.
Dr.Explain helped Trustco Group Holdings Ltd combine user documentation, technical documentation, and change management in one place. Before Dr.Explain, they used Wiki and Microsoft Word, but these t...ools could not create all needed formats or keep everything together. Dr.Explain made it easy to add screenshots, organize content, and produce PDF, CHM, and web documentation from a single source. The team now creates consistent, easy-to-find help for users and staff. Version control and flexible output help with governance and training.
MAX by Leumi Card wanted to improve their call center service. They needed a knowledge management platform that could work with many systems and give fast, accurate information. They used KMS Lightho...use to solve these problems. The new system made it easier to find information and improved first call resolution. Customer satisfaction went up, and call times went down. Training became easier, and supervisors could better track work.
USU IT Asset Management helped Akbank gain full transparency over its software assets. Akbank struggled to track licenses across 8,500 Windows and Unix servers using manual tools. USU enabled the ban...k to complete its first full software license discovery. The solution brought 100% cost transparency and reduced unexpected audit costs to zero. Akbank now manages licenses more efficiently and stays compliant.
Zavanta helped Colonial Savings improve policy management and compliance. Colonial faced challenges with manual, email-based processes and an MS Word + SharePoint system that did not meet their needs.... Zavanta provided a complete solution, making it easy to document, update, and access policies across departments. Employees now use an online knowledge base with fast updates and no IT support needed. The new system increased visibility, streamlined change management, and supported regulatory compliance.
Lytho helped WSFS Bank manage creative operations in a complex, regulated environment. Before Lytho, the team struggled with chaotic reviews and compliance risks. Lytho centralized the review process..., added structure, and enabled compliance teams to handle audits directly in the platform. The bank saw a measurable increase in requests completed, a decrease in time to first proof, and fewer review versions. Lytho became essential for content governance and audit readiness, saving time and improving creative team performance.
Readpeak helped ABN AMRO drive high-quality traffic to mortgage landing pages using dynamic UTM features. ABN AMRO used native advertising on premium publishers and avoided pixel-based tracking to pr...otect privacy. The campaign ran for just over a month in the Netherlands. Results included a 35% lower cost per engaged session, a 22% higher engagement rate, and a 25% better click-to-session ratio compared to other tactics. The campaign delivered over 4 million impressions and 6000+ clicks with a 0.32% top-performing CTR.
Bank of the West wanted to make its content stand out and show its commitment to sustainability. The team worked with Contently to create Means and Matters, a website focused on stories about money a...nd sustainability. Contently provided technology and freelance talent to help build and manage the site. The new content led to readers spending 2 minutes and 30 seconds on stories, which is 54% higher than the industry average. Thirty percent of the audience are returning visitors, and the site won two Webby Awards.
OTP Bank used InAppStory to improve customer communication in its mobile app. The bank faced challenges in educating a diverse customer base and building trust. By using Stories, OTP Bank shared guid...es, tips, and interactive content. This led to over 2 million monthly views and up to 70% user engagement. The click-through rate on educational Stories reached 7%, showing better customer understanding and interest.
Evisort helped BNY Mellon automate custodial agreement generation using AI. Before, lawyers manually created contracts and managed approvals by email, causing delays and higher costs. Evisort's AI no...w creates contracts, flags non-standard language, and automates reviews. This speeds up onboarding and improves client experience. BNY Mellon can now track contracts faster and handle compliance more easily.
Gatekeeper helped Police Bank automate vendor onboarding. Police Bank had problems with manual supplier onboarding and tracking contracts in spreadsheets. Gatekeeper's workflow engine automated onboa...rding and contract generation. The platform gave Police Bank a central place to manage suppliers and track key dates. Police Bank now meets compliance needs and has better oversight of third-party suppliers. The system is easy to use and highly configurable.
A Leading Banking and Financial Services Company
- Banking
Aavenir Contractflow helped a leading banking and financial services company in Asia-Pacific manage contracts better. The bank had trouble storing, reviewing, and approving contracts, which caused de...lays and risk. With Aavenir Contractflow on ServiceNow, the bank automated contract workflows and improved document tracking. As a result, contract approval cycles became 5 times faster, contract risk dropped by 42%, and contract visibility reached 100%.
A Leading Banking and Financial Services Company
- Banking
Aavenir Contractflow helped a leading banking and financial services company in Asia-Pacific manage contracts better. The bank had trouble storing, reviewing, and approving contracts, which caused de...lays and risk. With Aavenir Contractflow on ServiceNow, the bank automated contract workflows and improved document tracking. As a result, contract approval cycles became 5 times faster, contract risk dropped by 42%, and contract visibility reached 100%.
Calendar Success Stories: How Banking Companies Drive Results
JS Bank
- Banking
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
IBM Cloudability helped Banco BV manage cloud costs across Google Cloud Platform, Microsoft Azure, and AWS. The bank needed better visibility and control over cloud spending by team and budget. IBM C...loudability gave them real-time data, automated reporting, and cost-saving recommendations. Banco BV avoided nearly 30% of projected cloud costs over three years. Teams now make smarter decisions with accurate forecasting and improved financial discipline.
Vena helped Nicolet Bank replace manual Excel models with a centralized finance platform. The bank cut month-end reporting prep by 16–30 business hours per month. Forecast updates dropped from over 2... days to under 1 hour. The team now models interest rate changes quickly and supports M&A readiness. Vena improved scenario planning, headcount planning, and reporting accuracy for Nicolet Bank.
Center helped Webster Five Cents Savings Bank move from 40 separate debit cards to one connected expense system. The bank gained real-time visibility into spending and saved over 10 hours each month ...on reconciliation. Employees can now adjust expense coding instantly and upload a single file to the general ledger. The accounting team won an innovation award for the implementation. Center’s support and training tools made the transition easy for everyone.
Zafin delivered a unified pricing and billing platform to a leading business bank. The bank struggled with manual, disconnected processes that caused revenue leakage and slow product launches. Zafin'...s solution automated pricing and billing for over 38 products. The bank recaptured $10M in annual revenue and cut billing operational costs by 70%. Time-to-market for new products improved by 50%. The bank also saved $1M each year on pricing change execution.
Meniga powered the moey! app for Crédito Agrícola, a top Portuguese banking group. The challenge was to compete with digital-first banks like Revolut and N26. Meniga's technology enabled features lik...e transaction enrichment, personalized insights, and carbon tracking. Over 130,000 app installs happened in six months. More than 80% of transactions are categorized automatically. Over 50% of customers are active users. 90% of transactions now happen through the app or by card. More than 40% of users opted into carbon tracking, with up to 10% reduction in carbon footprint.
Inxmail helped PSD Bank Berlin-Brandenburg run a virtual Advent calendar to generate new leads and boost customer engagement. The bank used the Advent calendar to collect high-quality, legally compli...ant leads through its website. Inxmail managed the entire process, from setup to execution, requiring only content from the bank. The campaign increased newsletter readership and generated hundreds of new email addresses in the first days. Regional prizes strengthened the bank's brand and supported local businesses.
Netcore Cloud helped Equitas Bank double its app downloads. The bank used Netcore Cloud’s multi-channel engagement tools. As a result, Equitas Bank grew its revenue by 14%. The solution focused on bo...osting customer engagement and app adoption. Netcore Cloud’s platform enabled better communication with users. This led to strong business growth for Equitas Bank.
Samba Bank needed to port its J2ME mobile banking app to BlackBerry and iPhone. They hired Unique Computer Systems for this task. UCS studied the existing app and created a blueprint for the new plat...forms. They developed prototypes and made UI changes for BlackBerry OS 4.5. The apps supported English and Arabic. After testing, the apps were ready for market.
Cybba helped Arizona Federal Credit Union promote their Local Causes debit card and youth accounts in Phoenix. The credit union wanted to give back to their community and needed a unique way to reach... people. Cybba activated local influencers who cared about the community. The influencer content was high quality and exceeded expectations. Arizona Federal Credit Union now uses this content in their own marketing. The campaign reporting was strong and feedback was very positive.
Doxim helps Conexus Credit Union improve member experience. Members do not have to repeat themselves when interacting with the credit union. Doxim's customer communications management and engagement ...technology supports this seamless service. The solution addresses digitization and operational efficiency challenges. Conexus Credit Union benefits from better customer engagement and streamlined processes.
Emailmovers used Deliverite for a commercial finance broker's email marketing campaign. The challenge was to find businesses needing funding and generate new leads. Emailmovers managed the campaign, ...sending personalized emails over several weeks. The campaign generated multiple leads and achieved an ROI of around 8900%. The client continued to run more campaigns with Emailmovers after this success.
emBlue helped GRB improve its email marketing for credit recovery. GRB switched from a low-performing platform to emBlue. With emBlue, GRB sent over 471 million emails in less than 6 months. They ach...ieved a 97% deliverability rate. GRB converted 30% of monthly mailings into recovered credits. The average click-through rate reached 10%. emBlue's support team guided GRB to better results and higher engagement.
Xtremepush helped Betsul, a leading Brazilian sportsbook, improve player engagement and retention. Betsul struggled to target different player profiles with personalized campaigns before using Xtreme...push. The platform unified their CRM and loyalty marketing, making it easy to automate campaigns and reactivate dormant clients. Betsul saw an increase in retention rates after implementing Xtremepush's real-time AI and machine learning features.
Kasplo helped Karnataka Bank improve its email marketing. The bank used Kasplo to send better emails to customers. Karnataka Bank saw a 10X increase in open rates. The bank also achieved a 20X increa...se in cross-selling. Kasplo's platform made it easier for the bank to reach and engage customers.
Standard Chartered Bank wanted to make online banking easier and faster for its customers. The bank needed to monitor conversations across all channels and understand customer needs better. They used... Sprinklr’s unified platform to track interactions, listen on social channels, and analyze customer data. In four years, they handled one million customer engagements. Social care interactions grew by 10% year over year. 90% of first responses happened within 10 minutes.
Sociality.io helped Kuveyt Turk improve their social media management. The bank needed a secure and comfortable tool for online content and competitor analysis. Sociality.io provided features like Pu...blish, Analytics, and Competitor Analysis. The team uses the platform daily for scheduling, task assignments, and reporting. Manual reporting was replaced, making audits smoother and improving their digital workflow.
Fastory helped BNP Paribas Asset Management run an internal video contest. Employees filmed short videos with BNP filters and voted for their favorites. The campaign aimed to boost team spirit and su...pport a new brand identity. The average game session lasted 5 minutes and 24 seconds. The signup rate reached 44%. BNP Paribas praised Fastory for supporting innovation and culture adoption.
Digimind provided a monitoring platform for Crédit Agricole. The bank's monitoring unit needed to track its competitive environment, business sectors, regulations, and reputation. The solution helped... Crédit Agricole monitor these areas more effectively. This improved their ability to manage brand reputation and stay updated on industry trends.
Vertical IQ helps Lakeland Bank connect with business owners and diversify its loan portfolio. The bank uses Vertical IQ for industry insights, prospecting, and relationship building. Bankers access ...detailed industry profiles and alerts to stay informed and add value for clients. Staff report more confident, informed conversations and better client engagement. Vertical IQ supports Lakeland Bank’s strategy to target prospects and build strong customer relationships.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Forrester helped Afreximbank create an IT and data strategy. The strategy matched Afreximbank's goal to promote trade in Africa. The executive team supported the new plan. Afreximbank's C-suite prais...ed the work. The project focused on aligning technology with business needs.
Digimind provided a monitoring platform for Crédit Agricole. The bank's monitoring unit needed to track its competitive environment, business sectors, regulations, and reputation. The solution helped... Crédit Agricole monitor these areas more effectively. This improved their ability to manage brand reputation and stay updated on industry trends.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Beauhurst helps Coutts find and win new private banking clients. Coutts used to struggle to spot high-growth founders. With Beauhurst, they now identify and track these entrepreneurs early. The platf...orm lets them build relationships before founders become wealthy. Coutts uses Beauhurst to search for equity-backed founders, monitor updates, and get warm introductions. The tool gives deep insights into high-growth markets and helps Coutts grow its client base.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is o...ne of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Contify’s market and competitive intelligence platform helped a leading European bank modernize its intelligence operations. The bank faced slow, manual processes that delayed critical updates and ri...sked compliance issues. With Contify, they automated news monitoring, set up real-time alerts, and used AI to create actionable insights. The solution reduced manual effort by 70% and improved decision-making by 40%. The bank now delivers fast, accurate intelligence to key teams, staying ahead in a volatile market.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-de...gree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Zeplin helped IDFC FIRST Bank double their production speed for a new multi-platform banking app. The team delivered 400 screens in 4 months, cutting the project timeline from 6 months to 3 months. T...hey saved $12,000 per month in outsourced resource costs. Customer ratings increased by 29%, and app performance scores improved by 40%. Zeplin enabled better collaboration between designers and developers, boosting efficiency and quality.
Glance Guided CX helps Axos Bank bankers see what customers see in the online banking app. Bankers guide customers through bill payments, fund transfers, and applications for products like mortgages ...and loans. Glance sessions start easily and require no downloads for customers. The experience works on any device and meets strict security standards. Sensitive data is masked and all information is encrypted.
Grandstream provided networking and unified communications solutions for Bank Alfalah. The bank needed reliable indoor and outdoor Wi-Fi access points, routers, and network management tools. Grandstr...eam's products helped Bank Alfalah improve connectivity and manage their network more efficiently. The case highlights the use of Grandstream's GWN series devices and management platforms in a banking environment.
CloudBees CI helps HSBC speed up software delivery. Developers at HSBC use CloudBees CI to build new products and release updates more often. The tool supports more frequent production releases. This... impacts both HSBC developers and users of HSBC's mobile app. Cheryl Razzell, former global head of digital platform operations, highlights the benefits for the organization.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
Bugsnag helps Chime monitor errors and reduce crash rates in its React Native mobile app. Chime needed a tool to unify error management across iOS and Android and provide detailed stack traces. Bugsn...ag gives Chime full visibility into app stability, fast debugging, and control over all error types. Chime now meets its software stability goals and spends less time fixing bugs. Integrations with Jira and Slack help streamline ticketing and communication.
Matrix42 Software Asset Management helped Basler Kantonalbank (BKB) manage over 100 applications and complex license models. BKB needed better compliance and transparency in software licensing. Matri...x42 SAM and Crayon's managed service enabled fast license data capture, automated compliance checks, and monthly expert reviews. BKB saved money by reallocating unused licenses and discontinuing unnecessary applications. The solution improved audit readiness and reduced compliance risks.
Comind.work helped Investors Bank automate their KYC process. Before, manual reviews took 3-5 days and caused bottlenecks. With Comind.work, the bank built custom workflows and real-time dashboards. ...Now, most retail accounts get same-day approval. Compliance review is faster and error rates are lower. Customer satisfaction improved with quicker service and better communication.
ROI Hunter helped Raiffeisenbank lower their cost per lead by 6 times using dynamic creative ads. The bank wanted more leads for their Quick Loan product in a very competitive market. They used dynam...ic creative to test different ad combinations and reach the right audience. The campaign reached 300,000 users and achieved a 5.9% conversion rate. Dynamic creative outperformed other ad formats and saved time for the marketing team.
Cybba helped Arizona Federal Credit Union promote their Local Causes debit card and youth accounts in Phoenix. The credit union wanted to give back to their community and needed a unique way to reach... people. Cybba activated local influencers who cared about the community. The influencer content was high quality and exceeded expectations. Arizona Federal Credit Union now uses this content in their own marketing. The campaign reporting was strong and feedback was very positive.
TAB Bank used Podium to improve its online reputation. They saw a 12x increase in reviews and a 195% increase in Google star rating. The bank also achieved a 300% increase in review response rate usi...ng text messages. This led to $200 million in new deposits and record growth in their loan portfolio.
Packed with Purpose helped Capital One improve executive onboarding with branded gift boxes. The Executive Onboarding and Integration team wanted to make new executives feel valued before their first... day. Packed with Purpose provided a streamlined gifting service that matched Capital One’s brand and values. Executives appreciated the thoughtful gifts and shared positive feedback. The process was smooth and helped keep new hires engaged and excited about their roles.
Datto Managed SOC and Datto EDR helped Pioneer Bank improve cybersecurity. The bank needed to protect its digital operations and meet strict regulations with a small IT team. Datto's solutions gave 2...4/7 monitoring and strong endpoint visibility. The IT team could spot threats fast and meet compliance needs. The bank also used Dark Web ID to protect against stolen credentials. Pioneer Bank now has better security and can focus on growth.
Wrike helped Umpqua Bank's creative team manage project growth and improve communication. The team needed to consolidate communications and track deadlines as their projects grew four times larger. W...rike provided seamless email integration, an activity stream, and detailed reporting. The solution gave the team more stability and a clear process for collaboration. Now, Umpqua Bank has better vendor visibility and streamlined creative workflows.
Fortune 500 Bank (one of the top 5 banks in the United States)
- Banking
Dragonboat helped a top 5 U.S. bank improve strategic alignment and visibility across its large product organization. The bank faced challenges with portfolio visibility, alignment, and manual report...ing. After trying other tools, they chose Dragonboat for its integrated portfolio management and outcome-focused roadmapping. The rollout was quick and did not disrupt existing engineering processes. As a result, quarterly planning time dropped from weeks to days, and teams gained better alignment, autonomy, and reporting.
MeisterTask helped LBBW modernize task management for over 2,900 employees. The bank needed a tool for better collaboration across departments. MeisterTask offered Kanban, Scrum, and easy onboarding.... Employees quickly adopted the platform without costly training. Teams now work more efficiently and communicate better. LBBW reports more transparency, fewer meetings, and improved project management since using MeisterTask.
Minitab Statistical Software helped Grupo Mutual, a financial entity in Costa Rica, optimize cash kept in vaults across 55 branches. The team used data analysis and Lean Six Sigma methods to study ca...sh flow and set the right cash levels for each branch. This reduced costs and increased cash usage. Grupo Mutual reinvested freed funds, boosting revenue by $1.1 million without lowering service quality.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is o...ne of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is o...ne of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Reward Gateway | Edenred helped GATX modernize their employee recognition program. GATX replaced an outdated system with the GATX Rewards platform, making recognition easier and reducing costs. 86% o...f employees became active users, and 33% sent recognition to peers. The company shared $130K in rewards and saw a 3% increase in employee survey results about recognition. GATX also added wellbeing challenges to boost engagement.
Loyalife helped Commercial Bank of Ceylon PLC improve its loyalty program. The bank faced problems with manual processes, low customer retention, and limited insights. Loyalife automated rewards, ena...bled real-time redemptions, and provided advanced analytics. The platform integrated with the bank’s systems and made the program easy to use. As a result, the bank saw stronger customer loyalty, higher satisfaction, and better redemption rates.
Cooleaf helped Synovus Bank automate and improve employee engagement for their branch bankers. Before Cooleaf, the team managed contests and rewards manually, which was time-consuming and limited in ...scale. With Cooleaf, they made it easier to motivate bankers and increase engagement. The platform helped them specialize selling techniques and improve the quality and consistency of leading behaviors. Synovus Bank now uses Cooleaf to engage about 800 branch bankers across nearly 300 branches.
Varbergs Sparbank wanted to improve their already strong work culture. They used Winningtemp to get better feedback from staff. The platform let them check in with employees more often and act quickl...y on issues. Managers and HR found it easy to use and helpful for team talks. They saw a high response rate of 93-94%. They could solve problems faster and noticed positive changes in several teams.
NAKIVO Backup & Replication helped Narayani Development Bank Limited in Nepal improve recovery time objectives (RTO) and save time on backup administration. The bank grew its IT infrastructure and ne...eded a reliable VM backup solution for over 20 virtual machines. Before NAKIVO, they used manual backups, which became unmanageable as data increased. With NAKIVO, the bank now protects critical data and ensures business continuity.
DATPROF helped ABN AMRO Bank secure privacy-sensitive test data. The bank used DATPROF for test data masking and generation. They also focused on integrating DATPROF into CI/CD pipelines. The solutio...n is easy to use and supports API-based data masking and generation. ABN AMRO expects the tool to simplify test data operations and become key for testing, though results are not yet available.
Netwrix Auditor helped CoastHills Credit Union keep customer data secure. The IT team can now spot and investigate security issues fast. They meet NCUA audit rules with less effort. The solution save...s them 10 hours each month on auditing. CoastHills Credit Union has 66,000 members. The team feels confident about their data security and response to incidents.
iDenfy helped Mano Bank automate its identity verification process. Before, Mano Bank used video calls for KYC, which caused delays and used a lot of staff time. With iDenfy's AI-powered KYC solution..., Mano Bank made onboarding faster and easier. Now, 85% of new clients are approved in an average of 2 minutes. The number of users verified per hour increased 12 times, supporting Mano Bank’s growth.
JS Bank used ChromeOS, Google Workspace, and Google Cloud to modernize its IT. The bank moved from a complex Microsoft setup to a unified Google ecosystem. This change cut the IT team needed for Chro...meOS by 40%. Daily support tickets dropped by 50%. JS Bank now has 90% standardization across endpoints. Security and employee productivity improved. The bank is now ready for more AI and innovation.
Feedbackly helped Banregio set and track new KPIs for customer experience at their branches. Before Feedbackly, Banregio struggled to collect enough customer feedback and could not measure or improve... their service well. With Feedbackly’s multichannel survey tools, Banregio increased response rates to 12% and gathered more real-time data. This allowed them to take new actions and improve service and customer attention at the branch level.
Handelsbanken used Questback to improve customer feedback collection. Before, they relied on yearly surveys from an external company. These surveys showed high satisfaction but lacked detailed insigh...ts. With Questback, Handelsbanken now gets real-time feedback from customers. Managers and employees can see how they perform and make improvements. The new system gives better insight into sales team performance and customer relationships.
PFL automated direct mail for Avidia Bank using Salesforce and Marketo integration. The bank replaced manual print and mail tasks with automated processes. This saved nearly 40 hours each month. Cust...omer complaints about undelivered mailers dropped. The customer experience improved with better tracking and delivery. Avidia Bank plans to expand direct mail automation in future projects.
Madhive helped a regional credit union use CTV and linear TV for new member growth. The credit union wanted a unified marketing strategy across channels. With Madhive and BCI Media, they ran ads on p...remium TV screens and used detailed forecasting. The campaign reached 25,600 new people with CTV. People who saw both CTV and linear ads had a 36% higher conversion rate. The credit union gained 3,500+ new members and 75,000 website visits.
EthosData virtual dataroom helped OakNorth Bank share confidential information securely. OakNorth needed a simple, compliant way to manage sensitive data for its team and board. EthosData provided ba...nk-grade encryption, audit trails, and full access control. The platform made it easy to share files and meet UK data protection laws. OakNorth found the system simple to use and trusted it for internal and investor communications.
Fordata VDR helped Czech companies in the M&A sector work faster and more securely. The platform added a single page application, enhanced security for over 30 file formats, and flexible short-term d...eals with training. These updates let clients close M&A deals quicker and with better data protection. Customers saw improved cost and time efficiency, signed new contracts, and noticed a stronger business image. The new features made Fordata VDR stand out over tools like Dropbox and Box.
Seismic helped Truist automate and personalize client content. Truist used to spend 6-8 hours making annual client planning decks. With Seismic, they now create these decks 92% faster. Each rep saves... about 6 hours on content creation. The new process lets reps spend more time with clients and close deals faster. Seismic also keeps presentations consistent and compliant.
Equity Partners HG, a middle market investment bank, faced challenges with their existing file sharing platform, Box, which lacked security features and management controls. They needed a solution to... ensure confidentiality, user group restrictions, and reporting capabilities. They chose SmartRoom for its advanced features, including custom security profiles and easy navigation. With SmartRoom, EPHG improved efficiency, secured client information, and gained insights into user activity, allowing them to focus on closing transactions and maximizing client results.
Sparkassenumgebung der IF6 wanted to get more users to complete applications. They used Acceleraid's personalization software. The software showed each visitor the right page for their needs. It used... AI to analyze visitor data and display the best web page. This led to a big increase in applications. Credit card applications went up by 120%. Giro account applications rose by 260%. Requests for mortgage appointments increased by 200%.
HDFC faced challenges in managing their sales processes. They implemented Vymo to streamline operations. As a result, they improved efficiency and sales performance.
Real Results: Social CRM Customer Stories from Banking
First Citrus Bank - Banking
Crystal helps First Citrus Bank improve sales meetings. The bank uses Crystal's personality insights for pre-meeting strategy sessions. Sales reps prepare with personality predictions to better conne...ct with prospects. Since using Crystal, calls are more engaging and rapport is stronger. The bank reports increased conversion rates and less wasted time in meetings. Crystal is now required for all important client meetings.