Case Studies for Banking | Real Results & ROI 2026

Luminus Financial used Laserfiche to digitize all member documentation after a merger. The credit union automated member onboarding, saving 1,800... staff hours each year. Wire transfer processing was streamlined, saving an additional 450 hours annually. Laserfiche improved compliance, audit processes, and made future acquisitions easier. Staff now use Laserfiche daily for tasks from member management to board voting.
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Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
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Mambu chose Sanity as their content platform to support their cloud banking services. They wanted a single source of truth... for content and to power JAMstack-based front-ends. Sanity helped Mambu structure content for digital marketing. The platform supports continuous growth and future-proofing for Mambu's needs.
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BforBank used Prismic to rebuild its website and support global growth. The new CMS cut translation time by 95%, from... one day to 30 minutes per page. BforBank reached #3 on Google for "online banking" on launch day. New team members now onboard in just 30 minutes. The site now supports rapid international expansion and delivers strong SEO performance.
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Sefas Open Print helped Bank of Tokyo-Mitsubishi UFJ automate document production across Europe. The bank unified print and mailing processes,... reducing manual work and improving document integrity. Print turnaround times dropped, and mail processing now needs fewer staff. Customers can choose which communications they receive, cutting print runs and postal costs. The bank now controls document workflows and can scale the solution globally.
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BNP Paribas used dotCMS to launch a scalable rewards card program in the UK. The bank needed a platform for... co-branded MasterCards that could manage loyalty data, applications, and self-service features. Their agency, IO, built a secure, mobile-first portal using dotCMS’ API-driven technology. Customers now access card activation, real-time notifications, and rewards tracking online. The new platform supports seamless integrations and is ready to grow with the program.
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Comarch Loyalty Marketing Platform helped Nedbank upgrade its Greenbacks loyalty program. Nedbank faced challenges with data security and program competitiveness.... Comarch delivered a flexible loyalty system with tier-based rewards and a broader rewards catalog. The new platform made it easier for customers to earn and redeem points. Nedbank saw increased membership, higher engagement, and more products held per member.
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Templafy helped Live Oak Bank redesign over 200 customer-facing forms and documents. The bank now manages all content updates centrally,... ensuring brand consistency and compliance. Employees access the latest approved assets directly within their usual programs. Templafy’s Validator feature protects sensitive data and controls access to information. This streamlined workflow increased professionalism and supported positive annual results.
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CoreMedia's headless CMS helped Deutsche Bundesbank modernize its digital presence. The bank migrated key publications to a new platform, making... content easier to find for users. Developers gained flexibility with technologies like GraphQL and REST APIs. The new system improved content delivery and user experience. Deutsche Bundesbank can now quickly deploy new features and respond to feedback. This project set a strong foundation for future digital growth in banking.
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Finzsoft used Docmosis Cloud to modernize document generation in its Sovereign banking platform. The switch from a legacy system cut... end-of-month statement processing from two days to just a few hours for one client. Finzsoft kept familiar Word templates for clients and improved high-volume batch performance. The new system reduced maintenance and freed developers to focus on core banking solutions. Clients now find it easier to manage templates and adapt to regulatory changes.
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Stearns Bank replaced its old information management system with M-Files. The bank saw faster loan processing times. Company-wide efficiency improved.... Document security got better. M-Files helped Stearns Bank manage documents more easily. The bank is a national independent financial holding company.
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Hyland Alfresco helped Trust Bank Singapore cut late payment fee waiver processing from 3-5 days to just 2-3 minutes. The bank used... Alfresco to automate workflows, reducing call center volume for these requests by 70%. Payment recall requests, once manual and error-prone, now complete in minutes with integrated, automated processes. Trust Bank built digital operations from scratch, focusing on agility, automation, and compliance. The platform supports both internal operations and customer-facing journeys, driving faster, more intuitive banking experiences.
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Hyland Alfresco helped Trust Bank Singapore cut late payment fee waiver processing from 3-5 days to just 2-3 minutes. The bank used... Alfresco to automate workflows, reducing call center volume for these requests by 70%. Payment recall requests, once manual and error-prone, now complete in minutes with integrated, automated processes. Trust Bank built digital operations from scratch, focusing on agility, automation, and compliance. The platform supports both internal operations and customer-facing journeys, driving faster, more intuitive banking experiences.
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Hyland Alfresco helped Trust Bank Singapore cut late payment fee waiver processing from 3-5 days to just 2-3 minutes. The bank used... Alfresco to automate workflows, reducing call center volume for these requests by 70%. Payment recall requests, once manual and error-prone, now complete in minutes with integrated, automated processes. Trust Bank built digital operations from scratch, focusing on agility, automation, and compliance. The platform supports both internal operations and customer-facing journeys, driving faster, more intuitive banking experiences.
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Hyland Alfresco helped Trust Bank Singapore cut late payment fee waiver processing from 3-5 days to just 2-3 minutes. The bank used... Alfresco to automate workflows, reducing call center volume for these requests by 70%. Payment recall requests, once manual and error-prone, now complete in minutes with integrated, automated processes. Trust Bank built digital operations from scratch, focusing on agility, automation, and compliance. The platform supports both internal operations and customer-facing journeys, driving faster, more intuitive banking experiences.
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Contentstack helped Raisin unify its content and product operations across 10 markets. Raisin replaced multiple WordPress and custom CMS systems... with a single platform. Publishing is now 20% faster, bank onboarding is 40% quicker, and product updates are 60% faster. Teams can manage localization, compliance, and product launches in one place. Contentstack supports Raisin’s growth and regulatory needs in Europe and the US.
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ActiveDocs helped CoBank automate and streamline legal document creation. CoBank reduced its template volume by nearly 80% using ActiveDocs. The... solution enabled over 1,100 users to generate documents quickly and accurately. Business rules and data integration improved consistency and reduced reliance on specialists. Employees now access all documents from a single workspace. Every document uses the latest approved template and data.
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Newgen helped a Fortune 200 bank modernize its financial operations. The bank faced slow deployment, outdated systems, and poor reporting.... Newgen provided a low code automation framework and an intuitive interface. The solution enabled rapid deployment, automated notifications, and better compliance. The bank improved process efficiency and reduced turnaround time.
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BayFirst Financial used SmartVault to replace risky, outdated email-based document sharing. The bank now opens and manages accounts faster with... secure, digital workflows. Employees and customers use SmartVault’s client portal and eSignature for easy, safe document exchange. Back office teams collaborate better and manage legal files without mailing zip drives. SmartVault’s security controls help BayFirst protect sensitive data and improve customer service.
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Fulton Bank used Reltio Data Cloud to modernize its data management. The bank gained a 360-degree view of customers and... real-time entity resolution. Reltio enabled secure authentication for call center interactions and improved data quality. Integration with both modern and legacy systems was seamless. These changes helped Fulton Bank boost customer loyalty and drive growth.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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Claravine’s Data Standards Cloud helped a top ranked credit union automate campaign URL creation. Manual tagging once took weeks and... caused errors, delaying launches and risking compliance. With Claravine, teams now use standardized templates and a central hub for data. Campaign planning that took days now takes hours. The platform supports regulatory compliance and secure data handling, building member trust. Integration with Snowflake enables fast, accurate reporting for analytics teams.
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Splunk Enterprise Security Premier helped Webster Bank improve security operations. The bank unified SIEM, SOAR, and UEBA on one platform... for end-to-end visibility. This led to faster threat detection and incident response, with reduced MTTR. Automation streamlined workflows and improved SLA adherence. The solution enabled better compliance and transparency for executives and stakeholders.
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Files. com helped TowneBank automate over 90% of its daily file transfers. The bank used Files.com to manage thousands of...secure, encrypted exchanges for vendor reports, contracts, and HIPAA-regulated data. Integrations with Azure Blob storage and automation tools enabled real-time delivery and compliance. TowneBank eliminated manual steps, reduced operational risk, and improved audit readiness. The platform now supports scalable, API-driven growth for the bank's digital operations.
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Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
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HubSpot AEO helped Mercantile Bank of Michigan solve a major visibility problem in AI-generated banking answers. The bank was losing... prospects because AI engines showed a different Mercantile Bank from South Africa. With HubSpot AEO, they tracked and improved their AI presence, earning 952 citations and a 13% share of voice in Michigan. The team replaced manual screenshot tracking with a live dashboard, saving 64 hours per quarter. Mercantile Bank now outranks Chase and Huntington in Michigan AI answers, making it the top-cited bank in its category.
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Kuveyt Turk uses Sociality. io to manage social media content and monitor online engagement. The bank values the platform's security...and reliability, logging in multiple times daily for scheduling and task management. Manual reporting was a challenge, but Sociality.io made the process digital and improved collaboration with audit units. Competitor analysis is a key feature, supporting monthly and quarterly reviews as part of their KPIs. The team finds comfort and efficiency in Sociality.io's tools for their fast-paced communication needs.
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UniCredit used Talkwalker's consumer intelligence platform to monitor brand reputation and manage crises. The bank tracked sector conversations and improved... its communication strategy. This helped UniCredit understand the social impact of its marketing. The platform made it easier for teams to share insights and make better business decisions. UniCredit simplified its tech stack with Talkwalker.
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Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
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Brandwatch helped Monzo use social listening to understand customer feedback and campaign impact. Monzo built dashboards to track brand mentions... and measure campaign success. The team used data to improve products and respond to customer needs. Real-time alerts helped Monzo spot trends and viral posts quickly. Social insights now guide Monzo's brand and product decisions. Monzo stays close to its community by listening and acting on social data.
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Brandwatch helped Monzo use social listening to understand customer feedback and campaign impact. Monzo built dashboards to track brand mentions... and measure campaign success. The team used data to improve products and respond to customer needs. Real-time alerts helped Monzo spot trends and viral posts quickly. Social insights now guide Monzo's brand and product decisions. Monzo stays close to its community by listening and acting on social data.
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Brandwatch helped Monzo use social listening to understand customer feedback and campaign impact. Monzo built dashboards to track brand mentions... and measure campaign success. The team used data to improve products and respond to customer needs. Real-time alerts helped Monzo spot trends and viral posts quickly. Social insights now guide Monzo's brand and product decisions. Monzo stays close to its community by listening and acting on social data.
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Calabrio Analytics helped Idaho Central Credit Union boost its Net Promoter Score by 19% in just two months. The credit union... used predictive analytics to track NPS feedback from over 1,000 calls and built a real-time dashboard for agents. This dashboard let agents see their quality scores and sentiment data instantly. As a result, Idaho Central Credit Union exceeded its NPS goal, adding 104,000 new NPS promoters. The solution supported agents in self-assessing and improving service, even during high call volumes caused by COVID-19.
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Live Oak Bank used Meltwater to manage communications with just a two-person team. The bank needed to monitor brand coverage... and support rapid growth. Meltwater helped them track media mentions and build stronger media relationships. The platform enabled better reporting and strategic communications. Live Oak Bank increased visibility and supported business growth using Meltwater's unified intelligence tools.
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Live Oak Bank used Meltwater to manage communications with just a two-person team. The bank needed to monitor brand coverage... and support rapid growth. Meltwater helped them track media mentions and build stronger media relationships. The platform enabled better reporting and strategic communications. Live Oak Bank increased visibility and supported business growth using Meltwater's unified intelligence tools.
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Live Oak Bank used Meltwater to manage communications with just a two-person team. The bank needed to monitor brand coverage... and support rapid growth. Meltwater helped them track media mentions and build stronger media relationships. The platform enabled better reporting and strategic communications. Live Oak Bank increased visibility and supported business growth using Meltwater's unified intelligence tools.
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Vertical IQ helped Regional Bank transform client relationships and boost business loans since 2012. Bankers use Vertical IQ's industry insights... to prepare for meetings, saving over an hour per call. The platform supports prospecting, relationship building, and client retention. Bankers gain confidence to approach new industries and win new business. Quarterly updates and local profiles help maintain and expand client connections. Regional Bank has relied on Vertical IQ for more than a decade.
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Yext helped Webster First Federal Credit Union streamline operations and improve customer insights. The credit union managed scattered location data... and frequent updates with a small marketing team. Yext's platform centralized information, making branch updates and branding changes easier. Review management features enabled fast, relevant responses and deeper member trust. The team used search analytics to update website content and close information gaps for members.
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Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
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Pindrop Passport and Pindrop Protect helped MSUFCU cut authentication time by 58 seconds per call. The credit union reduced fraud... exposure by $2.57 million in one year. Member satisfaction increased by 10% after deploying Pindrop solutions. Employees reported smoother calls and higher satisfaction. Pindrop's technology also detected deepfake voices and stopped over 220 fraudulent calls. MSUFCU saved over $723,000 in annual operating costs with these tools.
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Observe. AI helped Central Bank automate quality assurance in its contact center. The bank increased call evaluations from 24 to...167,000 per quarter. After-call work dropped from 30 seconds to 10 seconds, saving time equal to three staff members. The team now detects fraud faster and improves agent training with searchable transcripts. Central Bank uses AI to boost agent performance and enhance customer experience.
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Natterbox helped N26 deliver a highly personalized customer experience by integrating voice systems with Salesforce CRM. Agents greet callers by... name and access full customer histories instantly. Call recording and process automation improved security and agent productivity. N26 gained deep reporting for management insight and resource planning. The solution supports N26’s global growth with scalable, high-quality telephony and cost management.
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DialShree helped PMC Bank cut operational costs by 50%. The bank replaced outsourced call center services with an in-house omnichannel... contact center. Staff proficiency increased by 97.17%. Customer satisfaction rose to 98.2%. The solution included custom IVR, hot marking, and secure SMS/email integration. PMC Bank saw a 78.32% increase in ROI after deploying the system.
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Talkdesk CX Cloud helped Novobanco boost customer service in its branches. AI agents now handle 3% of calls, leading to... a 15% rise in total calls managed. The system balances workload between busy urban and rural branches. Novobanco uses AI to automate tasks and improve customer experience. Staff and customers report higher satisfaction with the new solution.
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Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
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BAC Credomatic used Alvaria CXP and Alvaria Cloud Workforce to improve digital self-service and agent scheduling. They built over 30... bots for services like collections, loans, and card renewals. Now, 30% of customer interactions happen outside contact center hours. Digital collections increased by 12%. Scheduling for agents is now 60% faster, helping ensure the right agents are available when needed.
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Eckoh's CallGuard and EckohROUTE solutions helped a global foreign exchange provider secure contact center payments. Customers now enter payment details... using their phone keypad, so agents never see or hear cardholder data. This removed payment data from the contact center, reducing breach risk and simplifying PCI DSS compliance. Instant call routing between contact centers improved disaster recovery and ensured uninterrupted service. The company now benefits from a secure, scalable platform that supports compliance and growth.
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VMware Cloud Foundation helped Taishin International Bank scale its digital banking service, Richart, to support over two million accounts. The bank needed... a secure, resilient platform to handle rising transaction volumes and replace legacy systems. VMware Cloud Foundation enabled an agile, container-based private cloud with disaster recovery for hybrid and public cloud environments. The solution provided a stable backend, modular middle platform, and agile frontend for digital banking. Taishin Bank now meets strict financial industry requirements for security and scalability.
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Tetherfi’s Edge AI solution helped Asia’s leading regional bank improve customer service. The bank needed real-time speech-to-text transcription and emotion... detection for its contact center agents. Tetherfi delivered a CPU-optimized transcription engine that worked with limited resources. The solution integrated with the bank’s voice gateways and AI tools. The bank now gets accurate live transcriptions, automated summaries, and emotion analysis. This made operations simpler and improved agent support during calls.
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Exotel Fusion CX helped TISA Bank unify all customer channels into one workspace. The bank improved first-call resolution to 60%... and cut average handle time by 45%. Agents now use a single system for voice, chat, email, and WhatsApp. Compliance is stronger with 100% call recording and audit trails. Digital channel adoption grew by 70%, and agent productivity increased by 35%.
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Exelysis delivered a unified contact center and communication platform for a leading Greek investment bank. The bank replaced its outdated... system with Exelysis UCS and Contact Center, gaining secure IP PBX for 500 users, advanced call recording, and automated IVR. The solution included encrypted communication, remote user support, and a fax server for investor updates. The bank now meets strict regulatory standards, improves communication, and manages operations centrally. Exelysis enabled the bank to modernize, expand, and stay competitive in financial services.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Alteryx helped MUFG Bank automate manual Excel tasks in financial crime compliance. The bank used Alteryx to reduce human error... and improve data accuracy. They automated false positive screening and access log validation. Staff learned new data skills through a structured training program. Alteryx enabled faster, more reliable reporting and better collaboration across teams.
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Toucan helped CATS automate reporting for 800+ salespeople. Before, teams wasted hours on manual reports. With Toucan, CATS deployed 8... apps in one year and reached 86% monthly adoption. The solution saved $850,000 each year. No training was needed for the new data storytelling apps. CATS quickly aligned sales teams and improved access to customer insights.
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Rabobank used KNIME to help 300 auditors run anomaly detection and data analytics independently. The team built reusable KNIME workflows... that made complex data science accessible to non-technical auditors. In one year, all auditors were trained to use KNIME, driving a shift to a data-driven audit culture. Over three years, the number of analytics-driven audit use cases grew from 7 to 57. This approach improved quality assurance and enabled auditors to uncover both known and unknown patterns in financial data.
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C3 AI Smart Lending helped a major bank operating in 68 countries cut its commercial credit approval cycle by 30%. The bank processes... over 68,000 applications from 20 countries, using machine learning to analyze 1,300+ fields per application. The solution delivered a projected $100 million annual revenue increase. Precision for approved cases reached 98%, with 81% recall. The new process improved customer satisfaction and accelerated revenue growth.
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Ivanti Neurons helped The First Bank automate IT processes and cut costs. The bank used Ivanti for ITSM, ITAM, and... Service Mapping to support rapid growth and meet strict banking regulations. Time-to-repair dropped from over 40 minutes to just 3–4 minutes. Over half of support calls are now resolved at first contact. Automated onboarding and workflow mapping improved efficiency across departments.
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ING used CARTO to build a neighborhood selection tool for real estate decisions. The tool combines housing data, services, and... demographics to help users find the best neighborhood for their needs. Over 40 media outlets have featured the tool. Both ING customers and non-customers use it. CARTO's spatial analysis and vector rendering technology power the application. The tool boosts ING's brand and provides extra value to clients.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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Hyland Alfresco helped Trust Bank Singapore cut late payment fee waiver processing from 3-5 days to just 2-3 minutes. The bank used... Alfresco to automate workflows, reducing call center volume for these requests by 70%. Payment recall requests, once manual and error-prone, now complete in minutes with integrated, automated processes. Trust Bank built digital operations from scratch, focusing on agility, automation, and compliance. The platform supports both internal operations and customer-facing journeys, driving faster, more intuitive banking experiences.
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Faraday's AI-powered predictive datapoints helped Advia Credit Union target members with personalized auto loan offers. Advia used these insights to... run email and direct mail campaigns. In 90 days, auto loan application rates rose to 5.18%. The credit union generated $2.7 million in new loans. Faraday's solution also supported fair lending compliance and bias mitigation.
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ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
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Splunk Enterprise Security Premier helped Webster Bank improve security operations. The bank unified SIEM, SOAR, and UEBA on one platform... for end-to-end visibility. This led to faster threat detection and incident response, with reduced MTTR. Automation streamlined workflows and improved SLA adherence. The solution enabled better compliance and transparency for executives and stakeholders.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Nitro Sign helped Keytrade Bank digitize mortgage loan agreements. Customers could sign contracts securely using electronic identity cards. The eSign... platform enabled onboarding and contract signing in one step. Keytrade Bank reduced administrative costs by over 80%. The solution achieved a 99% success rate for digital signatures. Nitro Sign integrated with core systems and supported multiple signing methods.
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BBVA used Idomoo Personalized Video to help pension members visualize their future savings. The campaign led to a 2x increase... in email open rates. BBVA saw a 78% increase in long-term savings. The videos encouraged more people to use digital banking services. Personalized video made saving for retirement easier to understand.
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Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
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Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
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Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
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PrivatBank migrated all its critical applications to AWS in just 2 months. The bank moved 4 petabytes of client data... and 270 applications across 3,500 servers. This rapid migration helped PrivatBank protect its business during the war in Ukraine. Customers kept access to vital banking services without disruption. The move ensured business continuity and safeguarded operations in a time of crisis.
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PrivatBank migrated all its critical applications to AWS in just 2 months. The bank moved 4 petabytes of client data... and 270 applications across 3,500 servers. This rapid migration helped PrivatBank protect its business during the war in Ukraine. Customers kept access to vital banking services without disruption. The move ensured business continuity and safeguarded operations in a time of crisis.
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Backbase migrated their global website to Webflow in just 8 weeks. A team of two managed the full transition, moving... from a restrictive CMS to a flexible, AI-ready platform. Website updates that once took 6-8 months now take days or weeks. The marketing team can launch campaigns and new content quickly, matching the pace of their AI-native banking solutions. Webflow’s analytics, localization, and compliance features empower Backbase to deliver digital experiences that reflect their brand and support regulated financial institutions.
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Scanbot’s Document Scanner SDK helped VakıfBank save $1,000,000 each year. Customers now scan and submit banking documents through the mobile... app. This replaced slow, error-prone hardware scanners in branches. The new process is 50% faster and led to 2,500 fewer error reports per year. VakıfBank also eliminated 22,500 hours of annual downtime. Customer satisfaction and loyalty improved with the digital workflow.
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GhostDraft helped First National Bank (FNB) simplify and control its home loan document process. FNB built a library of 91... loan documents with 56 versions each, using a single template for each type. The new cloud-based system lets FNB update documents in-house, cutting turnaround time from weeks to hours. FNB now ensures all documents meet legal standards and are easy to update. The bank plans to use GhostDraft for more customer communications.
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Welocalize supported a Swiss multinational investment bank with over 1,800 financial translation projects each year. The bank needed fast, accurate,... and secure translation for specialized financial content. Welocalize built a dedicated team of 15 translators and 5 reviewers per language, all vetted by the bank. Secure portals and CAT tools improved workflow speed and data protection. The bank achieved timely, high-quality translations while meeting strict security and compliance needs.
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First Florida Credit Union used Delivra to boost engagement with their Diamond Rewards Visa Credit Card. They set up an... automated campaign to reactivate dormant cardholders by offering double reward points for 30+ transactions in two months. Delivra’s automation tracked customer progress and sent milestone emails to encourage participation. The campaign led to a significant increase in card transactions. First Florida now plans to use Delivra for more automation campaigns.
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HubSpot AEO helped Mercantile Bank of Michigan solve a major visibility problem in AI-generated banking answers. The bank was losing... prospects because AI engines showed a different Mercantile Bank from South Africa. With HubSpot AEO, they tracked and improved their AI presence, earning 952 citations and a 13% share of voice in Michigan. The team replaced manual screenshot tracking with a live dashboard, saving 64 hours per quarter. Mercantile Bank now outranks Chase and Huntington in Michigan AI answers, making it the top-cited bank in its category.
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Corefactors and Exotel helped Greater Bank connect calling and CRM in one workflow. Every sales call is now auto-logged and... tracked in the CRM. Managers see real-time dashboards and full call history for every lead. Greater Bank saw 8x year-over-year revenue growth and over 1 million monthly customer conversations. The integration made follow-ups easier and improved sales outcomes.
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Altcraft Platform helped BNB Bank boost transactional activity by 36%. The bank used automated omnichannel messaging, including Viber, SMS, and... push notifications, to onboard and retain customers. Open rates for automated Viber messages reached 60%, and click-through rates across all channels hit 12%. Monthly active users grew by 19% in one year. The platform enabled message personalization and advanced analytics, improving campaign effectiveness.
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Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
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Pipefy helped Banco Sofisa automate customer service and centralize all requests. Before, the bank managed requests by email, causing delays... and poor tracking. With Pipefy, 95% of services are now delivered within SLA. Monthly management reports take less than five minutes to generate. The team now focuses on higher-value work, and customer experience improved with predictable SLAs.
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Webmecanik helped Crédit Agricole automate their customer journey. The bank chose Webmecanik for its strong data security and easy-to-use platform.... After two years, Crédit Agricole values the tool’s simplicity and the support from the Webmecanik team. The solution improved marketing and sales processes for the bank. Personalized communication and automation led to better customer relationships.
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Edge Delta helped Banco Inter cut observability costs by 60%. The bank used Edge Delta to replace Amazon CloudWatch for... log search and analytics. Teams now get real-time insights and can run ad hoc queries. Edge Delta's observability pipelines let teams control and route their own data. Banco Inter also archives raw data to Amazon S3 for flexible access. The solution improved troubleshooting and reduced noisy data across teams.
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Tars helped Croí Laighean Credit Union automate customer support with an AI Agent. Before, their call center handled 34,000 calls... a year, mostly repetitive questions. The AI Agent answered FAQs and guided users to the right loan or savings product. After launch, call volume dropped by 12% and contact form submissions fell by 20%. The team now spends more time helping customers with complex needs. This improved efficiency and customer engagement.
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Floa Bank used Commanders Act to improve its digital payment services. The bank wanted to optimize conversion funnels for new... products like instant mini-loans and split payments. Commanders Act enabled tracking across different conversion funnels and ensured consent management compliance. Floa Bank achieved a 73% opt-in rate, close to pre-regulation levels. The solution helped support product launches and digital innovation.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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HowNow helped Investec deliver personalised leadership development at scale. Investec used HowNow to centralise over 70 leadership resources for 6,600+... active users. The platform enabled modular learning, group coaching, and on-demand access to content. Leaders could track their progress and find relevant materials easily. Investec saw improved self-awareness and more vocal feedback from leaders. The program built a strong internal brand for leadership growth.
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Learning Pool built a custom e-learning module for Royal Bank of Scotland. RBS wanted to reduce classroom time for new... hires and create a consistent induction experience worldwide. The solution used gamified activities and interactive screens to teach company values, structure, and history. Learners explored a virtual version of the RBS headquarters and collected puzzle pieces as rewards. The course was built in Articulate Storyline 2 so RBS could update it in-house. A PDF version ensured accessibility for all users.
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Learning Pool built a custom e-learning module for Royal Bank of Scotland. RBS wanted to reduce classroom time for new... hires and create a consistent induction experience worldwide. The solution used gamified activities and interactive screens to teach company values, structure, and history. Learners explored a virtual version of the RBS headquarters and collected puzzle pieces as rewards. The course was built in Articulate Storyline 2 so RBS could update it in-house. A PDF version ensured accessibility for all users.
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Axonify helped RBC boost frontline training engagement in retail branches. After rolling out to 8,000 employees, participation rates soared to... 97% in some regions. Gamification features like leaderboards and reward points made learning fun and frequent. Advisors reported a 26% increase in knowledge growth. Leaders saw 100% approval from regional presidents and improved business decision-making.
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Totara Learn helped VÚB Banka engage 90% of its 3,400 employees in just six months. The bank needed a modern... LMS to improve compliance and support blended learning. Totara Learn integrated with their HR system, streamlining training management and reporting. Employees quickly adapted, making onboarding faster and more transparent. The open source platform allowed for custom features and ongoing improvements.
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Docebo helped MidFirst Bank double its training content from 167 to nearly 400 courses. The bank saw a 10% increase... in compliance completion rates. Automation with Docebo saved the team over $11,000 each year. Onboarding expanded from two departments to all business units. Employees now access personalized, online training across the organization. Reporting and analytics are faster and easier for compliance tracking.
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GitBook helped bunq, a digital bank, improve their public API documentation. Before GitBook, bunq struggled with a hard-to-maintain, self-hosted system.... Switching to GitBook made it easy for their team to update and share docs. The platform automated SSL certificate renewals, impressing their security team. Built-in analytics let bunq track how partners use their docs. After five years, bunq relies on GitBook for fast, simple, and secure documentation.
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Litmos helped P&N Bank improve training efficiency and staff engagement. The bank used Litmos to deliver online learning to 350... employees across Western Australia. Staff accessed over 240 unique courses in five months, with an average satisfaction rating of 4.78 out of 5. Administrators reduced their workload by using Litmos to track compliance and create targeted learning paths. The platform made learning accessible anywhere, supporting professional development and regulatory compliance.
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Fulton Bank used Reltio Data Cloud to modernize its data management. The bank gained a 360-degree view of customers and... real-time entity resolution. Reltio enabled secure authentication for call center interactions and improved data quality. Integration with both modern and legacy systems was seamless. These changes helped Fulton Bank boost customer loyalty and drive growth.
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Zeotap's Customer Data Platform helped a global bank improve its customer acquisition strategy. The bank unified web, email, and mobile... customer IDs to build a single customer view. Zeotap enriched 60 million profiles and enabled lookalike audience targeting. The solution delivered a 50% match rate for new customer acquisition. The bank reduced yearly attrition by 20% to 30%, boosting revenue growth.
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Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
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Recordsure's ConversationReviewAI suite helped a major UK bank achieve 100% QA oversight of mortgage conversations. The bank previously reviewed less... than 5% of sales. With the new system, they now record and analyze about 5,000 conversations each month. QA review time dropped by over 50%. The bank improved advice standards and reduced complaints. They also cut QA and compliance costs.
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Hyland Alfresco helped Trust Bank Singapore cut late payment fee waiver processing from 3-5 days to just 2-3 minutes. The bank used... Alfresco to automate workflows, reducing call center volume for these requests by 70%. Payment recall requests, once manual and error-prone, now complete in minutes with integrated, automated processes. Trust Bank built digital operations from scratch, focusing on agility, automation, and compliance. The platform supports both internal operations and customer-facing journeys, driving faster, more intuitive banking experiences.
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Floa Bank used Commanders Act to improve its digital payment services. The bank wanted to optimize conversion funnels for new... products like instant mini-loans and split payments. Commanders Act enabled tracking across different conversion funnels and ensured consent management compliance. Floa Bank achieved a 73% opt-in rate, close to pre-regulation levels. The solution helped support product launches and digital innovation.
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First Hawaiian Bank used Amperity to improve their paid media campaigns. They faced slow data activation and low match rates... with their old system. By co-developing a direct connector with Amperity, they matched anonymized identities using Unified ID 2.0. This led to over 90% match rates, 92% faster activation, and 94% audience addressability. The bank now reaches customers more quickly and accurately.
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Revolut used Entrust for identity verification. They saw a 12% increase in customer onboarding. Entrust delivered results 38 seconds faster... than the previous provider. Uptime reached 99.998%. Revolut could verify users from 168 countries. The partnership helped Revolut scale globally and keep fraud low.
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Pyze helped CIBC improve sales productivity for 11,000 front line associates across 1,100 retail centers. CIBC lacked standardized workflows and... had no visibility into productivity blockers. Pyze was deployed in weeks to measure employee productivity and automate processes. The platform identified over 50,000 hours of productivity savings and $3M in lost productivity. CIBC also rolled out a new mobile sales channel to 300 banking associates.
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Yapı Kredi upgraded its banking infrastructure with Hitachi Virtual Storage Platform 5600 and E1090 arrays. The bank replaced aging hybrid... storage to support critical Oracle systems, boosting performance and availability. The new all-flash arrays improved energy efficiency, cut power use, and reduced infrastructure costs. Hitachi Ops Center streamlined storage management and reporting. Yapı Kredi now processes transactions faster and operates more sustainably.
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Carrefour Banco used UXCam to analyze user behavior in their Mi Carrefour Card app. The team identified friction points in... onboarding and key flows, including a non-interactive calendar icon causing user frustration. By leveraging session replays and heatmaps, they reduced rage taps by 50%. Abandonment on the affidavit screen dropped by 35%. The contract acceptance process became 4 seconds faster after design changes. UXCam helped validate user feedback and improve app usability.
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Siteimprove helped Valley Bank fix website accessibility and quality issues. The bank used Siteimprove to meet WCAG and ADA standards.... They fixed broken links and improved static content updates. Their Quality Assurance score jumped from 60 to 98. Valley Bank saw a 64% increase in QA score, a 61% rise in clicks to the Business Credit Card page, and a 13% boost in SEO score.
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VMware Cloud Foundation helped Taishin International Bank scale its digital banking service, Richart, to support over two million accounts. The bank needed... a secure, resilient platform to handle rising transaction volumes and replace legacy systems. VMware Cloud Foundation enabled an agile, container-based private cloud with disaster recovery for hybrid and public cloud environments. The solution provided a stable backend, modular middle platform, and agile frontend for digital banking. Taishin Bank now meets strict financial industry requirements for security and scalability.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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Glance Cobrowse helped a top 5 U. S. bank move in-branch services online during the COVID-19 pandemic. Bankers used cobrowse...and screen share to guide customers through digital applications, including PPP loan filings. The bank added agent video so customers could see staff during transactions. This approach enabled real-time help for both retail and small business clients. The bank provided over seven billion dollars in loans using Glance’s visual engagement tools.
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Comind. work helped Spencer Savings Bank cut compliance errors by over 90%. The bank replaced manual, undocumented processes with a...secure, audit-ready compliance system. Every compliance action is now recorded, with full audit trails and real-time dashboards. The solution integrates with Qlik BI and supports secure FTP data exchange. Spencer Savings Bank now meets all regulatory deadlines with documented evidence for every step.
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IDFC FIRST Bank used Zeplin to launch a multi-platform banking app in half the estimated time. The team developed over... 400 screens in just 4 months. Customer ratings increased by 29% and app performance scores rose by 40%. The project finished 3 months ahead of schedule, saving $12,000 per month in outsourced costs. Zeplin improved collaboration between designers and developers, boosting production speed and quality.
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dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
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Yext helped Webster First Federal Credit Union streamline operations and improve customer insights. The credit union managed scattered location data... and frequent updates with a small marketing team. Yext's platform centralized information, making branch updates and branding changes easier. Review management features enabled fast, relevant responses and deeper member trust. The team used search analytics to update website content and close information gaps for members.
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FileCloud helped a global banking group secure sensitive customer data for millions of users. The bank needed a secure file-sharing... solution that integrated with its authentication systems and supported multi-tenancy. FileCloud enabled each brand in the group to use its own site and branding, while providing strong security features like DLP, SIEM integration, and Zero Trust File Sharing. The solution scaled from 5,000 to 20,000 users in a year, with a goal of 40,000 users. Staff now use FileCloud's retention features to meet strict data privacy rules.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Comm100 AI Copilot helped Veridian Credit Union save agents time by automating chat wrap-ups. Agents used features like sentiment analysis... and spotlights to improve service and spot sales opportunities. The team saw faster chat response times and less agent busywork. Staff liked the real-time feedback and gamification. Member satisfaction increased as agents could focus more on helping customers.
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Comm100 AI Copilot helped Veridian Credit Union save agents time by automating chat wrap-ups. Agents used features like sentiment analysis... and spotlights to improve service and spot sales opportunities. The team saw faster chat response times and less agent busywork. Staff liked the real-time feedback and gamification. Member satisfaction increased as agents could focus more on helping customers.
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Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
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S-Bank used giosg Live Chat, a chatbot, and interactive pop-ups to improve online customer service. The chatbot solved 80% of... customer problems, sending the rest to agents. Interactive pop-ups built with giosg Interaction Builder increased conversion rates by up to six times compared to traditional display ads. S-Bank also saw a boost in sales and better customer support. Dedicated staff managed chat and pop-up content, making the process efficient.
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Commercial Bank of Kuwait used REVE Chat to manage high volumes of customer support requests. Before, agents struggled with scattered... processes and slow response times. REVE Chat unified all conversations, added live chat, forms, and canned responses. Agents replied faster to common banking questions and tracked issues more easily. Customers got quicker help, and agents felt less pressure. The support team now handles more requests with less stress.
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Unblu Messenger helped a leading private bank in Paris offer secure digital messaging for high net worth clients. The bank faced... rising fraud and growing demand for digital services. Unblu enabled secure, authenticated conversations between advisors, assistants, and clients. Over 60% of French customers now use digital channels daily. The solution improved collaboration and allowed targeted, automated client communications.
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Nitro Sign helped Keytrade Bank digitize mortgage loan agreements. Customers could sign contracts securely using electronic identity cards. The eSign... platform enabled onboarding and contract signing in one step. Keytrade Bank reduced administrative costs by over 80%. The solution achieved a 99% success rate for digital signatures. Nitro Sign integrated with core systems and supported multiple signing methods.
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Signeasy helped Aruba Bank cut paperwork by 60%. The bank digitized 70 types of forms, making document processing twice as... fast. Customers now sign documents remotely or in person, speeding up onboarding. Signeasy’s audit trails ensure secure, compliant signatures. The bank’s staff and customers benefit from faster, easier banking processes.
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QuickSign enabled a top 3 European financial institution to deploy digital onboarding journeys in 7 countries using a centralized API gateway. The solution delivered... €3M+ in onboarding cost savings across 5 countries within 12 months. Go-to-market time dropped by 40%. The unified platform ensured local compliance and consistent digital identity flows. The client streamlined maintenance and reduced integration costs across Europe.
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emSigner helped a large bank in a developed market cut document processing times from days to hours. The bank used... a cloud-based eSignature platform integrated with core banking systems. Labor and courier costs dropped by up to 70%. The solution improved compliance and reduced paperwork. The bank now handles high volumes of documents faster and more securely.
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Okta helped bunq automate 80% of audit preparation work, making compliance easier. The bank reduced onboarding time for developers by... 95% using Advanced Server Access. Okta's Single Sign-On and Adaptive MFA improved security and simplified access for over 500 employees. Lifecycle Management automated user provisioning, cutting IT workload and boosting security. Integration with BambooHR streamlined identity management across 30+ applications. bunq now delivers faster, safer access for its growing team.
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Scrive helped Qred Bank digitalise power of attorney and internal document management. Qred moved from paper-based to digital workflows, making... authorisations and decisions faster and more secure. The bank now creates, distributes, and signs POA agreements electronically, reducing admin time and removing the need for physical meetings. Scrive’s platform ensures legal compliance and secure storage for all documents. Qred can now scale its operations efficiently as it grows in Sweden and internationally.
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BNP Paribas BDDF Entreprises used Sociabble to boost social selling among sales teams. They trained staff and launched a platform... with 17 content channels. Sales teams accessed ready-to-share content and industry news. Gamification and newsletters increased employee engagement. With 300 users, they reached over 700,000 audience touchpoints monthly. The program improved visibility and drove social selling success.
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American Bankers Association used Groupsite to boost member engagement. Members rated Groupsite as a top benefit in annual surveys. ABA... launched Groupsite for faculty-student communication and internal staff collaboration. Remote staff felt more connected. ABA chose Groupsite for its easy setup, customization, and cost-effectiveness.
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Bonzai Intranet helped G&F Financial Group improve SharePoint adoption. The bank struggled with low intranet usage and inconsistent communication. Bonzai... delivered a user-friendly interface with strong search and navigation. Employees now find documents faster and keep information current. The intranet became a central hub for news, promotions, and policies.
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Nathan Mueller, an accountant at ING Bank Netherlands, embezzled $8. 5 million over several years. Weak internal controls let him...request and authorize large checks alone. He used this access to pay off debts and fund a gambling habit. The fraud went undetected due to shared logins and lack of oversight. Nathan was eventually caught after suspicious activity was noticed by a colleague. The case highlights the need for strong internal controls and regular audits in banking.
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Community First Credit Union used Simpplr to connect employees across 25 locations. Rose Kilsdonk, VP of Communications, explains how a... strong intranet improved company alignment. The credit union won an industry award for their intranet just 8 months after launch. Simpplr helped bring staff together for a shared purpose. The partnership with Simpplr was key to their success.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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GitBook helped bunq, a digital bank, improve their public API documentation. Before GitBook, bunq struggled with a hard-to-maintain, self-hosted system.... Switching to GitBook made it easy for their team to update and share docs. The platform automated SSL certificate renewals, impressing their security team. Built-in analytics let bunq track how partners use their docs. After five years, bunq relies on GitBook for fast, simple, and secure documentation.
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Bonzai Intranet helped G&F Financial Group improve SharePoint adoption. The bank struggled with low intranet usage and inconsistent communication. Bonzai... delivered a user-friendly interface with strong search and navigation. Employees now find documents faster and keep information current. The intranet became a central hub for news, promotions, and policies.
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Colonial Savings used Zavanta software to improve policy management and compliance. Before Zavanta, they relied on manual processes and SharePoint,... which made change management slow and hard to track. Zavanta gave them a modern knowledge base, automated updates, and better visibility into document workflows. Managers now use Zavanta for policy reviews and approvals. Colonial expects to save 5% of their expense budget, or $7 million, by becoming more process-oriented with Zavanta.
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USU IT Asset Management helped Akbank automate software license discovery across 8,500 servers. Before, Akbank used manual tools and struggled... with complex license metrics. The new solution gave full visibility into license usage and reporting. Akbank now runs regular budget control and compliance reports in a few clicks. The IT team can also integrate other applications easily. Audit risks and compliance surprises are no longer a concern.
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Community First Credit Union used Simpplr to connect employees across 25 locations. Rose Kilsdonk, VP of Communications, explains how a... strong intranet improved company alignment. The credit union won an industry award for their intranet just 8 months after launch. Simpplr helped bring staff together for a shared purpose. The partnership with Simpplr was key to their success.
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UiPath helped VPBank automate over 300 banking processes, including customer onboarding, loan approvals, and compliance. In 2024, automation answered more... than 1.8 million customer inquiries and enabled the deployment of 102 new processes. VPBank reduced process development time from weeks to days and saved the workload of 350 full-time employees. Automation improved customer satisfaction by speeding up service and freeing staff for higher-value tasks. The bank now plans to integrate AI for fraud support and further digital transformation.
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Contify’s market intelligence platform helped a UK-based bank track negative news on over 1,500 clients. The bank automated risk monitoring,... replacing manual processes with real-time alerts. Contify’s solution flagged risk signals like lawsuits and fines using machine learning. The platform reduced risk alert turnaround from 48 hours to just minutes. In the first month, it flagged 5 risky companies, helping the bank manage client risk.
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Wells Fargo uses CB Insights to find and evaluate emerging tech startups. The platform helps them focus on the right... companies and avoid list fatigue. A third of their client outreach now comes directly from CB Insights. They use Mosaic scores and market maps to prioritize outreach and build relationships. This approach saves time and improves their strategic process.
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Vertical IQ helped Regional Bank transform client relationships and boost business loans since 2012. Bankers use Vertical IQ's industry insights... to prepare for meetings, saving over an hour per call. The platform supports prospecting, relationship building, and client retention. Bankers gain confidence to approach new industries and win new business. Quarterly updates and local profiles help maintain and expand client connections. Regional Bank has relied on Vertical IQ for more than a decade.
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AlphaSense helped Emirates NBD Capital cut research time by 50%. The team now finds insights in seconds, not hours. AlphaSense... unified broker reports, filings, and expert calls in one AI-powered platform. This let the bank handle more deal mandates without adding staff. Client presentations improved with fast, high-quality data. The bank expanded AlphaSense use across teams for smarter, faster decisions.
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Faraday's AI-powered predictive datapoints helped Advia Credit Union target members with personalized auto loan offers. Advia used these insights to... run email and direct mail campaigns. In 90 days, auto loan application rates rose to 5.18%. The credit union generated $2.7 million in new loans. Faraday's solution also supported fair lending compliance and bias mitigation.
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Quantifind helped a top 10 North American bank transform its KYC operations. The bank used Quantifind to streamline compliance workflows... and adopt AI-driven risk monitoring. This partnership enabled ongoing risk assessment and improved regulatory compliance. The solution delivered up to $177.9M in annual savings. The bank now benefits from smarter, more efficient KYC processes.
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SpotMe helped BNP Paribas run a series of three virtual events for 200 remote participants. The goal was to keep... clients engaged and connected during the pandemic. SpotMe provided onboarding checklists, chatbot guides, and live support. Interactive features like polling and quizzes made sessions lively. Attendees asked over 40 questions and spent an average of 1 hour and 17 minutes online.
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Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
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Evenito helped DZ BANK centralize and automate its event management. Before, DZ BANK used manual, error-prone processes for event registration... and management. With Evenito, they automated routine tasks and reduced administrative work. The platform's user-friendly interface made event creation easier. Flexibility allowed support for many event types. As a result, DZ BANK saw a 102% increase in event registrations from 2022 to 2023.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Flagler Bank switched to Mvix digital signage for better customization and easy controls. The bank needed a solution that was... simple to use and could update content often. Mvix provided personalized training and ongoing support, making the transition smooth. Flagler Bank used branded images and financial news apps to engage clients and reinforce their brand. The system helped reduce perceived wait times and improved the client experience in their branches.
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TelemetryTV helped Vancity migrate 120 digital signage devices across 55 retail locations. The marketing team can now update content quickly... and run better omnichannel campaigns. Device provisioning time was cut in half compared to their old system. IT gained advanced monitoring and automated notifications for offline screens. Training took just one hour, making the switch fast and simple.
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Navori digital signage software helped Avidia Bank modernize its in-branch communications. The bank upgraded to a centralized, automated system that... delivers dynamic content and integrates live data feeds. Element and Navori enabled Avidia to display real-time Google reviews and QR codes for digital engagement. The solution reduced staff workload and improved customer engagement. Avidia Bank now enjoys a reliable, low-maintenance digital signage platform across its branches.
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ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
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embed signage helped WaFd Bank deploy digital signage in over 50 branches. The bank used video walls, transparent LED, and... single screens to create a digital-first experience. Localized content was delivered to each branch using embed's scheduling and conditional play features. The project enabled WaFd to enhance customer engagement and security at their locations. WaFd plans to expand the digital signage strategy to more branches as part of their ongoing digital transformation.
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Sinch SMS Verification helped Triodos Bank secure customer accounts and prevent fraud. The bank rolled out SMS-based one-time passwords for... 170,000 clients in Spain. They now send 250,000 verification messages each month. This solution made sign-ups and logins easier for users. Triodos Bank saw higher conversion rates and safer transactions. Customers now trust their digital banking experience more.
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Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
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Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
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Credem used Doxee Pvideo® to send personalized videos to customers with Ego cards and internet banking accounts. The videos explained... loan offers and allowed customers to activate loans online without visiting a branch. Name and avatar personalization made the experience engaging. The campaign achieved a 20% higher email open rate, with 78% of recipients playing the video and 60% watching it to the end. Doxee analytics helped Credem track customer actions and optimize communication.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Zafin helped a leading Gulf region bank automate its quote-to-cash process and centralize pricing for over 100 products. The bank faced... issues with decentralized pricing, manual deal negotiations, and revenue leakage. Zafin's platform enabled real-time integrations, pricing automation, and digital onboarding. The bank achieved ROI in under 12 months and saw an annual revenue uplift of over $3 million. Customer satisfaction and operational efficiency improved significantly.
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RevX helped United Overseas Bank run a retargeting campaign for its mobile app in Indonesia. The campaign targeted existing customers... who had not registered on the app. RevX used intent-based segmentation and creative optimization to reach high-intent users. The campaign delivered over 2,400 new conversions and an 11% increase in conversion rates. Unique user reach doubled among eligible users during the campaign period.
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Liberty Bank used Vena to build its first formal FP&A function. Before Vena, the team relied on manual processes for... budgeting and planning. With Vena, they automated these tasks and cut process time by at least 25%. The bank now delivers more detailed financial analysis and better supports business units. Vena helped Liberty Bank move from manual work to a modern, efficient FP&A system.
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ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
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Circula helped Solaris, a leading embedded finance platform, solve major expense management problems. Before Circula, Solaris struggled with manual, error-prone... processes and compliance risks. Circula automated receipt capture, integrated with Personio and ERP, and reduced month-end closing from days to just 3-4 hours. Over 400 employees now use Circula, saving the finance team about 20 hours of manual work each month. The platform also makes lunch, travel, and training expense reimbursements fast and easy.
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HowNow helped Investec deliver personalised leadership development at scale. Investec used HowNow to centralise over 70 leadership resources for 6,600+... active users. The platform enabled modular learning, group coaching, and on-demand access to content. Leaders could track their progress and find relevant materials easily. Investec saw improved self-awareness and more vocal feedback from leaders. The program built a strong internal brand for leadership growth.
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Great Southern Bank used Hirevue to speed up hiring and improve candidate experience. The bank reduced average time-to-hire from over... 40 days to 23 days. Screening time dropped by 60% for Sales and Corporate roles. Candidate satisfaction reached 87%. Nearly 40% of candidates completed assessments outside business hours. The team filled twice as many roles as the previous year using Hirevue's video interviewing and assessments.
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TalentGuard helped NHMB, a 150-year-old community bank with 550+ employees, unify talent development across five affiliates. NHMB used TalentGuard to... meet strict banking succession planning regulations and streamline executive succession processes. The platform provided consistent frameworks for skills, career paths, and evaluations, boosting cross-affiliate mobility. Employees gained clear visibility into career advancement, while managers accessed centralized talent data for better coaching. NHMB now demonstrates regulatory compliance and improved employee engagement across all entities.
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UW Credit Union used 15Five to cut review setup time by 70%. The team gained access to real-time people analytics.... This helped managers make faster decisions. The process became easier for HR and staff. The company improved how it tracks and manages employee performance.
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HubSpot AEO helped Mercantile Bank of Michigan solve a major visibility problem in AI-generated banking answers. The bank was losing... prospects because AI engines showed a different Mercantile Bank from South Africa. With HubSpot AEO, they tracked and improved their AI presence, earning 952 citations and a 13% share of voice in Michigan. The team replaced manual screenshot tracking with a live dashboard, saving 64 hours per quarter. Mercantile Bank now outranks Chase and Huntington in Michigan AI answers, making it the top-cited bank in its category.
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ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
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Splunk Enterprise Security Premier helped Webster Bank improve security operations. The bank unified SIEM, SOAR, and UEBA on one platform... for end-to-end visibility. This led to faster threat detection and incident response, with reduced MTTR. Automation streamlined workflows and improved SLA adherence. The solution enabled better compliance and transparency for executives and stakeholders.
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BOSSDesk helped Chambers Bank increase ticket volume from 200 to up to 1,000 per month. The bank replaced a shared... inbox with a specialized ticket management system. BOSSDesk enabled a 2-click request process and streamlined facilities management. The solution improved audit trails for compliance and made audits faster. Employees quickly adopted the system and now handle complex requests more efficiently.
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Vymo’s mobile app helped HDFC Bank’s SLI business unit cut turnaround time by 7x. The bank doubled customer sourcing and... saw an 85% increase in daily active users. Field sales productivity improved with automated customer acquisition and KYC processes. Sales leaders used real-time insights to make better decisions. The adoption rate of Vymo among salespeople exceeded 85%.
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First Financial Bank used ICE Mortgage Technology to improve HELOC originations. They opened Encompass Web to over 400 new users... and automated prequalification. The bank integrated consumer, loan, and property data to target clients. HELOC originations rose by 25%. Satisfaction scores increased by 30%. ICE technology helped the bank work faster and serve clients better.
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Yext helped Webster First Federal Credit Union streamline operations and improve customer insights. The credit union managed scattered location data... and frequent updates with a small marketing team. Yext's platform centralized information, making branch updates and branding changes easier. Review management features enabled fast, relevant responses and deeper member trust. The team used search analytics to update website content and close information gaps for members.
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Riva enabled Regal North American Bank to automate call reports and improve data quality in Salesforce. The bank saw a... 1000% increase in call reports and logged over 400,000 meetings automatically. Riva ensured strict data privacy and compliance, meeting InfoSec requirements. Teams gained a single view of customer journeys, boosting executive confidence in revenue projections. Mobile and Outlook integration kept calendars and contacts always up to date.
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HubSpot AEO helped Mercantile Bank of Michigan solve a major visibility problem in AI-generated banking answers. The bank was losing... prospects because AI engines showed a different Mercantile Bank from South Africa. With HubSpot AEO, they tracked and improved their AI presence, earning 952 citations and a 13% share of voice in Michigan. The team replaced manual screenshot tracking with a live dashboard, saving 64 hours per quarter. Mercantile Bank now outranks Chase and Huntington in Michigan AI answers, making it the top-cited bank in its category.
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HubSpot AEO helped Mercantile Bank of Michigan solve a major visibility problem in AI-generated banking answers. The bank was losing... prospects because AI engines showed a different Mercantile Bank from South Africa. With HubSpot AEO, they tracked and improved their AI presence, earning 952 citations and a 13% share of voice in Michigan. The team replaced manual screenshot tracking with a live dashboard, saving 64 hours per quarter. Mercantile Bank now outranks Chase and Huntington in Michigan AI answers, making it the top-cited bank in its category.
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First Federal Savings Bank used 360 View to fix siloed customer data and weak marketing. The bank sent over 32,000... onboarding emails in three months. They opened 1,200 new accounts and welcomed 400 new customers in six months. New account openings rose by 24% per month. Staff now have a full view of customer relationships. The marketing team launched four campaigns in four months using the platform.
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First Financial Bank used ICE Mortgage Technology to improve HELOC originations. They opened Encompass Web to over 400 new users... and automated prequalification. The bank integrated consumer, loan, and property data to target clients. HELOC originations rose by 25%. Satisfaction scores increased by 30%. ICE technology helped the bank work faster and serve clients better.
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Banco Bradesco used Teradata VantageCloud on Azure to unify and harmonize complex, siloed data from multiple card systems. This migration enabled... trusted data governance and improved analytics for credit risk and customer personalization. Teams now access a single source of truth, supporting AI-driven insights and better customer service. Bradesco leverages integrations with Salesforce, SAS, and H2O.ai for CRM and hyper-personalization. The result is more valuable, reliable data that helps deliver tailored financial products to millions of clients.
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TheyDo helped Van Lanschot break down silos and boost collaboration. Teams now use journey-centric tooling to map customer journeys and... spot new opportunities. Management saw the value in aligning around customer feedback. The platform made it easy to prioritize solutions that impact both business and clients. Everyone, from peers to executives, now speaks the same language about customer experience.
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Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
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SundaySky helped Red Crown Credit Union speed up video creation for member engagement. The marketing team used to spend weeks... making a single video. With SundaySky, they now produce personalized onboarding and education videos in minutes. The platform made it easy to tailor content for each member. Red Crown saw more members watching videos on mobile and learned how to improve their messaging. The team now creates more content, faster, and plans to expand video use for training and support.
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InAppStory helped Hamkorbank boost in-app engagement. The bank used Stories to create a direct channel for user communication. They published... product, lifestyle, and educational content in two languages. Stories led to over 250,000 clicks and an 80% click-through rate. Nearly half of users read educational content to the end. The new format made mobile banking more interactive and trustworthy.
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Liechtensteiner Landesbank used Streamchartz to build a social media wall. The bank wanted to attract new clients and employees. The... social wall shares updates on monetary policy, influencers, and job openings. Streamchartz set up social walls for both Liechtenstein and Switzerland branches. This helped LLB boost its online presence and connect with followers.
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BL. INK helped a global banking leader implement branded QR codes and short links while meeting strict compliance and security...standards. The bank needed a flexible link management system to adapt to evolving protocols and governance needs. BL.INK provided hardware security modules, 24/7 monitoring, penetration tests, and SSO for user access control. The partnership, ongoing since 2010, ensures the bank maintains high security and compliance across all digital touchpoints. BL.INK's platform supports the bank's global operations and changing requirements.
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Akbank used Taboola's Realize platform to grow credit card applications. Optdcom managed campaigns using AI tools like Predictive Audiences and... Motion Ads. Akbank increased its ad spend 8x year over year. They cut cost per acquisition by 41%. Motion Ads boosted click-through rates by 81%. Realize became Akbank's main channel for credit card acquisition.
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Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
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Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
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QuickSign enabled a top 3 European financial institution to deploy digital onboarding journeys in 7 countries using a centralized API gateway. The solution delivered... €3M+ in onboarding cost savings across 5 countries within 12 months. Go-to-market time dropped by 40%. The unified platform ensured local compliance and consistent digital identity flows. The client streamlined maintenance and reduced integration costs across Europe.
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