Success Stories | Customer Results & Use Cases in the Banking

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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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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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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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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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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Santander UK used Sprinklr's unified CXM platform to improve customer experience on social media. The bank reached over 100 million... people and managed more than 1.5 million interactions last year. Sprinklr helped Santander UK monitor, engage, and support customers across 21 social channels while meeting strict compliance needs. The platform enabled teams to break down silos between marketing and customer service. Santander UK now delivers more relevant content and better service on customers' preferred channels.
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Santander UK used Sprinklr's unified CXM platform to improve customer experience on social media. The bank reached over 100 million... people and managed more than 1.5 million interactions last year. Sprinklr helped Santander UK monitor, engage, and support customers across 21 social channels while meeting strict compliance needs. The platform enabled teams to break down silos between marketing and customer service. Santander UK now delivers more relevant content and better service on customers' preferred channels.
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Santander UK used Sprinklr's unified CXM platform to improve customer experience on social media. The bank reached over 100 million... people and managed more than 1.5 million interactions last year. Sprinklr helped Santander UK monitor, engage, and support customers across 21 social channels while meeting strict compliance needs. The platform enabled teams to break down silos between marketing and customer service. Santander UK now delivers more relevant content and better service on customers' preferred channels.
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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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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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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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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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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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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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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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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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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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A top five U. S. bank used Amazon Connect and Five9 Advanced Campaign Manager after a major merger. The bank...modernized collections and customer outreach with a cloud-based, compliant platform. This enabled scalable, data-driven campaigns and improved agent productivity. The bank recovered $35M in past-due balances and saw faster payments. Customer satisfaction and sales also increased.
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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. TISA Bank achieved 100% compliance coverage and 70% growth in digital channel adoption. Village store partners now follow clear SOPs, reducing errors by 40%.
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Workato helped ORIX Bank deploy AI agents directly into production, skipping the proof-of-concept phase. The bank automated complex workflows, saving... about 2,500 hours each year. Workato's platform connected multiple systems, letting staff focus on key decisions. In just three months, a small team launched the solution. Over 150 automations now run, handling more than a million tasks per quarter.
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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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Family Trust Federal Credit Union used Lotame Analytics and DashHound insights to boost loan growth during a period of rising interest rates. By combining first-party... data with trusted sources, they developed targeted personas for precision marketing. This approach led to a 100% increase in total conversions and a 40X rise in brand awareness from the first to the second half of the year. The credit union also saw a 21% increase in loan applications and a 25% rise in new memberships in Q1 year-over-year. Persona-driven campaigns helped Family Trust better understand and engage their ideal customers.
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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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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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ManageEngine OpManager Nexus helped a leading Indian bank cut mean time to acknowledge (MTTA) from four hours to under three minutes. The bank unified... monitoring for 45,000+ devices and 1,000+ applications, replacing over 60 siloed tools. Centralized dashboards and SMS alerts enabled faster fault detection and reduced downtime risks. The solution improved application performance monitoring, capacity planning, and anomaly detection. The bank now delivers better digital banking services and maintains business continuity during critical migrations.
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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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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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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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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 SouthStar Bank solve IT problems before users noticed them. The bank automated workflows and used bots to... fix issues fast. Remote management let IT handle emergencies from anywhere, even during extreme weather. Ivanti Neurons gave real-time visibility and custom security for all devices. The team saved days each month on patching and reporting. Automation freed staff to focus on customers, not technical issues.
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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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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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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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Corefactors AI CRM helped Lokmanya Multipurpose Co-operative Bank boost revenue by $2 million in just 6 months. The bank struggled... to monitor sales teams across 213 branches and faced low productivity in a hybrid work model. Corefactors AI CRM provided a hierarchy management system, mobile app, and real-time reporting. Lokmanya onboarded 685 new customers and improved employee efficiency. The CRM's website and IVR integration made customer onboarding easier and sales operations smoother.
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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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Remessa Online used MoEngage to transform its CRM and boost campaign results. The team gained autonomy to launch campaigns and... create landing pages without technical help. They migrated nine years of transactional communications to MoEngage in just three months. CRM Pages became central for webinars, lead generation, and commercial initiatives. Campaigns saw up to 29.2% conversion with RCS and 21.3% conversion on CRM Pages. Push with timer reached 16.8% conversion, outperforming WhatsApp.
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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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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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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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Floa Bank used Commanders Act's CDP to improve customer data collection and targeting. The platform helped refine customer knowledge and... optimize digital marketing levers. Floa Bank reported better customer opt-in rates. The team at Commanders Act provided strong support during changes. This led to improved marketing performance for Floa Bank.
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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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Ideagen helped BBVA standardize its audit processes across global operations. BBVA improved communication and risk management for 650 users. The... solution enabled consistent audit methodology and compliance with international standards. BBVA achieved centralized document management and enhanced compliance tracking. The bank also met 21 CFR Part 11 requirements. Ideagen's platform supported easy deployment and offline use.
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Laserfiche helped Coopecaja, a Costa Rican savings and credit cooperative, digitize and centralize its records. Staff now retrieve information faster... and cut physical storage costs. The cloud-based system enforces strict data privacy and access controls. Digital onboarding replaced manual paperwork, speeding up member registration. Coopecaja now delivers faster service and can scale document management as it grows.
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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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ManageEngine OpManager Nexus helped a leading Indian bank cut mean time to acknowledge (MTTA) from four hours to under three minutes. The bank unified... monitoring for 45,000+ devices and 1,000+ applications, replacing over 60 siloed tools. Centralized dashboards and SMS alerts enabled faster fault detection and reduced downtime risks. The solution improved application performance monitoring, capacity planning, and anomaly detection. The bank now delivers better digital banking services and maintains business continuity during critical migrations.
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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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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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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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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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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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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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Figma helped KakaoBank speed up design delivery by 30%. The design team used Figma's design system to standardize UI/UX and... improve collaboration. Figma Enterprise features boosted security and streamlined workflows with dedicated workspaces. Real-time feedback and easy sharing made prototyping and teamwork faster. KakaoBank now launches products more quickly and keeps design consistent across teams.
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Starling Bank used Acast Creative to promote their Starling Kite debit card and app for kids. They launched the Starling... Kids Takeover, creating three branded podcast episodes with popular family podcasters. The campaign encouraged parents to let kids manage the family budget using Starling Kite. It reached 21,800 episode listens in four weeks. The campaign also included social media and integrated content, driving high engagement and listen-through rates.
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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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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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ManageEngine OpManager Nexus helped a leading Indian bank cut mean time to acknowledge (MTTA) from four hours to under three minutes. The bank unified... monitoring for 45,000+ devices and 1,000+ applications, replacing over 60 siloed tools. Centralized dashboards and SMS alerts enabled faster fault detection and reduced downtime risks. The solution improved application performance monitoring, capacity planning, and anomaly detection. The bank now delivers better digital banking services and maintains business continuity during critical migrations.
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ManageEngine OpManager Nexus helped a leading Indian bank cut mean time to acknowledge (MTTA) from four hours to under three minutes. The bank unified... monitoring for 45,000+ devices and 1,000+ applications, replacing over 60 siloed tools. Centralized dashboards and SMS alerts enabled faster fault detection and reduced downtime risks. The solution improved application performance monitoring, capacity planning, and anomaly detection. The bank now delivers better digital banking services and maintains business continuity during critical migrations.
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Santander UK used Sprinklr's unified CXM platform to improve customer experience on social media. The bank reached over 100 million... people and managed more than 1.5 million interactions last year. Sprinklr helped Santander UK monitor, engage, and support customers across 21 social channels while meeting strict compliance needs. The platform enabled teams to break down silos between marketing and customer service. Santander UK now delivers more relevant content and better service on customers' preferred channels.
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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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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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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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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. Hitachi Ops Center streamlined storage management and improved reporting. The new all-flash arrays cut power use, reduced costs, and improved sustainability. Yapı Kredi now processes transactions faster and operates more efficiently.
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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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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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TeamViewer helped Erste Bank Oesterreich improve remote financial consulting. The bank replaced its old remote support platform with TeamViewer, making... video consultations easy and accessible from any device. Customers can now get advice without visiting a branch. TeamViewer’s co-browsing and chatbot features made support faster and more personal. The bank reduced average handle time by 35% per service case and increased service quality.
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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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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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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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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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Unblu helped Raiffeisenbank reduce contact center strain by shifting customer support to Live Chat. The bank used chat data to... train a chatbot for simple queries and added Co-Browsing for complex support. Live Chat was prioritized on high-intent pages to boost digital sales. Out of 12,000 chat sessions, 320 new deals were closed in August 2022, with conversion rates rising from 5% to 8% in September. Raiffeisenbank improved digital engagement and sales using Unblu's solutions.
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Alisa Pankki used giosg's interactive tools to collect more leads from their website. The bank wanted an easy way for... customers to request contact, especially for business banking. Giosg's platform let staff manage forms and use chat to support lead generation. Alisa Pankki saw an increase in leads and praised the user-friendly tools and customer service. The solution improved both lead volume and website experience.
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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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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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Floa Bank used Commanders Act's CDP to improve customer data collection and targeting. The platform helped refine customer knowledge and... optimize digital marketing levers. Floa Bank reported better customer opt-in rates. The team at Commanders Act provided strong support during changes. This led to improved marketing performance for Floa Bank.
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Optimove helped Tesco Bank fix a Microsoft email block that sent messages to spam. The team audited data from SendGrid... and Optimove to find the problem. They removed dead addresses and reset sender reputation with Microsoft. Tesco Bank now uses a 30-day export to keep their email list clean. Inbox placement and sender reputation improved. Email deliverability is now a key part of their CRM strategy.
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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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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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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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Eventdrive helped Société Générale automate and standardize event management. The platform reduced event organization time and improved process structure. 880... communicators now create events on Eventdrive, with 4,330 events managed and 186 days saved per year. Eventdrive ensures GDPR compliance and secure data handling for the bank. Teams can focus on creativity and innovation instead of repetitive tasks.
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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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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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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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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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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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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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UOB used LinkedIn Marketing Solutions to grow its follower base and boost engagement across ASEAN. The bank ran always-on paid... campaigns and organic content to reach C-suite and director-level audiences. Paid campaigns drove 49% of follower growth from January to October 2022. UOB reached 1.3 million additional members for free through the network effect. Engagement rates increased 4.9 times when audiences saw both paid and organic content.
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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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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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First Bank used Displai digital signage in 60 branches to engage customers and promote products. The screens displayed marketing materials,... news, and promotions, helping the bank connect with clients and support local businesses. Employees tracked their sales goals on live leaderboards, boosting motivation. The bank saw a 17% increase in employees hitting sales targets. Plans are in place to expand Displai to all 80+ 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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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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OutSystems helped Axos Bank modernize legacy systems and boost developer productivity by 66%. The bank used AI agents to cut... technical debt by 10% in 60 days and improve app performance by up to 50%. Axos compressed a three-year modernization roadmap into just one year. The team saved $150K annually by retiring legacy platforms. OutSystems enabled faster, lower-cost app delivery and real-time monitoring.
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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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Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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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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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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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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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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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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Marketing Evolution helped Regions Bank double its marketing ROI. The bank used unified, person-level measurement to analyze data from 1,500+... branches and multiple channels. Real-time insights let them optimize campaigns while they ran. Local relevance and frequency analysis improved channel efficiency. Regions Bank saw a 100% lift in incremental revenue from new checking account openings.
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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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Recollective helped Royal Bank of Canada gather feedback from clients and advisors. The platform enabled RBC to map the customer... journey and co-create solutions for a key business line. RBC reduced delivery time for a final solution by 75% and cut costs. The team met their fiscal year budget deadline and avoided long delays. Advisors and clients both valued the chance to collaborate directly.
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Userbrain helped Wüstenrot cut UX testing time from months to same-day feedback. The UX team moved from slow agency-led tests... to fast, in-house user testing. Now, most test cycles finish in about a week, not three months. Userbrain's platform lets them test Figma prototypes and run both mobile and desktop tests. This speed lets Wüstenrot catch issues early and avoid building unwanted features. The tool's insights changed key product decisions and spread to other teams in the company.
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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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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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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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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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Seismic helped M&T Bank automate LIBOR contract remediation. The bank used Seismic to organize loan documents and streamline compliance processes.... After one year, 83% of loans were remediated. Relationship managers achieved 100% adoption of the platform for the LIBOR project. Seismic reduced compliance risk and improved sales enablement for M&T Bank.
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Centrical helped a leading regional bank in the Midwest reduce contact center attrition by 8%. The bank used Centrical’s gamified... learning activities to engage staff and close knowledge gaps. Employees earned coins for completing challenges, redeemable for branded rewards. Voice of Customer survey scores rose by 7%, reaching their highest levels. The platform made learning fun and improved customer service performance.
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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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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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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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TeamViewer helped Erste Bank Oesterreich improve remote financial consulting. The bank replaced its old remote support platform with TeamViewer, making... video consultations easy and accessible from any device. Customers can now get advice without visiting a branch. TeamViewer’s co-browsing and chatbot features made support faster and more personal. The bank reduced average handle time by 35% per service case and increased service quality.
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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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Centrical helped a leading regional bank in the Midwest reduce contact center attrition by 8%. The bank used Centrical’s gamified... learning activities to engage staff and close knowledge gaps. Employees earned coins for completing challenges, redeemable for branded rewards. Voice of Customer survey scores rose by 7%, reaching their highest levels. The platform made learning fun and improved customer service performance.
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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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UOB used LinkedIn Marketing Solutions to grow its follower base and boost engagement across ASEAN. The bank ran always-on paid... campaigns and organic content to reach C-suite and director-level audiences. Paid campaigns drove 49% of follower growth from January to October 2022. UOB reached 1.3 million additional members for free through the network effect. Engagement rates increased 4.9 times when audiences saw both paid and organic content.
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Barclays Private Bank uses Altrata to improve high-net-worth prospecting. Advisors blend internal data with Altrata’s wealth and network insights. This... helps them prepare for meetings with detailed knowledge of prospects’ backgrounds and networks. Advisors can tailor outreach and use warm introductions. Early conversations are deeper and more effective. This leads to better engagement and solutions for clients.
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First Citrus Bank uses Crystal to improve sales meetings and build client relationships. The bank's sales reps use personality insights... from Crystal before every client meeting. This helps them prepare better and connect with prospects. Calls are now more engaging and reps build stronger rapport. Crystal is now required for all important client meetings at the bank.
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M&T Bank uses Altrata's Wealth-X, WealthEngine, and RelSci to prequalify leads and map warm introductions. Advisors run broad searches, then... use detailed dossiers to understand prospects. Relationship mapping helps them find the best connections to new leads. A recent search identified over 1,200 prequalified board and club members. This workflow helps M&T close bigger deals faster and maximize new opportunities.
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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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I&M Bank partnered with Backbase to rebuild its digital foundation. The bank moved from a corporate specialist to a universal... bank. They launched fully digital onboarding for retail and small business customers in Kenya. The new platform unified everyday banking and improved customer experience. I&M Bank now leads in customer-first digital innovation in the region.
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NatWest used Contentsquare to improve its digital banking journeys. The team found high drop-off rates in the mortgage application and... savings product pages. They used Contentsquare’s AI, heatmaps, and session replay to find friction points. By enabling auto-scroll and redesigning key pages, NatWest increased application completion rates. These changes led to more customers finishing their journeys on both web and mobile apps.
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Ibexa DXP helped UmweltBank relaunch its website to improve user experience and accessibility. The old site was outdated, hard to... use on mobile, and not accessible. Ibexa DXP enabled a new information architecture, responsive design, and personalization features. UmweltBank can now quickly create new pages, reuse content, and deliver seamless experiences across channels. The new site meets regulatory and accessibility standards, supporting UmweltBank’s digital growth.
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Whatfix Digital Adoption Platform helped ICICI Bank speed up onboarding for corporate customers. The platform provided step-by-step, contextual guidance and... real-time support inside the Corporate Internet Banking portal. ICICI Bank saw a 5-point improvement in corporate customer NPS and a 50% drop in IT support tickets. The solution enabled new customers to become engaged from day one. Whatfix became a key part of ICICI Bank’s customer engagement strategy.
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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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GoFormz helped DESHAZO digitize service tickets, inspections, and time sheets. Technicians now capture images and data on mobile devices, improving... client communication. Digital forms standardized branding and reduced errors across 20+ offices. Automated workflows sped up billing and made forms searchable in the cloud. DESHAZO saw faster data entry, better insights, and more efficient operations.
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