Banking: Case Studies, ROI & Implementation Examples

Luminus Financial used Laserfiche to digitize all member documentation after a merger. The credit union automated member onboarding, saving 1,800... staff hours each year. Wire transfer processing was streamlined, saving an additional 450 hours annually. Laserfiche improved compliance, audit processes, and made future acquisitions easier. Staff now use Laserfiche daily for tasks from member management to board voting.
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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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Prismic helped BforBank rebuild its website for global growth. The new CMS cut translation time by 95%, from one day... to 30 minutes per page. BforBank hit all year-one growth targets and reached #3 on Google for 'online banking' at launch. Team onboarding dropped from weeks to just 30 minutes. The new site enabled rapid international expansion and improved SEO performance.
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BNP Paribas used dotCMS to launch a scalable rewards card program in the UK. The bank needed a platform for... co-branded MasterCards that could manage loyalty data, applications, and self-service features. Their agency, IO, built a secure, mobile-first portal using dotCMS’ API-driven technology. Customers now access card activation, real-time notifications, and rewards tracking online. The new platform supports seamless integrations and is ready to grow with the program.
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Comarch Loyalty Marketing Platform helped Nedbank upgrade its Greenbacks loyalty program. Nedbank faced challenges with data security and program competitiveness.... Comarch delivered a flexible loyalty system with tier-based rewards and a broader rewards catalog. The new platform made it easier for customers to earn and redeem points. Nedbank saw increased membership, higher engagement, and more products held per member.
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Templafy helped Live Oak Bank redesign over 200 customer-facing forms and documents. The bank now manages all content updates centrally,... ensuring brand consistency and compliance. Employees access the latest approved assets directly within their usual programs. Templafy’s Validator feature protects sensitive data and controls access to information. This streamlined workflow increased professionalism and supported positive annual results.
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CoreMedia's headless CMS helped Deutsche Bundesbank modernize its digital presence. The bank migrated key publications to a new platform, making... content easier to find for users. Developers gained flexibility with technologies like GraphQL and REST APIs. The new system improved content delivery and user experience. Deutsche Bundesbank can now quickly deploy new features and respond to feedback. This project set a strong foundation for future digital growth in banking.
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Finzsoft used Docmosis Cloud to modernize document generation in its Sovereign banking platform. The switch from a legacy system cut... end-of-month statement processing from two days to just a few hours for one client. Finzsoft kept familiar Word templates for clients and improved high-volume batch performance. The new system reduced maintenance and freed developers to focus on core banking solutions. Clients now find it easier to manage templates and adapt to regulatory changes.
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Stearns Bank replaced its old information management system with M-Files. The bank saw faster loan processing times. Company-wide efficiency improved.... Document security got better. M-Files helped Stearns Bank manage documents more easily. The bank is a national independent financial holding company.
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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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Newgen helped a Fortune 200 bank modernize its financial operations. The bank faced slow deployment, outdated systems, and poor reporting.... Newgen provided a low code automation framework and an intuitive interface. The solution enabled rapid deployment, automated notifications, and better compliance. The bank improved process efficiency and reduced turnaround time.
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ActiveDocs helped CoBank automate and streamline legal document creation. CoBank reduced its template volume by nearly 80% using ActiveDocs. The... solution enabled over 1,100 users to generate documents quickly and accurately. Business rules and data integration improved consistency and reduced reliance on specialists. Employees now access all documents from a single workspace. Every document uses the latest approved template and data.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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Societe Generale built a new e-training platform using Strapi. The IT team wanted a stable, high-performing solution for their training... site. Strapi helped them create and manage content easily. The platform improved developer experience and site stability. The team now delivers training content faster and more reliably.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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Talend helped Seacoast Bank improve data quality for its customers. The bank needed reliable data to meet strict regulations. Talend... automated data quality tasks, which made analysis faster. This also helped reduce costs for the bank. Seacoast Bank now delivers more accurate customer data.
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Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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Family Trust Federal Credit Union used Lotame Analytics with DashHound to boost loan growth. They combined first-party web data and... campaign data for deeper customer insights. Persona-driven campaigns led to a 21% rise in loan applications and a 25% increase in new memberships. Total conversions doubled in six months. Brand awareness grew 40 times. Data-driven marketing improved engagement and cost efficiency.
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A top 10 US bank used Ademero's AI-powered fraud detection to stop $47M in fraud. The system reached 94% accuracy... and cut false positives by 73%. Real-time analysis protected 25 million customers. The bank saw a 1,495% ROI and a payback in just 3.2 months. AI models analyzed billions of transactions for fast, accurate results.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Corefactors and Exotel helped Greater Bank connect calling and CRM in one workflow. Every sales call is now auto-logged and... tracked in the CRM. Managers see real-time dashboards and full call history for every lead. Greater Bank saw 8x year-over-year revenue growth and over 1 million monthly customer conversations. The integration made follow-ups easier and improved sales outcomes.
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Altcraft Platform helped BNB Bank boost transactional activity by 36%. The bank used automated omnichannel messaging, including Viber, SMS, and... push notifications, to onboard and retain customers. Open rates for automated Viber messages reached 60%, and click-through rates across all channels hit 12%. Monthly active users grew by 19% in one year. The platform enabled message personalization and advanced analytics, improving campaign effectiveness.
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Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
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Total Expert helped Lake Michigan Credit Union unify four separate systems into one platform for loan officer marketing and communication. 66% of loan... officers now log in weekly, showing strong adoption. Automated journeys track pre-qualified applicants and prompt timely follow-ups, boosting retention and membership growth. Personalized training and feedback loops drive engagement and feature development. The partnership with Total Expert supports continuous improvement and real business wins for loan officers.
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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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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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Addiko Bank used Mautic, implemented by Sales Snap, to boost personal loan customer acquisition. They launched a gamified lead magnet... campaign with an online quiz, reaching over 2 million people. More than 43,000 joined the quiz, and segmented drip emails drove engagement. Email read and click rates stayed above industry averages. The campaign led to more calls, branch visits, and new customers for Addiko Bank.
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Angel One used WebEngage to double its website conversions in six months. The company faced challenges with a manual lead... funnel and lacked a unified customer view. WebEngage enabled Angel One to engage users in their preferred language and nurture unknown visitors with web push notifications. The solution included localized content, interactive lead forms, and campaigns to re-engage users who blocked notifications. These efforts led to a significant increase in leads and conversions.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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Anaplan helped Mizuho Bank cut its budgeting process by two weeks. The bank used Anaplan to manage expense budgets and... forecasts for 86 global offices. Before, compiling data took up to six staff two weeks of overtime. Now, two to three staff finish the work in regular hours. Anaplan eliminated spreadsheet errors and made cost allocation automatic. Mizuho Bank reduced its global expense ratio from 72% to 55% in three years.
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Tree Bank faced a 4. 5% year-over-year drop in customer acquisition despite raising its marketing budget by 16%. MASS Analytics...partnered with Tree Bank to build custom marketing mix models. These models helped analyze the decline in acquisition and measure the impact of marketing actions on sales. The solution aimed to uncover the reasons behind the drop and improve marketing efficiency. The focus was on data-driven insights for better marketing outcomes.
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Banco Pichincha used Audiense Connect to improve audience segmentation for its sports sponsorship campaigns. They created custom audiences for trivia... quizzes tied to football teams and a famous cyclist. This led to a 10x increase in trivia participation. The campaign generated over 12.6 million impressions and 228,732 tweet engagements at a low cost. Strategic targeting helped grow unique users from 366 to 3,291 for their trivia events.
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Banco Pichincha used Audiense Connect to improve audience segmentation for its sports sponsorship campaigns. They created custom audiences for trivia... quizzes tied to football teams and a famous cyclist. This led to a 10x increase in trivia participation. The campaign generated over 12.6 million impressions and 228,732 tweet engagements at a low cost. Strategic targeting helped grow unique users from 366 to 3,291 for their trivia events.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Show More..

BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
Show More..

BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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Grandstream's unified communications and networking solutions replaced Bank Alfalah's outdated analog phones and Netgear routers. The bank deployed Grandstream IP... PBX, Wi-Fi access points, and wireless IP phones across branches. This upgrade eliminated call drops, dead zones, and poor voice quality. Employees now communicate easily between branches and countries. The cloud management platform reduced costs and simplified network administration. Staff and customer satisfaction improved with better coverage and secure guest Wi-Fi.
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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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Totara Learn helped Caixa Enginyers double annual training hours from 26,000 to over 47,000. The e-talent platform gave employees access... to custom learning paths and external content. Integration with ERP streamlined user management and performance plans. The system supported both onboarding and ongoing professional development. Caixa Enginyers improved talent management and employee engagement with scalable, automated training.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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Axonify helped Citadel Credit Union boost credit card sales by 24% through microlearning. The platform reinforced key skills for frontline... bankers using spaced repetition and gamification. Adoption rates for Axonify reached as high as 90% during competitions. Regular use of Axonify correlated with higher cross-selling success. Citadel now averages 75% participation in daily learning, supporting better customer service and business KPIs.
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US Eagle Federal Credit Union used BizSkills to launch a new upskilling and reskilling program. They wanted to keep employees... and promote from within. BizSkills helped them map training to 211 job titles and launch to 75 managers. Employees engaged with contests and tailored learning paths. Internal promotions increased and net promoter score improved after customer service training. The program built a culture of continuous learning and better retention.
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Gametize powered a bank’s annual dinner and dance with a digital event app. The app enabled 285 players to complete... 1,232 challenges and cast 77 votes. 90% of attendees used the app for check-in, voting, and interactive games. The solution digitized voting, prize redemption, and attendance, making the event more engaging. Organizers tracked participation and managed fair play using Gametize’s analytics.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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Vertical IQ helped Regional Bank transform client relationships and boost business loans since 2012. Bankers use Vertical IQ's industry insights... to prepare for meetings, saving over an hour per call. The platform supports prospecting, relationship building, and client retention. Bankers gain confidence to approach new industries and win new business. Quarterly updates and local profiles help maintain and expand client connections. Regional Bank has relied on Vertical IQ for more than a decade.
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Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
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Banco Pichincha used Audiense Connect to improve audience segmentation for its sports sponsorship campaigns. They created custom audiences for trivia... quizzes tied to football teams and a famous cyclist. This led to a 10x increase in trivia participation. The campaign generated over 12.6 million impressions and 228,732 tweet engagements at a low cost. Strategic targeting helped grow unique users from 366 to 3,291 for their trivia events.
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Eurocaja Rural used Twitter's Trend-Takeover+ to raise awareness about financial exclusion in rural Spain. The campaign featured a video with... actor José Mota and the hashtag #EncuentraTuMotivo. In just 24 hours, the campaign reached over 10.9 million impressions and 1.36 million video views. The hashtag became the top trend in Spain on launch day. Eurocaja Rural increased brand awareness and sparked conversations about financial support in rural areas.
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Dataminr Pulse helped a global bank with tens of thousands of employees improve its security operations. Before using Dataminr, the... bank lost nearly $13 million in assets due to high-risk events. With real-time alerts and geovisualization, the bank now detects threats faster and protects staff and assets worldwide. The solution enabled quick evacuations during emergencies, like the Kampala explosions, and reduced response times for weather disruptions. The bank’s security team now has greater peace of mind and better risk visibility.
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Alior Bank used SentiOne's AI voice bot, InfoNina, to automate call centre operations. The bot now handles nearly 100% of... call centre traffic. Call automation rate reached 55%, and average handling time dropped by 15%. InfoNina recognizes over 650 customer intents and directs over 90% of queries to the right process or consultant. The project improved agent productivity and customer service speed. Alior Bank also launched InfoNina as a chatbot for web support.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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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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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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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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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Jedox helped Banque CIC improve reporting across 36 offices. The bank faced challenges with exchange rate pressure, volatile markets, and... new financial standards. Their old BI tool could not drill down to individual receipts or support cost-center optimization. Banque CIC used Jedox to build flexible, self-service reporting and unify cost data in real time. Now, management sees clear activity costs and profitability. Teams use Jedox for error correction, compliance, and collaboration, all from a single source of truth.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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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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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Jostle helped Hawaii State Federal Credit Union connect employees and improve company culture. The credit union struggled with outdated communication... tools and disconnected staff. Jostle's platform enabled real-time news sharing, employee recognition, and better transparency. 84% of employees now log in weekly, and 94% monthly. Staff engagement and internal communication have grown, supporting their brand promise to members and employees.
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Creative Social Intranet replaced SharePoint for a major Indian co-operative bank with 2,500 employees. The bank unified communication and improved... onboarding across 81 branches. Employees saw a 20% reduction in time spent searching for information. Onboarding became 35% faster. Employee satisfaction increased by 15%. The intranet platform boosted engagement and secured internal communication.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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CleverTap helped Nequi reduce churn by 40%. Nequi used CleverTap to centralize campaigns and analyze user behavior. The team created... personalized campaigns and used push notifications to re-engage users. App usage increased by 10% and service adoption grew by 14% in two years. Nequi improved campaign effectiveness and user experience with CleverTap.
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CleverTap helped Nequi reduce churn by 40%. Nequi used CleverTap to centralize campaigns and analyze user behavior. The team created... personalized campaigns and used push notifications to re-engage users. App usage increased by 10% and service adoption grew by 14% in two years. Nequi improved campaign effectiveness and user experience with CleverTap.
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Apester helped a leading US digital bank boost new account conversions and collect more audience data. The bank used Apester’s... AI-powered digital experience platform to segment demographics and increase brand awareness. With automation and personalization, they generated more leads at a lower cost per lead. Campaigns focused on new accounts, segmentation, and newsletter signups. Real-time data processing improved conversion rates and retention.
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Citibank used Walmeric's technology to improve lead management and sales efficiency. They needed to qualify and manage leads quickly across... multiple channels. Walmeric enabled immediate and automated processing of leads from landing pages. The solution integrated with Contesta for real-time smart lead scoring. Citibank achieved faster contact with leads and higher customer acquisition rates.
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RevX helped United Overseas Bank run a retargeting campaign for its mobile app in Indonesia. The campaign targeted existing customers... who had not registered on the app. RevX used intent-based segmentation and creative optimization to reach high-intent users. The campaign delivered over 2,400 new conversions and an 11% increase in conversion rates. Unique user reach doubled among eligible users during the campaign period.
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Liberty Bank used Vena to build its first formal FP&A function. Before Vena, the team relied on manual processes for... budgeting and planning. With Vena, they automated these tasks and cut process time by at least 25%. The bank now delivers more detailed financial analysis and better supports business units. Vena helped Liberty Bank move from manual work to a modern, efficient FP&A system.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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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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Fuel50 helped KeyBank launch the Future Ready initiative to boost internal talent mobility. KeyBank used Fuel50’s AI-powered opportunity marketplace to... align employees, increase engagement, and support career growth. 72% of users returned to the Grow at Key (Fuel50) platform. Nearly 10,000 employees assessed their future-ready skills. One in three attended a development session. KeyBank improved retention and gained better insight into workforce skills and mobility.
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LearnUpon helped MIDFLORIDA Credit Union achieve 100% compliance across 1,400+ employees. The platform made it easy to deliver and track... learning, replacing manual processes and boosting completion rates. In the first quarter, 17,500 courses were completed, up from 6,480 the previous year. Gamification and automation increased engagement and made training enjoyable. Admins used automated reports and secure tools to manage compliance and learning at scale.
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ClusterSeven helped Rabobank automate spreadsheet control and attestation processes. The bank gained full visibility into its spreadsheet and EUC landscape.... This improved regulatory compliance and audit readiness. Rabobank created a single source of information for auditors and management. Real-time insights allowed faster responses to information requests. The solution strengthened risk management across departments.
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Lunar used Bob to support rapid growth and automate HR tasks. The company doubled its workforce in 2020 and needed... a flexible HRIS that integrated with tools like Slack and Teamtailor. Bob’s integrations saved time by syncing applicant data and automating onboarding workflows. Lunar onboarded 14 new hires in one day using Bob. The platform also helped maintain company culture and communication during remote work.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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First Hawaiian Bank used Amperity to improve their paid media campaigns. They faced slow data activation and low match rates... with their old system. By co-developing a direct connector with Amperity, they matched anonymized identities using Unified ID 2.0. This led to over 90% match rates, 92% faster activation, and 94% audience addressability. The bank now reaches customers more quickly and accurately.
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Ent Credit Union used Blueshift to bring together all their member data. They created unified member profiles and used tools... for audience targeting. This helped them run campaigns across different channels. As a result, member engagement went up by 32%. Personalized digital experiences made a big difference for their members.
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NGDATA helped Alliant Credit Union speed up onboarding for mortgage brokers. The new portal lets brokers onboard in minutes, not... days. Data quality improved with standardized processes, reducing risk. Business users now monitor issues directly, saving time and boosting broker satisfaction. Faster communication and automation increased broker participation and improved the bottom line.
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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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ice Contact Center helped Sunshine Coast Credit Union cut wait times and reduce call transfers. The team moved from manual... call handling to intelligent skills-based routing. Real-time dashboards gave supervisors better control and insight. Staff could work remotely, keeping service consistent during disruptions. Member satisfaction and operational resilience improved.
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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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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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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BBVA used Idomoo Personalized Video to help pension members visualize their future savings. The campaign led to a 2x increase... in email open rates. BBVA saw a 78% increase in long-term savings. The videos encouraged more people to use digital banking services. Personalized video made saving for retirement easier to understand.
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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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PrivatBank migrated all its critical applications to AWS in just 2 months. The bank moved 4 petabytes of client data... and 270 applications across 3,500 servers. This rapid migration helped PrivatBank protect its business during the war in Ukraine. Customers kept access to vital banking services without disruption. The move ensured business continuity and safeguarded operations in a time of crisis.
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PrivatBank migrated all its critical applications to AWS in just 2 months. The bank moved 4 petabytes of client data... and 270 applications across 3,500 servers. This rapid migration helped PrivatBank protect its business during the war in Ukraine. Customers kept access to vital banking services without disruption. The move ensured business continuity and safeguarded operations in a time of crisis.
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Webflow helped SunWest Credit Union rebrand and take control of their website. Their small marketing team moved from Fiserv to... Webflow, gaining the ability to update design and content without help desk delays. After switching, SunWest saw a 164% increase in organic traffic and a 44% rise in monthly users. Product page visits jumped 20x, and session duration more than doubled. Webflow's integration with Fiserv kept their client portal secure while boosting site performance and flexibility.
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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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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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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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Helpjuice helped Capital City Bank Group centralize policy and procedure information. Employees struggled to find answers before, causing inefficiencies and... client issues. With Helpjuice, associates now quickly find what they need using a powerful search feature. Reporting errors dropped by 20%. Staff spend less time searching and more time helping clients. The knowledge base improved workforce effectiveness and empowerment.
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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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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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Banorte used Hitachi Vantara's VSP 5600 storage to move 450 TB of data to a new data center. This migration cut... transaction response times in half and reduced nightly batch processing by 30%. The new platform increased application performance by 20% and eliminated data loss during migration. Banorte now has more capacity for digital banking innovation and improved disaster resilience. The solution also reduced operational costs by using 50% less rack space.
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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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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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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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Credem used Doxee Pvideo® to send personalized videos to customers with Ego cards and internet banking accounts. The videos explained... loan offers and allowed customers to activate loans online without visiting a branch. Name and avatar personalization made the experience engaging. The campaign achieved a 20% higher email open rate, with 78% of recipients playing the video and 60% watching it to the end. Doxee analytics helped Credem track customer actions and optimize communication.
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Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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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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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
Show More..

BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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Bloomfire helped Dime Community Bank centralize its knowledge management after a major merger. Employees now find information faster, saving time... and resources. In the first 90 days, staff logged over 12,000 views and 1,200 contributions. The bank estimates $250,000 in annual cost savings from improved efficiency. Employee engagement and satisfaction increased with easier access to policies and procedures. Bloomfire’s security features support the bank’s regulatory needs.
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Document360 helped Abrigo move from bulky PDF manuals to an online knowledge base. The new system made it easier for... customers to find information and for the team to update content. Abrigo saw a 30% increase in readership over two years. Analytics and feedback tools gave insights into what customers needed. Internal support teams now use the knowledge base to help customers faster.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Litmus helped National Bank of Canada improve email campaign efficiency. The bank needed to test and launch personalized campaigns quickly... across many devices. Litmus provided centralized email testing, dynamic content previews, and spam checks. The team reduced testing time and increased production efficiency. Now, every email delivers a strong customer experience and supports ROI.
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Stensul helped the American Bankers Association migrate to a new marketing automation platform. The switch was completed in about six... months. ABA avoided redoing email templates, saving significant time and money. Email creation became seven times faster. No new end-user training was needed. The integration with the new MAP was reliable and let teams focus on strategy and engagement.
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EmailOpen helps the Federal Home Loan Bank of Chicago deliver targeted email marketing to over 5,000 contacts. The bank uses... EmailOpen to segment audiences and run campaigns for different customer groups. Analytics from EmailOpen guide the sales team and improve content planning. The communications team values EmailOpen’s user-friendly interface and responsive customer support. EmailOpen’s design services and webinars help the bank enhance branding and engagement.
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MailUp helped Banco BPM identify insurance needs for customers quickly. The bank used dynamic email content to send personalized messages.... Customers could request appointments or get more information based on their actions. Banco BPM saw a 47.2% open rate and a 10% conversion rate. The solution improved customer engagement and communication about insurance products.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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Datto Managed SOC and EDR helped Pioneer Bank improve cybersecurity. The bank needed 24/7 endpoint protection to meet strict regulations... and keep customer trust. With Datto, the small IT team gained real-time monitoring and threat response. The solution gave them visibility into endpoints and Microsoft 365. This helped them meet compliance and focus on growth. The bank now uses advanced tools to protect digital assets and customer data.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
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VR-Bank Würzburg used MeisterTask and MindMeister to improve project management and team collaboration. The bank faced limits with Microsoft Teams... and Planner, especially for cross-team work and permission controls. MeisterTask enabled agile project management, flexible workflows, and secure collaboration across departments. The tools made project documentation faster and more transparent. The entire organization, including the board, now relies on MeisterTask for daily work and meetings.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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Submittable helped U. S. Bank process over 1.2 million applications for a state COVID relief program. The automated portal filtered...applicants and verified eligibility in multiple languages. U.S. Bank and Submittable disbursed $500 million, with 97% of recipients paid within three days. Their efforts prevented at least $2.2 million in fraud. The program won the 2023 Banking Tech Award for Best Bank & Fintech Partnership.
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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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Bonterra Insights helped BOK Financial cut reporting time for corporate philanthropy. The team replaced manual Excel work with custom dashboards.... Now, they track charitable giving, volunteer hours, and board roles in one place. Reports update instantly with filters for region or timeframe. BOK Financial can see employee giving trends and tailor programs to match. The process is faster and more focused on strategy.
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KBC used Ambassify to boost employee engagement and branding. They opened up communication with employee-ambassadors and collected actionable feedback. KBC... awarded bonus points to early joiners to motivate participation. The company focused on transparency and storytelling to drive advocacy. Social sharing and community involvement increased as a result.
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Kotak Mahindra Bank used Salesforce to unify sales and service data. This helped them approve loans faster and cross-sell more... products. They automated lead management and loan origination with Salesforce Sales Cloud. Customers can now open accounts and manage loans through omni-channel options. The bank consolidated 12 systems into one platform for seamless service. Salesforce experts helped Kotak launch a unified customer profile in just eight months.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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Federal Bank used Oracle APEX and Autonomous Database on OCI to speed up app development. The bank cut development time... by 70%. Security improved, helping meet banking rules. Federal Bank now builds apps faster and automates workflows. This change also reduced costs and improved customer experience.
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