Spinutech redesigned Kearny Bank’s website using Sitefinity CMS. The new site improved usability and navigation, making it easier for customers... to find information. Kearny Bank saw a 23% increase in sessions in the first month. Impressions rose 194% year-over-year, and non-branded impressions grew 170%. The internal team can now manage and scale the site easily, supporting growth and better customer experiences.
PDFTron helped First Business Bank speed up document generation in Salesforce. The bank needed to automate onboarding paperwork and reduce... time spent building templates. PDFTron’s WebViewer, used as a Lightning Web Component, let the team add document viewing, signing, and form filling directly in Salesforce. They set up 70% of their document needs in just two days. Now, staff can upload and update templates without coding, and large contracts load quickly without slowdowns.
PDFTron helped First Business Bank speed up document generation in Salesforce. The bank needed to automate onboarding paperwork and reduce... time spent building templates. PDFTron’s WebViewer, used as a Lightning Web Component, let the team add document viewing, signing, and form filling directly in Salesforce. They set up 70% of their document needs in just two days. Now, staff can upload and update templates without coding, and large contracts load quickly without slowdowns.
Laserfiche helped Coopecaja, a Costa Rican savings and credit cooperative, digitize and centralize its records. Staff now retrieve information faster... and cut physical storage costs. The cloud-based system enforces strict data privacy and access controls. Digital onboarding replaced manual paperwork, speeding up member registration. Coopecaja now delivers faster service and can scale document management as it grows.
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.
BforBank used Prismic to rebuild its website and support global growth. The new CMS cut translation time by 95%, from... one day to 30 minutes per page. BforBank reached #3 on Google for "online banking" on launch day. New team members now onboard in just 30 minutes. The site now supports rapid international expansion and delivers strong SEO performance.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
Bank of Tokyo-Mitsubishi UFJ
- Banking
- Very Large
Tokyo, Japan
Sefas Open Print helped Bank of Tokyo-Mitsubishi UFJ automate document production across Europe. The bank unified print and mailing processes,... reducing manual work and improving document integrity. Print turnaround times dropped, and mail processing now needs fewer staff. Customers can choose which communications they receive, cutting print runs and postal costs. The bank now controls document workflows and can scale the solution globally.
Comarch Corporate Banking helped Raiffeisen Bank Polska digitize trade finance processes. The bank managed a growing volume of guarantees and... letters of credit, reducing paperwork and manual approvals. After implementing the Trade finance module, Raiffeisen increased issued guarantees by 24% and profits by 23% in two years. Customers can now order guarantees and letters of credit online, saving time and effort. The solution cut the time to issue a guarantee from two days to several hours.
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.
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.
Getin Bank used Edito CMS to launch a new corporate website. The project included a custom web platform for managing... multiple sites. Key features included a search engine with Elastic Search, Google Maps integration for branch and ATM search, and dynamic credit calculators. The site improved content management and refreshed the bank’s brand image. The new platform made information clearer and web administration easier.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
TransPerfect helped ABN AMRO Private Banking launch three regional websites in ten languages. The bank faced challenges with inconsistent content... and fragmented digital presence. TransPerfect used local copywriters and linguists to create market-specific brand guidelines. They unified content structure and streamlined content management. All content was delivered on time and met high quality standards. The new approach improved brand consistency and client engagement across markets.
Trust Bank partnered with Sourced Group, an Amdocs company, to launch Singapore’s first digital bank. The bank used Amazon Web... Services for its cloud platform and security. Trust Bank grew to over 200,000 users in its first month and reached 500,000 customers in 200 days. The partnership enabled rapid growth and a secure, modern banking experience. Trust Bank offers products like credit cards, savings accounts, and insurance.
Michigan State University Federal Credit Union (MSUFCU)
- Banking
- Large
East Lansing, USA
Pindrop Passport and Pindrop Protect helped MSUFCU cut authentication time by 58 seconds per call. The credit union reduced fraud... exposure by $2.57 million in one year. Member satisfaction increased by 10% after deploying Pindrop solutions. Employees reported smoother calls and higher satisfaction. Pindrop's technology also detected deepfake voices and stopped over 220 fraudulent calls. MSUFCU saved over $723,000 in annual operating costs with these tools.
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.
Punjab & Maharashtra Co-operative (PMC) Bank
- Banking
- Large
Mumbai, India
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.
Talkdesk CX Cloud helped Novobanco boost customer service in its branches. AI agents now handle 3% of calls, raising total... handled calls by 15%. The system routes calls to virtual agents, contact center staff, or branches based on need. Talkdesk AI balances workloads between busy city and quieter rural branches. Customers now get faster, more convenient service.
Observe. AI helped Central Bank automate quality assurance in its contact center. The bank increased call evaluations from 24 to...167,000 per quarter. After-call work dropped from 30 seconds to 10 seconds, saving time equal to three staff members. The team now detects fraud faster and improves agent training with searchable transcripts. Central Bank uses AI to boost agent performance and enhance customer experience.
Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
VyStar Credit Union uses Verint Open CCaaS solutions to manage customer engagement. With Verint Workforce Management, VyStar can predict and... forecast labor needs for its members. Verint Application Visualizer helps track agent desktop activity, improving efficiency and employee satisfaction. Verint Speech Analytics analyzes all customer calls for sentiment and insights. VyStar delivers better service and adapts to changing workforce and member needs.
VyStar Credit Union uses Verint Open CCaaS solutions to manage customer engagement. With Verint Workforce Management, VyStar can predict and... forecast labor needs for its members. Verint Application Visualizer helps track agent desktop activity, improving efficiency and employee satisfaction. Verint Speech Analytics analyzes all customer calls for sentiment and insights. VyStar delivers better service and adapts to changing workforce and member needs.
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.
A global foreign exchange provider
- Banking
- Large
London, UK
Eckoh's CallGuard and EckohROUTE solutions helped a global foreign exchange provider secure contact center payments. Customers now enter payment details... using their phone keypad, so agents never see or hear cardholder data. This removed payment data from the contact center, reducing breach risk and simplifying PCI DSS compliance. Instant call routing between contact centers improved disaster recovery and ensured uninterrupted service. The company now benefits from a secure, scalable platform that supports compliance and growth.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Qmatic helped Capitec Bank redesign its customer experience. The bank used Qmatic Orchestra to manage 860 branches and introduced self-service... stations with card readers. Capitec reduced wait times and improved personal service. The system enabled better staff planning and real-time insights. Efficiency improved by at least 20%.
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.
Lokmanya Multipurpose Co-operative Bank
- Banking
- Medium
Karnataka, India
Corefactors AI CRM helped Lokmanya Multipurpose Co-operative Bank boost revenue by $2 million in just 6 months. The bank struggled... to monitor sales teams across 213 branches and faced low productivity in a hybrid work model. Corefactors AI CRM provided a hierarchy management system, mobile app, and real-time reporting. Lokmanya onboarded 685 new customers and improved employee efficiency. The CRM's website and IVR integration made customer onboarding easier and sales operations smoother.
HH Global helped HSBC, one of the world's largest banks, unify its brand across global markets. HSBC used HH Global's... technology and creative solutions to cut product costs by over 30% in the first year. The bank also reduced carbon emissions by 467 tons and saved more than 198 tons of paper annually. Local marketing teams saw improved ROI and increased budgets. HSBC achieved its goals for brand consistency, sustainability, and compliance.
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.
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.
Pipefy helped Banco Sofisa automate customer service and centralize all requests. Before, the bank managed requests by email, causing delays... and poor tracking. With Pipefy, 95% of services are now delivered within SLA. Monthly management reports take less than five minutes to generate. The team now focuses on higher-value work, and customer experience improved with predictable SLAs.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Webmecanik helped Crédit Agricole automate client journeys in banking. The solution made sales and marketing processes simpler and faster. Teams... saved time and focused more on client relationships. Personalized campaigns increased conversions and customer satisfaction. Crédit Agricole valued the tool’s simplicity, security, and responsive support team.
Positive User helped ING Księgowość automate customer communication and marketing campaigns. The team replaced their old email and SMS tool... with Positive User, centralizing all communication. They used automation to send targeted messages and launched a promotional code generator for campaigns. Dynamic content and website pop-ups improved engagement. As a result, ING Księgowość saw a 119% year-over-year sales increase. The platform also enabled faster campaign launches and better customer support.
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.
Floa Bank used Commanders Act's CDP to improve customer data collection and targeting. The platform helped refine customer knowledge and... optimize digital marketing levers. Floa Bank reported better customer opt-in rates. The team at Commanders Act provided strong support during changes. This led to improved marketing performance for Floa Bank.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Glance Cobrowse helped a top 5 U. S. bank move in-branch services online during the COVID-19 pandemic. Bankers used cobrowse...and screen share to guide customers through digital applications, including PPP loan filings. The bank added agent video so customers could see staff during transactions. This approach enabled real-time help for both retail and small business clients. The bank provided over seven billion dollars in loans using Glance’s visual engagement tools.
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.
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.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
TransPerfect helped ABN AMRO Private Banking launch three regional websites in ten languages. The bank faced challenges with inconsistent content... and fragmented digital presence. TransPerfect used local copywriters and linguists to create market-specific brand guidelines. They unified content structure and streamlined content management. All content was delivered on time and met high quality standards. The new approach improved brand consistency and client engagement across markets.
HowNow helped Investec deliver personalised leadership development at scale. Investec used HowNow to centralise over 70 leadership resources for 6,600+... active users. The platform enabled modular learning, group coaching, and on-demand access to content. Leaders could track their progress and find relevant materials easily. Investec saw improved self-awareness and more vocal feedback from leaders. The program built a strong internal brand for leadership growth.
Axonify helped RBC boost frontline training engagement in retail branches. After rolling out to 8,000 employees, participation rates soared to... 97% in some regions. Gamification features like leaderboards and reward points made learning fun and frequent. Advisors reported a 26% increase in knowledge growth. Leaders saw 100% approval from regional presidents and improved business decision-making.
Totara Learn helped VÚB Banka engage 90% of its 3,400 employees in just six months. The bank needed a modern... LMS to improve compliance and support blended learning. Totara Learn integrated with their HR system, streamlining training management and reporting. Employees quickly adapted, making onboarding faster and more transparent. The open source platform allowed for custom features and ongoing improvements.
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.
GitBook helped bunq, a digital bank, improve their public API documentation. Before GitBook, bunq struggled with a hard-to-maintain, self-hosted system.... Switching to GitBook made it easy for their team to update and share docs. The platform automated SSL certificate renewals, impressing their security team. Built-in analytics let bunq track how partners use their docs. After five years, bunq relies on GitBook for fast, simple, and secure documentation.
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.
Penn Community Bank used Cornerstone's LMS and Performance tools to support remote work during COVID-19. The bank automated compliance training... and unified performance management for its employees. In just 6 weeks, staff registered for over 400 courses and logged 4,000+ learning minutes. 70% of remote courses were completed, and CyberU course completions doubled. The solution helped the bank keep employees engaged and accountable during a crisis.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
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.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
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.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Ivanti Neurons helped The First Bank automate IT processes and cut costs. The bank faced strict regulations and needed better... data flow audits and service mapping. Ivanti Neurons for ITSM, ITAM, and Service Mapping replaced their old helpdesk, reducing time-to-repair from 40 minutes to just 3–4 minutes. Now, 53% of calls are resolved at first contact. Automated onboarding and workflow mapping improved efficiency and business continuity. Ivanti’s platform supports the bank’s rapid growth and regulatory needs.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
SafeGraph data helps the retail banking industry choose better locations for new branches. Banks face tough competition and need to... be accessible to customers. Public data alone is not enough for smart site selection. SafeGraph provides detailed information about businesses and demographics in each area. This data supports more informed decisions and stronger customer engagement.
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.
Banking Clients Speak: The Impact of deploying CRM solutions
First Federal Savings Bank
- Banking
- Medium
Evansville, USA
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.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
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.
Washington State Employees Credit Union (WSECU)
- Banking
- Large
Olympia, USA
WSECU used PlaybookUX to improve their online banking platform. They ran usability tests with real users from Washington, Oregon, and... Idaho. PlaybookUX helped WSECU find pain points in navigation and sign up workflows. WSECU also tested messaging and new feature ideas with PlaybookUX. The feedback led to a better user experience and more effective communication. WSECU now delivers a more innovative and user-friendly digital banking service.
Userbrain helped Wüstenrot cut UX testing time from months to same-day feedback. The UX team moved from slow agency-led tests... to fast, in-house user testing. Now, most test cycles finish in about a week, not three months. Userbrain's platform lets them test Figma prototypes and run both mobile and desktop tests. This speed lets Wüstenrot catch issues early and avoid building unwanted features. The tool's insights changed key product decisions and spread to other teams in the company.
XEBO. ai helped Alinma Bank move from Medallia to a new voice of customer platform. The bank faced slow data...processing and lacked WhatsApp or in-app survey options. XEBO.ai replaced Medallia across 10 channels in under three months. There was no downtime and three years of data were kept. Customer engagement rose by 70%. The bank now fully owns its VoC program.
UserTesting helped Banco Sabadell speed up digital project launches by 50%. The bank ran over 500 usability tests in one... year. Every new digital experience had to reach a QXscore of 85 before launch. This process improved collaboration between teams and ensured high user satisfaction. Over 50% of new customers now open accounts online. UserTesting's QXscore became a key quality metric for digital banking innovation.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
BMO used Methodify, Sago’s automated quantitative research platform, to improve marketing decision making. The bank needed to standardize research tools... and make them accessible across teams. Sago helped BMO audit current research practices and implement repeatable survey methods. Three automated methods now cover 80% of BMO’s campaign research needs. Over 60 marketers were trained to use the platform, reducing test turnaround from weeks to days.
Banking Clients Speak: The Impact of deploying Digital Signature solutions
Keytrade Bank
- Banking
- Medium
Brussels, Belgium
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.
PDFTron helped First Business Bank speed up document generation in Salesforce. The bank needed to automate onboarding paperwork and reduce... time spent building templates. PDFTron’s WebViewer, used as a Lightning Web Component, let the team add document viewing, signing, and form filling directly in Salesforce. They set up 70% of their document needs in just two days. Now, staff can upload and update templates without coding, and large contracts load quickly without slowdowns.
Docusign eSignature helped ATB Financial cut simple loan processing time from 4 hours to 20 minutes. Over 90% of clients... adopted the digital signature process. All forms that can be electronically signed will be, streamlining workflows. During COVID, ATB used Docusign to deliver relief programs in 160+ communities. Electronic signature use rose 41% across all banking functions since lockdowns began.
Docusign eSignature helped ATB Financial cut simple loan processing time from 4 hours to 20 minutes. Over 90% of clients... adopted the digital signature process. All forms that can be electronically signed will be, streamlining workflows. During COVID, ATB used Docusign to deliver relief programs in 160+ communities. Electronic signature use rose 41% across all banking functions since lockdowns began.
Signeasy helped Aruba Bank cut paperwork by 60%. The bank digitized 70 types of forms, making document processing twice as... fast. Customers now sign documents remotely or in person, speeding up onboarding. Signeasy’s audit trails ensure secure, compliant signatures. The bank’s staff and customers benefit from faster, easier banking processes.
Odeabank used OneSpan Mobile Security Suite to improve security and user experience in its mobile banking app. The bank replaced... SMS-based OTPs with integrated software authentication and push notifications. This helped prevent SIM swap fraud and ensured compliance with new Turkish regulations. Customers gave positive feedback and fraud attempts were stopped before harm occurred. The solution enabled seamless omni-channel authentication across mobile, online, ATM, and contact center channels.
Top 3 financial institution in Europe
- Banking
- Very Large
QuickSign enabled a top 3 European financial institution to deploy digital onboarding journeys in 7 countries using a centralized API gateway. The solution delivered... €3M+ in onboarding cost savings across 5 countries within 12 months. Go-to-market time dropped by 40%. The unified platform ensured local compliance and consistent digital identity flows. The client streamlined maintenance and reduced integration costs across Europe.
Fulton Bank used Reltio Data Cloud to modernize their data management. They gained a unique customer ID and real-time entity... resolution. The platform gave them a 360-degree view of customer accounts and transactions. Secure authentication improved data privacy for call center interactions. Integration with both modern and legacy systems was easy. These changes helped Fulton Bank boost customer loyalty and drive growth.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
Zeotap's Customer Data Platform helped a global bank improve its customer acquisition strategy. The bank unified web, email, and mobile... customer IDs to build a single customer view. Zeotap enriched 60 million profiles and enabled lookalike audience targeting. The solution delivered a 50% match rate for new customer acquisition. The bank reduced yearly attrition by 20% to 30%, boosting revenue growth.
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.
Major UK retail and commercial bank
- Banking
- Very Large
London, UK
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.
Floa Bank used Commanders Act's CDP to improve customer data collection and targeting. The platform helped refine customer knowledge and... optimize digital marketing levers. Floa Bank reported better customer opt-in rates. The team at Commanders Act provided strong support during changes. This led to improved marketing performance for Floa Bank.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Banking Success stories in Driving ROI and Results using Sales Engagement solutions
HDFC Bank
- Banking
- Very Large
Mumbai, India
Vymo’s mobile app helped HDFC Bank’s SLI business unit cut turnaround time by 7x. The bank doubled customer sourcing and... saw an 85% increase in daily active users. Field sales productivity improved with automated customer acquisition and KYC processes. Sales leaders used real-time insights to make better decisions. The adoption rate of Vymo among salespeople exceeded 85%.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
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.
Trust Bank partnered with Sourced Group, an Amdocs company, to launch Singapore’s first digital bank. The bank used Amazon Web... Services for its cloud platform and security. Trust Bank grew to over 200,000 users in its first month and reached 500,000 customers in 200 days. The partnership enabled rapid growth and a secure, modern banking experience. Trust Bank offers products like credit cards, savings accounts, and insurance.
Trust Bank partnered with Sourced Group, an Amdocs company, to launch Singapore’s first digital bank. The bank used Amazon Web... Services for its cloud platform and security. Trust Bank grew to over 200,000 users in its first month and reached 500,000 customers in 200 days. The partnership enabled rapid growth and a secure, modern banking experience. Trust Bank offers products like credit cards, savings accounts, and insurance.
Trust Bank partnered with Sourced Group, an Amdocs company, to launch Singapore’s first digital bank. The bank used Amazon Web... Services for its cloud platform and security. Trust Bank grew to over 200,000 users in its first month and reached 500,000 customers in 200 days. The partnership enabled rapid growth and a secure, modern banking experience. Trust Bank offers products like credit cards, savings accounts, and insurance.
A leading full-service bank in the Gulf region
- Banking
- Large
Zafin helped a leading Gulf region bank automate its quote-to-cash process and centralize pricing for over 100 products. The bank faced... issues with decentralized pricing, manual deal negotiations, and revenue leakage. Zafin's platform enabled real-time integrations, pricing automation, and digital onboarding. The bank achieved ROI in under 12 months and saw an annual revenue uplift of over $3 million. Customer satisfaction and operational efficiency improved significantly.
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.
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.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
Stori used Emplifi Community and Listening to boost operational speed by 5x and manage over 140,000 conversations across channels. The fintech gained... 71,115 new followers in one year and improved campaign performance with real-time analytics. Emplifi helped Stori classify interactions, prioritize messages, and monitor brand sentiment. The platform enabled Stori to expand into Colombia and strengthen its digital banking brand in Latin America.
VyStar Credit Union uses Verint Open CCaaS solutions to manage customer engagement. With Verint Workforce Management, VyStar can predict and... forecast labor needs for its members. Verint Application Visualizer helps track agent desktop activity, improving efficiency and employee satisfaction. Verint Speech Analytics analyzes all customer calls for sentiment and insights. VyStar delivers better service and adapts to changing workforce and member needs.
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.
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.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Vertical IQ helped Claremont Savings Bank cut pre-call research time from over an hour to just 20 minutes. The bank uses... Vertical IQ’s industry intelligence to prepare for prospect meetings, deepen customer relationships, and improve credit analysis. Bankers feel more confident and focused, using industry-specific insights to personalize outreach and annual reviews. The credit team leverages Vertical IQ to benchmark borrowers and assess risk, supporting successful loan approvals. Localized industry data gives the bank a competitive edge in its community market.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
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.
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.
Marketing Evolution helped Regions Bank double its marketing ROI. The bank used unified, person-level measurement to analyze data from 1,500+... branches and multiple channels. Real-time insights let them optimize campaigns while they ran. Local relevance and frequency analysis improved channel efficiency. Regions Bank saw a 100% lift in incremental revenue from new checking account openings.
Vertical IQ helped Claremont Savings Bank cut pre-call research time from over an hour to just 20 minutes. The bank uses... Vertical IQ’s industry intelligence to prepare for prospect meetings, deepen customer relationships, and improve credit analysis. Bankers feel more confident and focused, using industry-specific insights to personalize outreach and annual reviews. The credit team leverages Vertical IQ to benchmark borrowers and assess risk, supporting successful loan approvals. Localized industry data gives the bank a competitive edge in its community market.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
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.
Top Stories in Banking about adoption of Live Chat software
Top 5 U.S. bank
- Banking
- Very Large
USA
Glance Cobrowse helped a top 5 U. S. bank move in-branch services online during the COVID-19 pandemic. Bankers used cobrowse...and screen share to guide customers through digital applications, including PPP loan filings. The bank added agent video so customers could see staff during transactions. This approach enabled real-time help for both retail and small business clients. The bank provided over seven billion dollars in loans using Glance’s visual engagement tools.
Stori used Emplifi Community and Listening to boost operational speed by 5x and manage over 140,000 conversations across channels. The fintech gained... 71,115 new followers in one year and improved campaign performance with real-time analytics. Emplifi helped Stori classify interactions, prioritize messages, and monitor brand sentiment. The platform enabled Stori to expand into Colombia and strengthen its digital banking brand in Latin America.
Comm100 Live Chat helped Cumberland Building Society boost customer engagement and drive new revenue. The company needed a secure, accessible... channel to reach new and existing customers. Comm100 delivered strong security, fast deployment, and easy agent training. In the first six months, live chat generated nearly £7 million in new lending. 62% of chat users said they would not have called if chat was unavailable. Customer feedback scores reached 4.7 out of 5.
Comm100 Live Chat helped Cumberland Building Society boost customer engagement and drive new revenue. The company needed a secure, accessible... channel to reach new and existing customers. Comm100 delivered strong security, fast deployment, and easy agent training. In the first six months, live chat generated nearly £7 million in new lending. 62% of chat users said they would not have called if chat was unavailable. Customer feedback scores reached 4.7 out of 5.
ADIB used Verloop. io to launch ChatBanking on WhatsApp and web. The chatbot supports 17+ Arabic dialects and English, handling...over 150,000 chats monthly. It resolved 80% of queries automatically, reducing call centre volume by 20%. This led to $2.7 million in annual cost savings. Customer satisfaction scores reached 90+ from 7,700 users, with some services hitting 95+.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
One of the UK’s largest retail banks
- Banking
- Very Large
London, UK
Glassbox helped one of the UK’s largest retail banks fix a critical form error in their online account opening process. The bank used... Glassbox’s digital experience analytics to analyze millions of digital sessions each month. They identified that special characters in customer names caused backend errors, blocking account openings. With Glassbox, the bank reduced time to analyze user struggles from one week to just 10 minutes. This led to a 4% decrease in customer login issues and significant ROI.
One of the UK’s largest retail banks
- Banking
- Very Large
London, UK
Glassbox helped one of the UK’s largest retail banks fix a critical form error in their online account opening process. The bank used... Glassbox’s digital experience analytics to analyze millions of digital sessions each month. They identified that special characters in customer names caused backend errors, blocking account openings. With Glassbox, the bank reduced time to analyze user struggles from one week to just 10 minutes. This led to a 4% decrease in customer login issues and significant ROI.
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.
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.
UserTesting helped Banco Sabadell speed up digital project launches by 50%. The bank ran over 500 usability tests in one... year. Every new digital experience had to reach a QXscore of 85 before launch. This process improved collaboration between teams and ensured high user satisfaction. Over 50% of new customers now open accounts online. UserTesting's QXscore became a key quality metric for digital banking innovation.
Cludo helped Apple Federal Credit Union improve their online member experience. Their old CMS search did not meet member needs.... Cludo's search solution made it easier for members to find information. The team used search data to refine content and add features like Quicklinks. Personalization increased member engagement and loyalty. Apple FCU now uses search insights to support member education and growth.
Workato helped ORIX Bank deploy AI agents directly into production, skipping the proof-of-concept phase. The bank automated complex workflows, saving... about 2,500 hours each year. Workato's platform connected multiple systems, letting staff focus on key decisions. In just three months, a small team launched the solution. Over 150 automations now run, handling more than a million tasks per quarter.
BayFirst Financial used SmartVault to replace risky, outdated email-based document sharing. The bank now opens and manages accounts faster with... secure, digital workflows. Employees and customers use SmartVault’s client portal and eSignature for easy, safe document exchange. Back office teams collaborate better and manage legal files without mailing zip drives. SmartVault’s security controls help BayFirst protect sensitive data and improve customer service.
Fulton Bank used Reltio Data Cloud to modernize their data management. They gained a unique customer ID and real-time entity... resolution. The platform gave them a 360-degree view of customer accounts and transactions. Secure authentication improved data privacy for call center interactions. Integration with both modern and legacy systems was easy. These changes helped Fulton Bank boost customer loyalty and drive growth.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
Family Trust Federal Credit Union
- Banking
- Medium
Rock Hill, USA
Family Trust Federal Credit Union used Lotame Analytics and DashHound insights to boost loan growth during a period of rising interest rates. By combining first-party... data with trusted sources, they developed targeted personas for precision marketing. This approach led to a 100% increase in total conversions and a 40X rise in brand awareness from the first to the second half of the year. The credit union also saw a 21% increase in loan applications and a 25% rise in new memberships in Q1 year-over-year. Persona-driven campaigns helped Family Trust better understand and engage their ideal customers.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Banking Success stories in Driving ROI and Results using Video Platform solutions
Pictet
- Banking
- Large
Geneva, Switzerland
Pictet used Brightcove's video marketing suite to improve client engagement and streamline communication. The bank needed a secure way to... share video content with financial institutions and individual investors. YouTube alone did not meet their security and analytics needs. With Brightcove, Pictet now manages all video content centrally, uses advanced analytics, and integrates with Salesforce. This helps them track who watches their videos and improve their educational content for clients.
Unitus Community Credit Union used Glia to better serve the Hispanic community in Oregon. They launched a Spanish-language virtual assistant... and expanded chat, audio, and video support in Spanish. This led to a 428% increase in Spanish chats and an 87% containment rate for the virtual assistant. The average handle time was 2.21 minutes, and the abandonment rate dropped by 8.75%. These changes made banking more accessible and helped more members get financial support quickly.
Vyond helped a Fortune 50 bank close training gaps in fraud operations and call centers. The platform met strict security... and compliance needs for high-stakes training. Vyond enabled faster policy updates, reducing training refresh cycles from weeks to days. The bank accelerated AI adoption with role-specific training. Teams now deliver secure, high-impact communications at scale, doubling per-license value as usage expanded.
SundaySky helped Red Crown Credit Union speed up video creation for member engagement. The marketing team used to spend weeks... making a single video. With SundaySky, they now produce personalized onboarding and education videos in minutes. The platform made it easy to tailor content for each member. Red Crown saw more members watching videos on mobile and learned how to improve their messaging. The team now creates more content, faster, and plans to expand video use for training and support.
Motionlab Platform helped Komerční banka reach graduating students with personalized animated videos. Each student saw their own payment history, withdrawal... locations, and custom offers. The campaign achieved an 82% finish view ratio. Komerční banka used video personalization to engage millennials about adult bank accounts. The project made it easy to deliver relevant, targeted communication.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
Banking Clients Speak: The Impact of deploying Mobile Marketing solutions
Hamkorbank
- Banking
- Large
Tashkent, Uzbekistan
InAppStory helped Hamkorbank boost in-app engagement. The bank used Stories to create a direct channel for user communication. They published... product, lifestyle, and educational content in two languages. Stories led to over 250,000 clicks and an 80% click-through rate. Nearly half of users read educational content to the end. The new format made mobile banking more interactive and trustworthy.
FNBO (First National Bank of Omaha)
- Banking
- Large
Omaha, USA
FNBO used Vibes to expand into mobile marketing and SMS customer messaging. Over 90% of credit card applicants now verify... their identity via SMS, making the process fast and easy. FNBO also sends text alerts and service announcements through Vibes, seeing strong results. The partnership with Vibes has been seamless, allowing FNBO to add more customer touchpoints. FNBO plans to grow SMS, MMS, and RCS channels further.
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.
Branch helped Nubank improve paid campaign results by unlocking mobile attribution and deep linking. Nubank used Branch to send users... directly into their app, which increased conversion rates and reduced steps for new user registration. The marketing team could test ad networks and optimize campaigns, leading to higher return on ad spend. Branch’s solution made it easy for Nubank to scale user acquisition and measure campaign performance. Nubank saw more efficient paid campaigns and better app engagement.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
LCL used LINK Mobility's RCS Business Messaging to fight fraud and build trust. The bank protects over 6 million customers... with verified messages. RCS alerts help customers spot real warnings and avoid scams. LCL's branded, interactive messages boost engagement and safety. The solution makes digital banking safer and improves the customer experience.
Banking Success stories in Driving ROI and Results using Talent Management solutions
Investec
- Banking
- Large
London, UK
HowNow helped Investec deliver personalised leadership development at scale. Investec used HowNow to centralise over 70 leadership resources for 6,600+... active users. The platform enabled modular learning, group coaching, and on-demand access to content. Leaders could track their progress and find relevant materials easily. Investec saw improved self-awareness and more vocal feedback from leaders. The program built a strong internal brand for leadership growth.
UOB used LinkedIn Marketing Solutions to grow its follower base and boost engagement across ASEAN. The bank ran always-on paid... campaigns and organic content to reach C-suite and director-level audiences. Paid campaigns drove 49% of follower growth from January to October 2022. UOB reached 1.3 million additional members for free through the network effect. Engagement rates increased 4.9 times when audiences saw both paid and organic content.
Great Southern Bank used Hirevue to speed up hiring and improve candidate experience. The bank reduced average time-to-hire from over... 40 days to 23 days. Screening time dropped by 60% for Sales and Corporate roles. Candidate satisfaction reached 87%. Nearly 40% of candidates completed assessments outside business hours. The team filled twice as many roles as the previous year using Hirevue's video interviewing and assessments.
New Hampshire Mutual Bancorp (NHMB)
- Banking
- Medium
Concord, USA
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.
15Five helped UW Credit Union cut review setup time by 70%. The old system took over 10 hours; now it... takes just 30 minutes. HR can now pull people analytics reports in seconds, not hours. Over 13,000 one-on-ones have been recorded, making employee experience consistent. Managers get real-time insights into team sentiment and performance. The platform is easy to use and drove high adoption quickly.
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.
Pyze helped CIBC improve sales productivity for 11,000 front line associates across 1,100 retail centers. CIBC lacked standardized workflows and... had no visibility into productivity blockers. Pyze was deployed in weeks to measure employee productivity and automate processes. The platform identified over 50,000 hours of productivity savings and $3M in lost productivity. CIBC also rolled out a new mobile sales channel to 300 banking associates.
Suncorp used ObservePoint to automate testing of key conversion paths. The team reduced human error by automating post-release testing. They... built dashboards to show data quality to stakeholders. Suncorp improved their analytics documentation process. These steps made it easier for Suncorp to make better data-driven decisions.
Carrefour Banco used UXCam to analyze user behavior in their Mi Carrefour Card app. The team identified friction points in... onboarding and key flows, including a non-interactive calendar icon causing user frustration. By leveraging session replays and heatmaps, they reduced rage taps by 50%. Abandonment on the affidavit screen dropped by 35%. The contract acceptance process became 4 seconds faster after design changes. UXCam helped validate user feedback and improve app usability.
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.
Comarch Corporate Banking helped Raiffeisen Bank Polska digitize trade finance processes. The bank managed a growing volume of guarantees and... letters of credit, reducing paperwork and manual approvals. After implementing the Trade finance module, Raiffeisen increased issued guarantees by 24% and profits by 23% in two years. Customers can now order guarantees and letters of credit online, saving time and effort. The solution cut the time to issue a guarantee from two days to several hours.
Second largest bank in the USA
- Banking
- Very Large
USA
Currency Alliance enabled the second largest bank in the USA to let premium credit card members redeem loyalty points for luxury rewards and travel. Customers can use... points for a wide range of partner products and services. Loyalty transaction volumes grew by nearly 300%. The bank gained valuable data on member preferences. This led to more personalized offers and higher card usage.
Loylogic helped African Bank launch a unique loyalty program in South Africa. The program rewards customers for positive financial behavior,... like improving credit scores and making payments on time. Customers earn points for using debit cards instead of costly ATM withdrawals. Loylogic provided the loyalty commerce platform, phased rollout, and advisory support. The solution focused on accessibility, inclusivity, and measurable impact for the bank's communities.
BPC helped Cake Bank launch a digital bank in Vietnam. Cake Bank targeted Gen Z and Millennials, many of whom... were unbanked. BPC’s platform enabled Cake Bank to offer a full suite of financial services. In one year, Cake Bank onboarded two million young customers. The solution was flexible and scalable for rapid growth.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
TheyDo helped Van Lanschot break down silos and boost collaboration. Teams now use journey-centric tooling to map customer journeys and... spot new opportunities. Management saw the value in aligning around customer feedback. The platform made it easy to prioritize solutions that impact both business and clients. Everyone, from peers to executives, now speaks the same language about customer experience.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
SundaySky helped Red Crown Credit Union speed up video creation for member engagement. The marketing team used to spend weeks... making a single video. With SundaySky, they now produce personalized onboarding and education videos in minutes. The platform made it easy to tailor content for each member. Red Crown saw more members watching videos on mobile and learned how to improve their messaging. The team now creates more content, faster, and plans to expand video use for training and support.
Qmatic helped Capitec Bank redesign its customer experience. The bank used Qmatic Orchestra to manage 860 branches and introduced self-service... stations with card readers. Capitec reduced wait times and improved personal service. The system enabled better staff planning and real-time insights. Efficiency improved by at least 20%.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
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.
Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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.
Banking Success stories in Driving ROI and Results using Sales Enablement solutions
HDFC Bank
- Banking
- Very Large
Mumbai, India
Vymo’s mobile app helped HDFC Bank’s SLI business unit cut turnaround time by 7x. The bank doubled customer sourcing and... saw an 85% increase in daily active users. Field sales productivity improved with automated customer acquisition and KYC processes. Sales leaders used real-time insights to make better decisions. The adoption rate of Vymo among salespeople exceeded 85%.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
A leading regional bank (Fortune 500)
- Banking
- Large
USA
Centrical helped a leading regional bank in the Midwest reduce contact center attrition by 8%. The bank used Centrical’s gamified... learning activities to engage staff and close knowledge gaps. Employees earned coins for completing challenges, redeemable for branded rewards. Voice of Customer survey scores rose by 7%, reaching their highest levels. The platform made learning fun and improved customer service performance.
Seismic helped Synchrony Financial's sales team boost productivity by 15%. Sales reps now spend 35% more time on selling activities.... The team saved 78,000 days previously lost searching for content. Seismic automated the creation of personalized sales materials. Integration with Salesforce lets reps deliver up-to-date, branded content to customers. This improved customer experience and sales effectiveness.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
SpotMe helped BNP Paribas run a series of three virtual events for 200 remote participants. The goal was to keep... clients engaged and connected during the pandemic. SpotMe provided onboarding checklists, chatbot guides, and live support. Interactive features like polling and quizzes made sessions lively. Attendees asked over 40 questions and spent an average of 1 hour and 17 minutes online.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Banking Success stories in Driving ROI and Results using Help Desk solutions
Stori
- Banking
- Medium
Mexico City, Mexico
Stori used Emplifi Community and Listening to boost operational speed by 5x and manage over 140,000 conversations across channels. The fintech gained... 71,115 new followers in one year and improved campaign performance with real-time analytics. Emplifi helped Stori classify interactions, prioritize messages, and monitor brand sentiment. The platform enabled Stori to expand into Colombia and strengthen its digital banking brand in Latin America.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Flagler Bank switched to Mvix digital signage for better customization and easy controls. The bank needed a solution that was... simple to use and could update content often. Mvix provided personalized training and ongoing support, making the transition smooth. Flagler Bank used branded images and financial news apps to engage clients and reinforce their brand. The system helped reduce perceived wait times and improved the client experience in their branches.
First Bank used Displai digital signage in 60 branches to engage customers and promote products. The screens displayed marketing materials,... news, and promotions, helping the bank connect with clients and support local businesses. Employees tracked their sales goals on live leaderboards, boosting motivation. The bank saw a 17% increase in employees hitting sales targets. Plans are in place to expand Displai to all 80+ branches.
TelemetryTV helped Vancity Credit Union deliver digital signage content to each branch. The marketing team ran improved omnichannel campaigns using... the platform. TelemetryTV enabled remote content management and targeted messaging. The solution supported device monitoring and compliance with security standards. Vancity Credit Union saw better engagement with their digital signage network.
Navori digital signage software helped Avidia Bank modernize its in-branch communications. The bank upgraded to a centralized, automated system that... delivers dynamic content and integrates live data feeds. Element and Navori enabled Avidia to display real-time Google reviews and QR codes for digital engagement. The solution reduced staff workload and improved customer engagement. Avidia Bank now enjoys a reliable, low-maintenance digital signage platform across its branches.
Observe. AI helped Central Bank automate quality assurance in its contact center. The bank increased call evaluations from 24 to...167,000 per quarter. After-call work dropped from 30 seconds to 10 seconds, saving time equal to three staff members. The team now detects fraud faster and improves agent training with searchable transcripts. Central Bank uses AI to boost agent performance and enhance customer experience.
A leading regional bank (Fortune 500)
- Banking
- Large
USA
Centrical helped a leading regional bank in the Midwest reduce contact center attrition by 8%. The bank used Centrical’s gamified... learning activities to engage staff and close knowledge gaps. Employees earned coins for completing challenges, redeemable for branded rewards. Voice of Customer survey scores rose by 7%, reaching their highest levels. The platform made learning fun and improved customer service performance.
15Five helped UW Credit Union cut review setup time by 70%. The old system took over 10 hours; now it... takes just 30 minutes. HR can now pull people analytics reports in seconds, not hours. Over 13,000 one-on-ones have been recorded, making employee experience consistent. Managers get real-time insights into team sentiment and performance. The platform is easy to use and drove high adoption quickly.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
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.
HSBC UK used Acast's podcast advertising to boost awareness of its partnership with Shelter. The campaign featured 102 dynamic host... reads on top UK podcasts, using geo-targeted and personalised messaging. This approach led to an 18% increase in brand and organisation recall. Listeners exposed to the dynamic ads were more likely to trust HSBC UK and see it as a bank for people like them. The campaign reinforced HSBC UK's message of building a better UK.
Vyond helped a Fortune 50 bank close training gaps in fraud operations and call centers. The platform met strict security... and compliance needs for high-stakes training. Vyond enabled faster policy updates, reducing training refresh cycles from weeks to days. The bank accelerated AI adoption with role-specific training. Teams now deliver secure, high-impact communications at scale, doubling per-license value as usage expanded.
Backbase migrated their global website to Webflow in just 8 weeks. A team of two managed the full transition, moving... from a restrictive CMS to a flexible, AI-ready platform. Website updates that once took 6-8 months now take days or weeks. The marketing team can launch campaigns and new content quickly, matching the pace of their AI-native banking solutions. Webflow’s analytics, localization, and compliance features empower Backbase to deliver digital experiences that reflect their brand and support regulated financial institutions.
Unitus Community Credit Union used Glia to better serve the Hispanic community in Oregon. They launched a Spanish-language virtual assistant... and expanded chat, audio, and video support in Spanish. This led to a 428% increase in Spanish chats and an 87% containment rate for the virtual assistant. The average handle time was 2.21 minutes, and the abandonment rate dropped by 8.75%. These changes made banking more accessible and helped more members get financial support quickly.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
LCL used LINK Mobility's RCS Business Messaging to fight fraud and build trust. The bank protects over 6 million customers... with verified messages. RCS alerts help customers spot real warnings and avoid scams. LCL's branded, interactive messages boost engagement and safety. The solution makes digital banking safer and improves the customer experience.
BNP Paribas BDDF Entreprises used Sociabble to help sales teams share valuable content on social media. They combined social media... training with the Sociabble platform to make it easy for busy sales professionals to access and share ready-to-use content. The platform offered 17 channels with company, third-party, and management content, available on desktop and mobile. Gamification and newsletters increased employee engagement and content visibility. With 300 users, they reached over 700,000 audience touchpoints each month.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Banking Success stories in Driving ROI and Results using Contract Management solutions
A leading Southeast Asian bank
- Banking
- Large
Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
Docusign eSignature helped ATB Financial cut simple loan processing time from 4 hours to 20 minutes. Over 90% of clients... adopted the digital signature process. All forms that can be electronically signed will be, streamlining workflows. During COVID, ATB used Docusign to deliver relief programs in 160+ communities. Electronic signature use rose 41% across all banking functions since lockdowns began.
Top 3 financial institution in Europe
- Banking
- Very Large
QuickSign enabled a top 3 European financial institution to deploy digital onboarding journeys in 7 countries using a centralized API gateway. The solution delivered... €3M+ in onboarding cost savings across 5 countries within 12 months. Go-to-market time dropped by 40%. The unified platform ensured local compliance and consistent digital identity flows. The client streamlined maintenance and reduced integration costs across Europe.
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.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
Kahoot! helped Scotiabank México boost employee engagement in product and service training. The bank achieved an 89% participation rate and... a 79% average response accuracy in Kahoot! games. Trainers used company-wide tournaments and self-paced challenges to make learning fun and competitive. Kahoot! enabled tracking of employee progress and tailored action plans for skill improvement. The platform fostered a culture of inclusive learning across all branches.
SpamTitan blocks most spam emails for Capital City Bank Group. The tool is easy to use and has a simple... design. It helps protect sensitive information and stops phishing attacks. Users almost lost data to fraudulent emails, but SpamTitan prevented these threats. The bank finds SpamTitan affordable and effective for email security.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
NatWest used Contentsquare to improve its digital banking journeys. The team found high drop-off rates in the mortgage application and... savings product pages. They used Contentsquare’s AI, heatmaps, and session replay to find friction points. By enabling auto-scroll and redesigning key pages, NatWest increased application completion rates. These changes led to more customers finishing their journeys on both web and mobile apps.
Ibexa DXP helped UmweltBank relaunch its website to improve user experience and accessibility. The old site was outdated, hard to... use on mobile, and not accessible. Ibexa DXP enabled a new information architecture, responsive design, and personalization features. UmweltBank can now quickly create new pages, reuse content, and deliver seamless experiences across channels. The new site meets regulatory and accessibility standards, supporting UmweltBank’s digital growth.
Whatfix Digital Adoption Platform helped ICICI Bank speed up onboarding for corporate customers. The platform provided step-by-step, contextual guidance and... real-time support inside the Corporate Internet Banking portal. ICICI Bank saw a 5-point improvement in corporate customer NPS and a 50% drop in IT support tickets. The solution enabled new customers to become engaged from day one. Whatfix became a key part of ICICI Bank’s customer engagement strategy.
Top Stories in Banking about adoption of Field Sales software
Raiffeisen Bank Polska S.A.
- Banking
- Large
Warsaw, Poland
Comarch Corporate Banking helped Raiffeisen Bank Polska digitize trade finance processes. The bank managed a growing volume of guarantees and... letters of credit, reducing paperwork and manual approvals. After implementing the Trade finance module, Raiffeisen increased issued guarantees by 24% and profits by 23% in two years. Customers can now order guarantees and letters of credit online, saving time and effort. The solution cut the time to issue a guarantee from two days to several hours.
Comarch Corporate Banking helped Raiffeisen Bank Polska digitize trade finance processes. The bank managed a growing volume of guarantees and... letters of credit, reducing paperwork and manual approvals. After implementing the Trade finance module, Raiffeisen increased issued guarantees by 24% and profits by 23% in two years. Customers can now order guarantees and letters of credit online, saving time and effort. The solution cut the time to issue a guarantee from two days to several hours.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
HSBC UK used Acast's podcast advertising to boost awareness of its partnership with Shelter. The campaign featured 102 dynamic host... reads on top UK podcasts, using geo-targeted and personalised messaging. This approach led to an 18% increase in brand and organisation recall. Listeners exposed to the dynamic ads were more likely to trust HSBC UK and see it as a bank for people like them. The campaign reinforced HSBC UK's message of building a better UK.
Emirates NBD used mFilterIt's AI-powered brand protection to fight digital impersonation. The bank detected and stopped over 20,000 suspicious brand... misuse cases in just a few months. mFilterIt’s system monitored threats in English, Arabic, and regional dialects. Early warning tools helped Emirates NBD keep customers safe and meet compliance needs. The solution built digital trust and protected the bank’s reputation online.
RBC used Skai Search to improve its search ad performance. The team implemented Smart Tags to automatically flag and pause... underperforming ads. This automation replaced manual reporting and saved hours of work. RBC saw a 17.5% increase in click-through rate and a 2% rise in clicks, even as impressions dropped by 13.2%. The team now spends more time on strategic planning and less on manual tasks.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
SafeGraph data helps the retail banking industry choose better locations for new branches. Banks face tough competition and need to... be accessible to customers. Public data alone is not enough for smart site selection. SafeGraph provides detailed information about businesses and demographics in each area. This data supports more informed decisions and stronger customer engagement.
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.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
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.
BNP Paribas BDDF Entreprises used Sociabble to help sales teams share valuable content on social media. They combined social media... training with the Sociabble platform to make it easy for busy sales professionals to access and share ready-to-use content. The platform offered 17 channels with company, third-party, and management content, available on desktop and mobile. Gamification and newsletters increased employee engagement and content visibility. With 300 users, they reached over 700,000 audience touchpoints each month.
Truliant Federal Credit Union hired Inseev Interactive to boost page authority for key product and educational pages. The campaign focused... on building ten high-quality backlinks per month to auto loans, mortgage loans, and checking pages, plus two Learn hub pages. Inseev used branded and non-branded link building strategies, including unlinked mentions, broken link outreach, and thought leadership. The campaign secured 35 links from unlinked mentions, 18 from broken links, and 14 from thought leadership. These targeted efforts increased page authority and organic visibility for Truliant's revenue-driving pages.
Onclusive helped a leading UK bank build a next-generation online newsroom. The bank needed better control over content and easier... ways to share financial data. Onclusive delivered a platform for real-time publishing and analytics. The newsroom unified content management and improved media engagement tracking. The bank now has full control over publishing and stronger media relationships.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
IBM Planning Analytics and Cognos helped Länsförsäkringar AB improve financial planning and reporting. The company increased planning cycles from 2... to 10 per year. Managers now use easy dashboards to analyze costs and make better decisions. Real-time data and automation support faster, more accurate forecasts. The solution enables cost control and better customer value across banking and insurance services.
Banking examples of Driving Business Value with Chatbot
A financial institution
- Banking
- Large
SmatBot automated the KYC document verification process for a large banking client. The client faced slow, manual data entry for... customer identification and compliance. SmatBot used Google OCR and AI to extract and filter data from documents in real time. This solution removed manual steps and sped up onboarding. The bank now verifies documents faster and with less effort.
Capacity helped West Community Credit Union cut phone expenses by 20% using AI deflection. The credit union launched Capacity’s Concierge,... "Jane," to answer over 90% of FAQs in 2 seconds. NPS scores rose by 10 points, and organic member growth exceeded 7%. Employees now focus on higher-level work, while "Jane" handles 2,000+ inquiries monthly and deflects 92% from staff. Asset growth increased by 40% after deploying Capacity’s platform.
Banking Clients Speak: The Impact of deploying Security solutions
Michigan State University Federal Credit Union (MSUFCU)
- Banking
- Large
East Lansing, USA
Pindrop Passport and Pindrop Protect helped MSUFCU cut authentication time by 58 seconds per call. The credit union reduced fraud... exposure by $2.57 million in one year. Member satisfaction increased by 10% after deploying Pindrop solutions. Employees reported smoother calls and higher satisfaction. Pindrop's technology also detected deepfake voices and stopped over 220 fraudulent calls. MSUFCU saved over $723,000 in annual operating costs with these tools.
Vanquis Banking Group uses OneTrust privacy management software to manage privacy compliance. The bank needed a well-rounded solution for privacy... operations. OneTrust helped automate data mapping and privacy risk assessments. The platform supports privacy governance and compliance with global regulations. Vanquis Banking Group benefits from streamlined privacy processes and improved data protection.
Banking Success stories in Driving ROI and Results using Bot Platform solutions
HDFC Bank
- Banking
- Very Large
Mumbai, India
Vymo’s mobile app helped HDFC Bank’s SLI business unit cut turnaround time by 7x. The bank doubled customer sourcing and... saw an 85% increase in daily active users. Field sales productivity improved with automated customer acquisition and KYC processes. Sales leaders used real-time insights to make better decisions. The adoption rate of Vymo among salespeople exceeded 85%.
A prominent banking group in the UAE
- Banking
- Large
UAE
Maruti Techlabs implemented a voice biometrics solution for a leading UAE bank. The bank faced slow, insecure customer authentication and... rising fraud risks. The solution used Phonexia-powered passive voiceprints for secure, password-free identification. First call resolution improved by 36%. Customer satisfaction rose by 52%. The bank now verifies callers remotely and protects sensitive data with advanced voice recognition.
Virtru Secure Share helped Platte Valley Companies protect sensitive customer data and meet strict compliance needs. The bank needed a... simple, secure way to share files and emails, especially for older customers. Virtru made encryption easy for both employees and clients, improving trust and user experience. Platte Valley avoided costly, complex alternatives like Dropbox and Office 365. With Virtru, customer data stays private and under the owner's control, supporting FDIC and NIST compliance.
PowerDMARC helped alizz islamic bank stop email spoofing and phishing attacks. The bank faced complaints from clients about fake emails... and poor email deliverability. PowerDMARC worked with the IT team to set up SPF, DKIM, and DMARC records. This improved email authentication and allowed marketing emails to reach clients. The bank restored trust in its email channel and protected customers from phishing.
How Social CRM is Delivering ROI for Banking Leaders
Standard Bank
- Banking
- Very Large
Johannesburg, South Africa
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
First Citrus Bank uses Crystal to improve sales meetings and build client relationships. The bank's sales reps use personality insights... from Crystal before every client meeting. This helps them prepare better and connect with prospects. Calls are now more engaging and reps build stronger rapport. Crystal is now required for all important client meetings at the bank.
Banking Success stories in Driving ROI and Results using Sales Intelligence solutions
UOB
- Banking
- Very Large
Singapore, Singapore
UOB used LinkedIn Marketing Solutions to grow its follower base and boost engagement across ASEAN. The bank ran always-on paid... campaigns and organic content to reach C-suite and director-level audiences. Paid campaigns drove 49% of follower growth from January to October 2022. UOB reached 1.3 million additional members for free through the network effect. Engagement rates increased 4.9 times when audiences saw both paid and organic content.
First Citrus Bank uses Crystal to improve sales meetings and build client relationships. The bank's sales reps use personality insights... from Crystal before every client meeting. This helps them prepare better and connect with prospects. Calls are now more engaging and reps build stronger rapport. Crystal is now required for all important client meetings at the bank.
AppsFlyer Protect 360 helped UnionBank save $300,000 in ad spend by blocking 30% of fraudulent mobile installs. The bank faced... high fraud rates as it expanded digital marketing, risking wasted budget. By integrating AppsFlyer, UnionBank and its partners identified and eliminated sources with high fraud. Conversion rates rose by up to 6.3%. UnionBank set a new standard for fraud prevention in mobile banking campaigns.
albo used Adjust’s Fraud Prevention Suite to fight fake installs and low-quality traffic. They switched from another attribution provider to... Adjust for better support and easier onboarding. With Adjust, albo identified fraudulent networks and shifted their budget to high-quality sources. This led to a 600% increase in conversion rate, a 16% drop in cost per acquisition, and a 70% reduction in empty installs in three months. albo now scales user acquisition more efficiently and keeps costs down.
Top Stories in Banking about adoption of SEO software
Kinsta
- Hosting
- Medium
California, USA
Kinsta used AccuRanker to track and improve their SEO performance. They needed faster keyword data, mobile and desktop tracking, and... multi-language support. AccuRanker provided daily refreshed keyword data and powerful filters. In 13 months, Kinsta grew their organic traffic by 571%. The tool became essential for their workflow and helped them gain more customers.
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.
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.
Superchat helped VR Bank Fulda gain 2,000 new customers in six months. The YoungFinance team used Superchat to reach young... people aged 18 to 30. Traditional channels like email and SMS did not work for this group. Superchat made it easy to send automated and personalized messages. The team managed all customer messages in one place and tracked results with analytics. Customer loyalty and engagement increased, and the bank now plans to expand its use of Superchat.
SmatBot automated the KYC document verification process for a large banking client. The client faced slow, manual data entry for... customer identification and compliance. SmatBot used Google OCR and AI to extract and filter data from documents in real time. This solution removed manual steps and sped up onboarding. The bank now verifies documents faster and with less effort.
Unitus Community Credit Union used Glia to better serve the Hispanic community in Oregon. They launched a Spanish-language virtual assistant... and expanded chat, audio, and video support in Spanish. This led to a 428% increase in Spanish chats and an 87% containment rate for the virtual assistant. The average handle time was 2.21 minutes, and the abandonment rate dropped by 8.75%. These changes made banking more accessible and helped more members get financial support quickly.
CHILI GraFx helped M&T Bank modernize brand operations. The bank reduced over 25,000 assets and expects to cut 450 templates... down to 75. Local teams now create content faster while keeping brand and legal control. GraFx Studio automates resizing and enforces compliance. M&T Bank now has a scalable, compliant content system for all channels.
Asset Panda helped the Canadian Bankers Association replace slow handheld barcode scanners. The mobile asset tracking app let staff scan... and update inventory from any device. This made tracking laptops, phones, and printers across three sites much easier. The team now saves about one hour a day searching for assets. Alerts and reminders help manage warranties and support contracts. Asset Panda made inventory management faster and more accurate.
InAppStory helped Hamkorbank boost in-app engagement. The bank used Stories to create a direct channel for user communication. They published... product, lifestyle, and educational content in two languages. Stories led to over 250,000 clicks and an 80% click-through rate. Nearly half of users read educational content to the end. The new format made mobile banking more interactive and trustworthy.
Liechtensteiner Landesbank (LLB)
- Banking
- Medium
Vaduz, Liechtenstein
Liechtensteiner Landesbank used Streamchartz to build a social media wall. The bank wanted to attract new clients and employees. The... social wall shares updates on monetary policy, influencers, and job openings. Streamchartz set up social walls for both Liechtenstein and Switzerland branches. This helped LLB boost its online presence and connect with followers.
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.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Macquarie Bank used MongoDB Atlas to build a real-time payments platform in just weeks. The team launched the platform two... months into the COVID-19 pandemic. They processed over 3 million transactions with no issues. MongoDB Atlas gave the team control over database resources and flexibility to run on any cloud provider. The flexible document data model helped them adapt as requirements changed.
Backbase migrated their global website to Webflow in just 8 weeks. A team of two managed the full transition, moving... from a restrictive CMS to a flexible, AI-ready platform. Website updates that once took 6-8 months now take days or weeks. The marketing team can launch campaigns and new content quickly, matching the pace of their AI-native banking solutions. Webflow’s analytics, localization, and compliance features empower Backbase to deliver digital experiences that reflect their brand and support regulated financial institutions.
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.
Progress MOVEit helped Absa cut manual task setup time by 75%. The bank unified file transfer systems across ten countries,... replacing five legacy tools. IT teams managing file transfers dropped from 60 to 9. Daily transfers scaled from 30,000 to 1.4 million with no performance issues. Absa automated over 11,000 workflows and saved millions in operating costs.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Banking Success stories in Driving ROI and Results using Community Management solutions
Standard Bank
- Banking
- Very Large
Johannesburg, South Africa
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Awin helped Banco do Brasil launch Brand Day, a one-day event with exclusive cashback offers for younger customers. The campaign drove... a 410% increase in revenue from new users and boosted marketplace traffic up to 13 times normal levels. Sales for Nike and Vivara rose by 453% and 199% respectively. Influencer partnerships and seamless digital experiences attracted digital natives. The initiative made Shopping BB a key entry point for engaging younger audiences and growing the bank’s digital ecosystem.
Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
ADIB used Verloop. io to launch ChatBanking on WhatsApp and web. The chatbot supports 17+ Arabic dialects and English, handling...over 150,000 chats monthly. It resolved 80% of queries automatically, reducing call centre volume by 20%. This led to $2.7 million in annual cost savings. Customer satisfaction scores reached 90+ from 7,700 users, with some services hitting 95+.
RBC used Skai Search to improve its search ad performance. The team implemented Smart Tags to automatically flag and pause... underperforming ads. This automation replaced manual reporting and saved hours of work. RBC saw a 17.5% increase in click-through rate and a 2% rise in clicks, even as impressions dropped by 13.2%. The team now spends more time on strategic planning and less on manual tasks.
Banking Success stories in Driving ROI and Results using Presentation Software solutions
U.S. Bank
- Banking
- Very Large
Minneapolis, USA
U. S. Bank used Shufflrr to solve presentation management problems. Employees wasted hours searching for slides and risked using outdated...content. Shufflrr centralized all assets, making updates instant and access easy. Preparing a deck dropped from five hours to five minutes, saving 737.5 hours for a 150-person team. Messaging became consistent, content approval sped up, and employee engagement increased. Shufflrr helped U.S. Bank deliver more value to customers and partners.
CHILI GraFx helped M&T Bank modernize brand operations. The bank reduced over 25,000 assets and expects to cut 450 templates... down to 75. Local teams now create content faster while keeping brand and legal control. GraFx Studio automates resizing and enforces compliance. M&T Bank now has a scalable, compliant content system for all channels.
Convene helped America First Credit Union improve board meeting security and speed up communication. The board portal worked on iPad,... Android, Windows, and Mac, making it easy for everyone to use. Features like ADFS, agenda builder, and real-time notifications saved time and money. The credit union gained full control over document access and could mark up files without hassle. Board members quickly learned the platform and stayed updated with instant alerts.
Stori used Emplifi Community and Listening to boost operational speed by 5x and manage over 140,000 conversations across channels. The fintech gained... 71,115 new followers in one year and improved campaign performance with real-time analytics. Emplifi helped Stori classify interactions, prioritize messages, and monitor brand sentiment. The platform enabled Stori to expand into Colombia and strengthen its digital banking brand in Latin America.
Banco do Brasil partnered with Cisco to unify its data center operations. The solution delivered strong network performance, improved security,... and enhanced sustainability. Cisco's technology helped Banco do Brasil streamline its infrastructure. The bank now benefits from a more robust and secure data center environment. This partnership supports Banco do Brasil's ongoing digital transformation.
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.
Davivienda Honduras used ACF Technologies' Q-Flow system to cut wait times for banking customers. After six months, 80% of clients... waited less than 10 minutes. Customers using Daviturno Web had zero wait time. Real-time alerts and reports helped staff act fast to improve service. The bank saw higher customer satisfaction and fewer complaints. New kiosk and web check-in options saved time for both clients and employees.
Banking Success stories in Driving ROI and Results using Tag Management solutions
Sicredi
- Banking
- Large
Brazil
Sicredi unified data from 116 credit unions using the Denodo Platform. The platform's logical data layer enabled faster data delivery... and self-service analytics. Sicredi improved data governance and data democratization. Data analysts now spend less time on manual ETL processes. The solution supports reporting, dashboards, and API data delivery across the organization.
Banking Clients Speak: The Impact of deploying Sales Analytics solutions
Standard Bank
- Banking
- Very Large
Johannesburg, South Africa
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
GitBook helped bunq, a digital bank, improve their public API documentation. Before GitBook, bunq struggled with a hard-to-maintain, self-hosted system.... Switching to GitBook made it easy for their team to update and share docs. The platform automated SSL certificate renewals, impressing their security team. Built-in analytics let bunq track how partners use their docs. After five years, bunq relies on GitBook for fast, simple, and secure documentation.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Major UK retail and commercial bank
- Banking
- Very Large
London, UK
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.
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
DATPROF helps ABN AMRO Bank secure privacy-sensitive test data. The bank uses DATPROF for test data masking and test data... generation. Integration with CI/CD pipelines is a key use case. The solution is easy to use and supports API-based bulk data masking. ABN AMRO expects the tool to simplify test data operations and become central to testing activities.
Banking Success stories in Driving ROI and Results using Demand Generation solutions
Kearny Bank
- Banking
- Medium
Fairfield, USA
Spinutech redesigned Kearny Bank’s website using Sitefinity CMS. The new site improved usability and navigation, making it easier for customers... to find information. Kearny Bank saw a 23% increase in sessions in the first month. Impressions rose 194% year-over-year, and non-branded impressions grew 170%. The internal team can now manage and scale the site easily, supporting growth and better customer experiences.
How Social Media Marketing is Delivering ROI for Banking Leaders
Stori - Banking - Medium
Stori used Emplifi Community and Listening to boost operational speed by 5x and manage over 140,000 conversations across channels. The fintech gained... 71,115 new followers in one year and improved campaign performance with real-time analytics. Emplifi helped Stori classify interactions, prioritize messages, and monitor brand sentiment. The platform enabled Stori to expand into Colombia and strengthen its digital banking brand in Latin America.
VyStar Credit Union - Banking - Large
VyStar Credit Union uses Verint Open CCaaS solutions to manage customer engagement. With Verint Workforce Management, VyStar can predict and... forecast labor needs for its members. Verint Application Visualizer helps track agent desktop activity, improving efficiency and employee satisfaction. Verint Speech Analytics analyzes all customer calls for sentiment and insights. VyStar delivers better service and adapts to changing workforce and member needs.
Kuveyt Turk - Banking - Large
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.
UniCredit - Banking - Very Large
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.
Bankwest - Banking - Large
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Claremont Savings Bank - Banking - Small
Vertical IQ helped Claremont Savings Bank cut pre-call research time from over an hour to just 20 minutes. The bank uses... Vertical IQ’s industry intelligence to prepare for prospect meetings, deepen customer relationships, and improve credit analysis. Bankers feel more confident and focused, using industry-specific insights to personalize outreach and annual reviews. The credit team leverages Vertical IQ to benchmark borrowers and assess risk, supporting successful loan approvals. Localized industry data gives the bank a competitive edge in its community market.
Standard Bank - Banking - Very Large
Standard Bank used Salesforce Einstein 1 Platform and Financial Services Cloud to unify customer data. The bank closed open cases... 86% faster after implementation. Customer satisfaction increased by 28%. MuleSoft enabled a new API marketplace, raising governed APIs from 0% to 70% in six months. Standard Bank improved customer service and streamlined operations with Salesforce solutions.