Financial Services: Case Studies, ROI & Implementation Examples

Valutico used CloudTalk to improve global customer support and reduce costs. The company handled over 4,400 calls and spent more... than 5,000 minutes with clients using the platform. CloudTalk helped Valutico unify communications, automate reporting, and integrate with CRM tools. The switch enabled teams to work from anywhere and boosted productivity. Customer satisfaction increased with faster, more efficient service.
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Natterbox helped Accquis improve sales efficiency and call reliability. Accquis faced problems with their old voice system, which did not... work well with Salesforce. Natterbox integrated voice calls directly into Salesforce, removing manual work and giving full call visibility. Accquis saw a 90% drop in call quality issues and a 20% increase in sales opportunities. Managers could now track all calls and coach agents better. The IT team reported fewer problems, and the sales team focused more on customers.
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Superior used Dialpad AI to replace their old phone system. They rolled out Dialpad to over 120 team members. With... AI-powered live transcriptions and sentiment analysis, they saved 20% more time on calls. Their CSAT score improved from 75% to 94% in four months. Dialpad's real-time assist cards and analytics helped agents handle 7,000–8,000 calls monthly and boosted customer satisfaction.
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Ameyo helped Motilal Oswal Securities improve operational efficiency by 15%. The company needed better customer relationship management for its large... client base. Ameyo centralized information and prioritized high net-worth individuals. Advisors used a customized CRM interface to handle calls. The solution integrated with MOSL’s Dial ‘n’ Trade platform for high uptime. Customer service and agent tracking improved across multiple sites.
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Ameyo helped Motilal Oswal Securities improve operational efficiency by 15%. The company needed better customer relationship management for its large... client base. Ameyo centralized information and prioritized high net-worth individuals. Advisors used a customized CRM interface to handle calls. The solution integrated with MOSL’s Dial ‘n’ Trade platform for high uptime. Customer service and agent tracking improved across multiple sites.
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Ameyo helped Motilal Oswal Securities improve operational efficiency by 15%. The company needed better customer relationship management for its large... client base. Ameyo centralized information and prioritized high net-worth individuals. Advisors used a customized CRM interface to handle calls. The solution integrated with MOSL’s Dial ‘n’ Trade platform for high uptime. Customer service and agent tracking improved across multiple sites.
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Ameyo helped Motilal Oswal Securities improve operational efficiency by 15%. The company needed better customer relationship management for its large... client base. Ameyo centralized information and prioritized high net-worth individuals. Advisors used a customized CRM interface to handle calls. The solution integrated with MOSL’s Dial ‘n’ Trade platform for high uptime. Customer service and agent tracking improved across multiple sites.
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Access Bank used Avaya technology to modernize customer and employee experiences. The bank reduced voice response time from nearly 3... minutes to 30 seconds. Email response time dropped from 144 hours to under 7 hours. First call resolution improved to 74%. Access Bank integrated voice biometrics, conversational AI, and video banking for secure, inclusive service. The hybrid cloud system helped scale operations and improve customer satisfaction scores.
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Access Bank used Avaya technology to modernize customer and employee experiences. The bank reduced voice response time from nearly 3... minutes to 30 seconds. Email response time dropped from 144 hours to under 7 hours. First call resolution improved to 74%. Access Bank integrated voice biometrics, conversational AI, and video banking for secure, inclusive service. The hybrid cloud system helped scale operations and improve customer satisfaction scores.
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Access Bank used Avaya technology to modernize customer and employee experiences. The bank reduced voice response time from nearly 3... minutes to 30 seconds. Email response time dropped from 144 hours to under 7 hours. First call resolution improved to 74%. Access Bank integrated voice biometrics, conversational AI, and video banking for secure, inclusive service. The hybrid cloud system helped scale operations and improve customer satisfaction scores.
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Talkdesk helped Nassau Financial Group cut average handle time by 90 seconds. The company also reduced transfer rates by 4.5%.... Nassau used Talkdesk Autopilot to add new communication channels and self-service options. This improved customer satisfaction and allowed more personalized service. The solution supports retirement planning and customer engagement goals.
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SumUp used Five9 to improve customer experience. They deployed voice and IVA solutions in many languages. Automated workflows helped increase... self-service. SumUp achieved 50% call containment. They saved 23% in costs with IVA compared to agents. Self-service increased by 10% in the first year.
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Ozonetel’s CX platform helped AngelOne handle over 40,000 calls daily and up to 1,340 calls at once. The solution improved... first contact resolution to 80% and boosted customer satisfaction by 60%. Self-service IVR automated up to 40% of calls, cutting wait times and reducing abandonment rates by 58%. Average handle times dropped by 25%, and agent attrition fell to one-fourth the industry average. Deep Salesforce integration enabled personalized support and seamless remote work for 650+ agents.
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VMware Cloud Foundation helped National ITMX process 2,600 transactions per second. The company modernized its data center with a private... cloud. This allowed for better scalability and automation. National ITMX reduced operational costs and freed up its IT team. The platform can scale to 10,000 transactions per second. The solution supports Thailand’s cashless payment growth.
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SharpenCX helped Five Star Credit Union quickly replace their previous call center system to support 54,000 members. The solution enabled... smooth implementation and fast support for over 30 agents. Performance Tiles let agents track goals and improve service quality. Managers used real-time data to coach teams and boost agent confidence. Five Star expanded SharpenCX to more departments in just one week, improving both customer and agent experiences.
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Nixxis Contact Suite helped Intrum, a leading debt collection company, boost productivity. Intrum switched to the cloud version for more... agility and better management of calls, emails, and admin tasks. The solution enabled Intrum to coordinate activities across multiple countries and sites. Intrum saw a 25% higher response rate and a 30% increase in calls per person per day. Invalid numbers are now detected systematically, and workforce management reporting improved.
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CallMiner helped USCB America ensure 100% compliance in patient conversations. Before using CallMiner, USCB America struggled to give timely feedback... to employees and keep calls compliant. With CallMiner, they improved operations and cut employee onboarding and training time by 50%. The solution made it easier to monitor calls and boost internal efficiency. USCB America now delivers better results for healthcare clients.
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Tavex used Qminder to manage customer queues at their busy Copenhagen Central Station location. The system helped Tavex recognize peak... times and improve staff allocation. Qminder made the customer experience more personal and convenient. Staff found the system easy to use, with simple setup and no special training needed. Tavex now uses data from Qminder to spot bottlenecks and boost service quality.
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8x8 helped Cetera Financial Group connect over 40 locations after a major acquisition. Cetera needed to unify communications and enable... remote work for its advisors. 8x8 delivered a fast, smooth migration and easy integration with Cisco. Advisors now use 8x8 for chat, text, voice, and video from anywhere. Cetera reports improved flexibility, strong support, and better user experience.
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8x8 helped Cetera Financial Group connect over 40 locations after a major acquisition. Cetera needed to unify communications and enable... remote work for its advisors. 8x8 delivered a fast, smooth migration and easy integration with Cisco. Advisors now use 8x8 for chat, text, voice, and video from anywhere. Cetera reports improved flexibility, strong support, and better user experience.
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Optimizely helps re:member deliver a seamless digital experience to 2 million customers across Scandinavia. re:member uses Optimizely's content management system... to personalize content and optimize engagement for both mobile and desktop users. The platform enables targeted messaging based on customer behavior and product interest. re:member highlights the value of responsive design and easy-to-use CMS features. The result is a more relevant, transparent, and user-friendly online experience for financial services.
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Docupilot helped Billwerk+ automate contract generation. Manual data entry and slow workflows caused delays and errors. Docupilot integrated with Billwerk+’s... systems and DocuSign, automating PDF creation and e-signature. The team now saves about 15 minutes per application. Accuracy improved and onboarding is faster. Billwerk+ can focus more on product innovation, not admin tasks.
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NetDocuments helped FM Financial boost productivity and efficiency. The company needed a secure, cloud-based document management system. NetDocuments offered strong... security, seamless Office 365 and Salesforce integrations, and an easy user experience. FM Financial now creates documents faster and plans to consolidate redundant tools. The intuitive platform made work easier for their team.
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Templafy helped Cofidis Retail improve brand consistency and speed up presentation creation. Employees struggled to follow brand guidelines and use... PowerPoint effectively. With Templafy, they now access templates, images, and a library of top presentations directly in PowerPoint. This makes communication clearer and more on-brand. Employees work faster and produce higher-quality materials that always meet brand standards.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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Storyblok helped money. com.au double their turnaround time for content changes. The team moved from a slow, developer-dependent setup to...a flexible CMS. Content editors now manage pages and campaigns without waiting for developers. SEO rankings improved after switching to Storyblok. The company can quickly launch new products and maintain brand consistency.
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Green Dot used iText Core and pdfHTML to generate dynamic PDF statements from HTML templates. The team needed a solution... that worked with .NET and supported HTML/CSS for easy customization. After testing several PDF libraries, iText stood out for its performance and integration. Green Dot now creates about 80 million statements each year using iText. The integration was smooth, and the team is happy with the results.
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Green Dot used iText Core and pdfHTML to generate dynamic PDF statements from HTML templates. The team needed a solution... that worked with .NET and supported HTML/CSS for easy customization. After testing several PDF libraries, iText stood out for its performance and integration. Green Dot now creates about 80 million statements each year using iText. The integration was smooth, and the team is happy with the results.
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VisibleThread helped Sun Life improve content clarity for 6,000 users across 53 teams. The company used VT Writer and VT... Insights to automate content scoring and ensure plain language in client communications. After a 6-month pilot, Sun Life saw strong ROI and rolled out the solution enterprise-wide. The impact included a 19% drop in help desk calls and a 23% reduction in clarification queries. Sun Life now produces clearer, more consistent messaging and tracks writing improvements across the organization.
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DNB Luxembourg used Lasernet and Autoform DM to modernize their portfolio reporting. They replaced legacy systems to handle more customer... assets and reduce maintenance costs. Lasernet generates high-quality portfolio statements and archives them for private banking clients. The solution supports secure delivery by print or email and instant access via the TCIB portal. DNB also uses the system for all core documentation, improving efficiency and compliance.
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DNB Luxembourg used Lasernet and Autoform DM to modernize their portfolio reporting. They replaced legacy systems to handle more customer... assets and reduce maintenance costs. Lasernet generates high-quality portfolio statements and archives them for private banking clients. The solution supports secure delivery by print or email and instant access via the TCIB portal. DNB also uses the system for all core documentation, improving efficiency and compliance.
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Qredits used Salesforce Experience Cloud to build a digital community for its customers. Before, Qredits struggled to fill training sessions... and relied on manual emails and spreadsheets. With the new platform, customers can view loans, register for courses, and chat with coaches in one secure place. Participation in training programs increased, and communication is now easier and safer. The platform also supports users in the Caribbean with local adaptations.
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NMI helped Wind River Financial improve payment processing for their merchants. Wind River needed a robust platform to address customer... pain points and speed up onboarding. With NMI, they saw a 25% increase in transactions and a 10% rise in customer satisfaction. NMI’s features like ChipDNA Cloud and Collect.js made integration easy for ISVs. Wind River now wins more business and delivers better service to their clients.
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Toolyt’s mobile CRM helped SK Finance Ltd cut loan disbursement time from 27 days to 9 days. The company reduced... turnaround time by 64.5%. Loan disbursements increased by 86.1%. Manual processes were replaced with sales automation. SK Finance streamlined onboarding and operations using Toolyt.
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Front helped Lydia cut their customer support response time from 13 hours to 5 hours. Now, 70% of Lydia’s 6... million users get replies in under 1 hour. Lydia’s support team uses Front’s shared inboxes, auto-tagging, and message templates to manage 80,000 monthly messages. Collaboration features let teams escalate and resolve issues faster, even while working remotely. Lydia’s customer satisfaction rating reached 93% after switching to Front.
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NetHunt CRM helped Agave Lab, a venture capital firm in Mexico, manage investor relations and candidate data. Agave Lab needed... a CRM that worked inside Gmail to track deals and streamline hiring. NetHunt integrated directly with Gmail, making it easy to organize contacts and conversations. The CEO could segment contacts and send updates without leaving Gmail. Only two team members needed the CRM, but it simplified workflows for the whole company.
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Gedys CRM software helps DZ CompliancePartner manage projects and helpdesk tasks. The company supports over 700 banks in Germany with... compliance services. Employees use the CRM for scheduling and project overviews. The Service and Project modules meet all their needs. This improves service for affiliated banks.
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Canopy Technology used Nextiva Contact Center to build a new sales team and increase revenue. The platform let Canopy reach... customers on any channel they prefer. Canopy created an outbound communications strategy to connect with clients. Nextiva’s Salesforce integration and automation features helped Canopy centralize support and improve service. Canopy now delivers a safer, more flexible banking experience for its customers.
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Alore helped a Malaysian fintech company find product-market fit. The client had 50 employees and wanted to reach new markets.... Alore ran targeted email campaigns to 1,720 prospects over three months. They started 92 conversations and generated 22 qualified leads. Alore's research and messaging helped the client connect with high-value prospects.
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E78 Partners used CRMJetty Salesforce partner portal to fix manual document sharing. They needed better control and visibility for partners... and managers. The portal gave them role-based dashboards and secure sharing from SharePoint. Now, all document views and downloads are tracked in CRM. E78 Partners can capture leads and run events in the portal. Managers get full insight into partner activity and productivity.
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HubSpot helped Yubi increase meetings booked by 400%. Before HubSpot, Yubi struggled with limited sales and marketing visibility and slow... lead follow-up. HubSpot forms enabled better demand capture and faster engagement. Automated drip campaigns improved lead nurturing. Lead conversion rates rose by 50% and follow-up time dropped from 10 days to 2 days.
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HubSpot helped Yubi increase meetings booked by 400%. Before HubSpot, Yubi struggled with limited sales and marketing visibility and slow... lead follow-up. HubSpot forms enabled better demand capture and faster engagement. Automated drip campaigns improved lead nurturing. Lead conversion rates rose by 50% and follow-up time dropped from 10 days to 2 days.
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Home Credit Philippines uses Sociality. io to manage social media publishing and analytics. The marketing team values the easy-to-use dashboard...and calendar, which help them plan daily, weekly, and monthly content. The switch from another tool was driven by Sociality.io’s simple analytics and publishing features. The platform supports a team focused on creative content and influencer management. Home Credit Philippines has over 8,000 employees in the country.
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Interactions IVA helped a Fortune 50 financial services company handle millions of cardholder inquiries. The AI-powered assistant automated 40% of... resolutions and managed 90% of interactions, saving $6.6 million each year. The solution reduced same-day callbacks by 20% and saved 50% more time compared to competitors. The IVA processed nearly 15 million calls and improved customer satisfaction to a 4.68 out of 5 CSAT score.
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Brand24 helps XTB track its online reputation and analyze customer sentiment. XTB uses Brand24's AI features to spot trends and... measure marketing impact. The platform lets XTB monitor competitors and adjust campaigns quickly. XTB saw a 60% increase in new clients and a 69% rise in active users in one year. Brand24's data-driven insights help XTB stay ahead in online trading.
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SentiOne voicebot helped KRUK, a leader in debt management, reduce call center volume by 23%. The bots handled all incoming... requests, verifying and authorizing client data, and managing debt status inquiries. More complex cases were sent to the customer service team. This automation shortened wait and servicing times. KRUK reported no bugs or outages and plans to expand bot coverage.
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Oktopost helped Beyond Bank transform its social media strategy. The bank moved from reactive service to proactive engagement. With Oktopost... and Marketo integration, Beyond Bank grew its follower count by 17% and boosted engagement by 271% in nine months. Employee advocacy on LinkedIn drove most of the growth. The platform enabled the marketing team to manage social media together and scale their efforts.
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Stori used Emplifi’s Community and Listening tools to manage over 140,000 conversations and grow by 71,000 followers in one year. The fintech company... achieved a 5x increase in operational speed, freeing up time for brand-building and regional expansion. Emplifi’s real-time analytics helped Stori identify cultural moments, optimize campaigns, and improve customer engagement across Latin America. Stori’s social team now tracks sentiment, benchmarks performance, and responds faster to users. These improvements support Stori’s goal to lead digital banking in the region.
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Global Payments used Dataminr Pulse to improve detection and management of third-party cyber risks. The team needed faster alerts for... zero-day vulnerabilities and leaked credentials. Dataminr Pulse gave them real-time visibility into threats across their supply chain. The solution helped them notify vendors of issues before they became public. Dataminr’s ReGenAI feature provided concise, real-time briefs for better situational awareness.
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Feedly Market Intelligence helped S-Communication Services support over a dozen product teams with global market insights. One employee using Feedly... can do the work of six researchers. The team now shares 50 to 250 ideas in product discovery workshops. They achieved 95% cost savings compared to hiring consultants. Feedly enabled a bottom-up innovation culture and continuous idea generation.
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HubSpot helped Yubi increase meetings booked by 400%. Before HubSpot, Yubi struggled with limited sales and marketing visibility and slow... lead follow-up. HubSpot forms enabled better demand capture and faster engagement. Automated drip campaigns improved lead nurturing. Lead conversion rates rose by 50% and follow-up time dropped from 10 days to 2 days.
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Jupiter Money used Locobuzz's AI-powered customer experience platform, built on AWS, to unify support across social media, app reviews, and in-app channels. The company faced... fragmented customer inquiries and slow, inconsistent responses. Locobuzz integrated Amazon Bedrock for AI-driven response suggestions, semantic search, and intelligent routing. As a result, Jupiter Money achieved an 88% first-contact resolution rate and reduced first-level response times to 20 minutes. The solution improved customer satisfaction and reduced operational costs.
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Contify News APIs helped a global fintech payments and forex app boost user engagement. The app delivered personalized, contextual news... on niche topics like RegTech and cryptocurrency. Contify enabled real-time, time-zone specific alerts and included visual content to increase engagement. Session intervals dropped by 32%. Average session length doubled. Over 100 news updates were delivered each hour.
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Afterpay partnered with Rakuten Advertising and a luxury beauty brand to reach new audiences using buy-now-pay-later solutions. The goal was... to increase net new customers by 50% and exceed incremental sales targets by 75%. The partnership delivered a 182% increase in incremental sales. Over half of all sales came from new customers. Afterpay became the number three revenue partner for the beauty brand. This case highlights the impact of BNPL and affiliate marketing for customer acquisition.
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G2 helped Kolleno, a financial operations startup, achieve 10x more closed-won opportunities. Kolleno used G2 to build brand trust, attract... high-quality leads, and showcase customer reviews. 20% of G2 website visitors requested demos, and 80% of inbound leads from G2 became qualified sales opportunities. G2 influenced over half of Kolleno’s sales pipeline, driving rapid growth and credibility in a competitive market.
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Equiam used People Data Labs to improve their private market investing model. They needed high-quality, comprehensive talent data to evaluate... companies. People Data Labs provided the data to fill gaps and track employee trends. This helped Equiam add new signals to their investment process. The partnership gave Equiam a stronger competitive edge in finding investment opportunities.
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Trendemon helped Payoneer increase their blog's conversion rates by 145%. Payoneer used Trendemon to deliver personalized content recommendations and calls... to action. The solution enabled Payoneer to track and optimize business goals across their multilingual blog. Trendemon provided insights into top-performing content and traffic sources. This allowed Payoneer to make better decisions and maximize their content marketing ROI.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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Public Spend Forum used its Rapid Sprint workflow to help a venture capital firm map the counter-UAS technology market. The firm wanted... to find early-stage C-UAS companies for investment. PSF defined seven key technology categories and ranked companies using VendorMatchTM and SpendMatchTM. They mapped 303 technology providers and tracked 101 award-winning startups. The firm gained a clear view of market trends and high-potential investment targets.
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Klue helped DailyPay boost its competitive win rate and drive triple-digit year-over-year revenue growth. DailyPay’s Market Strategy team needed better... technology to manage competitive insights as their market grew to over 30 competitors. Klue enabled real-time sharing of competitive intelligence, integrated with DailyPay’s CRM and sales tools, and centralized insights for all teams. Adoption reached 92% among Sales and Client Success teams, making Klue a core part of onboarding and training. The Competitive Enablement program now supports cross-functional collaboration and strategic initiatives.
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Supermetrics' Data Activation Platform helped the automotive finance branch of a major financial services company in Thailand. The team used... personalized messaging and second-party car model data to target Facebook users. This approach led to a 465% increase in car loan leads. The cost per lead dropped by 84%. Centralized campaign management made marketing more efficient.
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Innervate helped LendingTree automate and scale creative testing for digital ads. Before Innervate, LendingTree ran manual experiments, limiting speed and... volume. With Innervate, they doubled or tripled the number of tests and achieved a 66% lift in a key experiment. The platform enabled granular targeting by device, browser, and user data. LendingTree now finds winning ad creatives faster, boosting ROI and financial performance.
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LinkSquares helped Esusu speed up sales agreements and automate contract reporting. Esusu’s legal team saved five hours per week finding... legacy contracts. Contract turnaround time dropped by two days. Reporting features saved about 10 hours per month. Integrations with Salesforce and DocuSign let teams manage contracts without leaving their main tools. Esusu gained real-time visibility and improved compliance in a highly regulated industry.
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Concord helped PAAY, a fraud protection provider, replace its outdated contract system. PAAY needed AI-powered contract redlining, audit trails, and... fast data extraction from scanned PDFs. Concord's platform enabled real-time negotiation, automated audit trails, and seamless HubSpot integration. PAAY now saves hours on manual data entry and gets automated renewal alerts. The team can upsell more deals and capture more revenue with minimal training.
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Aavenir Invoiceflow automated invoice management for a leading investment venture. The company processed over 15,000 invoices yearly and faced slow,... manual workflows. Aavenir's AI-driven solution on ServiceNow enabled 85% zero-touch review and 85% improvement in first-time-right invoice processing. Employee productivity increased by 80%. The accounts team gained real-time invoice status and reduced manual errors.
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Aavenir Invoiceflow automated invoice management for a leading investment venture. The company processed over 15,000 invoices yearly and faced slow,... manual workflows. Aavenir's AI-driven solution on ServiceNow enabled 85% zero-touch review and 85% improvement in first-time-right invoice processing. Employee productivity increased by 80%. The accounts team gained real-time invoice status and reduced manual errors.
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Contractify helps Pitchdrive manage contracts for start-ups. Pitchdrive uses Contractify's data room to keep all legal documents in one place.... The platform sends reminders for contract deadlines, like maturity dates. This helps Pitchdrive avoid missing important tasks. The team can assign follow-up tasks to colleagues. Pitchdrive saves time and reduces legal hassle with Contractify.
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Pramata helped Intercontinental Exchange (ICE) digitize decades of contracts into one system. ICE faced challenges with scattered documents and slow... access to contract terms. Pramata’s platform made it easy to find contracts, track renewals, and use historic terms in negotiations. Legal and business teams now answer questions faster and avoid missed renewals. ICE gained a central place to manage contracts and improved negotiation outcomes.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Plaid used Ironclad to manage contracts and soon saw more value. The team customized Ironclad to handle third-party risk management.... They built workflows for onboarding, renewals, and vendor terminations. Ironclad helped automate risk assessments and centralize communication. Plaid improved collaboration and reduced costs by using Ironclad for both contract and risk management.
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Liberty Tax uses Emma to manage email marketing for over 2,000 franchise locations. The company needed a simple, scalable solution... to keep brand messaging consistent across all locations. Emma’s platform enabled easy onboarding, zero downtime during migration, and provided templates and training for franchisees with little marketing experience. Liberty Tax now plans to use Emma’s automation and segmentation features to deliver more targeted campaigns.
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Essentia Analytics used Rocketseed to boost their brand image in every email. They added banners to highlight thought leadership, podcasts,... and events. This increased website traffic and engagement. Rocketseed gave them consistent branding, social media links, and secure, compliant signatures. Feedback on the banners and engagement data was very positive.
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MEAG used Inxmail to automate its fund price newsletter. Before, staff updated fund data manually, which took a lot of... time. Now, a custom content app in Inxmail sends personalized updates to investors based on their choices. The process is automatic and error-free. Employees now focus more on editorial work and investor communication. Subscriber numbers are rising, showing the value of the new service.
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LocaliQ helped Nelson Financial Planning boost their online presence. The company saw a 27% increase in clicks to their site... from SEO. Social media post link clicks jumped by 302%. Organic impressions from SEO rose by 54%. LocaliQ’s dashboard let them track calls, forms, and emails, making it easier to see marketing results. The team valued having dedicated experts for each part of their strategy.
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Internet marketing ninjas helped a self-directed IRA company grow its online reach. The company used content creation, link building, infographics,... and SEO consulting. Website traffic rose from 3,000 to 28,000 in 11 months. The client helps people manage retirement funds. The results show strong growth from digital marketing services.
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Q-assign by Ortoo helped OppFi automate the assignment of hundreds of daily loan applications. The platform ensured fair and equal... distribution of work to agents, meeting strict SLA requirements. Dynamic assignment rules and automated re-assignment improved conversion rates across all loans. Agents received balanced workloads, increasing motivation and opportunity. OppFi praised Ortoo for responsive support and effective automation.
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Knak helped Vanguard cut email build time by 59%. Teams now create assets in just 8.8 minutes on average. Vanguard... automated co-branded emails for hundreds of retirement plan sponsors. The no-code platform centralized marketing creation and improved governance. Modular asset libraries enforce consistency. AI tools are now integrated into Vanguard’s content supply chain.
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Pinpointe helped First National Capital Corporation (FNCC) replace an expensive marketing automation tool. FNCC used Pinpointe’s send-on-behalf feature to run... campaigns for 20 sales reps. One part-time marketer managed all email marketing, tracking, and reporting. FNCC generated $70M in revenue and $2M in gross profit with Pinpointe. Marketing expenses dropped by $52,000 and funded 16 new projects.
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Mailjet's API is central to Digidor's online marketing platform for finance and insurance. Digidor uses Mailjet to offer white-label email... marketing features to clients. The dedicated Customer Success Manager from Mailjet supports implementation. This lets Digidor focus on its core strengths. Digidor delivers strong email marketing tools from one source.
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Tipalti used Hushly to boost lead generation. They saw a 597% increase in leads. The company achieved a 400% return... on investment. Hushly helped Tipalti improve marketing results. The solution focused on content engagement and lead conversion. Tipalti gained more qualified leads for their business.
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Piggo used LeadsBridge to improve their Facebook Ads campaigns. They wanted to lower their Customer Acquisition Cost and get more... app installs. With LeadsBridge, Piggo cut their Customer Acquisition Cost by 300%. Their ROI increased by 150%. The company had never seen such strong results before.
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Poptin helped Kolleno increase website engagement with pop-ups. Kolleno wanted more visitors to sign up for webinars and download e-books.... Before Poptin, they relied only on intuitive website design. After using Poptin, Kolleno saw a 7% increase in visitor-to-lead conversions. The team liked Poptin’s customizable and interactive pop-ups. They plan to use more A/B testing and targeting features in the future.
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Capital One uses direct mail marketing to attract new customers. They segment audiences with data analytics and send personalized offers.... Each mail piece features custom content and eye-catching design. Incentives like sign-up bonuses and cashback are included. Tracking tools measure response and conversion rates. These strategies have increased customer acquisition and brand awareness.
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LinkedoJet helped Lean Green Lead Machine (LGLM) automate LinkedIn outreach to independent financial advisors. LGLM struggled with manual outreach and... ineffective tools before switching to LinkedoJet. In just three weeks, LGLM booked multiple new demos and saw a significant increase in business revenue. LinkedoJet provided easy setup, personalized campaigns, and robust reporting. The tool enabled LGLM to scale lead generation and manage multiple accounts efficiently.
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Sopro helped Coface, a global credit insurer, generate 1,200 high-quality B2B leads. Coface needed to boost lead generation and ROI... while saving internal resources. Sopro provided industry-specific data and personalized outreach, reducing admin work for the sales team. This allowed Coface to focus on selling and reach major companies they struggled to engage before. The campaign delivered strong business growth and impressive ROI.
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MVF helped Pixxles, a payment solutions provider, scale fast and boost brand awareness. Pixxles wanted to grow their sales pipeline... and attract new business. MVF delivered high-quality leads and adapted marketing campaigns to meet growth targets. Regular calls and close support ensured lead volumes matched Pixxles' needs. As a result, Pixxles increased new business numbers and hit ambitious growth goals.
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CIENCE helped WEX, a global financial technology company, launch its first outbound sales campaign. WEX needed to boost sales of... its Chevron and Texaco fuel cards and free up its sales team to focus on closing deals. CIENCE designed and executed a targeted outbound strategy, booking over fifty qualified appointments for WEX. The campaign also delivered valuable market data and improved sales team agility. WEX praised CIENCE for strong communication and seamless collaboration.
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Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales... teams gained real-time visibility into their earnings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.
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Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales... teams gained real-time visibility into their earnings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.
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Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales... teams gained real-time visibility into their earnings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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Plecto dashboards helped Nets increase annual customer reach by 50%. The Nordic Outbound Retention Team used Plecto to visualize performance... and boost motivation. Real-time insights let agents track their progress and improve call efficiency. The team grew from reaching 2,000 to 3,000 customers per month. Plecto also simplified reporting and enhanced manager oversight. Employee engagement and customer satisfaction improved as a result.
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Dynatrace gave Virgin Money full observability across all digital systems in just two days. The bank's small IT team managed... many systems with manual tools, leading to slow, reactive troubleshooting. Dynatrace's AI-powered platform auto-instrumented services and provided a single source of truth. Teams now spend much less time fixing issues and collaborate better. Virgin Money saves hours on troubleshooting and improves customer journeys.
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Cielo used TeamViewer Tensor to manage and support over 4,200 devices remotely. The company needed secure, centralized control for a... high volume of daily payment transactions. TeamViewer Tensor enabled remote access, device inventory, and strong security with SSO and Azure Active Directory integration. A team of 50 IT experts supports all employees, boosting productivity and customer satisfaction. Cielo now prevents unauthorized access and ensures safe remote sessions.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Optimizely helps re:member deliver a seamless digital experience to 2 million customers across Scandinavia. re:member uses Optimizely's content management system... to personalize content and optimize engagement for both mobile and desktop users. The platform enables targeted messaging based on customer behavior and product interest. re:member highlights the value of responsive design and easy-to-use CMS features. The result is a more relevant, transparent, and user-friendly online experience for financial services.
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Corefactors CRM helped Knab Finance automate lead assignment and improve agent productivity. The company moved from spreadsheets to a centralized... CRM for partner onboarding. They gained full visibility into partner journeys and call performance. Within a month, Knab Finance empaneled 100 partners and reached over 1,000, their best result in years. The CRM enabled faster loan processing and better compliance. AI-powered call intelligence and sentiment analysis improved agent coaching.
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Standard Life used Aprimo Digital Asset Management and Productivity Management to improve marketing operations. They needed to update content quickly... after mergers and ensure compliance with strict UK regulations. Aprimo gave them a single place to manage approved content and automate processes. The platform made audits easier and helped catch regulatory issues early. Standard Life now delivers compliant, high-quality marketing content faster.
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Standard Life used Aprimo Digital Asset Management and Productivity Management to improve marketing operations. They needed to update content quickly... after mergers and ensure compliance with strict UK regulations. Aprimo gave them a single place to manage approved content and automate processes. The platform made audits easier and helped catch regulatory issues early. Standard Life now delivers compliant, high-quality marketing content faster.
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LocaliQ helped Nelson Financial Planning boost their online presence. The company saw a 27% increase in clicks to their site... from SEO. Social media post link clicks jumped by 302%. Organic impressions from SEO rose by 54%. LocaliQ’s dashboard let them track calls, forms, and emails, making it easier to see marketing results. The team valued having dedicated experts for each part of their strategy.
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Ideagen WorkRite helped National Australia Bank (NAB) London achieve 100% compliance with UK HSE regulations. The bank automated DSE administration... and onboarding, saving time and reducing manual work. Support queries dropped as employees received instant ergonomic recommendations. Staff wellbeing and satisfaction improved with comprehensive training. NAB London avoided fines and office closures by meeting all regulatory requirements.
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HubSpot helped Yubi increase meetings booked by 400%. Before HubSpot, Yubi struggled with limited sales and marketing visibility and slow... lead follow-up. HubSpot forms enabled better demand capture and faster engagement. Automated drip campaigns improved lead nurturing. Lead conversion rates rose by 50% and follow-up time dropped from 10 days to 2 days.
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Suncorp used IntelligenceBank to automate and streamline its marketing compliance processes. The platform enabled Suncorp to digitize creative approvals, simplify... file sharing, and ensure regulatory compliance across multiple brands. Suncorp's marketing and legal teams collaborated to build a custom compliance review tool, improving efficiency and accountability. The solution standardized campaign briefs, reduced manual work, and empowered teams to self-assess creative content. Suncorp now manages legal disclaimers and risk assessments more easily, supporting better creative outcomes and faster campaign delivery.
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Addepar used Continu to build a strong learning culture during rapid growth. The company replaced a legacy platform with Continu... to boost engagement and automate training. With features like Slack and Google Calendar integration, Addepar improved workshop attendance and saved 112.5 admin hours. Content views rose by 200% and content creation increased by 40%. Addepar now uses Continu for onboarding, manager resources, and certification programs.
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Money Management Institute used D2L Brightspace to launch the MMI Learning Hub. The platform supports executive and early-career training for... over 200 member firms. Engagement rates in the Executive IQ program reached up to 99%. The Leadership Pathway program saw engagement rise from 46% to 87%. MMI now delivers personalized, secure, and scalable professional development in financial services.
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BeaconLive helped Rhode Island Housing train and certify hundreds of users online. The platform replaced manual, in-person training with live... and on-demand webinars. Rhode Island Housing now tracks certifications and delivers role-based training modules. They reach up to 10,000 attendees for product launches and meetings. The solution reduced administrative overhead and improved compliance. Customer service from BeaconLive is rated as the best in the industry.
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Open LMS helped Caja Sullana train over 2,000 staff online. The platform removed physical barriers and enabled remote learning across... 77 locations. Staff could access training anytime, improving professional growth and customer service. Online tools like surveys and video conferences boosted engagement. Caja Sullana now tracks training metrics and plans to expand its eLearning program.
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Xceptor used Gainsight CS and Staircase to improve customer success operations. They replaced manual processes with AI-powered workflows. This change... saved the team about three hours each day. Customer engagement doubled after using the new system. The team now talks to clients twice as much. Gainsight helped Xceptor scale customer engagement and save time.
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Rockstar Learning Platform helped Hoopis Performance Network deliver sales training and leadership development to financial professionals in over 25 countries. HPN used the... platform to publish 5-8 new training pieces monthly for 12 years. The platform supports 8 languages and serves over 50,000 subscribers. In 2020, users viewed content 600,000 times and enrolled in nearly 50,000 courses. Managers value the platform's flexibility, security, and easy integration for global training.
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Stripe used Intellum to improve education for its users. The challenge was to scale learning and show business impact. Intellum... provided an AI-driven LMS and analytics tools. Stripe used these to measure learning results. The solution helped Stripe prove the value of education to the business.
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Taxfix used the Scanbot Document Scanner SDK to improve its mobile tax return app. Before, users uploaded photos that often... failed OCR checks, causing delays and higher costs. With Scanbot SDK, Taxfix integrated high-quality scanning and automatic cropping. This made document capture easier and more accurate. The result was faster turnaround times, lower operational costs, and a better user experience for Taxfix customers.
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Ebury moved 27,000 businesses' money across 40 countries but struggled with 30 separate WordPress sites. They switched to Webflow, consolidating... their brand and giving local teams control. Compliance updates now take hours instead of months. Their visibility index doubled after launch. Local teams can now update content quickly, supporting rapid growth and a unified digital presence.
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Klarna used Acast's podcast platform to promote positive money conversations. They launched the Money Talks card game and partnered with... popular podcast hosts. The campaign reached 3.1 million listeners, far above the 1.8 million target. Average dwell time on branded episodes was 36 minutes, with some shows reaching 50 minutes. Over 17,000 people joined the waiting list for the card game, leading Klarna to create a digital version.
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Canva Enterprise helped Stripe increase content production by 20x. Campaign launches dropped from months to days. Stripe localized content for... 50 countries in hours. Teams now test and launch campaigns faster, keeping brand consistency. Stripe saved agency costs and saw a significant ROI lift in paid media. Canva Enterprise enabled Stripe to scale global performance marketing quickly.
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Infogram helped PEI Group speed up their data visualization process. Before, making a chart took a long time and involved... many people. Now, they create and publish charts in less than a minute. The team can make more charts each week and keep a consistent brand style. Seven of their ten most popular stories now use Infogram charts. Readers find the graphics helpful and engaging. Infogram also improved teamwork between editorial and design teams.
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Rockstar Learning Platform helped Hoopis Performance Network deliver sales training and leadership development to financial professionals in over 25 countries. HPN used the... platform to publish 5-8 new training pieces monthly for 12 years. The platform supports 8 languages and serves over 50,000 subscribers. In 2020, users viewed content 600,000 times and enrolled in nearly 50,000 courses. Managers value the platform's flexibility, security, and easy integration for global training.
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Nutrient iOS SDK helped a financial services company boost productivity for employees on the go. Staff needed to edit, annotate,... and share PDFs across iPads and iPhones, even while offline. Nutrient enabled fast PDF rendering, document editing, and Apple Pencil support. Offline access and auto-save features reduced lost data and syncing issues. Employees now work seamlessly during travel, meetings, and client visits. The company praised Nutrient’s responsive support and reliable performance.
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Panopto helped Mortgage Advice Bureau train over 1,600 advisers across the UK. The company replaced in-person onboarding with on-demand video... learning. New advisers saw a 12% increase in sales. User attrition dropped by 12%. Advisers revisited training videos up to 12 weeks after certification. Panopto's platform made training faster, more flexible, and easier to access.
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Waymark helped Rocket Pro TPO create over 4,200 personalized videos for partners in just one month. Rocket Pro TPO used... Waymark’s easy video tool to let account executives and partners make custom videos in under three minutes. These videos boosted partner marketing, appeared on websites, in emails, and on social media. Account executives say the tool is simple and partners love the professional quality. The videos helped Rocket Pro TPO build stronger relationships and stand out in the mortgage market.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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Orion Advisor Solutions used Glia to improve digital customer service for advisors and agents. They replaced their old phone system... with a unified digital engagement platform. Advisors now use chat, voice, and video in one interface, supported by live observation and CoBrowsing. Orion saw 80% of live engagements start online, a 30% drop in call transfers, and a 4-minute reduction in handle time. Their AI chatbot "Rigel" helped simplify agent workflows and boost confidence.
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Brex used Loom to replace 1,273 meetings in 90 days. The design team created review videos to gather feedback from... stakeholders. This change saved time for designers, engineers, and project managers. Loom helped eliminate bottlenecks and speed up project delivery. Designers now spend more time designing and less time in meetings. Videos in Loom's knowledge base were rewatched 1,844 times in 90 days.
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Dubb helped AnnieMac Home Mortgage boost their response rates from 4% to as high as 70%. The sales team switched... from cold calling and text-based outreach to using personalized video messages. Dubb's analytics let them track engagement and improve their messaging. AnnieMac shortened its sales cycle and closed more bookings. Over 100 videos were created to connect with prospects and clients.
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KPOINT helped India's leading NBFC boost consumer engagement. The company used a programmable branded player with personalization and interactivity. They... mapped video analytics with website analytics for better insights. A white-labelled video platform was integrated with their asset warehouse. This led to a 30% increase in conversions and a 40% reduction in the sales cycle. Over 1 million minutes of interactive content were streamed to buyers.
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ACTIAM used Foleon’s Template Manager to speed up content creation. They reduced the time to publish event summaries to just... one day. The platform helped ACTIAM keep their brand consistent across newsletters, presentations, and event communications. Before Foleon, they struggled with PDF-based content and lacked engagement insights. Now, they use analytics to monitor reader engagement and plan to expand Foleon’s use to more teams.
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StoryChief helped WinWinner save 20 hours each week on crowdfunding campaign management. The team now launches five campaigns weekly, using... one platform for collaboration and publishing. StoryChief made it easy to distribute content across social media, newsletters, and their Webflow site. WinWinner saw an exponential increase in investments after using StoryChief. The platform unified their workflow and improved campaign results.
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Trendemon helped Payoneer increase their blog's conversion rates by 145%. Payoneer used Trendemon to deliver personalized content recommendations and calls... to action. The solution enabled Payoneer to track and optimize business goals across their multilingual blog. Trendemon provided insights into top-performing content and traffic sources. This allowed Payoneer to make better decisions and maximize their content marketing ROI.
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Tipalti used Hushly to boost lead generation. They saw a 597% increase in leads. The company achieved a 400% return... on investment. Hushly helped Tipalti improve marketing results. The solution focused on content engagement and lead conversion. Tipalti gained more qualified leads for their business.
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DISQO Experience Suite helped Best Egg collect fast feedback from consumers. Best Egg used this input to shape messaging for... a new product launch. The platform let them test what messages worked best with their target audience. Insights from surveys influenced content, product design, and user experience. Best Egg reached a new audience and improved their marketing content.
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Braintree used Contently’s Tone Analyzer to find expert writers for its content. The tool matched freelancers to Braintree’s brand voice... using data-driven scores. Braintree ran a blind test and picked writers with the highest tone affinity. This led to faster content production, with drafts ready after just one round of edits. Braintree produced content four times faster using the Tone Analyzer.
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Ion interactive helped Key Equipment Finance turn static content into interactive infographics. The marketing team saw a 36% increase in... conversions and a 21% rise in site visits. The new interactive content made it easier for both marketing and sales to engage customers. The platform enabled better tracking and feedback. The small team now performs like a much larger group, earning praise from leadership.
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YNAB used Lyssna to speed up usability testing and gather user feedback for their budgeting software. Before Lyssna, finding test... participants was slow and difficult, which delayed feedback and product improvements. With Lyssna, YNAB quickly recruited participants, ran design surveys, and tested UI copy variations. The team could compare feedback from new and existing users, leading to faster iterations and clearer product messaging. Lyssna helped YNAB validate design ideas and improve user experience.
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Candidly used PlaybookUX to speed up user research for their fintech platform. Before, finding the right test users slowed their... design sprints. PlaybookUX let them recruit participants fast and get feedback from real users, not just their own team. Now, Candidly runs more tests and makes better design choices. Their research is faster and fits into every sprint.
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Third Bridge used Betterworks Engage to address employee retention and support growth across three continents. The company faced challenges with... employee churn and unclear career paths as it expanded to 900 employees. Betterworks Engage enabled frequent, tailored surveys and real-time feedback through existing channels like Slack. Managers used clear reports to set and track action plans. This helped Third Bridge reinforce company values and improve talent retention.
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Dscout helped the TurboTax research team at Intuit study non-users during tax season. The team needed fast, contextual insights to... inform new product offerings. Dscout's platform enabled flexible, mobile-first qualitative research, capturing real user journeys outside of software. The collaboration surfaced pain points and opportunities, leading to actionable insights and cross-team workshops. The process improved stakeholder alignment and accelerated product innovation.
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PensionBee used Attest to understand customer demand for ethical investments. They noticed more customers wanted to avoid oil companies in... their pensions. Attest enabled fast, large-scale consumer research. The data showed strong interest in a fossil fuel free plan. PensionBee launched a new fund, securing £45 million in commitments. Attest helped PensionBee validate feedback and drive product innovation.
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Woolworths Financial Services used Alida to launch the DifferenceMakers community. This community lets customers share feedback to shape new products... and loyalty programs. In just 6 months, they saw a 3% increase in CSAT scores for collections. The team sped up insight delivery and reduced research costs. Insights from the community supported new product launches and improved customer experience.
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Wise used Chattermill to analyze customer feedback in over 69 countries. Manual analysis was no longer possible as Wise grew... past 3 million users. Chattermill's AI models helped Wise understand feedback in many languages and find what drives customer satisfaction. Wise prioritized new features based on customer needs and improved NPS. Over 60% of Wise's revenue growth came from word of mouth.
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Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key... behaviors that top closers used to outperform others. Terret then built and deployed a playbook to 354 reps, updating call briefs in real time. Carta's CRO praised Terret for integrating seamlessly with their revenue team's workflow and passing strict infosec requirements. The solution enabled Carta to address root causes and drive better sales outcomes.
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Ocorian used DemandFarm to improve their Salesforce CRM. They wanted better data-driven decisions and stronger account plans. DemandFarm helped Ocorian... map entity relationships inside parent accounts. The solution made it easier to see opportunity ratios. Ocorian gained a full view of opportunities to support growth strategies.
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Ocorian used DemandFarm to improve their Salesforce CRM. They wanted better data-driven decisions and stronger account plans. DemandFarm helped Ocorian... map entity relationships inside parent accounts. The solution made it easier to see opportunity ratios. Ocorian gained a full view of opportunities to support growth strategies.
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Equiam used People Data Labs to improve their private market investing model. They needed high-quality, comprehensive talent data to evaluate... companies. People Data Labs provided the data to fill gaps and track employee trends. This helped Equiam add new signals to their investment process. The partnership gave Equiam a stronger competitive edge in finding investment opportunities.
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RelPro helped a mid-market private equity firm accelerate deal sourcing. The firm used RelPro to find business owners and access... key contact information. RelPro's data services uncovered thousands of new CRM connections. Users saved significant time and found contacts they could not reach before. The firm praised RelPro's customer service and relationship insights.
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Capital One uses direct mail marketing to attract new customers. They segment audiences with data analytics and send personalized offers.... Each mail piece features custom content and eye-catching design. Incentives like sign-up bonuses and cashback are included. Tracking tools measure response and conversion rates. These strategies have increased customer acquisition and brand awareness.
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BeaconLive helped Rhode Island Housing train and certify hundreds of users online. The platform replaced manual, in-person training with live... and on-demand webinars. Rhode Island Housing now tracks certifications and delivers role-based training modules. They reach up to 10,000 attendees for product launches and meetings. The solution reduced administrative overhead and improved compliance. Customer service from BeaconLive is rated as the best in the industry.
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Superior used Dialpad AI to replace their old phone system. They rolled out Dialpad to over 120 team members. With... AI-powered live transcriptions and sentiment analysis, they saved 20% more time on calls. Their CSAT score improved from 75% to 94% in four months. Dialpad's real-time assist cards and analytics helped agents handle 7,000–8,000 calls monthly and boosted customer satisfaction.
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8x8 helped Cetera Financial Group connect over 40 locations after a major acquisition. Cetera needed to unify communications and enable... remote work for its advisors. 8x8 delivered a fast, smooth migration and easy integration with Cisco. Advisors now use 8x8 for chat, text, voice, and video from anywhere. Cetera reports improved flexibility, strong support, and better user experience.
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Open LMS helped Caja Sullana train over 2,000 staff online. The platform removed physical barriers and enabled remote learning across... 77 locations. Staff could access training anytime, improving professional growth and customer service. Online tools like surveys and video conferences boosted engagement. Caja Sullana now tracks training metrics and plans to expand its eLearning program.
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Cielo used TeamViewer Tensor to manage and support over 4,200 devices remotely. The company needed secure, centralized control for a... high volume of daily payment transactions. TeamViewer Tensor enabled remote access, device inventory, and strong security with SSO and Azure Active Directory integration. A team of 50 IT experts supports all employees, boosting productivity and customer satisfaction. Cielo now prevents unauthorized access and ensures safe remote sessions.
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Brex used Loom to replace 1,273 meetings in 90 days. The design team created review videos to gather feedback from... stakeholders. This change saved time for designers, engineers, and project managers. Loom helped eliminate bottlenecks and speed up project delivery. Designers now spend more time designing and less time in meetings. Videos in Loom's knowledge base were rewatched 1,844 times in 90 days.
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ClickUp helped Finastra's marketing team unify go-to-market (GTM) planning across business units. The team replaced fragmented plans with a single... platform, improving transparency and collaboration. ClickUp templates and dashboards enabled consistent data tracking and real-time reporting. Finastra saw a 30% increase in collaboration effectiveness and 40% growth in GTM efficiency. Senior leaders now have instant visibility into marketing activities.
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DANA used Productboard to align its product and delivery teams. Before Productboard, ideas for 40 million users were lost between... departments. Productboard integrated with Jira, Slack, and Zendesk, letting teams share insights and prioritize features. DANA now uses Productboard’s prioritization tools to coordinate engineering and deliver high-priority features. The company improved team alignment and expanded to serve more small and midsize businesses.
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Backlog helped GDS Link Asia resolve software bugs 100% faster. Before, they used email and spreadsheets to manage client requests,... which led to lost details and slow ticket resolution. With Backlog, all information is organized in one place, making it easy for clients and developers to collaborate. The average open time on tickets dropped from three days to less than one day. Team members now share files and updates quickly, improving workflow and client satisfaction.
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Dragonboat helped a Fortune 500 fintech unify strategy, execution, and outcomes across 13+ business units. The company aimed to triple... the speed of product innovation and delivery. Before Dragonboat, teams struggled with fragmented tools and slow decision-making. Dragonboat replaced manual processes with a live portfolio intelligence layer, connecting strategy to execution. Now, real-time data powers planning and prioritization for thousands of users across the enterprise.
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Asana helped Yıldız Ventures increase business process execution by 40%. The team centralized workflows and communications, reducing busy work by... 35% and boosting strategic work by 80%. Time spent on email dropped by 35%. Investment evaluation became 50% faster using automated CRM workflows. HR requests now take 50% less time, and all teams track goals and projects in Asana.
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Carson Group used DealRoom to manage their M&A process. They saved 10-20+ hours per deal by automating manual setup and... maintenance tasks. DealRoom gave them a single source of truth for deal data and documents. Real-time dashboards improved executive visibility and trust. The platform helped Carson Group close deals faster and scale their M&A pipeline. Customizable workflows and reporting made their process more efficient and professional.
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Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales... teams gained real-time visibility into their earnings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.
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Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales... teams gained real-time visibility into their earnings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.
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Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales... teams gained real-time visibility into their earnings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.
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Xactly Incent helped Benzinga automate commission management, cutting commission processing time by 50%. Manual errors and disputes dropped, and sales... teams gained real-time visibility into their earnings. The finance team now spends less time on calculations and more on strategic planning. Benzinga improved profit margins and scaled revenue operations efficiently. Accurate payouts and better forecasting support their growth goals.
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Core Commissions helped MPI® Unlimited quickly solve a major commission management crisis. After losing their accounting firm and COO, MPI®... needed a fast, affordable way to handle complex, custom commission plans. Core Commissions provided a tailored solution, including an online employee portal for real-time commission tracking. MPI® avoided hiring extra staff and averted a potential catastrophe. The new system supports their rapid growth and unique compensation structure.
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Spade used SafeGraph's POI data to improve fraud detection for card issuers. Before SafeGraph, Spade scraped up to 1 million... locations but needed broader, higher-quality data. SafeGraph provided access to millions of merchant locations and reliable, accurate data. This helped Spade enrich card transactions with location details, making fraud detection easier. Spade now supports card issuers with better data and more trust in transactions.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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Plecto dashboards helped Nets increase annual customer reach by 50%. The Nordic Outbound Retention Team used Plecto to visualize performance... and boost motivation. Real-time insights let agents track their progress and improve call efficiency. The team grew from reaching 2,000 to 3,000 customers per month. Plecto also simplified reporting and enhanced manager oversight. Employee engagement and customer satisfaction improved as a result.
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Infogram helped PEI Group speed up their data visualization process. Before, making a chart took a long time and involved... many people. Now, they create and publish charts in less than a minute. The team can make more charts each week and keep a consistent brand style. Seven of their ten most popular stories now use Infogram charts. Readers find the graphics helpful and engaging. Infogram also improved teamwork between editorial and design teams.
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Klue helped DailyPay boost its competitive win rate and drive triple-digit year-over-year revenue growth. DailyPay’s Market Strategy team needed better... technology to manage competitive insights as their market grew to over 30 competitors. Klue enabled real-time sharing of competitive intelligence, integrated with DailyPay’s CRM and sales tools, and centralized insights for all teams. Adoption reached 92% among Sales and Client Success teams, making Klue a core part of onboarding and training. The Competitive Enablement program now supports cross-functional collaboration and strategic initiatives.
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MonsterInsights helped Independent Financial Group track logged-in user activity and video engagement. The company used UserID Tracking to see which... content users interacted with and for how long. This data let them follow up with users and improve their content strategy. They also linked Google Analytics to their Vimeo videos. As a result, they made their website easier to use and better met the needs of financial advisors.
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VMware Cloud Foundation helped National ITMX process 2,600 transactions per second. The company modernized its data center with a private... cloud. This allowed for better scalability and automation. National ITMX reduced operational costs and freed up its IT team. The platform can scale to 10,000 transactions per second. The solution supports Thailand’s cashless payment growth.
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Visa set a goal to digitally enable 50 million SMBs worldwide. They needed deep insights into SMB payment trends across... Europe. Dynata ran a large annual survey, reaching over 20,000 SMB decision makers in 14 countries. The survey gave Visa actionable data and a 360-degree view of the SMB landscape. Visa exceeded its goal, digitizing nearly 67 million SMBs globally by June 2023. SMBs offering card payments saw revenue increases of 6% to 15%.
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HockeyStack helped Planful increase opportunities by 35%, ROAS by 17%, and pipeline by 41%. Planful switched from Bizible to HockeyStack... for better marketing analytics. HockeyStack gave the team clear visibility into customer journeys and campaign performance. The platform made it easy for all marketing teams to create reports and dashboards. Planful's marketing team now makes faster, data-driven decisions and collaborates more effectively.
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Supermetrics' Data Activation Platform helped the automotive finance branch of a major financial services company in Thailand. The team used... personalized messaging and second-party car model data to target Facebook users. This approach led to a 465% increase in car loan leads. The cost per lead dropped by 84%. Centralized campaign management made marketing more efficient.
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seoClarity helped a major financial data provider boost its AI search visibility. The company optimized titles, H1s, and meta descriptions... for high-traffic profile pages. Using SEO Split Tester, they launched changes quickly without waiting for engineering. In one week, AI citations increased by 90%. Organic impressions rose by 32% and clicks by 4%. The success led to a broader rollout of dynamic schema across the site.
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Conductor helped Zurich North America boost organic traffic by 52%. Before using Conductor, the team spent hours on manual SEO... tasks and lacked a unified view of site health. With Conductor, they automated keyword research, content optimization, and reporting. Product pages saw up to 800% more organic traffic. The team now quickly identifies SEO opportunities and shares results with stakeholders. Conductor made it easy to prove SEO value and win internal support.
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Driva used SE Ranking to boost their SEO. They tracked keywords for every major city in Australia. They used competitive... research, keyword research, and backlink tools. In 8 months, Driva grew their organic traffic by 800%. Their site ranked for 2,793 keywords, up from 159. Impressions in non-branded search rose by 2,000%.
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Semji helped Agicap boost international SEO traffic by 80% in 7 months. Agicap used Semji to automate SEO briefs, saving... 50% of the time spent on content planning. The platform enabled Agicap to prioritize optimizations and focus on high-impact keywords. This led to a 24% increase in leads. Agicap improved content quality and consistency across Germany, Italy, the UK, and France.
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Internet marketing ninjas helped a self-directed IRA company grow its online reach. The company used content creation, link building, infographics,... and SEO consulting. Website traffic rose from 3,000 to 28,000 in 11 months. The client helps people manage retirement funds. The results show strong growth from digital marketing services.
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Aker Horizons used the Workiva platform to create its first integrated annual report. The company combined financial and ESG data... in one place for full transparency. Over 50 people, including portfolio companies, collaborated in real time using connected spreadsheets. Workiva's permission controls kept sensitive data secure. The platform helped Aker Horizons meet the latest ESG and financial reporting standards.
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BillingPlatform helped EPIC RPS cut billing labor costs by over 50%. The company automated 75% of its billing process and... reduced billing cycles from a month to two weeks. EPIC centralized reporting and managed rate changes for thousands of accounts with a single cloud-based solution. The platform enabled quick product setup and flexible fee management. EPIC now spends less time on manual tasks and more on business growth.
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Tipalti Accounts Payable helped Outset Global automate invoice processing. Manual processes slowed growth and created bottlenecks. With Tipalti, Outset Global... cut accounts payable close time by 50%. The integration with QuickBooks improved data flow and accuracy. The team now spends less time on manual tasks and more on strategic work. This enabled scalable growth without hiring more staff.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Maor Investments used Storydoc to transform their quarterly investor reports from static PDFs into interactive presentations. Before Storydoc, their reports... were hard to read and lacked engagement data. With Storydoc, investors enjoyed a better reading experience and gave positive feedback. The new format helped Maor stand out and reinforced their brand as a tech-driven VC fund. The team now creates reports faster and uses analytics to understand investor engagement.
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HR Cloud's Onboard helped MCO quickly onboard over 2,000 La Senza employees after an acquisition. MCO needed a solution that... could be deployed in under a month and handle hundreds of retail employees daily. HR Cloud enabled 90% of employees to complete onboarding in five days, surpassing the original 80% target. The platform delivered fast implementation and robust HR features for future management needs.
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IBM Targetprocess helped FactSet improve project visibility and reduce duplicate work. FactSet connected teams and aligned projects with business goals... using this tool. Real-time integration with Jira made information sharing easy. The company replaced spreadsheets with a single reporting source. FactSet increased collaboration and focused more on customer needs. The solution boosted efficiency and strategic alignment across teams.
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Cielo used TeamViewer Tensor to manage and support over 4,200 devices remotely. The company needed secure, centralized control for a... high volume of daily payment transactions. TeamViewer Tensor enabled remote access, device inventory, and strong security with SSO and Azure Active Directory integration. A team of 50 IT experts supports all employees, boosting productivity and customer satisfaction. Cielo now prevents unauthorized access and ensures safe remote sessions.
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BindTuning helped Enra Specialist Finance rebrand their SharePoint intranet. The project unified three distinct brands under one strategy. BindTuning web... parts improved user experience with features like personalized dashboards and document libraries. The new intranet boosted internal communication and supported compliance needs. Employees now access news, events, and documents more easily. The solution created a vibrant, interactive workspace for the growing company.
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HR Cloud's Onboard helped MCO quickly onboard over 2,000 La Senza employees after an acquisition. MCO needed a solution that... could be deployed in under a month and handle hundreds of retail employees daily. HR Cloud enabled 90% of employees to complete onboarding in five days, surpassing the original 80% target. The platform delivered fast implementation and robust HR features for future management needs.
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Loyalife by Xoxoday helped a leading AMC in India grow its investor base by 120%. The AMC used digital rewards,... gamified onboarding, and AI-driven nudges to boost investor activation and app adoption. Instant rewards and milestone badges encouraged new investors to complete KYC and start SIPs. Integration with Xoxoday’s marketplace enabled easy redemption of rewards. The AMC reduced manual KYC work, cut commission processing time by 65%, and saw 85% advisor adoption on mobile dashboards.
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Winningtemp helped Morrinson Wealth improve employee engagement and culture. The company grew to nearly 100 people and needed a better... way to track how staff felt. Winningtemp gave managers real-time insights and trends from staff feedback. Line managers used the platform to guide one-to-one meetings and spot issues early. The anonymous forum let staff share concerns safely. During the Covid-19 pandemic, the tool helped leaders support remote workers and address challenges quickly.
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Reward Gateway helped Suncorp unite over 13,400 employees across 250 locations with a single recognition platform. Suncorp launched the Shine... programme, enabling staff to send 76,000 peer-to-peer eCards each year and 200 award nominations monthly. The platform replaced inconsistent legacy programmes and reinforced company values. Shine became a key part of Suncorp’s employee value proposition and improved internal communications.
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Third Bridge used Betterworks Engage to address employee retention and support growth across three continents. The company faced challenges with... employee churn and unclear career paths as it expanded to 900 employees. Betterworks Engage enabled frequent, tailored surveys and real-time feedback through existing channels like Slack. Managers used clear reports to set and track action plans. This helped Third Bridge reinforce company values and improve talent retention.
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Visa used Signicat's RiskFlow Orchestration to automate onboarding for small and medium businesses. Manual, paper-based processes were slow and caused... poor customer experiences. With Signicat, Visa enabled financial institutions to access KYC, KYB, and AML data from over 200 sources through a single API. This reduced onboarding times from days to minutes. The solution achieved 80% automation, cut fraud rates by up to 50%, and increased verification rates by up to 40%.
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Green Dot used iText Core and pdfHTML to generate dynamic PDF statements from HTML templates. The team needed a solution... that worked with .NET and supported HTML/CSS for easy customization. After testing several PDF libraries, iText stood out for its performance and integration. Green Dot now creates about 80 million statements each year using iText. The integration was smooth, and the team is happy with the results.
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