Financial Services: Case Studies, ROI & Implementation Examples

Hygraph helped Neat. hk launch a new static website for their FinTech services. Neat saw a 5X increase in content...velocity and served over 30,000 customers in parallel. The team switched from a basic CMS to Hygraph for better localization and content workflows. Developers and marketers now collaborate easily, saving time and reducing maintenance costs. Hygraph's headless CMS and GraphQL API support Neat's growth across APAC markets.
Show More..

Boost used Comarch Data Center services to secure customer data and support rapid growth. The project involved migrating databases and... integrating with AWS cloud. Comarch delivered the solution within three months, meeting strict security and regulatory requirements. Boost improved data security and reduced costs. The migration was completed with no service disruptions.
Show More..

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.
Show More..

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.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

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.
Show More..

ActiveDocs helped Callcredit Group automate document creation by integrating with MS Dynamics CRM. Manual templates and processes were replaced with... automated document composition. This eliminated manual data entry, reduced errors, and improved compliance. Business users now manage templates centrally, saving time and effort. Document quality and accuracy are now guaranteed for all contractual documents.
Show More..

Novus Home Mortgage used Directus to modernize its loan processing platform. The company replaced an outdated CMS to give loan... officers more control and flexibility. Directus roles, permissions, and live preview features helped speed up adoption. The transition allowed faster prototyping and easier compliance checks. Novus now iterates on new ideas quickly and supports both internal and external sites.
Show More..

Pantheon and XWP helped OFX, a global money transfer provider, move from Sitecore to WordPress. OFX managed over 3,000 pages... across eight regions, facing slow updates and high maintenance costs. With Pantheon, OFX centralized content publishing, cut update times from hours to minutes, and improved site reliability. The migration was seamless, with no downtime. OFX now launches new campaigns faster and manages content from a single source of truth.
Show More..

Liberis used Magnolia Cloud CMS to speed up website updates and support a global rebrand. The marketing team can now... publish content three times faster without relying on developers. Magnolia’s platform lets Liberis manage all content in one place and run digital campaigns across multiple sites. Personalised content is delivered to users based on location and industry. The migration was completed in one month, enabling a successful launch of five websites.
Show More..

Truity Credit Union used CoreMedia Content Cloud to improve customer experiences. Their teams can now create content that is both... compliant and engaging. They use dynamic previews and templates to repurpose content for different channels. Content tagging and a built-in DAM help target and manage assets. Customers spend more time on the site and report feeling better supported and educated.
Show More..

Avaloq used MadCap Flare to replace its legacy DITA-based content management system. The team migrated over 5,000 PDF documents and... streamlined documentation delivery with single-source, multi-channel publishing. MadCap Flare enabled content reuse, faster updates, and a modern HTML5-based Help website. Integration with Git improved collaboration and version control. Avaloq now delivers consistent, branded, and easy-to-navigate documentation for its banking software clients.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

E78 Partners needed a better way to manage documents and partner engagement. They used CRMJetty's Salesforce partner portal to create... a single, role-based platform. The portal connects to SharePoint for secure document sharing and tracks all views and downloads. Managers now have full oversight and can monitor partner productivity. Lead capture and event registration are built into the portal, making partner management easier.
Show More..

Barantum CRM helped Universal BPR boost productivity by 50% to 80%. The bank used Barantum CRM to manage deals, contacts,... and customer organizations in one place. Real-time dashboards let sales teams track progress and follow up faster. The ticketing system improved complaint handling and customer satisfaction. Management used real-time reports to make quick decisions and improve service quality.
Show More..

Settle used Scratchpad to automate Salesforce updates and reduce admin work for sellers. Before Scratchpad, sellers spent up to 25... minutes per call on CRM data entry, hurting pipeline visibility and forecasting. With Scratchpad's AI workspace, Settle reclaimed up to 6,000 selling hours a year and captured over 80% of opportunity-level fields with accurate data. Leadership now trusts Salesforce data, and post-sales teams are better informed. The solution improved sales execution and customer experience.
Show More..

Agentforce and Salesforce Service Cloud helped a leading US financial services firm cut loan processing time by 40%. The solution automated... information collection and integrated Equifax credit checks. Customers now get personalized loan recommendations and guided application support. Application accuracy improved by 25%, and customer engagement rose by 35%. The new process is faster, more accurate, and easier for both staff and clients.
Show More..

Agentforce and Salesforce Service Cloud helped a leading US financial services firm cut loan processing time by 40%. The solution automated... information collection and integrated Equifax credit checks. Customers now get personalized loan recommendations and guided application support. Application accuracy improved by 25%, and customer engagement rose by 35%. The new process is faster, more accurate, and easier for both staff and clients.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Iterable’s Embedded Messaging helped Prosper increase conversions by 15%. The marketing team saw a 5% boost in personal loan originations.... With Iterable, Prosper’s marketers gained control over cross-channel messaging and targeting. Copy Assist reduced campaign copywriting time from a day to minutes. The team now delivers timely, personalized messages without engineering help. This led to faster campaigns and better customer engagement.
Show More..

State Street used the Appian low-code platform to automate complex business workflows. The project began with improving customer onboarding. Now,... Appian is used across the organization for process automation. This helped State Street modernize and streamline operations. The platform supports large-scale enterprise needs.
Show More..

PushEngage helped LoanMart get over 60,000 push notification subscribers. LoanMart used automated drip campaigns to re-engage website visitors. They achieved... a 19.81% opt-in rate for push notifications. Their click-through rate was four times higher than other re-engagement channels. Geo-segmentation allowed them to target only relevant subscribers. PushEngage's pricing was more cost-effective than other vendors.
Show More..

Plus1 used Bloomreach integrated with Snowflake to automate lending journeys. The team saved 10 hours each week by reducing manual... data handling. Real-time data improved campaign accuracy and customer engagement. Marketing now runs upsell and retention flows automatically. Plus1 no longer depends on engineering for campaign changes. Data quality and segmentation are much better now.
Show More..

ING Księgowość used Positive User to boost sales by 119%. They implemented a code generator to distribute promotions. This helped... them scale their marketing campaigns. The automation reduced repetitive tasks for their team. As a result, they achieved record sales for their self-accounting service.
Show More..

Omnisend helped SAVY, a peer-to-peer lending platform, double its loan conversions. SAVY used Omnisend's email and SMS marketing tools to... send helpful information to clients. The company achieved over a 30% average email open rate and saved €400 per month. Omnisend's automation and segmentation features improved campaign targeting. SAVY now plans to add push notifications for even better customer engagement.
Show More..

Lemonway used Plezi to improve their B2B marketing. They set clear goals and redefined their buyer journey. With Plezi, they... launched an inbound strategy and tracked leads better. In less than 6 months, they tripled their lead generation. Their results went beyond expectations.
Show More..

Admiral Money chose Mapp Marketing Cloud to automate its cross-channel marketing campaigns. The company wanted to improve customer engagement and... streamline campaign management. After a detailed RFP process, Admiral Money selected Mapp for its strong support and platform capabilities. The team is excited to use automated campaigns to drive business growth and enhance customer experience.
Show More..

Admiral Money chose Mapp Marketing Cloud to automate its cross-channel marketing campaigns. The company wanted to improve customer engagement and... streamline campaign management. After a detailed RFP process, Admiral Money selected Mapp for its strong support and platform capabilities. The team is excited to use automated campaigns to drive business growth and enhance customer experience.
Show More..

Informatica MDM helped Rodobens unify data from 20 legacy systems across five business units. The company improved sales and IT... efficiency, saving over 50% of monthly IT maintenance hours. Rodobens achieved 182% of its Gross Merchandise Value target in six months after launching new CRM campaigns. Email compliance rates rose from 43% to 62%, and phone compliance improved from 65% to 73%. The solution enabled more personalized customer engagement and is projected to generate an extra $40 million in annual GMV.
Show More..

Experiture helped a financial institution increase loan applications by 30%. The company used personalized, cross-channel marketing to reach customers. Automated... workflows improved follow-ups and product recommendations. Customer retention rose by 25% with targeted outreach. New customer acquisitions grew by 20% through automated campaigns. The institution saw better engagement and loyalty using Experiture’s finance marketing solutions.
Show More..

Netcore’s Smart Push and Churn Prediction Module helped TVS Credit boost push notification delivery by 2. 2x. TVS Credit used...these tools to target users likely to churn and send curated content. The company saw a 26.1% increase in user retention and a 23% rise in app engagement. Weekly reviews and data-driven campaigns improved communication. TVS Credit focused on reducing churn and increasing engagement with Netcore’s AI-powered solutions.
Show More..

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.
Show More..

Plancorp used Rocketseed to improve email signature marketing. They needed to send the right banners to clients and prospects based... on CRM data. Rocketseed integrated with Microsoft 365 and their CRM, making campaign management easy. The marketing team can now target banners by recipient type. Signature updates are automated, saving time and reducing errors. Plancorp trusts that the right message reaches the right audience every time.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Exclaimer helped Vancity deploy unified email signatures to 2,600 users with 100% adoption. Before, Vancity used manual processes that caused... inconsistent branding and heavy IT workload. With Exclaimer, the marketing team gained control to manage signatures and campaigns without IT help. The solution automated 20-30 territorial acknowledgement options and enabled complex customizations. Vancity completed a smooth rebrand rollout and now has consistent branding across all emails.
Show More..

Mailchimp automation helped Willful, a Toronto-based estate planning company, boost conversion rates by 18x. Willful used personalized, segmented automation flows... to re-engage customers who paused during the will creation process. Automated campaigns drove 40% of Mailchimp-driven revenue and increased open rates by 1.7x. The integration of Mailchimp’s API enabled timely, relevant outreach based on customer behavior. Willful now delivers more trust and faster completion for online estate planning.
Show More..

Mailchimp automation helped Willful, a Toronto-based estate planning company, boost conversion rates by 18x. Willful used personalized, segmented automation flows... to re-engage customers who paused during the will creation process. Automated campaigns drove 40% of Mailchimp-driven revenue and increased open rates by 1.7x. The integration of Mailchimp’s API enabled timely, relevant outreach based on customer behavior. Willful now delivers more trust and faster completion for online estate planning.
Show More..

Admiral Money chose Mapp Marketing Cloud to automate its cross-channel marketing campaigns. The company wanted to improve customer engagement and... streamline campaign management. After a detailed RFP process, Admiral Money selected Mapp for its strong support and platform capabilities. The team is excited to use automated campaigns to drive business growth and enhance customer experience.
Show More..

SendX helped HeroFX fix email deliverability and engagement problems. HeroFX emails often landed in spam, with open rates stuck at... 5%. After using SendX, deliverability jumped to 98% and open rates rose to 12%. Click-through rates reached 28%. SendX provided a dedicated account manager, deliverability specialist, and automation tools. HeroFX now runs high-volume, targeted campaigns with strong results.
Show More..

Litmus helps LendingTree automate their pre-send email workflow. LendingTree saves 3 hours on each campaign and keeps their email accuracy... rate at 99%. They use Litmus to test emails across devices and clients, ensuring error-free delivery. Litmus Spam Testing helps them avoid spam filters and reach subscribers’ inboxes. This builds trust and supports LendingTree’s brand with every campaign.
Show More..

CMG Financial used Opensense to manage over 25,000 unique email signature combinations. The company needed to ensure brand consistency across... multiple joint ventures. Opensense helped CMG Financial stay compliant with industry regulations. Employees now have the right tools to project a professional image. The onboarding and implementation process was efficient and flexible.
Show More..

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.
Show More..

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.
Show More..

Sprinklr helped Standard Chartered transform digital customer experience across 31 retail markets. The bank used Sprinklr's Unified-CXM platform to monitor... customer interactions and streamline engagement. In four years, they managed one million customer engagements and saw a 10% year-over-year increase in social care interactions. 90% of first responses now happen within 10 minutes. Standard Chartered uses social listening and AI to personalize service and reduce churn.
Show More..

Sprinklr helped Standard Chartered transform digital customer experience across 31 retail markets. The bank used Sprinklr's Unified-CXM platform to monitor... customer interactions and streamline engagement. In four years, they managed one million customer engagements and saw a 10% year-over-year increase in social care interactions. 90% of first responses now happen within 10 minutes. Standard Chartered uses social listening and AI to personalize service and reduce churn.
Show More..

Sprinklr helped Standard Chartered transform digital customer experience across 31 retail markets. The bank used Sprinklr's Unified-CXM platform to monitor... customer interactions and streamline engagement. In four years, they managed one million customer engagements and saw a 10% year-over-year increase in social care interactions. 90% of first responses now happen within 10 minutes. Standard Chartered uses social listening and AI to personalize service and reduce churn.
Show More..

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.
Show More..

Brand24 helped Cryptiony, a cryptocurrency tax reporting platform, track online mentions and manage its reputation. The team used social listening... to monitor keywords, analyze competitors, and identify new partnership opportunities. Within two years, Cryptiony increased its online reach by 500 times and saw a 12,600% rise in online discussions. They also established 10 influencer collaborations. Brand24 enabled Cryptiony to improve services, address customer pain points, and boost brand awareness.
Show More..

Talkwalker helped Bottomline Technologies, a fintech company, measure brand awareness and understand industry conversations. Bottomline wanted to align its organic... and paid marketing but struggled to see how content performed. With Talkwalker, they gained a single view of industry intelligence, social media performance, and media placement. Communication teams used customized reports and dashboards to optimize their work. Insights were delivered faster, solving key business pain points.
Show More..

Swiss Life Select Austria used Swat. io to manage social media planning and community management. The team needed a tool...to handle multiple locations and scale their content. Swat.io helped them plan posts in advance and reschedule easily. The platform made collaboration simple with internal notes and a central calendar. Community management improved with a shared inbox and clear workflows. All social media tasks are now managed in one place.
Show More..

Champlain National Bank uses Mention to monitor social media and online mentions. The bank quickly identifies and responds to negative... comments, helping to correct misinformation and improve customer satisfaction. Mention's alerts allow the team to address issues before they escalate. The reporting tools help Champlain keep records for management and regulatory needs. Mention supports the bank in maintaining its reputation and connecting better with customers.
Show More..

Oktopost helped Capco boost social recruiting. Capco grew its employee advocacy program from 50 to over 600 advocates in 18... months. Advocates reached 13 million people and drove high engagement. Social shares by employees converted visitors to career searches at 51.7%, compared to 3.93% for paid ads. Capco used Oktopost to track conversions and motivate employees to share content.
Show More..

Lately. ai helped Amerifirst scale social media content for 250 loan officers across multiple states. Before Lately, each branch managed...posts alone, making compliance and brand consistency hard. The marketing team now uses Lately to create, review, and publish compliant, on-brand content for all branches. Loan officers can post approved content or let marketing handle it. Lately’s AI streamlines content creation and ensures every post meets legal and brand standards.
Show More..

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.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Convoso helped a leading debt relief and credit repair company double its daily sales while reducing staff. The company switched... from Five9 to Convoso to boost agent productivity and reclaim its top industry spot. Daily dials jumped from 500 to 8,500, and annual sales rose by 25%. Automated voicemail drops and real-time reporting freed agents to focus on selling and training. The intuitive platform and strong support team made the transition smooth and successful.
Show More..

Coda Payments used 8x8’s SMS API to improve customer engagement and security. They switched from email to SMS to reduce... fraud and boost delivery of voucher codes and receipts. Integration with 8x8 was fast and simple, letting them automate messages in 30 countries. The solution cut support tickets and complaints, and helped scale Codashop to new markets. Coda Payments now delivers one-time passwords daily, increasing trust and satisfaction.
Show More..

Coda Payments used 8x8’s SMS API to improve customer engagement and security. They switched from email to SMS to reduce... fraud and boost delivery of voucher codes and receipts. Integration with 8x8 was fast and simple, letting them automate messages in 30 countries. The solution cut support tickets and complaints, and helped scale Codashop to new markets. Coda Payments now delivers one-time passwords daily, increasing trust and satisfaction.
Show More..

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.
Show More..

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.
Show More..

AireSpring Platinum SD-WAN helped Coast Central Credit Union solve frequent WAN outages across 11 rural California locations. The credit union... faced regular network failures due to remote infrastructure and natural disasters. AireSpring deployed SD-WAN to aggregate multiple carriers, boosting bandwidth and ensuring branches stayed online even during outages. Failover now happens in 2ms, with no lost calls or app downtime. Coast Central can now use new cloud services and focus more on business growth.
Show More..

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.
Show More..

Morningstar used Easygenerator and Cornerstone to train 11,500 employees in 34 countries. The company grew from 5,200 to 11,500 employees... without expanding its L&D team. Over 400 internal experts now create and share learning content. Employees built more than 1,500 courses using Easygenerator. Training is now localized and available in multiple languages. Morningstar saw increased skill-building and lower employee attrition.
Show More..

Avaloq used MadCap Flare to replace its legacy DITA-based content management system. The team migrated over 5,000 PDF documents and... streamlined documentation delivery with single-source, multi-channel publishing. MadCap Flare enabled content reuse, faster updates, and a modern HTML5-based Help website. Integration with Git improved collaboration and version control. Avaloq now delivers consistent, branded, and easy-to-navigate documentation for its banking software clients.
Show More..

Avaloq used MadCap Flare to replace its legacy DITA-based content management system. The team migrated over 5,000 PDF documents and... streamlined documentation delivery with single-source, multi-channel publishing. MadCap Flare enabled content reuse, faster updates, and a modern HTML5-based Help website. Integration with Git improved collaboration and version control. Avaloq now delivers consistent, branded, and easy-to-navigate documentation for its banking software clients.
Show More..

Avaloq used MadCap Flare to replace its legacy DITA-based content management system. The team migrated over 5,000 PDF documents and... streamlined documentation delivery with single-source, multi-channel publishing. MadCap Flare enabled content reuse, faster updates, and a modern HTML5-based Help website. Integration with Git improved collaboration and version control. Avaloq now delivers consistent, branded, and easy-to-navigate documentation for its banking software clients.
Show More..

Wise used Vimeo to connect 4,900 employees across 17 countries. They replaced YouTube and Zoom with Vimeo’s video library and... live streaming tools. Wise now hosts 66 annual live streams and 89+ collaborative workspaces. Closed captions and auto archiving improved access and organization. Video helps Wise keep teams aligned and engaged worldwide.
Show More..

Wise used Vimeo to connect 4,900 employees across 17 countries. They replaced YouTube and Zoom with Vimeo’s video library and... live streaming tools. Wise now hosts 66 annual live streams and 89+ collaborative workspaces. Closed captions and auto archiving improved access and organization. Video helps Wise keep teams aligned and engaged worldwide.
Show More..

Degroof Petercam used Nitro Sign to digitize client onboarding and key workflows. The company needed a secure, compliant eSignature solution... for private banking. Nitro Sign integrated easily with their digital platform. eSignature usage tripled during the pandemic. Employees and clients now enjoy faster, more efficient processes. Security and regulatory compliance were fully met.
Show More..

Webflow helped Verifone rebuild its global digital presence in just 10 days. The marketing team needed to shift from outdated... systems and prove they could lead the company's next era. With Webflow and BX Studio, they launched five high-impact pages across 32 locales, enabling fast localization and direct updates by marketers. The new platform let Verifone reposition as a modern payments experience company. Post-launch, translation edits that took weeks now happen overnight, and the website matches Verifone’s business momentum.
Show More..

Coinbase used Smartling to localize crypto content into 21 languages in just two months. They centralized translation processes and built... glossaries to handle evolving crypto jargon. This helped ensure consistent, compliant messaging across global markets. The project managed high content volume and complexity with a small team. Centralized workflows and expert linguists enabled fast, high-quality localization.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

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.
Show More..

Everlytic helped Old Mutual create a personalized birthday messaging campaign. The campaign used API-triggered emails and smart SMS to engage... clients during their birthday month. Each message was tailored with the client's name and offered a chance to win a prize. The campaign drove up to 3.5 times the industry average click rate, with open rates reaching 77.8% and click rates up to 17.6%. Old Mutual tracked results using Everlytic’s reporting tools integrated with their dashboard.
Show More..

Informatica MDM helped Rodobens unify data from 20 legacy systems across five business units. The company improved sales and IT... efficiency, saving over 50% of monthly IT maintenance hours. Rodobens achieved 182% of its Gross Merchandise Value target in six months after launching new CRM campaigns. Email compliance rates rose from 43% to 62%, and phone compliance improved from 65% to 73%. The solution enabled more personalized customer engagement and is projected to generate an extra $40 million in annual GMV.
Show More..

Rakuten Advertising helped Cleo, a UK fintech app, grow in the US market. Cleo used Rakuten's AI-powered compliance and affiliate... solutions to find the right partners and keep their program compliant. The campaign focused on content partnerships and tested CPC versus CPA payout models. As a result, Cleo gained over 300 new users, 250 mid-tier subscriptions, and 30 top-tier subscriptions. Cleo praised Rakuten for excellent service and support.
Show More..

Kissht used New Relic to cut observability costs by 25%. The team reduced mean time to detect and resolve issues... from hours to minutes. Kissht improved uptime by 2% during peak periods and lowered P95 API latency by over 20%. Developers now fix problems faster and work together better. New Relic gives Kissht a single view for all system performance data.
Show More..

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.
Show More..

Hitachi Virtual Storage Platform helped China Southern Fund manage rapid unstructured data growth. The company needed high-performance storage for its... core trading systems. Hitachi's all-flash array and content platform delivered 100% data availability and reliability. Operational costs for flash storage dropped by 50%. The solution also ensured compliance and enabled big data intelligence for future growth.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

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, targeting over 20,000 SMB decision makers in 14 countries. The survey gave Visa actionable data and a 360-degree view of the market. Visa learned that offering card payments can boost SMB revenue by 6% to 15%. By June 2023, Visa digitized nearly 67 million SMBs globally, including 13.5 million in Europe.
Show More..

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.
Show More..

Payoneer uses Anodot's anomaly detection and business forecast solutions to monitor over 190,000 metrics across its global payments platform. Anodot helps Payoneer... prevent revenue loss by forecasting currency needs and providing real-time alerts for technical, fraud, and cybersecurity issues. The solution eliminated false positives, reduced wasted engineering effort, and improved mean time to detection and resolution. Payoneer's treasury team now accurately predicts daily fund requirements in over 100 countries and 50 currencies, ensuring smooth customer withdrawals and better cash management.
Show More..

Akamai API Security helped EarnIn, a fintech company, gain full visibility and protection for all its APIs in under a week. EarnIn quickly deployed... the cloud-based solution and saw immediate value. The security team used behavioral analytics to identify threats and protect sensitive data. Akamai's managed threat hunting service enabled proactive defense against API attacks. EarnIn now detects shadow APIs and account takeover attempts faster, keeping its app and users safe.
Show More..

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.
Show More..

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.
Show More..

DiliTrust helped a major North American financial cooperative transform its legal operations over ten years. The company faced slow meeting... prep, fragmented entity management, and security incidents. DiliTrust’s Board Portal, Legal Entity Management, and Data Room created a secure, unified platform. Since implementation, the customer reported zero recurring security incidents and managed over 800 legal entities. More than 1,800 board meetings were organized for 5,000+ users, with 12 custom interfaces streamlining data flow.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Vestwell used Docusign CLM and Salesforce to cut agreement prep time from 75 minutes to just five. The company reduced... client drop-offs by 70% and now onboards over 1,000 new clients each month. Sales teams start agreements in their CRM, and Docusign automates the process. Errors from manual edits are nearly gone. Vestwell also improved customer service with an AI chatbot connected to Docusign data.
Show More..

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.
Show More..

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.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

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.
Show More..

Kantata Professional Services Cloud helped Finastra cut cost leakage by 36% in the first year. The platform gave Finastra better... data for project planning and resource forecasting. Leaders gained more confidence in decision-making with improved business visibility. Finastra achieved payback in less than nine months. Teams now use standardized best practices for project governance.
Show More..

Clustdoc helped WILCO cut onboarding and loan processing times by 50%. WILCO used Clustdoc to automate document collection and approval... workflows for startups. The platform enabled secure, compliant onboarding and integrated easily with WILCO’s business tools. WILCO saved two hours per loan application and deployed Clustdoc in just 30 days. Entrepreneurs can now complete applications in one week instead of three.
Show More..

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.
Show More..

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.
Show More..

Vestwell used Docusign CLM and Salesforce to cut agreement prep time from 75 minutes to just five. The company reduced... client drop-offs by 70% and now onboards over 1,000 new clients each month. Sales teams start agreements in their CRM, and Docusign automates the process. Errors from manual edits are nearly gone. Vestwell also improved customer service with an AI chatbot connected to Docusign data.
Show More..

Vestwell used Docusign CLM and Salesforce to cut agreement prep time from 75 minutes to just five. The company reduced... client drop-offs by 70% and now onboards over 1,000 new clients each month. Sales teams start agreements in their CRM, and Docusign automates the process. Errors from manual edits are nearly gone. Vestwell also improved customer service with an AI chatbot connected to Docusign data.
Show More..

Akamai API Security helped EarnIn, a fintech company, gain full visibility and protection for all its APIs in under a week. EarnIn quickly deployed... the cloud-based solution and saw immediate value. The security team used behavioral analytics to identify threats and protect sensitive data. Akamai's managed threat hunting service enabled proactive defense against API attacks. EarnIn now detects shadow APIs and account takeover attempts faster, keeping its app and users safe.
Show More..

Degroof Petercam used Nitro Sign to digitize client onboarding and key workflows. The company needed a secure, compliant eSignature solution... for private banking. Nitro Sign integrated easily with their digital platform. eSignature usage tripled during the pandemic. Employees and clients now enjoy faster, more efficient processes. Security and regulatory compliance were fully met.
Show More..

Castlemilk Credit Union uses RMail and RSign to send statements and sensitive information to members. The tools help keep member... data safe and secure. Elizabeth Campbell, the manager, says these solutions have been extremely transformative. The credit union can now provide financial resources to members with greater security. RMail and RSign support their mission to protect member information.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Deserve used H2O Driverless AI to improve credit scoring for underserved populations. The company built fraud detection, self-scoring, and underwriting... models using alternative data sources. Model development time dropped from months to weeks. Explainability features helped meet regulatory requirements. The data science team increased productivity and trust in machine learning models.
Show More..

Cyberquery helped PayComplete rescue their Infor M3 ERP rollout. The team needed fast, intuitive reporting without a complex data warehouse.... Within three days, they built 30 reports and were ready for go-live. Real-time data access improved month-end and year-end close. Cyberquery also handled complex VAT reporting and empowered users to create their own reports.
Show More..

Informatica MDM helped Rodobens unify data from 20 legacy systems across five business units. The company improved sales and IT... efficiency, saving over 50% of monthly IT maintenance hours. Rodobens achieved 182% of its Gross Merchandise Value target in six months after launching new CRM campaigns. Email compliance rates rose from 43% to 62%, and phone compliance improved from 65% to 73%. The solution enabled more personalized customer engagement and is projected to generate an extra $40 million in annual GMV.
Show More..

Cresta helped Propel Holdings, a fast-growing financial services company, scale customer service with AI. Propel achieved a 58% chat containment... rate and reduced after-call work by 50%. Cresta's AI Agent, Agent Assist, and Conversation Intelligence improved agent efficiency and customer experience. The solution enabled Propel to handle 30–40% more contact volume with minimal headcount growth. Real-time insights and automation allowed agents to focus on complex cases and deliver better service.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Plecto dashboards helped Nets boost annual customer outreach by 50%. The Nordic Outbound Retention team used Plecto to visualize performance... and track KPIs in real time. Managers gained a full overview of staff and call efficiency. Real-time insights increased employee motivation and engagement. Monthly customer outreach grew from 2,000 to 3,000, helping reduce churn.
Show More..

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.
Show More..

AmplifAI helped a global financial tech firm unify quality and performance management. The company replaced fragmented QA and coaching tools... with a single platform. AmplifAI enabled AI-powered coaching, dynamic goals, and seamless integration. The rollout delivered millions in annual cost savings and supported hundreds of thousands more customer interactions. Leaders reclaimed several hours per week, and payback came in just a few months.
Show More..

Lattice helped ZayZoon move from manual engagement surveys to structured, data-driven HR practices. The platform enabled ZayZoon to run consistent... reviews and development conversations as the team scaled. Managers gained clear insights into employee engagement and could track progress by department, manager, and more. Lattice's goal-setting tools improved accountability and connected employees to company success. ZayZoon now uses Lattice to attract, retain, and grow talent while making people and culture a strategic function.
Show More..

Ambition helped Strategic Financial Solutions increase new leads by 69% month-over-month. The team boosted total deals by 26% and active... deals by 49% in a single quarter. Ambition's gamification and coaching features replaced manual sales contests and made progress visible. Sales reps now track calls, pitches, and deals in real time. The company uses leaderboards and scorecards to motivate and coach their sales team.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

CleverTap helped Avenue, a US-based brokerage, boost user engagement and sales in just six months. Avenue used CleverTap to segment... users and launch targeted campaigns for events like Black Friday and Carnival. The platform made it faster to create banners and push notifications, improving marketing agility. Avenue increased international transactions and promoted its card for use in over 180 countries. The team now plans to expand campaigns and channels using CleverTap's tools.
Show More..

CleverTap helped Avenue, a US-based brokerage, boost user engagement and sales in just six months. Avenue used CleverTap to segment... users and launch targeted campaigns for events like Black Friday and Carnival. The platform made it faster to create banners and push notifications, improving marketing agility. Avenue increased international transactions and promoted its card for use in over 180 countries. The team now plans to expand campaigns and channels using CleverTap's tools.
Show More..

Enklare used Insider to improve their digital marketing and customer engagement. They diversified from paid channels to SMS, web push,... and email, creating cross-channel customer journeys. With Insider’s Architect, they unified customer data and made it easy for marketers to build journeys. Enklare increased additional submissions started by over 1,000 and completed by over 1,400. They reduced reactivation time for potential customers by at least 50%.
Show More..

Branch Journeys helped Payoneer boost app users by 13%. The team used smart banners and deep links to turn mobile... web visitors into app users. 204,000 installs came from Journeys in one year. App usage rose from 33% to 46% of Payoneer’s user base. Branch gave Payoneer clear data on user journeys and conversions. Product and marketing teams now test and improve campaigns with real results.
Show More..

Betty Blocks helped Hanzevast launch a digital investment platform. The new portal made investing accessible to more people, including younger... users. Hanzevast saw a 50% increase in its target audience. The platform simplified onboarding, investment management, and payments. Internal workflows improved and customer satisfaction increased.
Show More..

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.
Show More..

Tipalti Accounts Payable helped Outset Global automate invoice processing. The company cut its accounts payable close time by 50%. Manual... processes were replaced with end-to-end automation. Integration with QuickBooks improved data flow and reporting. Outset Global scaled operations without hiring more staff. Team members now focus on strategic work instead of manual tasks.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

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.
Show More..

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.
Show More..

FormAssembly helped HFM Investment Advisors, LLC save over 100 work hours and $1,500 by replacing manual, paper-based client onboarding with digital web forms. The firm, with... just 5 staff, now collects at least a dozen new client responses monthly. Integration with Salesforce made data entry faster and easier. Since 2016, HFM has processed 216+ new client forms with minimal maintenance. The solution improved efficiency and client experience for this small financial services business.
Show More..

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.
Show More..

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.
Show More..

Leadoo AI helped TPT Retirement Solutions cut contact centre enquiries by 32% in just two months. Over one third of... website visitors engaged with Leadoo bots, improving user experience and self-service. The AI chatbot achieved a 92% user acceptance rate on answers. TPT used Leadoo to guide different audiences and reduce repetitive admin work. Strict compliance guardrails ensured accurate, safe responses for pension members.
Show More..

Crystal used Publicate to improve their stakeholder communications. They created 37 newsletters and now save two hours on every newsletter... build. Publicate's templates and Outlook integration helped Crystal present detailed information clearly and consistently. The platform made it easy for their remote team to collaborate on newsletters. Stakeholders and management gave positive feedback on the new communications.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Seismic helped AllianceBernstein save 23,000 seller hours yearly by automating content creation and integrating with Salesforce. Sellers now access up-to-date... marketing materials from one place, improving compliance and client engagement. Mobile access and presentation tools let sellers prepare for meetings quickly, even on the go. The new workflow led to about $1.8M in efficiency savings. AllianceBernstein now delivers more personalized client experiences and closes deals faster.
Show More..

LearnDash helped The World Changers (TWC) Network move from in-person to online financial education. TWC Network used LearnDash and BuddyBoss... to build a community-focused LMS. They grew to over 235 members and shifted from free to paid courses. The platform enabled community engagement, gamification, and mobile access. TWC Network now plans to scale further with SEO and automated onboarding.
Show More..

Sequoia used Gainsight Digital Hub to launch the Grove Community in just six weeks. The platform enabled peer-to-peer engagement, with... 73% of content created by clients. Sequoia achieved 36% monthly active users and 3,000 total registrations. The community supports HR leaders, offers self-serve resources, and drives client feedback for product improvement. Gainsight helped Sequoia increase retention and revenue through a vibrant online community.
Show More..

Ademero AI-powered document intelligence helped a Fortune 500 financial services firm cut compliance review time by 78%. The company automated... regulatory checks, reducing manual errors by 92%. Customer onboarding now takes hours, not days, and abandonment rates dropped from 12% to 2%. Audit preparation time fell from up to 12 weeks to just 2 weeks. The firm gained $12M in annual revenue and improved compliance accuracy to 99.2%.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Datatonic helped MuchBetter, a payments app, set up real-time analytics using Google Cloud Datastream. This let MuchBetter personalize customer experiences... and improve business reporting. The new system finds in-app issues fast and supports fraud detection with machine learning. The solution was built in 5-6 weeks and keeps costs low while scaling with business growth. MuchBetter’s team can now make data-driven decisions quickly.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Admiral Money chose Mapp Marketing Cloud to automate its cross-channel marketing campaigns. The company wanted to improve customer engagement and... streamline campaign management. After a detailed RFP process, Admiral Money selected Mapp for its strong support and platform capabilities. The team is excited to use automated campaigns to drive business growth and enhance customer experience.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
Show More..

Bitrix24 helped HYPOFACT, a Berlin-based financial services firm, regain control over customer data with its CRM platform. The company integrated... Bitrix24 with multiple external platforms using a custom API, enabling unique CRM workflows. During the pandemic, Bitrix24's video conferencing and collaboration tools supported remote work and team communication. HYPOFACT credits Bitrix24 with keeping their business operational and competitive. The platform became central to their daily operations and client management.
Show More..

T. Rowe Price used Zeplin to improve design-to-development workflows. The team faced issues with organization, version tracking, and design documentation.... Zeplin provided structure, version control, and clear communication between designers and developers. This reduced confusion and rework, making the process less error-prone and saving time. The result was a more productive and collaborative product team.
Show More..

Tilled uses Sentry’s application performance monitoring to track and improve API performance. The team gains detailed visibility into endpoint issues... and database events. Sentry helps Tilled maintain 99.98% API availability. Developers can focus on user experience and innovation. Session replay and context alerts support fast problem resolution.
Show More..

Eventsforce helped Schroders integrate their event management with Salesforce CRM. Before, the events team spent a lot of time manually... updating lists and reports. The integration now lets them pull invitation lists directly from Salesforce and updates registration data in real time. This saves time and reduces errors. Sales and management teams now see up-to-date attendee data and can track engagement across events.
Show More..

Riskalyze used Bizzabo to run its annual Fearless Investing Summit, hosting over 800 attendees. The team switched from a hard-to-use... legacy event platform to Bizzabo for better registration, networking, and attendee experience. Bizzabo’s mobile app and registration tools made check-in fast and easy, with wait times under five minutes. The event achieved a 9.3 NPS, and 76% of attendees planned to return. Riskalyze praised Bizzabo’s support and user-friendly features for making event management simple.
Show More..

Eventtia helped FIBA run both in-person and hybrid events during and after the pandemic. FIBA used Eventtia to simplify registration,... manage ticketing, and support networking for attendees and sponsors. The platform let FIBA create event websites, handle online payments, and offer a smooth check-in process. Attendees could connect and engage whether online or onsite. FIBA now saves time by cloning event setups and keeps engagement high at every event.
Show More..

vFairs helped the Philippines Stock Exchange host its first virtual Stock Exchange Expo. The event drew over 7,000 live attendees... and 60,000 webinar views. PSE used vFairs to create an immersive, interactive experience with features like a virtual lobby, exhibit hall, and gamification. Engagement soared, with 19,000 unique booth visits and 16,000 chat messages. PSE plans to use insights from this event to boost future engagement.
Show More..

Samaaro helped a global financial services provider run large-scale events more efficiently. The company used Samaaro to manage attendee data,... automate RSVPs, and streamline check-ins. This reduced event planning time by 17%. Attendee satisfaction and repeat participation increased by 15%. The platform enabled personalized experiences and better data insights for future events.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Oracle Cloud HCM helped Guardian Group, a Caribbean financial services provider, transform its HR operations. The company automated leave, benefits,... and payroll processes, and digitized recruitment, performance, and talent management. Time to hire decreased, and managers could access resumes instantly. Payroll processing became easier with employee self-service and automated validation. Leave balances dropped due to better absence management.
Show More..

Amnis used Hunter to automate email verification for their marketing campaigns. They faced problems with invalid email addresses, which caused... low deliverability and hurt sender reputation. By using Hunter’s Bulk Email Verifier and Google Sheets add-on, Amnis verified thousands of emails quickly. This automation improved deliverability rates and the quality of prospect lists. Amnis also saved hundreds of hours by streamlining the process.
Show More..

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.
Show More..