Success Stories | Customer Results & Use Cases in the Financial Services

CloudTalk helped Valutico handle over 4,400 calls and serve clients in 90+ countries. Valutico switched from landlines to CloudTalk to... cut costs and improve global customer support. The platform gave their team better analytics, CRM integration, and flexible calling. Productivity increased and manual work dropped. Customer satisfaction rose with faster, more tailored communication.
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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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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.
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Superior Press used Dialpad AI to replace its old phone system. The team rolled out Dialpad to over 120 employees.... They now use AI-powered live transcriptions and sentiment analysis to improve call quality. Superior Press increased its CSAT score from 75% to 94% in four months. They save at least 20% more time on calls and handle 7,000 to 8,000 calls each month. Real-time assist cards help agents answer questions faster and more accurately.
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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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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.
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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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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.
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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.
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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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Talkdesk helped Nassau Financial Group cut average handle time by 90 seconds. The company also reduced transfer rates by 4.5%.... Nassau Financial Group used Talkdesk Autopilot to expand into new communication channels and self-service options. This improved customer satisfaction and allowed more personalized service. The solution supports digital financial services and retirement planning.
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Scorebuddy helped Moneyboat replace its outdated QA process. The new system made scoring faster and easier. Agents became more engaged... in their own development. QA scores improved across the company. Moneyboat won awards for lending and service after using Scorebuddy. The platform now links QA for all five offices.
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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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CX Cloud from Genesys and Salesforce helped P&N Group unify customer experience across P&N Bank and BCU Bank. Agents now save... up to 15 minutes per day, with 1,800 hours of annual efficiency gains. The solution reduced average handling time by 20 seconds and enabled agents to handle over 22,000 calls monthly. Automation ensures 100% of calls have high-quality summaries. Employees benefit from better tools, improved engagement, and more time for customer care.
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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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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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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.
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Fastly's edge cloud platform helped RVU unify its tech stack across multiple acquired brands. RVU used Fastly to standardize operations,... boost security, and improve developer workflows. The team onboarded new brands faster, sometimes in just one week. Real-time log streaming and WAF integration improved security insights. RVU reduced time to first byte by about 30%, giving users faster access to comparison tools.
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Fastly's edge cloud platform helped RVU unify its tech stack across multiple acquired brands. RVU used Fastly to standardize operations,... boost security, and improve developer workflows. The team onboarded new brands faster, sometimes in just one week. Real-time log streaming and WAF integration improved security insights. RVU reduced time to first byte by about 30%, giving users faster access to comparison tools.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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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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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.
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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.
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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.
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Spinutech helped TaxSlayer exceed their registration goal by 137% and their e-file goal by 234% during tax season. The campaign used... a full-funnel digital marketing strategy across YouTube, Meta, TikTok, and Spotify. TaxSlayer saw a 200% year-over-year increase in total registrations and e-files. Cost-per-conversion dropped by 35%. Meta and YouTube channels delivered the largest gains in new e-files and efficiency.
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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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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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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.
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OutSystems helped Western Union launch two digital banking apps in just 11 months. The company moved from on-premises to cloud... infrastructure to boost agility and digital experience. Western Union used OutSystems to build customer-facing apps, back office, and workflow solutions. The new apps went live in Germany and Romania, with more countries planned. OutSystems enabled faster development, reducing project time from years to months and cutting resource needs by 90%.
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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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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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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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Remessa Online switched from Zendesk to HubSpot, cutting support tool costs by 69%. They unified support and sales on one... platform, reducing the number of systems from five to two. This move led to a 20% drop in ticket volume and eliminated duplicate tickets. Teams now track KPIs and customer data in real time. The company improved customer experience and boosted productivity with integrated channels and automated workflows.
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Remessa Online switched from Zendesk to HubSpot, cutting support tool costs by 69%. They unified support and sales on one... platform, reducing the number of systems from five to two. This move led to a 20% drop in ticket volume and eliminated duplicate tickets. Teams now track KPIs and customer data in real time. The company improved customer experience and boosted productivity with integrated channels and automated workflows.
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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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YouChange used Panther to launch its online financial planning and coaching platform. Before Panther, YouChange struggled with booking management, device... compatibility, and building customer connections. Panther provided a single platform for bookings, multi-device access, and virtual consultations. Automated scheduling and data reporting improved efficiency. YouChange saw a 10x increase in bookings and higher customer satisfaction.
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Method CRM helped Tax Office SF cut invoice prep time from 20 minutes to under 2. The firm automated billing,... centralized client data, and enabled remote work for advisors nationwide. Real-time financial insights improved cash flow and forecasting. Manual errors dropped as workflows moved online. Tax Office SF now recruits top talent across the U.S. and delivers faster, more reliable service.
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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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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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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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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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CEX. IO used Meltwater to improve media monitoring and social engagement. The team replaced costly PR agency services with Meltwater's...Newswire, saving thousands of dollars each year. Real-time reporting and analytics helped them track media coverage and adjust their strategy. By focusing on branded content on LinkedIn, CEX.IO increased engagement by 30% in 30 days. Meltwater's competitive analysis tools also enabled better benchmarking and faster KPI achievement.
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CEX. IO used Meltwater to improve media monitoring and social engagement. The team replaced costly PR agency services with Meltwater's...Newswire, saving thousands of dollars each year. Real-time reporting and analytics helped them track media coverage and adjust their strategy. By focusing on branded content on LinkedIn, CEX.IO increased engagement by 30% in 30 days. Meltwater's competitive analysis tools also enabled better benchmarking and faster KPI achievement.
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CEX. IO used Meltwater to improve media monitoring and social engagement. The team replaced costly PR agency services with Meltwater's...Newswire, saving thousands of dollars each year. Real-time reporting and analytics helped them track media coverage and adjust their strategy. By focusing on branded content on LinkedIn, CEX.IO increased engagement by 30% in 30 days. Meltwater's competitive analysis tools also enabled better benchmarking and faster KPI achievement.
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Remessa Online switched from Zendesk to HubSpot, cutting support tool costs by 69%. They unified support and sales on one... platform, reducing the number of systems from five to two. This move led to a 20% drop in ticket volume and eliminated duplicate tickets. Teams now track KPIs and customer data in real time. The company improved customer experience and boosted productivity with integrated channels and automated workflows.
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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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Resolver helped NISA Investment Advisors centralize risk management and business continuity processes. Before Resolver, risk initiatives were not tracked in... one place, causing inefficiencies. With Resolver, all risk data and workflows are managed in a single platform, improving visibility and team adoption. The clean interface and configurable workflows made it easy for the team to use. AI features are expected to further speed up data analysis and decision-making for risk management.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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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 wanted to help people talk more openly about money. They worked with Acast to create the Money Talks card... game and partnered with popular podcasts. The campaign reached over 3.1 million podcast listeners, far above the 1.8 million planned. 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 game, leading Klarna to launch a digital version in their app.
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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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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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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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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.
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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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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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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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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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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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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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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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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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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.
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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.
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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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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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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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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.
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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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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.
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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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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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Trade Ideas used Chargebee to fix revenue loss from failed payments and data errors. Before, they lost money and time... chasing payments and had no single source of truth. Chargebee automated dunning and email notifications, helping them recover 4X revenue for every dollar spent. RevenueStory gave them accurate, real-time data, saving hours each month. Now, Trade Ideas can focus on growing their business and improving customer experience.
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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. 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.
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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.
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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.
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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.
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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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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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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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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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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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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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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.
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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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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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Clim8 Invest used Attest to test two video ad concepts for their climate impact investment app. Creative testing revealed that... a warm, human-focused ad resonated more with their target audience than traditional imagery like wind turbines. Open text feedback helped refine ad details, including changing the dog featured in the video. The chosen ad achieved a 69% view through rate and a 0.71% click through rate, both above industry benchmarks. Clim8 Invest improved their marketing and saw better conversion rates as a result.
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Userbrain helped Loqbox cut user testing time from weeks to overnight. The product team now gets real user feedback in... hours, not days. This shift let them test ideas early and avoid costly mistakes. Userbrain’s flexible model made scaling easy. Sharing user test clips boosted company-wide learning and motivation. Loqbox accelerated its product roadmap and improved decision-making speed.
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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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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.
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Remessa Online switched from Zendesk to HubSpot, cutting support tool costs by 69%. They unified support and sales on one... platform, reducing the number of systems from five to two. This move led to a 20% drop in ticket volume and eliminated duplicate tickets. Teams now track KPIs and customer data in real time. The company improved customer experience and boosted productivity with integrated channels and automated workflows.
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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.
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YouChange used Panther to launch its online financial planning and coaching platform. Before Panther, YouChange struggled with booking management, device... compatibility, and building customer connections. Panther provided a single platform for bookings, multi-device access, and virtual consultations. Automated scheduling and data reporting improved efficiency. YouChange saw a 10x increase in bookings and higher customer satisfaction.
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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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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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Panopto helped Mortgage Advice Bureau speed up adviser onboarding with on-demand video training. The company used Panopto’s platform to let... new advisers learn anytime, anywhere. This change led to a 12% increase in sales by new advisers. Attrition among users dropped by 12%. Panopto’s features made training more flexible and easy to access.
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Superior Press used Dialpad AI to replace its old phone system. The team rolled out Dialpad to over 120 employees.... They now use AI-powered live transcriptions and sentiment analysis to improve call quality. Superior Press increased its CSAT score from 75% to 94% in four months. They save at least 20% more time on calls and handle 7,000 to 8,000 calls each month. Real-time assist cards help agents answer questions faster and more accurately.
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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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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.
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RingCentral’s RingEX and AI Receptionist (AIR) helped a large Northeastern bank save $150,000 a year by replacing old desk phones with cloud-based communications. The bank cut... deployment time for new branches by 85% and boosted softphone adoption 11x, reducing desk phones by 80%. Microsoft Teams integration kept 900+ remote staff connected. The solution removed hardware barriers and made operations more agile. The bank now has a scalable, future-ready communications system.
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RingCentral’s RingEX and AI Receptionist (AIR) helped a large Northeastern bank save $150,000 a year by replacing old desk phones with cloud-based communications. The bank cut... deployment time for new branches by 85% and boosted softphone adoption 11x, reducing desk phones by 80%. Microsoft Teams integration kept 900+ remote staff connected. The solution removed hardware barriers and made operations more agile. The bank now has a scalable, future-ready communications system.
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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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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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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.
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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.
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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.
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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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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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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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Reward Gateway helped Suncorp unite over 11,000 employees across 250 locations. Suncorp launched the Shine recognition program to align with... its new business model. Employees now send 76,000 peer-to-peer eCards each year and submit 200 award nominations monthly. The program supports Suncorp’s mission and values and is a key part of their employee experience. Shine is promoted in recruitment and internal communications.
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Nuvei used Bob HRIS to automate HR processes after several mergers and acquisitions. The company centralized all employee data and... documents in Bob, moving toward a paperless HR environment. Nuvei automated recruitment, onboarding, and performance reviews, achieving a 99% self-assessment rate for performance reviews in 2020. Managers now access real-time people analytics and create detailed HR reports quickly. Bob helped Nuvei ensure transparency and accurate KPI reporting across global offices.
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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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Recapped helped Your Money Line improve sales forecasting and accelerate deal cycles. The team replaced email follow-ups and Google Docs... with digital mutual action plans. Buyer engagement analytics gave clear visibility into prospect activity. New hires closed deals faster, and team morale increased. The platform enabled better collaboration with both clients and partners.
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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.
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Superior Press used Dialpad AI to replace its old phone system. The team rolled out Dialpad to over 120 employees.... They now use AI-powered live transcriptions and sentiment analysis to improve call quality. Superior Press increased its CSAT score from 75% to 94% in four months. They save at least 20% more time on calls and handle 7,000 to 8,000 calls each month. Real-time assist cards help agents answer questions faster and more accurately.
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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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Highspot helped Visa boost user engagement by 17%. Visa replaced a manual, custom-built solution with Highspot’s unified enablement platform. The... new system improved content governance, with 60% of content now well-governed. Recurring usage of Highspot reached 77%. Visa’s team now spends less time managing content and more time empowering sellers. The platform also improved content findability to 85%.
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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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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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yetipay used Glide to automate field sales operations and commission payouts. Before Glide, they managed sales and commissions manually, which... was slow and error-prone. With Glide apps, reps can now price deals, generate contracts, and request payouts on their phones. This change helped yetipay grow revenue by 750% in one year, scaling from £400,000 to £3.5 million. Over 260 field agents now use the app, supporting rapid expansion into new countries.
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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.
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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.
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RingCentral’s RingEX and AI Receptionist (AIR) helped a large Northeastern bank save $150,000 a year by replacing old desk phones with cloud-based communications. The bank cut... deployment time for new branches by 85% and boosted softphone adoption 11x, reducing desk phones by 80%. Microsoft Teams integration kept 900+ remote staff connected. The solution removed hardware barriers and made operations more agile. The bank now has a scalable, future-ready communications system.
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Notix helped RoboMarkets, a European broker, add push notifications to its marketing strategy. RoboMarkets used Notix to collect 198,000 subscribers... and achieved an average click-through rate of 2.4%. The best campaigns reached a 4-5% CTR. They used retargeting pixels, language targeting, and emojis to boost engagement. RoboMarkets praised Notix for its targeting options and seamless integration.
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Unblu helped PostFinance handle over 20,000 secure messaging conversations each month. PostFinance replaced email with Unblu to merge all inbound... requests into one secure platform. The company uses live chat, co-browsing, and chatbot support to assist clients on their website. Agents blend phone, chat, and secure mail channels for efficient customer service. PostFinance maintains stable handling times by using predefined responses across text and voice channels.
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Intercom's Fin AI Agent helped Road, a European EV charging platform, scale customer support for over 150,000 users. The 20-person team... used Fin to automate routine queries, cutting open conversations by over 70%. Fin resolved 63% of support chats and delivered a 150% ROI. Customer satisfaction rose by more than 20%. Road kept its culture-driven support while handling rapid growth, all without expanding the team.
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Tier1FX used LiveChat to improve customer service for forex traders. They installed chat software to offer fast, interactive support in... five languages. The chat is managed by 15 trained agents and is used for both support and sales. Customers value the quick responses and easy access to help. Tier1FX credits LiveChat with building customer trust and supporting their business growth.
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ChatBot powers 125,000 chats per year for Funded Trading Plus. The AI chatbot automates 18% of all support chats, reducing... the workload for human agents. Funded Trading Plus achieved a 93% customer satisfaction rate using ChatBot. During a major industry disruption, the chatbot managed a 1500% spike in queries, helping maintain a 5-star reputation. ChatBot integrates with LiveChat to provide 24/7 support and seamless ticket creation.
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Auth0 helped Moneyfarm modernize its authentication system and move to a microservices approach. The team saved the work of 5... full-time developers by using Auth0 instead of building identity in-house. Moneyfarm implemented multi-factor authentication in just 2 hours and migrated mobile authentication in two days. Support tickets for account lockouts dropped, with resolution time cut from minutes to seconds. This let Moneyfarm focus on new projects and partnerships, like PSD2 integration and working with Poste.
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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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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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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.
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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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Brown Advisory used RocketDocs PMAPS with Salesforce integration to fix slow, manual RFP creation. They set up structured content and... workflows for subject matter experts. This cut proposal time by 75%. The new system improved accuracy, compliance, and reporting. Real-time tracking and regular review cycles made the RFP process faster and more reliable.
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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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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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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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Ivanti Neurons for ITSM helped REYL Intesa Sanpaolo replace manual IT processes and fragmented tools. The bank gained a single... platform for IT service management, boosting efficiency and visibility. Automated workflows reduced manual work and improved response times. Secure remote access with MFA strengthened security for mobile staff. Compliance improved with audit trails, and user satisfaction increased with better communication and service tracking.
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Open Insurance used Domo Everywhere with Snowflake to deliver secure, embedded analytics to partners. The company cut partner analytics onboarding... from weeks to less than a day. Partner data queries dropped by 60–70 percent. The number of partners accessing analytics tripled. Domo enabled scalable, governed data sharing and improved partner trust. Open Insurance now focuses on expanding insights and AI-powered analytics.
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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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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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MonetizeMore helped Geniuzz recover from a two-month AdSense ban and a loss of over $20,000 per month. The team guided... Geniuzz through the Google appeal process and restored their AdSense account. MonetizeMore's Traffic Cop solution reduced invalid traffic revenue loss from nearly $1,000 to just $7. In six months, Geniuzz increased its ad revenue by 1,870%, earning 19 times more than before. Weekly meetings and expert support enabled sustainable, long-term growth.
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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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Pendo helped Nasdaq's governance solutions team boost user engagement and feature adoption. Using in-app guides, Nasdaq drove a 240% year-over-year... increase in webinar and forum registrations. Over 10,000 users registered for passkeys through targeted in-app prompts, reducing support requests for login help. Pendo's tools enabled Nasdaq to educate users, promote events, and streamline new feature adoption directly within the Boardvantage platform. This led to more autonomous users and less reliance on manual outreach.
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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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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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