Financial Services Case Studies & Customer Success Stories

Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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StoneX is a financial services company with over 60 offices worldwide. Their HR team struggled with low employee participation and heavy administrative work using their old CSR software. The software... was hard to use, lacked support, and required manual tasks like currency conversion and donation matching. StoneX switched to Bright Funds by Submittable. The transition took only four weeks and did not disrupt their giving program. The new platform made giving more personal for employees and reduced the workload for the HR team.
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Onclusive's Power of Voice™ helped Experian, a global financial technology leader, move from volume-based to quality-focused PR measurement. The company faced challenges proving PR impact with tradit...ional metrics. Onclusive delivered a content quality framework that measured relevance, authority, social amplification, and sentiment. This approach transformed Experian's PR strategy, improved crisis management, and reduced negative coverage. Power of Voice™ became a standard reporting metric for CEOs across global regions.
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Kommunicate chatbot helped TaxBuddy save over 2000 hours every month. TaxBuddy used to rely on forms and manual communication, which was slow and hard for users. With Kommunicate, users could upload ...documents and get help through chat. The chatbot handled repetitive questions, letting Chartered Accountants focus on complex cases. Kommunicate also integrated WhatsApp, so all customer data was in one place. TaxBuddy’s support team worked faster and users had a better experience.
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Tenfold helped Transamerica boost Salesforce user adoption and streamline workflows. Advisors now save 32-64 minutes of outbound time per day. This equals the productivity of one extra advisor for ev...ery seven on staff. Call Quality Managers can review twice as many advisor calls each month. Transamerica secured $3.2M in new revenue per year using Tenfold. The solution unified data and improved customer engagement.
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Carta faced challenges with their support team due to rapid growth and complex equity management products. Customers lacked self-help options, leading to high handle times and low satisfaction in cha...t support. Carta implemented a strategy to educate support staff, empower analysts, and automate inquiries. They used Unblu's Co-Browsing and Live Chat to guide clients visually. This aimed to reduce repeat queries and improve customer satisfaction. Integration with Salesforce helped Carta analyze client service performance.
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Blue Yonder Network Design helped DHL optimize vehicles and stops. DHL used the solution to solve business challenges in logistics. They evaluated ship dates, hauling savings, and consolidation oppor...tunities. DHL saved 7% on transportation costs. Blue Yonder's platform improved efficiency for the world's largest express logistics provider.
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Simulmedia helped a financial services innovator reach 69% more of its target audience than a competitor using advanced TV software and custom targeting. The campaign drove a 42% more cost-efficient ...reach than the client's previous average. Over 37.3 million total viewers saw the campaign. The client saw significant increases in customer volume and stayed with Simulmedia. The solution used data-driven TV ad buying to boost digital property traffic and customer acquisition.
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Strike Social used YouTube Demand Gen ads for a financial services provider. The goal was to promote a new banking solution to affluent professionals in New York and New Jersey. The campaign used mob...ile-only targeting, hyper-local geo-targeting, and interest-based content alignment. Results included a 50% achieved margin, 111% campaign clicks over delivery, and a 3.3% link click rate from high-intent audiences. The campaign kept costs low while exceeding performance goals.
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Royal London Asset Management wanted to increase asset value and reduce carbon emissions. They used Hank's AI technology in a 125,000-square-foot property. This improved HVAC operations and energy ef...ficiency. They achieved 21% energy savings and a 708% ROI. Equipment life was extended by 1 to 2 years.
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Certainly's FintiBot helped Fintiba automate 97% of customer conversations. Fintiba saw a 125% increase in customer satisfaction and reduced escalations to human agents by 85%. The AI chatbot now han...dles over 10,000 monthly conversations. Fintiba used Generative AI and multi-language support to serve international students and employees. The solution cut 8,000 support tickets per year and saved the team from manually handling over 140,000 inquiries annually.
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ChatBot helped Funded Trading Plus automate global customer support. The AI chatbot handled 125,000 chats per year and reduced agent workload by 18%. During a major disruption, customer queries rose ...by 1500%, but ChatBot managed the surge. The company kept a 93% customer satisfaction rate. ChatBot also improved efficiency and helped maintain a 5-star reputation.
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Tenfold helped Transamerica boost Salesforce user adoption and streamline workflows. Advisors now save 32-64 minutes of outbound time per day. This equals the productivity of one extra advisor for ev...ery seven on staff. Call Quality Managers can review twice as many advisor calls each month. Transamerica secured $3.2M in new revenue per year using Tenfold. The solution unified data and improved customer engagement.
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Aivo AgentBot helped Grupo Petersen automate customer service during the pandemic. They saw a 500% increase in automated queries and 97% effectiveness. The average support time dropped to under 1 min...ute, a 46% reduction from 2019. Positive customer feedback rose by 40%. Grupo Petersen used AgentBot and Live on web and WhatsApp channels for digital transformation in financial services.
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Zoom helped Capital One improve communication and collaboration. Capital One used Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better te...amwork and more effective work with Zoom.
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GetJenny chatbot Iiris helped YTK handle a 400% surge in service inquiries during COVID-19. The chatbot managed 9 out of 10 conversations, freeing up 1-2 customer advisors for other tasks. Chat volum...es jumped from 41,000 in 2019 to 75,000 by May 2020. Deflection rates rose from 66.2% to 71.3%. Customer satisfaction stayed high at 8.3 out of 10, even as feedback volume nearly tripled.
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LearnUpon helped GTreasury cut employee onboarding costs by 90%. The company used LearnUpon to standardize and automate training. New hire orientation dropped from up to 2 weeks to just 2 days. Suppo...rt team onboarding costs fell by 90%. GTreasury saved $900,000 in onboarding costs. The average time to close a support ticket dropped by 50%.
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Docusign IAM helped KPC Private Funds automate and simplify complex investment agreements. The company replaced manual, error-prone PDF processes with dynamic Web Forms and automated workflows. This ...change saved 70% of the time spent on agreement processes and reduced the number of templates managed by 87%. The solution also cut time spent with Maestro and App Center integrations by 90%. KPC Private Funds now captures investor data more accurately and scales operations more easily.
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Kollective ECDN helped Nationwide Building Society support live and on-demand video for remote employees. During the COVID-19 pandemic, Kollective enabled seamless communication across their complex ...network. The solution supported both remote and onsite staff. Nationwide also used Microsoft Teams and Stream to reach 20,000 employees. The ECDN ensured consistent service and communication for their workforce.
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Fastly’s edge cloud platform helped RVU standardize technology across its market comparison brands after acquisitions. RVU used Fastly to create a single, secure layer for all brands, improving perfo...rmance and compliance. Developers onboarded new brands faster, sometimes within a week, and used features like WAF, real-time logging, and custom VCL. Fastly enabled advanced caching, A/B testing, and automation, reducing single points of failure. RVU’s team now manages infrastructure as code and quickly adapts to new challenges.
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Salesforce Marketing Cloud helped Latitude Financial Services move from phone sales to online marketing. OSF Digital integrated the platform with their CRM and enabled Einstein GPT for Marketing. LFS... marketers improved email deliverability and engagement. Email open rates doubled. Campaigns launched 7 times faster. LFS saw record-high revenue three months after launch.
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A global financial institution needed help with IT asset management. They worked with Flexera's customer success manager for support at every step. The CSM team explained processes and next steps cle...arly. The institution felt supported during implementation. They valued the ongoing guidance from Flexera.
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Cognigy.AI helped Humm Group launch a virtual assistant called Emm. Humm Group needed to support more customers as demand grew. Emm gives 24/7 support and helps customers with tasks like opening acco...unts and explaining fees. The virtual assistant understands 94% of customer requests. It resolves over 50% of cases and cut average handling time by 15%. Both customers and agents are happier with the new system.
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Automation Anywhere helped Osaic automate back-office tasks and improve client service. Osaic set up a center of excellence and focused on reducing manual work and client request cycle times by 15-25...%. In 15 months, Osaic automated 59 processes, saving over 25,000 hours a year. The company achieved 186% ROI in the first year and 93% accuracy in onboarding with document automation. Employees now spend more time on high-value work, and 66% of cases close at least one day early.
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Old Mutual used Tamr to update 69% of their records in 6 weeks. They decommissioned a legacy system in 9 months. This saved millions of dollars. They improved data accuracy and reduced data silos. Th...is helped them offer better customer service.
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Progress MOVEit Automation helped Highmark Federal Credit Union save 7–10 hours a day by automating secure file transfers. Manual processes for banking operations were replaced with policy-driven wor...kflows. The solution scaled from 4 to 52 automated tasks across departments. MOVEit integrated with core banking and internal systems for seamless data movement. The credit union renewed MOVEit for three years due to strong ROI and responsive support.
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Tealium’s customer data platform helped Legal & General unify real-time data and boost marketing results. By integrating Tealium CDP with Snowflake’s AI Data Cloud, they improved call-to-lead convers...ion by 54% and online purchase conversion by 15%. Legal & General built a lifetime value model for smarter marketing investments. The solution enabled better customer engagement and reduced compliance risk. This case highlights the impact of real-time data integration in financial services.
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Squirro GenAI Employee Agents helped a leading wealth management and financial services firm improve client advisory services. The firm faced challenges with overwhelming data and regulatory complian...ce. Squirro's AI workflow automation enabled advisors to make faster, data-driven decisions. The solution optimized processes and improved client management. The firm has 900 client advisors and 1,100 employees, with 15 connected SharePoint instances.
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FullContact helped a top identity verification and fraud detection provider for fintech firms stop identity fraud for every online applicant. The company used FullContact for real-time antifraud inte...lligence. This enabled instant verification and data installation. The solution improved customer recognition and data enrichment. The case highlights FullContact's role in fighting online fraud in financial services.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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QuestionPro helped First American SMS automate their customer feedback survey process. Before, the team sent surveys manually after each case closed. This took time and caused errors. QuestionPro bui...lt a custom solution that let staff email a CSV file with closed cases. The system then sent surveys automatically. This change made the process 50% faster and reduced mistakes.
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Insightrix provided a financial services provider with a custom online portal for customer experience research reporting. The client needed real-time access to satisfaction survey results and the abi...lity to filter data by account manager, branch, and customer demographics. Insightrix developed a survey and an interactive portal that tracked key metrics like Net Promoter Score and customer satisfaction. The portal allowed stakeholders to view, filter, and export results easily. The solution helped the client monitor satisfaction and make faster business decisions.
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An American Mega Corporation needed to speed up their lead gathering process. They wanted to integrate Salesforce with NetSuite to help their on-field agents go mobile. Algoworks provided a custom Sa...lesforce NetSuite integration using Restlet API. This solution allowed real-time syncing and a customer portal to update records. The integration helped the client manage their CRM and ERP needs efficiently.
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CANDDi helped Fluid Trust PLC, a new short-term loan provider, track website visitors and measure marketing performance. The CEO needed a simple tool to identify which marketing efforts brought in ne...w leads. CANDDi’s daily report and visitor tracking gave clear data and saved time. With better insights, Fluid Trust focused its marketing spend and hired new staff. The tool also helped identify key prospects, including a major New York company, leading to timely follow-ups and business growth.
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Leadberry helped Money.net, a digital financial platform, get 215 new B2B leads in 3 months. The sales team used Leadberry daily to identify and track website visitors. They set up automated alerts t...o spot valuable companies. The LinkedIn integration and easy setup were key features. Leadberry also provided email addresses for outreach, making prospecting easier.
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TCN helped a large collection agency improve its collections process. The agency needed a cloud-based voice platform for both inbound and outbound calls. After switching to TCN, they saw gains in mon...thly collections. They also had more right-party contacts and live connections. The number of promises to pay accounts increased. TCN outperformed the previous vendor in these areas.
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CX/EX Scoring Bot, formerly Cogito, helped a Fortune 100 FinTech cut average handle time by 8%. The company used real-time feedback and AI-driven insights to improve agent performance. Net promoter s...core rose by 10 points. Customer experience scores improved by 2%. Supervisors gained better data for targeted coaching and performance consistency.
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Natterbox helped N26 improve their phone customer experience. N26 needed a phone system that worked with Salesforce and could record calls, identify callers, and show customer info to agents. Natterb...ox provided a voice system with call recording and Salesforce integration. Agents greet callers by name and see all customer details right away. The solution increased agent productivity and improved customer experience. N26 also gained better reporting to help manage their team and business decisions.
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Genesys Cloud CX helped La Bolsa de Valores de Colombia create a premium customer experience. The company used omnichannel integration to connect with customers on many channels. This improved how th...ey serve clients. The solution made customer interactions smoother and more personal. La Bolsa de Valores de Colombia now delivers better service with Genesys technology.
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Talkdesk Autopilot and Copilot helped Municipal Credit Union improve their contact center. MCU empowered members with more self-service options. The average self-service rate reached 64%. Average spe...ed of answer dropped by 67%. MCU reduced reliance on outsourced call centers and improved their bottom line.
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A financial services organization wanted to improve their QA around call performance among sales and support agents. They implemented Leaptree, which was easy to set up and flexible for adding and ad...justing scorecards. This improved QA and the call experience for customers, making it a gamechanger for the organization.
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ECSI used NiCE Enlighten Autopilot to improve efficiency in financial services for higher education. The platform helped ECSI engage with customers who wanted self-service. This led to a better live ...agent contact experience. ECSI aimed to boost service standards and streamline operations. The testimonial highlights improved customer engagement and efficiency.
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MightyCall helped Black Creek Management Group handle high call volumes in the debt collection industry. The company struggled with expensive phone bills and inefficient call handling, paying up to $...32,000 a month. With MightyCall's call center software and auto dialer, they increased daily inbound calls from 1,300 to 4,400 and made up to 25,000 outbound calls in a day. Live call monitoring and call recording improved agent performance and quality. Their monthly phone bill dropped to about $2,800, making operations 10 times cheaper.
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Eventtia helps FIBA run in-person and hybrid events. FIBA needed a simple, reliable platform for registration, navigation, and networking. Eventtia made it easy to set up event websites, manage ticke...ting, and handle online payments. Staff use the event app for fast check-in and attendee engagement. FIBA now blends online and onsite experiences, saves time by cloning events, and keeps attendees active and connected.
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Eventogy’s SaaS platform helped CaixaBank run their annual investor conference. CaixaBank faced problems with manual meeting scheduling, slow registration, and sharing event updates. Eventogy automat...ed scheduling, made registration easy, and sent real-time schedules to attendees. CaixaBank saved time, improved attendee satisfaction, and gained better data insights. The platform made event management smoother and more efficient for CaixaBank.
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RollWorks helped Alveo improve their account-based marketing. Alveo used RollWorks for precision targeting and intent data. They reached the right accounts with relevant content. HubSpot and RollWork...s worked together for better sales and marketing alignment. Alveo saw more leads, better engagement, and a fuller sales pipeline. Their marketing became more efficient and targeted.
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Loopio helped HedgeServ cut DDQ response time from 3 days to 4 hours. The RFP draft process dropped from 7 days to 2 days. HedgeServ solved version control and content search issues with Loopio's RFP... response software. The team now finds and reuses content faster, improving collaboration. Loopio's automation and central library made compliance and GDPR responses much easier.
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Paylocity and Airbase by Paylocity helped Arcadea Group automate payroll and expense management. The finance team faced slow, repetitive processes for payroll and expenses. With the new solution, Arc...adea Group streamlined approvals and reduced manual work. Payroll accuracy improved, and audits became easier. The team saved time and focused more on growth. Employees were happier with faster reimbursements.
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CaptivateIQ helped Lendio fix their commission program. Lendio's old system crashed often and made work slow. The finance team had to work all night to fix errors. With CaptivateIQ, Lendio got a stab...le system with no outages. They stopped working late and trusted their data. The team saved time and did not need to replace one full-time employee.
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CircleHD helped a Fortune 500 payment processing company improve employee engagement and collaboration. The company needed a secure, scalable video platform for global training and communication. Cir...cleHD’s easy interface and strong security features met these needs. Over 16,000 users uploaded and commented on videos, boosting knowledge sharing and reducing onboarding time. The platform enriched existing LMS systems and improved leadership messaging.
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Workleap Onboarding helped Lexop, a fintech company, improve their employee onboarding. Lexop faced challenges with manual and time-consuming onboarding as they grew. Workleap Onboarding provided tem...plates, surveys, and real-time tracking to make onboarding easier and more personal. Lexop saw a 200% increase in headcount, 100% employee retention, and 98% new hire satisfaction in 18 months. The platform also supported remote hires and set up a buddy system for new employees.
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Rehearsal made training easy for Modern Woodmen. Victoria Allen could record from anywhere and get instant feedback. This helped her learn faster. The tool was simple to use. She shared her positive ...experience with the product.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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Efecty is a financial services company in Colombia. They had problems with old training methods that made learning hard and slow. They worked with Open LMS to change their training. They used short v...ideos, games, and better ways to talk to users. Now, 75% of users pass tests on the first try, up from 37%. Course time dropped from two and a half hours to 35 minutes. User satisfaction went up from 3.75 to 4.24 out of 5. Training hours grew from 3,660 to 60,751 per year.
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A leading multinational payments provider needed to improve sales team skills. They faced challenges with shifting customer priorities, tough competition, and weak storytelling. The company also stru...ggled with internal alignment between product and sales. They used a customized sales training program to help salespeople build better relationships and deliver more value to customers. The training focused on clear communication and actionable data to meet client needs.
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KMI Learning created an information security training course for a 24/7 financial services provider. The course used relatable characters and stories to engage new employees from all backgrounds. Thi...s approach led to a measurable improvement in corporate information security. The company saw fewer security incidents and higher training completion rates. Employees showed more enthusiasm for security training.
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LearnDash helped Bionic Turtle cut LMS costs by tens of thousands of dollars each year. Bionic Turtle used LearnDash to build an interactive learning platform for FRM certification. The new system su...pports two FRM programs, three membership levels, and over 32,000 users. Bionic Turtle achieved a 73% pass rate for its users. The team found LearnDash user-friendly and praised its support during setup.
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Totara Learn and Totara Perform helped Lifeworx Group, including Finsiders, scale their learning management system. They needed to manage multiple subsidiaries and offer over 300 training courses. To...tara enabled seamless website integration, multi-tenant support, and personalized learning. The platform improved learning engagement and made it easy to track employee competencies. Lifeworx now manages more than 1,000 course completions each year.
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Mangopay used 360Learning to build a culture of collaborative learning. They needed to upskill and reskill their workforce quickly and close skills gaps. 360Learning helped them decentralize training... and let employees take charge of their learning. The migration from Looop to 360Learning was smooth and kept all their training history. Mangopay now uses advanced features to create tailored learning paths and interactive courses. They achieved a 99% course relevance score and have 28 authors creating content.
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Absorb LMS helped Finance of America share its culture and core values after a major acquisition. The company used Absorb Amplify Max to curate content and Absorb Engage to promote values and career ...growth. The Core Value Series increased employee participation in training. The L&D team saved time by curating better courses. Course participation doubled in three months after redesigning the LMS dashboard and using course ratings.
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Continu helped SoFi reach a 94% on-time completion rate for learning assignments. SoFi used Continu Insights to automate data collection and reporting, saving 285 analyst hours. The platform made ana...lytics easy for all team members and improved compliance training. SoFi now connects learning programs to business outcomes using actionable data. The solution supports onboarding, compliance, and role-based skills at scale.
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Torch coaching helped Gregory S., a financial leader, improve his leadership skills. He expected a tough approach but found a coach who listened and helped him find solutions. Gregory learned more ab...out himself in a short time. He now feels calmer and more thoughtful. He is more aware of how people respond to his approach.
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Meridian LMS helped the Society of Actuaries deliver education to members worldwide. SOA needed to expand its global reach and improve the learning experience for actuaries. Meridian LMS provided a s...calable platform with personalized learning paths and easy management of continuing education credits. SOA saw more global engagement and higher member satisfaction. The new system made tracking certifications easier and improved compliance.
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Encyro Pro helps Kevin, a California mortgage broker, securely collect and manage client loan documents. He uses Encyro's upload page to let clients send files safely, avoiding unencrypted email. Doc...uments are auto-organized by client, making it easy to forward them to lenders and respond to underwriter requests quickly. This system saves Kevin significant office time that was previously spent handling email attachments. He offers digital security like big banks without needing an IT department.
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ONLYOFFICE Docs helped CITIC Group improve online document processing. CITIC Group added ONLYOFFICE Docs to their DaoKe DOC+ system. Over 800 employees now use the tool for editing, previewing, and m...anaging document versions. The solution made office work easier and more efficient. CITIC Group plans to recommend ONLYOFFICE Docs to others.
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Red Points helped Jacaranda Finance stop fake social media accounts. Scammers copied Jacaranda’s posts and brand to trick followers with a fake giveaway. Jacaranda tried to remove the fake profile bu...t could not. Red Points got the account removed from Facebook in 24 hours. In the first two months, they found 94 fake accounts and had a 100% enforcement success rate. Jacaranda now saves time and protects its reputation with Red Points’ Revenue Recovery Platform.
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Salesforce Marketing Cloud helped Latitude Financial Services move from phone sales to online marketing. OSF Digital integrated the platform with their CRM and enabled Einstein GPT for Marketing. LFS... marketers improved email deliverability and engagement. Email open rates doubled. Campaigns launched 7 times faster. LFS saw record-high revenue three months after launch.
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Conga Composer helped Cooperative Finance Association automate and centralize document communications. Before, sending documents was slow and manual. With Conga, CFA cut quote creation time by 50%. C...ommunication efficiency improved by 50-100%. Teams now have one source of truth. Automation freed up staff to spend more time with customers, raising satisfaction.
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Alloy Navigator helped Illinois National Bank manage its growing IT assets. The bank moved from spreadsheets to a fully automated system. This improved control over IT infrastructure. The solution al...so supported the setup of a formal help desk. INB now exceeds the service level of larger competitors.
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Clearwater Analytics uses Atlassian cloud to work faster and smarter. The company moved to the cloud to improve efficiency. The solution helped teams work better together. Clearwater Analytics saw im...proved speed and collaboration. The cloud platform made daily work easier for everyone.
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ThinkOwl CONVERSATIONS helped SPS digitize KYC and legal agreement processes in the financial sector. SPS used digital self-services and QR codes to speed up customer responses while meeting strict s...ecurity and compliance needs. The solution enabled 100% digital dark processing and achieved a 70% digital response rate with 92% customer satisfaction. SPS found digital inquiries to be faster, more cost-effective, and with higher response rates than traditional methods.
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SysAid helped Cashco Financial streamline IT operations. The company used to handle all IT requests by email, making it hard to manage and track incidents. SysAid’s self-service portal and AI chatbot... now let 70% of tickets be resolved without direct IT help, cutting IT workload by 15%. Automated workflows reduced the hires and terms process from over an hour to under 20 minutes, a 67% time savings. Integration with MS Teams gives real-time ticket updates, improving visibility and user satisfaction.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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Messagepoint helped Covius cut turnaround times for mortgage communications from 8-12 weeks to much faster. Covius faced slow, inefficient processes with three legacy CCM systems and over 800 templat...es. Messagepoint unified their content management, reduced manual work, and improved accuracy. The solution made it easier for Covius to meet client and regulatory demands quickly. Covius now manages communications with more speed, efficiency, and control.
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Iron Mountain's Intelligent Business Process Management, InSight Digital Experience Platform, and Intelligent Document Processing helped a Latin American automotive financing company cut manual labor... for loan approvals by 50%. The company automated document handling, reduced approval times, and lowered transaction costs. Error rates dropped, and customer responsiveness improved. The solution also enabled real-time KPI tracking and better access control. These changes boosted profitability and customer experience in automotive finance.
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IAM Advisory wanted to digitize their account management and document storage. They tried building their own system but it was costly and not working well. They chose DocuWare, which had the features... they needed. They scanned and indexed all their paper documents into DocuWare and now work completely paperless. DocuWare's auto indexing saves them time, and they can work remotely. The team stores over 50,000 documents and adds 50 to 100 new ones each week.
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Docmosis Cloud helped LeaseAccelerator improve document generation for enterprise lease accounting. LeaseAccelerator struggled with Actuate, Brio, and Crystal Reports, which were hard to use and coul...d not handle high data volumes. With Docmosis Cloud, they moved to production in just five months. Now, they generate 150,000 pages per month. The CTO called the switch 'crazy simple.'
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CARA Platform helped Ameritas with digital transformation. Ameritas used CARA to improve business process management and enterprise data management. The platform offered secure collaboration and comp...liance. Ameritas boosted efficiency and modernized their systems with CARA. The solution supported their digital strategy and growth.
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Arena Live Chat helped Nubank make its IPO event interactive. Nubank streamed the IPO from the New York Stock Exchange and included a live concert by Anitta. Arena Live Chat let employees, customers,... and the audience talk and share during the event. The solution made the IPO feel like a big pop event. Over 815 investors joined on IPO day. The event brought in almost a million investors and a large social media audience.
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GRM Information Management helped a government-sponsored financial services corporation solve HR document access problems. The company could not digitize or store HR paperwork quickly, making it hard... to find and approve documents. GRM moved HR records to secure storage, scanned them, and set up a cloud-based digital repository. Workflow automation sped up document approvals and sent reminders to reviewers. HR staff now access files faster, focus on key tasks, and share documents more easily. Productivity and employee satisfaction increased, and storage costs went down.
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*instinctools built an NFT marketplace platform for IPwe. The goal was to make the patent market more open and easy to use. The team created a web app with secure transactions, dashboards, and user a...ccounts. They added a Smart Pool system for managing groups of patents. After launch, IPwe saw a 34% increase in annual revenue and a 47% rise in B2B clients. The platform also reduced risks in global patent sales and purchases.
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Pronovix helped a global financial solutions provider improve their API documentation and developer experience. The company wanted users to easily find information in their Azure-based developer port...al. Pronovix's technical writers reviewed the portal, mapped user journeys, and identified blockers. They proposed a twelve-week continuous delivery model using agile methods. The main issues were manual content maintenance, poor version control, and navigation problems. The project aimed to make the portal more organized and user-friendly.
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Fastly’s edge cloud platform helped RVU standardize technology across its market comparison brands after acquisitions. RVU used Fastly to create a single, secure layer for all brands, improving perfo...rmance and compliance. Developers onboarded new brands faster, sometimes within a week, and used features like WAF, real-time logging, and custom VCL. Fastly enabled advanced caching, A/B testing, and automation, reducing single points of failure. RVU’s team now manages infrastructure as code and quickly adapts to new challenges.
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Fastly’s edge cloud platform helped RVU standardize technology across its market comparison brands after acquisitions. RVU used Fastly to create a single, secure layer for all brands, improving perfo...rmance and compliance. Developers onboarded new brands faster, sometimes within a week, and used features like WAF, real-time logging, and custom VCL. Fastly enabled advanced caching, A/B testing, and automation, reducing single points of failure. RVU’s team now manages infrastructure as code and quickly adapts to new challenges.
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MemberSpace helped Blue Harbinger launch a paid members-only newsletter for investment tips. Mark, the founder, faced challenges showing the value of his content. He solved this by sharing free, high...-quality content to build trust. Focusing on a specific investor audience boosted growth. Clear membership options and strong content improved retention. Blue Harbinger now has over 30,000 readers and two membership tiers.
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KNIME helped Rabobank train 300 auditors to use AI-driven anomaly detection. The solution made it easy for non-technical auditors to run their own analyses. Rabobank saw a 714% increase in auditing u...se cases over four years. The approach started with seven use cases and grew to 57 by 2020. This empowered auditors and built a data-driven culture in the audit team.
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Ternary uses its FinOps platform to help Google Cloud customers manage and analyze large volumes of cost data. The challenge was to present complete and accurate customer-generated data at scale, esp...ecially when dealing with thousands of projects and high data limits. Ternary implemented a 3-query approach to focus on the most important data points and group less significant data into an 'other' column. This method ensures users see the most relevant cost information while maintaining data accuracy and usability.
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Informatica Intelligent Data Management Cloud helped Rodobens improve customer personalization and operations. Rodobens unified data across five business units and replaced legacy MDM systems. The co...mpany saved over 50% of IT hours in monthly data maintenance. Rodobens achieved 182% of their GMV target in six months after launching new CRM campaigns. Estimated additional annual GMV reached $40 million.
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Holistics helped Spenmo build a self-service analytics culture. The 8-person data team empowered over 200 business users to answer their own data questions without SQL. This reduced low-impact, repet...itive work for analysts. Spenmo achieved 25% dashboard stickiness and 99 daily active users. The team now serves 40% of the company's analytical needs with just 8 people.
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Qlik Replicate and Qlik Cloud Analytics helped United Federal Credit Union move from nightly batch updates to real-time data replication. This enabled fast reporting and hyper-personalized marketing.... United built dashboards that replaced static reports and improved decision making. The Deposit Flow Tracker dashboard let United monitor deposits in real time and respond quickly to member needs. Qlik's solutions made data access faster and more reliable for all business units.
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Qlik Replicate and Qlik Cloud Analytics helped United Federal Credit Union move from nightly batch updates to real-time data replication. This enabled fast reporting and hyper-personalized marketing.... United built dashboards that replaced static reports and improved decision making. The Deposit Flow Tracker dashboard let United monitor deposits in real time and respond quickly to member needs. Qlik's solutions made data access faster and more reliable for all business units.
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Jedox helped Eurazeo move from complex spreadsheets to a robust performance management solution. Eurazeo needed better tools to support rapid growth and manage investments. Jedox replaced Excel with ...a database for reporting, budgeting, and collaboration in just two months. The solution improved data sharing, reporting, and management control. Eurazeo now supports international growth and better decision-making with Jedox.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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CleverMaps helped Edenred use location intelligence to improve their B2B sales campaigns. Edenred wanted to target companies near restaurants that accept their meal vouchers. CleverMaps geocoded busi...ness addresses and filtered out existing customers and companies outside a 500-meter radius. This gave Edenred a focused list of prospects. The campaign was 25% more successful than previous efforts without location targeting.
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Cyberquery helped PayComplete save their Infor M3 ERP implementation. The team needed fast, easy reporting without a complex data warehouse. Cyberquery let them access live data and build 30 reports ...in just 3 days. Users could make their own reports after a few training sessions. The solution handled complex VAT reporting and improved month-end and year-end processes. PayComplete praised Cyberscience for great service and user-friendly software.
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DevExpress helped the Republic of Srpska Securities Commission build an integrated information system for the capital market. The team faced challenges with data entry applications and needed better ...UI controls than those in Visual Studio .NET. DevExpress UI controls improved user experience and sped up development. The team finished all data-entry apps on time and within budget. End-users rated the new applications as the best they had used in a long time.
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Nevron Chart for .NET helped Merril Lynch Wealth Management improve their Consolidated Investment Analytics application. Quantitative analysts use Nevron components for portfolio construction and ris...k analysis. The solution supports time-series, asset allocation, and peer group analysis. Merril Lynch chose Nevron for its easy integration, strong performance, and quality support. The company values Nevron over other charting products.
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Stonefield Query for ACT! helped Active Money Management, a financial services firm, solve reporting challenges after switching to ACT!. The built-in ACT! report writer was too confusing and did not ...meet their needs. Stonefield Query offered easy-to-use, flexible reporting for client status and project management. The IT coordinator could quickly create and modify reports by business unit, product, and priority. The company found the software intuitive and user friendly, making reporting much easier.
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Unbiased wanted to balance enquiries between their Matchflow and directory channels without losing previous conversion gains. They worked with Webtrends Optimize to run an AB test that added a step f...or users to choose between the two channels. The test ran on all devices. The results showed a 104% aggregated conversion lift for tablet users and strong improvements across all devices. Both Matchflow and directory conversions increased. The changes led to more enquiries each quarter.
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Glassbox’s AI-powered fraud detection suite helped a leading U.S. financial institution fight online fraud. The bank faced growing threats from remote access scams and hidden on-screen manipulations.... Traditional tools missed these attacks, leaving gaps in security. Glassbox provided real-time behavioral analytics and session replay to spot suspicious activity fast. The bank saved $18 million in just 7 months by stopping fraud early and improving detection.
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Piktochart helped Revolut's communications manager, Deborah Tan, create engaging visual content. Deborah used Piktochart to make infographics that stood out and captured attention. She found the plat...form easy to use and liked its consistent design. Piktochart made it easier for her to share complex ideas in a simple way. Clients and audiences responded well to the visual stories she created.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Crystal helps First Citrus Bank improve pre-meeting strategy sessions. The bank uses Crystal’s personality insights to boost conversion rates and build strong client relationships. Sales reps use the... Chrome Extension to prepare for meetings with practical tips for different personality types. Calls are now more engaging, with better connection and rapport. Crystal is now required for all important client meetings and supports internal sales training.
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Digital Remedy used its Performance TV solution to help an ecommerce customer service payment platform grow new account sign-ups. The brand wanted to reach a niche audience using OTT/CTV and needed s...trong targeting and insights. Digital Remedy used fashion, shopping, and tech publishers, plus ACR data, to target the right users. They tracked site visits and sign-ups with a pixel and optimized the campaign in real time. The campaign drove over 95,000 new account sign-ups and achieved a $1.24 cost per homepage visit.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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VMware SDDC helped AsiaPay improve its digital payment services. AsiaPay needed a better way to manage payments online. VMware SDDC made their system faster and more reliable. This helped AsiaPay giv...e better service to its customers. The company can now handle more payments with less downtime.
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Marin budgeting optimization helped Alumni Ventures double their lead volume and cut cost per lead by 33%. The company struggled to manage ad budgets across LinkedIn and Meta, facing inconsistent eng...agement and time-consuming manual work. Marin’s automated tools allocated spend and set bids for each alumni network, optimizing campaigns daily. In six months, Alumni Ventures saw 97% more leads, a 60% lift in impressions, and a 96% increase in clicks. The team saved hours of manual work and focused on strategic marketing.
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Supermetrics for Amazon S3 helped CrediNord automate marketing data collection. Before, the team manually downloaded data from many channels. This made it hard to see marketing results. With Supermet...rics, they moved data to Amazon S3 and built a dashboard in QlikSense. Now, CrediNord makes faster, data-driven decisions and improves marketing performance.
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ReferralHero helped ipaymy launch an ambassador referral program. ipaymy wanted to grow new leads and reward both new and existing customers. They used ReferralHero to automate and track referrals. T...he program offered $200 promo codes for business referrals and $30 for personal referrals. As a result, 30% of ipaymy's new leads now come from the ambassador program.
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Invoca helped a leading payment processor track call attribution for marketing campaigns and automate quality assurance for remote sales agents. Before Invoca, the company could not connect digital m...arketing to phone sales or measure campaign ROI. With Invoca call tracking and Signal Discovery, they identified high-quality leads, improved campaign messaging, and reduced wasted marketing spend. Automated scorecards gave sales managers better insight into agent performance, leading to higher close rates and increased marketing ROI.
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Formstack helped Lenderfit improve its loan origination process. Lenderfit used Formstack's online forms, document automation, and eSignature tools. This replaced manual, paper-based workflows. The i...ntegration saved months of development time and reduced costs. Lenderfit's clients now manage 10 times more loan applications than before.
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ZS helped American Century investments improve client satisfaction. They used the ZS optimal client engagement tool. The solution focused on better client engagement. The result was higher client sat...isfaction. This case highlights the value of analytics and digital tools in financial services.
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Cresta helped Snap Finance lower average handle time by 40%. The deflection rate increased from 7% to 30%. Snap Finance moved from random sampling to 100% QA automation on all calls. Employee Net Pro...moter Score and engagement scores went up. Cresta's generative AI platform gave real-time insights and improved agent performance. Snap Finance now monitors all calls for quality and compliance.
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AmplifAI helped a top 5 US financial services company improve contact center performance. The company faced long handle times, manual coaching, and slow follow-up. AmplifAI's AI-powered platform unif...ied data, gave real-time performance views, and suggested next best coaching actions. Agents in the pilot cut average handle time by 14 seconds and improved NPS by one point. The company saved $380,000 across 300 agents and handled 52,956 more calls a year. Success led to expanding AmplifAI to over 10,000 agents.
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Dynatrace helped BMO drive its digital-first strategy. BMO used Dynatrace to cut manual log analysis by 60 hours per team each month. The solution reduced problem analysis and resolution time by 80%.... Teams gained 40 extra hours per month for innovation. BMO improved digital banking reliability and customer loyalty with real-time AI insights.
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Demandbase One helped TreviPay shift from slow growth to hyper-growth. TreviPay used Demandbase's ABM and advertising tools to improve marketing and sales alignment. Meetings from targeted accounts i...ncreased by more than 600%. The team now uses intent signals to build better target lists. Demandbase's flexibility lets TreviPay adapt the solution to their changing needs.
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Lusha helped deVere Group close 25% more deals. Bradley Warwick, a business development consultant, struggled to reach prospects using LinkedIn InMail, with only a 5% response rate. Using Lusha, he q...uickly found direct dial numbers and reached 50% more prospects. This led to faster sales cycles and more meetings booked. Bradley saw a 25% increase in closed deals after using Lusha.
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Goava Discover helped Factoringgruppen improve sales efficiency. The company struggled with static lists and double work, leading to wasted time and higher costs. By using Goava and integrating it wi...th Hubspot, Factoringgruppen made prospecting more data-driven and personal. The sales team now works faster, with a higher hit rate and better leads. Automated data updates save time and reduce errors in their CRM. The new process avoids double work and cuts unnecessary costs.
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Quantrix helped James Heagney Associates move away from Excel for financial planning. The company needed better financial reporting tools to build trust with stakeholders. Quantrix provided a solutio...n for all financial preparation and reporting needs. This improved the accuracy of financial reports and supported better management decisions. The switch addressed the shortcomings of Excel in financial planning.
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Webio enabled Hoist Finance to use WhatsApp for Business to talk with customers. Hoist Finance wanted better ways to reach and engage people. Webio set up automated AI agents for messaging and forms.... Agents only called customers when needed, saving time and money. During the pandemic, Hoist Finance quickly moved agents to remote work with WhatsApp. Customer engagement and agent productivity went up. Operational costs went down. Payment arrangements increased by 52%. Agent productivity rose by 42%. Operational costs dropped by 57%. Customer engagement improved by 48%.
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Revenue Grid helped CAPIS double client activity. CAPIS used Salesforce and Outlook but struggled with manual updates and poor data quality. Revenue Grid automated email activity capture and Salesfor...ce updates. The sales team saved time and improved communication. Team management became easier. Client interactions increased and Salesforce data stayed accurate.
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DNCR API integration from Elision helped a leading UAE financial firm follow Do Not Call Register rules. The firm faced slow, error-prone manual DNCR list management and risked phone line blacklistin...g. Elision integrated Etisalat’s DNCR API with the firm’s PBX system. This enabled real-time call scrubbing and automatic compliance. The solution reduced manual effort, improved outbound call productivity, and boosted compliance by 97.5%.
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Koncert AI parallel dialer helped USB Payment Processing boost their connection rate from 6% to 20%. The company struggled with calls being marked as spam and low connection rates. After switching to... Koncert and integrating with HubSpot, they saw three times more real connections. The team now makes about 45,000 calls and gets 3,500 connections per month. This led to more appointments and growth for their sales teams.
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LeadSquared helped LIC Housing Finance Ltd stop losing leads. They automated lead distribution and connected their LOS and LMS systems. Employee efficiency went up. The process became more transparen...t. LIC Housing Finance chose LeadSquared because its lead management fit their needs. They wanted to make housing loans easier for Indian citizens.
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ABN AMRO, a leading bank in the Netherlands, wanted to improve customer experiences. They used Tungsten RPA to automate repetitive tasks. This allowed their 22,500 employees to focus on providing exc...ellent service. The automation led to up to 90% cost reduction in key processes and improved customer satisfaction.
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PFL's Salesforce Marketing Cloud integration helped Elements Financial automate direct mail. The company saved 40 hours each month by reducing manual processes. They exceeded their annual goal with 2...00 additional leads per campaign. Compliance mailers became more timely and traceable. Elements Financial improved customer engagement and stayed compliant with regulations.
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UiPath helped a leading international financial services company move from their old RPA tool to UiPath. The old tool lacked key features and did not lower costs. Craftware managed a smooth migration... to UiPath, finishing ahead of schedule. This saved the client thousands of dollars by avoiding double licensing costs. The new solution supports future automation and is expected to double ROI in the first year.
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BrightEdge helped CBIZ, Inc. improve B2B SEO lead generation. CBIZ used BrightEdge for keyword research, competitive analysis, and reporting. The platform made it easier to show SEO results to differ...ent service line managers. CBIZ now gets 50-70% of its site traffic from organic search. New client accounts from SEO can be worth tens to hundreds of thousands of dollars. BrightEdge made managing and reporting on SEO much simpler for CBIZ.
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Conductor helped Citibank double its credit card application conversions year-over-year. Citibank faced challenges with information silos and managing a large digital presence. The team integrated Co...nductor with Adobe Analytics to centralize data and gain insights into customer personas and search terms. This integration improved collaboration and content targeting. Citibank used Conductor to focus on the buyer’s journey and drive more clicks, engagement, and conversions.
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seoClarity's ClarityAutomate helped a financial data provider speed up SEO project execution. The SEO team needed to quickly prove the impact of SEO tests. They used ClarityAutomate to run and track ...tests, like reformatting H2s into questions and updating title tags with current dates. These changes aimed to boost impressions and click-through rates. The platform made it easier to show results to the development team.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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Zip, a buy now, pay later solution, wanted to monetize their app traffic. They partnered with Sovrn to create an affiliate strategy. Sovrn's large network of merchants helped Zip monetize their merch...ant links. This led to a 600% increase in affiliate click growth. Sovrn continues to optimize Zip's performance and find new growth opportunities.
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Lucidchart helped Western Union's go-to-market manager, Alberto, quickly switch from Visio to a new diagramming tool. He recreated process diagrams faster than before and found the interface easy to ...use. Lucidchart's collaboration features let global teams work together in real time, saving time and reducing email back-and-forth. Alberto used Lucidchart to align teams for product launches and easily gained management approval by exporting diagrams. The tool improved efficiency and communication for Western Union's global operations.
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Rehearsal made training easy for Modern Woodmen. Victoria Allen could record from anywhere and get instant feedback. This helped her learn faster. The tool was simple to use. She shared her positive ...experience with the product.
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Corpay used MadTranslations from MadCap Software to localize its cross-border payment platform. The challenge was to support payments in seven languages for global business. MadTranslations provided ...native-language translations by local financial experts, reducing the need for edits. An automated process let Corpay submit files and quickly receive localizations. Translation memory helped cut time and costs for updates. MadTranslations also documented ISO certifications within a week to meet strict compliance needs.
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Articulate 360 helped a leading financial services company deliver fast, dependable training to employees. The small L&D team used Rise and AI Assistant to create and update courses quickly. This all...owed them to respond to industry changes and regulatory updates in real time. Call center staff could access training on their own schedules. The company saved time and improved training quality with Articulate 360.
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Easygenerator and Cornerstone helped Morningstar scale training for 11,500 employees in 34 countries. The company moved from manual, in-person training to a decentralized, digital approach. Over 400 ...internal experts now create courses using Easygenerator. Auto-translation lets teams localize content fast. Morningstar created 1,500 courses without growing its L&D team. This new system supports global learning and rapid company growth.
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ONLYOFFICE Docs helped CITIC Group improve online document processing. CITIC Group added ONLYOFFICE Docs to their DaoKe DOC+ system. Over 800 employees now use the tool for editing, previewing, and m...anaging document versions. The solution made office work easier and more efficient. CITIC Group plans to recommend ONLYOFFICE Docs to others.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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Kapture CX helped Progcap improve customer experience. Progcap used Kapture's AI-powered self-serve and agent suite tools. The solution automated customer query resolution and voice support. Progcap ...scaled support without increasing team size. The platform enabled fast, accurate, and tailored customer service. Progcap benefited from real-time insights and workflow automation.
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Front helped Y Combinator respond to emails 7 times faster. Y Combinator had trouble managing over 20 email aliases with Google Groups. Staff often missed messages and took up to a week to reply. Wit...h Front, all inboxes are in one place and messages are assigned automatically. Staff use templates and internal comments to work faster. Now, no message goes unanswered for more than a day.
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Salesmate CRM helped AHA Mortgages double their revenue. The team switched from pen and paper and found Salesmate easier than HubSpot, Pipedrive, and Zoho. The platform's intuitive interface and pipe...line management made tracking deals simple. AHA Mortgages now manages 8 sales pipelines at once. The team works more productively and focuses better on leads. Salesmate supports their consulting-first approach in financial services.
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Wealthbox CRM helped Benchmark Wealth Management move from slow spreadsheets and a complex CRM to a simple, efficient system. The team found Wealthbox easy to use and quick to set up. Operations beca...me smoother, and client service improved. Wealthbox supported the firm's growth and made it easier to get new clients. Benchmark now works faster and is ready to grow assets under management.
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4Degrees helped NEA Partners save hours each week by automating deal flow and relationship management. The team replaced manual work in Outlook and Excel with a single CRM platform. 4Degrees offered ...easy integration with Microsoft Outlook and smart data enrichment. NEA Partners improved team collaboration and sourcing efficiency. The service from 4Degrees impressed the team and supported their onboarding and customization needs.
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Bitrix24 CRM helped a financial consulting company from the UK manage sales and clients more easily. The company used sales management, contact center, and sales team collaboration features. They als...o used analytics and reports to track performance. The CRM made it easier to handle leads, deals, and client communication. This improved their workflow and client management.
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PipeRun CRM helped Fix Pay, a fintech in Fortaleza, improve its sales process. The old CRM was inflexible and hard for field sales teams to use. PipeRun gave Fix Pay more control, better data central...ization, and easy customization. The team quickly saw positive results and better adoption. Integration with Power BI and mobile features made sales tracking and lead management easier. Fix Pay reduced customer service time and improved the sales journey.
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Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made the loan process faster and more professional for customers. My Mortgage used Floify to streamli...ne document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space.
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ABCUL needed a new CRM system to replace their legacy solution. They wanted better email tracking, improved reporting, and good value for money. They chose Gold-Vision CRM for its integration with Mi...crosoft Exchange and easy-to-use reporting. The new system centralized their operations, reduced internal emails, and improved visibility. ABCUL uses Gold-Vision to manage member relationships and send email bulletins.
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ONLYOFFICE Docs helped CITIC Group improve online document processing. CITIC Group added ONLYOFFICE Docs to their DaoKe DOC+ system. Over 800 employees now use the tool for editing, previewing, and m...anaging document versions. The solution made office work easier and more efficient. CITIC Group plans to recommend ONLYOFFICE Docs to others.
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Practifi helped Apollon Wealth Management improve client service by streamlining operations. Apollon faced challenges with disconnected systems and inefficient processes. Practifi provided a unified ...CRM that centralized client data and integrated with existing tools. The new platform reduced administrative work for advisors. This allowed them to focus more on personalized financial guidance for clients.
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Visa Middle East wanted to expand their market presence during the Dubai Shopping Festival. They faced a challenge in personalizing communication for their 'Visa Deals' campaign. They used UCS's Reso...n8 to send personalized emails and SMS to participants. This allowed them to send 1,647,253 SMS and 1,765,000 emails, with 40,000 sent daily. The campaign increased Visa's footprint in the region.
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Gong helped Funding Circle improve customer interactions and compliance. Funding Circle used Gong’s AI platform to coach employees and monitor customer calls. The platform’s keyword and Smart Tracker...s let managers spot trends and update coaching in real time. Funding Circle made message testing faster and more effective with Gong’s automated tools. The company saw better quality assurance and more agile frontline teams.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Pushnami helped an affiliate publishing client in the financial services sector grow their marketing reach. The client used PushClick+ to monetize web traffic and advertise offers through the Pushnam...i ad network. They gained over 615,000 web push subscribers and average 135,000 advertising clicks each month. PushClick+ generates about $17,000 in extra monthly revenue. The client values the partnership for its dual publishing and advertising benefits.
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Hey Oliver helped Powercash21 automate their marketing and create personalized campaigns. Powercash21 wanted to increase leads and website enquiries. They faced challenges with website engagement, re...al-time support, and building client profiles. Hey Oliver enabled customer segmentation, live chat, and targeted campaigns. Powercash21 saw more leads, higher traffic conversion, and better engagement with personalized content.
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iPresso Marketing Automation helped a large bank in Europe cut loan repayment delays by 22%. The bank used automated, personalized SMS, email, and push notifications to remind customers about loan pa...yments. This reduced debt collection and arrears handling costs by 10%. Customer service working time dropped by 12%. Customers liked the proactive communication and found it helpful.
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Pipefy helped Globalfy manage over 80 processes across operations, finance, HR, purchasing, and IT. Globalfy faced challenges with manual work and IT dependence as it expanded to all 50 U.S. states. ...Pipefy let business teams build and update workflows without IT help. This reduced delays and gave teams more autonomy. Globalfy improved client onboarding with standardized forms and automation, making processes faster and more visible for customers.
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Zapier helps Pretto automate workflows and drive 10% of its annual revenue. Pretto uses Zapier to automate consultancy contracts and feedback management, saving over $10,000 each year. A 63-step Zap ...automates complex bank data transfers, saving more than 2,000 hours and reducing errors. Every employee at Pretto uses Zapier, making the company more efficient and resilient during market shifts.
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Cyclr helped Younium expand their integration offering for their subscription and billing management platform. Younium faced challenges meeting niche integration needs for enterprise customers. With ...Cyclr, they built custom integrations quickly without heavy development work. They now have over 20 native integrations and use Cyclr’s library of 600+ API connectors. This has allowed Younium to serve more customers and enter new markets, including the US. Both technical and non-technical staff at Younium use Cyclr to deliver flexible solutions.
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optilyz helped GRENKE increase customer loyalty and boost second purchase rates. GRENKE used personalised direct mail to reach their customers. The strategy focused on encouraging repeat purchases. T...he case highlights how direct mail can drive customer retention. GRENKE saw higher second purchase rates with this approach.
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Bloomreach Engagement helped Raisin boost conversion rates by 18%. Raisin used the "interest rate increase auto alert" to send real-time mobile notifications when deposit rates improved. Vecton integ...rated Bloomreach Engagement to personalize product recommendations for each customer. The solution included data cleaning and a dashboard for tracking results. Raisin now delivers more relevant financial products to its users.
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LeadSquared helped LIC Housing Finance Ltd stop losing leads. They automated lead distribution and connected their LOS and LMS systems. Employee efficiency went up. The process became more transparen...t. LIC Housing Finance chose LeadSquared because its lead management fit their needs. They wanted to make housing loans easier for Indian citizens.
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Lob Address Verification helped BlueChip Financial fix address issues in their direct mail campaigns. BlueChip used Lob to parse, standardize, and filter millions of addresses. This led to a 50% redu...ction in failed mailings and cut potential mail costs by over half. BlueChip also improved their data quality by removing undeliverable addresses. The solution was easy to use and freed up resources for BlueChip to focus on their mission.
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Dotdigital helped Scrutton Bland improve their marketing with automation and segmentation. Scrutton Bland used Dotdigital to launch welcome and re-engagement campaigns. They added a preference center... and tracked web behavior to learn about their audience. The team built about 7,000 customer profiles in six months. They saw higher open rates and more engagement from their emails.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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Docupace Platform helped Maher Financial Group digitize their account management. Zarefa Marini used to spend up to 48 hours processing work items with manual steps and back-and-forth emails. With Do...cupace, she now scans and uploads documents in one shared space, making the process faster and easier. New business is processed the same day. She no longer keeps paper files, and communication with the Broker-Dealer is simple and clear.
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Rossum helped Adyen automate their accounts payable process using AI-powered document processing. Adyen faced challenges with over 1 million invoices and Boletos each year, making manual processing u...nscalable. Rossum's solution integrated with Workday, validated data, and handled complex document types like Nota Fiscals. Adyen achieved 92.6% accuracy after only 20 annotated documents and saw a 20.5% reduction in average error rates. This improved efficiency and reduced manual work for Adyen.
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Azira helped Mastercard boost international engagement at the UEFA Champions League Final. Mastercard wanted to stand out among many sponsors and connect with fans. Azira used real-time location data... for outdoor ads and digital retargeting. Black C Media created local content with Turkish hero Barış Telli. The campaign delivered over 1.05 million impressions. 27% of digital engagement came from international visitors.
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Greetly helped Northwestern Mutual create a branded, client-friendly check-in for hundreds of branch offices. The challenge was to offer a simple, professional visitor management system that worked f...or all ages and matched their trusted brand. Greetly kiosks provided custom branding, easy workflows, and instant host notifications. Visitors now check in within seconds, staff get real-time alerts, and every branch delivers a consistent, modern first impression.
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Envoy's visitor management system helped USC Credit Union improve member experience at four Los Angeles branches and a summer pop-up. The system replaced pen-and-paper sign-ins, making it easy to tra...ck visitors and reduce wait times. Staff can now monitor queues and analyze data for branch improvements. Envoy's dashboard lets them assign more reps on busy days and measure average wait times. The solution ensures waiting members are taken care of and streamlines pop-up branch setup.
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Tealium’s customer data platform helped Legal & General unify real-time data and boost marketing results. By integrating Tealium CDP with Snowflake’s AI Data Cloud, they improved call-to-lead convers...ion by 54% and online purchase conversion by 15%. Legal & General built a lifetime value model for smarter marketing investments. The solution enabled better customer engagement and reduced compliance risk. This case highlights the impact of real-time data integration in financial services.
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Jack Henry uses Twilio to create personalized financial experiences. The company leverages Twilio's customer engagement platform to connect with users across channels. This helps Jack Henry deliver b...etter service and improve customer satisfaction. Twilio's flexible platform supports data, AI, and communication tools for financial services.
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Front helped Y Combinator respond to emails 7 times faster. Y Combinator had trouble managing over 20 email aliases with Google Groups. Staff often missed messages and took up to a week to reply. Wit...h Front, all inboxes are in one place and messages are assigned automatically. Staff use templates and internal comments to work faster. Now, no message goes unanswered for more than a day.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Engageware's AI-Enhanced Employee Knowledge Management Platform helped OnPoint Community Credit Union cut employee search effort by 33%. AI-powered search led to 100% employee satisfaction and 71% fi...rst result resolution. Employees now find answers faster, with 75% of searches generating instant AI responses. The solution improved productivity, reduced portal interactions, and made information access seamless for over 1,400 staff. OnPoint saw a 36% increase in total searches and a 51% rise in search refinements.
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Personetics Engage helped Hyundai Card use customer transaction data to improve digital banking. Hyundai Card wanted to stand out in a crowded market and boost customer engagement. They used Personet...ics to give customers insights about their spending and money management. The solution led to a 19% click-through rate on insight CTAs, 800,000 click-to-action conversions per month, and a 4.8 out of 5 average insight rating. Hyundai Card also created over 100 custom insights using the Personetics Engagement Builder.
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Glia helped Orion Advisor Solutions move to a digital-first customer service model. Orion replaced its old phone system with a unified digital engagement platform. Advisors and agents now use chat, v...oice, and video in one interface. The AI chatbot "Rigel" cut call transfers by 30%. Live engagements starting online rose to 80%. Handle time dropped by 4 minutes with CoBrowsing. Orion improved agent onboarding and client collaboration.
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Ibexa DXP helped COMECO launch the TEO banking app in under eight months. The app lets users manage all their bank and credit card accounts in one place. Ibexa DXP enabled secure content delivery for... 60 contributors and supported complex workflows. After a few months, TEO had 130,000 users. The app won 5 stars for security and uses the Ibexa Recommendation Engine for targeted content.
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Entando's Fast Lending application helped Garanzia Etica digitize their credit pre-feasibility process. The solution reduced response times and improved the reliability of credit evaluations. It also... enabled integration of different systems. The modular and composable architecture made maintenance and code reuse easier.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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Maptitude helps Digital Finance Analytics show financial stress data on maps. DFA uses Maptitude to find and display mortgage and rental stress hotspots in Australia. The maps make it easy for client...s and the public to see risk areas. DFA shares these maps on social media to get more attention and sales leads. DFA says Maptitude makes their work faster and more effective.
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Visa Middle East wanted to expand their market presence during the Dubai Shopping Festival. They faced a challenge in personalizing communication for their 'Visa Deals' campaign. They used UCS's Reso...n8 to send personalized emails and SMS to participants. This allowed them to send 1,647,253 SMS and 1,765,000 emails, with 40,000 sent daily. The campaign increased Visa's footprint in the region.
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Medallia helped Banorte improve customer and employee experiences. Banorte used Medallia's platform to collect feedback and manage customer journeys. The solution provided insights and tools for bett...er service. Banorte operates in the financial services industry and is a large company.
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SMS for Zoho CRM helped an online lender speed up loan approvals. The lender serves small and medium businesses and has funded over $500 million. They needed faster ways to talk to customers and proc...ess loans. With SMS automation, most approvals now happen within hours, not weeks. The Head of Technology says customers often get approved by noon if they apply in the morning.
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Plivo’s Browser SDK powers Become’s web app for browser-based calling. Become needed a way to connect account managers and SMB customers quickly and reliably. Plivo enabled seamless call routing, imp...roved productivity, and a better customer experience. Over five years, Become handled more than 6 million minutes of high-quality global calls. Plivo’s Opus codec ensured clear audio even on unstable internet, helping Become support SMBs in getting funding.
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Axia Home Loans uses EZ Texting to improve communication. Patrick Lewis, a sales manager, switched from email to text. This change helped him connect better with his network. Texts are read more ofte...n than emails. This led to more leads and business.
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Salesforce helped Biller, a fintech startup, expand quickly across Europe. Biller needed a CRM system early to support fast growth and keep stakeholders informed. Gen25 implemented Sales Cloud, Servi...ce Cloud, and Marketing Cloud Account Engagement. This gave Biller one platform for sales, marketing, and service. The solution let Biller launch new campaigns and scale operations fast. Biller plans to grow from 50 to over 150 employees and expand to more countries.
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Glia helped Orion Advisor Solutions move to a digital-first customer service model. Orion replaced its old phone system with a unified digital engagement platform. Advisors and agents now use chat, v...oice, and video in one interface. The AI chatbot "Rigel" cut call transfers by 30%. Live engagements starting online rose to 80%. Handle time dropped by 4 minutes with CoBrowsing. Orion improved agent onboarding and client collaboration.
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Empower wanted to increase brand awareness among adults aged 35-64 with investable assets of $100K or more. They worked with Nexxen to reach this audience using Nexxen's full-stack platform. Empower ...used Nexxen Discovery, Nexxen TV Intelligence, and Content Targeting. They targeted people watching Olympics and premium live sports content on CTV. Nexxen's platform helped Empower plan, target, and activate their campaign across premium inventory. As a result, Empower was able to reach qualified audiences and boost brand awareness.
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Asset Panda helped Ripple, a global fintech company, track and manage IT assets across multiple locations. Ripple's IT manager used to rely on spreadsheets and Google Forms, making audits hard. With ...Asset Panda and JAMF integration, Ripple saved many hours in onboarding, IT purchasing, and laptop deployment. The platform improved ticketing, asset tracking, and compliance. Ripple's team now works more transparently and efficiently.
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Lytho helped Global Credit Union improve their marketing workflow. The team used Lytho to merge two marketing teams and manage a major rebrand. Lytho's workflow and digital asset management tools mad...e project tracking and asset sharing easy. The credit union completed 133% more projects after using Lytho. The platform gave them a clear view of all marketing activities and helped ensure a smooth rebranding process.
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Iron Mountain's Intelligent Business Process Management, InSight Digital Experience Platform, and Intelligent Document Processing helped a Latin American automotive financing company cut manual labor... for loan approvals by 50%. The company automated document handling, reduced approval times, and lowered transaction costs. Error rates dropped, and customer responsiveness improved. The solution also enabled real-time KPI tracking and better access control. These changes boosted profitability and customer experience in automotive finance.
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GRENKE faced challenges in maintaining brand consistency across 33 global locations. They struggled with managing brand identity and local communication. Papirfly's platform provided a solution with ...its Digital Asset Management system. This allowed GRENKE to streamline processes and empower local offices. Now, GRENKE can produce consistent marketing collateral efficiently, saving time and reducing costs.
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Meltwater helped SumUp unify its global communications. Before Meltwater, SumUp's teams struggled with fragmented data and slow reporting. Meltwater's dashboard let them track PR and social media in ...real time and customize KPIs for each market. SumUp saved 30% of reporting time and improved decision-making. The platform's support and features made SumUp's communication more efficient and effective.
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Tata Capital used GetEvangelized to promote their wedding loan product with the 'Har Shaadi Hai Shaandaar' campaign. They partnered with Dharma Productions and targeted the wedding market. The campai...gn used lifestyle and entertainment creators on Twitter to share posts and engage in conversations about dream weddings. The initiative involved 30 creators, generated 175 interactions, and reached over 3.5 million potential impressions. This helped Tata Capital increase awareness of their wedding loan offering.
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Credilife needed a texting platform that integrated with HubSpot for their credit and financial wellness counseling services. They chose Text Request because it allowed users to respond to texts and ...update records in HubSpot. Credilife automated weekly reminder texts and added an SMS Chat widget to their website. This improved customer service by consolidating communication and making it easier for clients to respond to texts.
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eXo Platform helped S2E, formed from the merger of four major financial institutions, create a digital workplace. The platform brought together tools for employee collaboration, knowledge management,... and engagement. S2E employees now have a unified space to work efficiently. The solution supports internationalisation, mobile access, and no-code customization. S2E improved employee experience with a smart, integrated platform.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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Fleep helps Slick Trade run their online trading community. Slick Trade needed a reliable chat platform after issues with other services. They use Fleep for live trading rooms, group and 1 to 1 chats..., and support. Fleep's features like easy member management, file sharing, and email notifications make communication smooth. The community connects, shares strategies, and supports each other using Fleep.
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Sococo helped Pacific Pension & Investment Institute stay connected during the pandemic. The team used Sococo to create interactive events and custom destination maps. Members engaged more deeply and... often. PPI launched a new "PPI Clubhouse" subscription for year-round member connection. Sococo enabled secure, always-on spaces for ongoing conversations. The Institute thrived and increased member engagement with Sococo.
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ThoughtFarmer helped Cambrian Credit Union replace their outdated intranet. The new MILO platform improved communication and made information easy to find. Cambrian saw a 96% adoption rate and a 22% ...increase in employee engagement in two years. Searches increased by 40%. The intranet homepage now shows the most important information first. Staff can access interactive community content and stay updated on changes.
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Jack Henry uses Twilio to create personalized financial experiences. The company leverages Twilio's customer engagement platform to connect with users across channels. This helps Jack Henry deliver b...etter service and improve customer satisfaction. Twilio's flexible platform supports data, AI, and communication tools for financial services.
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The London Stock Exchange Group needed to deliver high-quality business news videos to many different audiences every day. They wanted to manage a large amount of multimedia content and make sure it ...met the needs of their customers. They used Kaltura’s platform to help deliver over 400 videos daily. The platform helped them keep their content organized and maintain its quality. This made it easier for them to reach different groups and support their business goals.
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White Jacobs & Associates wanted to use video to introduce their services but found YouTube videos loaded too slowly. Slow video made visitors leave their website. They used Swarmify’s SmartVideo to ...add fast, buffer-free video to their landing page. This change lowered their bounce rate and kept visitors engaged. As a result, their conversion rate from lead to customer increased by 10%.
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Glia helped Orion Advisor Solutions move to a digital-first customer service model. Orion replaced its old phone system with a unified digital engagement platform. Advisors and agents now use chat, v...oice, and video in one interface. The AI chatbot "Rigel" cut call transfers by 30%. Live engagements starting online rose to 80%. Handle time dropped by 4 minutes with CoBrowsing. Orion improved agent onboarding and client collaboration.
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Comscore's custom e-commerce measurement solution helped a digital payment company compare its online checkout conversion rates. The company wanted to show merchants the benefit of using its payment ...method. Comscore used behavioral data to track conversion rates across different payment options. The client's payment method achieved an 88.7% conversion rate. This was 33.4 points higher than other digital wallets and 40 points higher than all payment types combined.
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RingSense conversation intelligence helped Endeavor Capital improve sales by 40%. The company saved 50 hours per agent each month with AI-generated follow-up emails. Performance visibility increased ...100 times. Automated call summaries and scoring gave managers back 30% of their time each week. Endeavor Capital also saved $36,000 a year on communication costs after switching to RingCentral.
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Braze helped Hugosave improve onboarding with data-driven engagement and gamification. Hugosave used Braze to create a personalized, cross-channel onboarding journey for new users. The onboarding inc...luded gamified 'Quests' and rewards, delivered through email and content cards. As a result, the rate of clients progressing to opening a full account increased by more than 300%. Hugosave now provides tailored guidance and nudges to help users build good financial habits.
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OneSignal helped Check City fix slow and unreliable push notifications. Check City needed real-time, reliable web push for re-engagement and compliance. OneSignal delivered instant sends, no delays, ...and strong deliverability. Check City ran a split test and saw click-through rates jump from 0.11% to 0.48%, a 336% increase. The team easily added 14,000 new subscribers using OneSignal's WordPress plugin.
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Edenred UAE faced challenges with user engagement and support ticket volume. They struggled to create personalized messaging and automate user engagement. Their marketing team was also heavily relian...t on development for in-app notifications. By using CleverTap, they improved user engagement and reduced support tickets by 45%.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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Slite helped Upvest unify company knowledge. Upvest picked Slite over Confluence and SharePoint. Before Slite, their documentation was scattered and hard to find. They needed a simple, scalable platf...orm for their fintech needs. With Slite, they achieved 100% company-wide adoption. Onboarding and knowledge sharing improved. Team collaboration and document governance got better. Slite became a key tool as Upvest grew.
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Lytho helped Global Credit Union improve their marketing workflow. The team used Lytho to merge two marketing teams and manage a major rebrand. Lytho's workflow and digital asset management tools mad...e project tracking and asset sharing easy. The credit union completed 133% more projects after using Lytho. The platform gave them a clear view of all marketing activities and helped ensure a smooth rebranding process.
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Intuit wanted to grow in Hong Kong and Singapore. Their US content wasn't working there. They worked with Social Native. They used local creators. This increased conversion and brand affinity.

Arena Live Chat helped Nubank make its IPO event interactive. Nubank streamed the IPO from the New York Stock Exchange and included a live concert by Anitta. Arena Live Chat let employees, customers,... and the audience talk and share during the event. The solution made the IPO feel like a big pop event. Over 815 investors joined on IPO day. The event brought in almost a million investors and a large social media audience.
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Arena Live Chat helped Nubank make its IPO event interactive. Nubank streamed the IPO from the New York Stock Exchange and included a live concert by Anitta. Arena Live Chat let employees, customers,... and the audience talk and share during the event. The solution made the IPO feel like a big pop event. Over 815 investors joined on IPO day. The event brought in almost a million investors and a large social media audience.
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Taboola Realize helped Meitav launch a new investment option. Meitav used multi-format ads and Taboola's AI-powered solutions. The campaign aimed for a 20X return on ad spend. Meitav achieved a 78X R...OAS, generating 4 times more revenue than their target. Over 50% of their marketing budget went to Realize. Meitav saw a big increase in conversions and revenue.
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Inbox Insight helped ITESOFT reach top finance decision makers in France. ITESOFT wanted 200 qualified leads in 12 weeks. Inbox Insight used targeted content, industry bulletins, and 1-1 emails. They... matched ITESOFT’s assets to the right audience using the IFP platform. The campaign delivered 200 leads on time. ITESOFT praised the quality and volume of leads and strong account management.
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Inbox Insight helped ITESOFT reach top finance decision makers in France. ITESOFT wanted 200 qualified leads in 12 weeks. Inbox Insight used targeted content, industry bulletins, and 1-1 emails. They... matched ITESOFT’s assets to the right audience using the IFP platform. The campaign delivered 200 leads on time. ITESOFT praised the quality and volume of leads and strong account management.
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Docubee helped Hedgehog Investments save hours every day by streamlining document management. Hedgehog Investments needed a solution to keep up with rapid growth and daily document demands. Docubee p...rovided tools to simplify contract creation, collaboration, and approvals. The company now supports its growth with faster, more efficient document workflows. The founder says Docubee has saved significant time for the team.
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Salesforce Marketing Cloud helped Latitude Financial Services move from phone sales to online marketing. OSF Digital integrated the platform with their CRM and enabled Einstein GPT for Marketing. LFS... marketers improved email deliverability and engagement. Email open rates doubled. Campaigns launched 7 times faster. LFS saw record-high revenue three months after launch.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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Funding Strategies, a financial services firm, replaced spreadsheets and multiple systems with Zoho One. They customized Zoho One to integrate CRM and email marketing, improving lead management and c...lient communication. The team can now manage 20 matters at a time and provide clients with access to analytics. This has enhanced efficiency and client service.
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IBM Apptio helped The Standard, a financial services provider, improve IT cost transparency and align spending with business goals. The company replaced manual, spreadsheet-based processes with Appti...o, Cloudability, and Targetprocess. This shift let the IT Finance team spend 80% of their time on higher value tasks and increased IT productivity by 20%. Cloudability enabled a projected 10% reduction in cloud spend for 2023. The Standard gained better control over IT budgets and improved decision-making for digital transformation.
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Stripe helped FICO move its myFICO consumer billing and payments. FICO used Stripe Billing, Payments, Tax, Data Pipeline, Radar, and Elements. FICO saw a 50% drop in subscription billing issues. Auth...orization rates went up by 1 percentage point. 20% of all transactions now use digital wallets.
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Emburse Expense Enterprise helped Planet Home Lending automate expense reporting. The company struggled with manual processes and slow expense report handling. With Emburse, processing time dropped f...rom 10–15 minutes to about two minutes per report. Payments are now five times faster. The finance team avoided hiring extra staff and saved the cost of one full-time employee. Employees can submit expenses on mobile devices and get reimbursed quickly.
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Emburse Expense Enterprise helped Planet Home Lending automate expense reporting. The company struggled with manual processes and slow expense report handling. With Emburse, processing time dropped f...rom 10–15 minutes to about two minutes per report. Payments are now five times faster. The finance team avoided hiring extra staff and saved the cost of one full-time employee. Employees can submit expenses on mobile devices and get reimbursed quickly.
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Emburse Expense Enterprise helped Planet Home Lending automate expense reporting. The company struggled with manual processes and slow expense report handling. With Emburse, processing time dropped f...rom 10–15 minutes to about two minutes per report. Payments are now five times faster. The finance team avoided hiring extra staff and saved the cost of one full-time employee. Employees can submit expenses on mobile devices and get reimbursed quickly.
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Addepar helped Activest Wealth Management (AWM) replace their old software to support rapid growth and expansion in Latin America. AWM faced challenges with manual data entry, slow reporting, and lim...ited system flexibility. With Addepar, AWM cut reporting time by 40%-50% and reduced manual data entry by 20%-30% each week. They doubled their custodial feeds and consolidated 20 views into one dashboard. AWM now provides clients with 24/7 access to financial data and improved advisor efficiency.
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Happay helped Emkay Global automate spend management. Before Happay, Emkay Global used manual processes for expense reporting and reimbursements. Employees struggled to capture expenses in multiple c...urrencies and faced delays. Happay provided accurate data recording and flexible expense filing. After implementation, Emkay Global saw a significant increase in reporting efficiency. Employees found the new system easy to use and more productive.
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Reach Reporting helped Amplify improve financial reporting for their clients. Amplify struggled with slow, manual spreadsheet work and needed better integration and customization. Reach Reporting sav...ed time, made onboarding new clients easier, and improved client experiences. Amplify now has more personalized reports and deeper client discussions. The tool helped Amplify deliver better service and focus on client business goals.
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ON24 Intelligent Engagement Platform helped Nasdaq gain AI-powered insights and flexibility. Nasdaq generated over 750 leads from one Go Live event. They saved over $100,000 by switching to ON24. ON2...4 automation saved hours per webinar. The solution included Salesforce and Marketo integration, AI-powered ACE, content hubs, webinars, and virtual events.
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Zoom helped Capital One improve communication and collaboration. Capital One used Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better te...amwork and more effective work with Zoom.
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Zoom helped Capital One improve communication and collaboration. Capital One used Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better te...amwork and more effective work with Zoom.
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RingSense conversation intelligence helped Endeavor Capital improve sales by 40%. The company saved 50 hours per agent each month with AI-generated follow-up emails. Performance visibility increased ...100 times. Automated call summaries and scoring gave managers back 30% of their time each week. Endeavor Capital also saved $36,000 a year on communication costs after switching to RingCentral.
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GoTo Connect helped PayChoice, a payment gateway company in Melbourne, upgrade their old phone system. The team found GoTo Connect easy to use and liked features like drag-and-drop call sequences and... call recordings. They can now quickly set special messages for holidays and trainings. The new system made team planning easier and improved client communication. PayChoice values the 24/7 support and user-friendly portal.
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Remo helped The Payments Association move their in-person drinks receptions online. Members enjoyed the platform for its easy use and strong networking features. The team at Remo made many improvemen...ts based on client feedback. The Payments Association plans to keep using Remo for virtual events.
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Zoom helped Capital One improve communication and collaboration. Capital One used Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better te...amwork and more effective work with Zoom.
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Zoom helped Capital One improve communication and collaboration. Capital One used Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better te...amwork and more effective work with Zoom.
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Livestorm helps Spendesk run product demos, marketing webinars, customer training, and company meetings. Spendesk chose Livestorm for its HubSpot integration and ease of use. The sales team saves tim...e by hosting bi-monthly product demo webinars, signing at least one customer per session. Marketing webinars reach 300 participants on average. Customer training sessions are short and recurring. HR uses Livestorm for internal and external meetings, making information easy to share.
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Inxmail Professional helped MEAG automate its fondspreis newsletter service. MEAG needed to reduce manual work and errors in sending personalized fund price updates to investors. The solution used a ...custom content app in the Inxmail platform to deliver tailored, timely newsletters based on user preferences. This automation made the process faster and more reliable. MEAG saw more newsletter subscribers and freed up staff for other tasks.
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Funding Strategies, a financial services firm, replaced spreadsheets and multiple systems with Zoho One. They customized Zoho One to integrate CRM and email marketing, improving lead management and c...lient communication. The team can now manage 20 matters at a time and provide clients with access to analytics. This has enhanced efficiency and client service.
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Netcore helped Freo grow its top of funnel by 35% using an email reactivation strategy. Freo used Netcore's email marketing tools to reach inactive users. The campaign brought more users back to the ...platform. Freo saw a big increase in new leads. This shows how targeted email campaigns can boost growth in financial services.
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Visa Middle East wanted to expand their market presence during the Dubai Shopping Festival. They faced a challenge in personalizing communication for their 'Visa Deals' campaign. They used UCS's Reso...n8 to send personalized emails and SMS to participants. This allowed them to send 1,647,253 SMS and 1,765,000 emails, with 40,000 sent daily. The campaign increased Visa's footprint in the region.
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Inbox Insight helped ITESOFT reach top finance decision makers in France. ITESOFT wanted 200 qualified leads in 12 weeks. Inbox Insight used targeted content, industry bulletins, and 1-1 emails. They... matched ITESOFT’s assets to the right audience using the IFP platform. The campaign delivered 200 leads on time. ITESOFT praised the quality and volume of leads and strong account management.
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Cricket Click Dialer from EVS7 helped iCapital Alliance Benefits double their sales team's productivity. The team increased dials per hour from 20 to 43 and voicemails left per hour from 10 to 20. Th...e PAM feature let reps leave pre-recorded, personalized voicemails with one click. This saved time and kept agents' voices fresh for live calls. iCapital saw a 115% increase in total calls per day after switching to EVS7.
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Oktopost helped ACI Worldwide boost brand awareness with its employee advocacy platform. ACI faced challenges with limited marketing resources and strict social media compliance rules. The company tr...ained employees and used Oktopost to manage and approve social content. Employees shared curated posts, increasing engagement and reach. Results included a 35% increase in audience reach, 130% more website traffic from social media, and 40% more leads from employee-shared content.
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Sociality.io helped Home Credit Philippines manage their social media with its Publish and Analytics modules. The easy-to-use dashboard and calendar made it simple for the marketing team to plan and ...track content. The Analytics module was clear and straightforward, leading them to switch from another tool. Home Credit Philippines now creates better ads and content, improving their social media operations. The team values the time saved and the improved workflow with Sociality.io.
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Funding Strategies, a financial services firm, replaced spreadsheets and multiple systems with Zoho One. They customized Zoho One to integrate CRM and email marketing, improving lead management and c...lient communication. The team can now manage 20 matters at a time and provide clients with access to analytics. This has enhanced efficiency and client service.
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MASS Analytics used its Marketing Mix Modeling solutions for Tree Bank. Tree Bank saw a 4.5% drop in customer acquisition, even after a 16% increase in marketing budget. MASS Analytics built custom M...arketing Mix Models to find out why. The models helped Tree Bank understand the causes of the drop and measure how marketing actions affected sales. This gave Tree Bank clear insights into their marketing efficiency.
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브리티 RPA helped BNK 투자증권 with digital transformation in financial services. The AI-based RPA solution automated repetitive and non-productive tasks. Employees could focus on creative and core work. Th...is improved work productivity. The solution made digital change easy for the finance sector.
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Innervate helped LendingTree improve creative optimization. LendingTree used manual testing for ads, which was slow and needed lots of resources. With Innervate, they automated creative testing and t...argeted ads by browser, device, and more. This made experiments faster and more accurate. LendingTree saw better creative performance and more impact on their bottom line.
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Crunchbase API helped BBVA cut due diligence timelines by up to 25%. The team now saves five hours each week by removing manual research. BBVA integrated Crunchbase data into its CRM and research too...ls. This gave faster company evaluations and better insights for clients. The solution improved client conversations and gave BBVA a competitive edge in private company data for Mexico.
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Forrester helped Northern Trust improve its security architecture. Northern Trust wanted to learn how top firms mature security without slowing transformation. Forrester analysts identified the right... security models for their reviews. The process worked well because the analyst understood the timeline and strategy. Senior Director of IT Security Tejas Shah praised the support. This helped Northern Trust build trust through better IT security.
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iSpot TV Conversions helped a global credit services brand track the impact of TV ads on digital and mobile conversions. The brand used iSpot to measure web visits and app downloads linked to TV ad i...mpressions. After optimizing its campaign to promote its mobile app, the brand saw a 30-50% spike in mobile activity and a 0.74% conversion rate, up from 0.61%. The campaign reached over 227 million viewers in less than four weeks, 44% more than the next competitor. iSpot enabled faster, more detailed reporting and improved marketing ROI tracking.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.
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Zeplin helped T. Rowe Price improve design-to-development productivity. The team faced issues with organization, version tracking, and design documentation. Zeplin provided structure, version control..., and clear workflows. Developers now get organized, finalized designs, reducing confusion and rework. The product made the design-to-dev process less error prone and less time consuming.
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Glance Guided CX helps Intuit improve customer consultations for TurboTax users. Intuit uses Glance Cobrowse, Screen Share, Mobile App Sharing, and Agent Video. These tools let tax experts see what c...ustomers see in the TurboTax app or browser. The solution works across desktop, browser, and mobile. It is easy for agents and keeps customer data private. This makes tax help faster and more personal for Intuit customers.
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CloudBees platform helped DZ BANK modernize its software delivery. The bank needed to speed up releases and meet strict regulations. Before CloudBees, processes were manual and slow. CloudBees automa...ted pipelines and improved deployment speed. Developers got faster feedback and quality improved. Compliance and governance became easier. DZ BANK now reacts faster to market changes.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Bitrix24 CRM helped a financial consulting company from the UK manage sales and clients more easily. The company used sales management, contact center, and sales team collaboration features. They als...o used analytics and reports to track performance. The CRM made it easier to handle leads, deals, and client communication. This improved their workflow and client management.
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BN developed a community forum for American Express small business cardholders. The goal was to help cardholders connect and learn from each other and Amex’s industry experts. The forum quickly becam...e popular, with 1,600 hourly page views and 12 users per minute. It became the top source for new small business card activations. This helped Amex offer more value to its small business customers.
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Birdeye helped Chartway Credit Union improve their online reputation and customer engagement. Chartway automated review requests and tracked competitor benchmarks using Birdeye’s platform. They gaine...d 1.7k new reviews and increased their Google reviews by 1.3k. Their Google rating reached 4.7 stars and they averaged 1.5 million Google profile impressions per year. Chartway’s team now responds to reviews in less than 24 hours, improving member satisfaction.
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TransNational Payments uses SalesHood's sales enablement software to improve sales training. They share deal win stories to inspire new sales plays and educate teams. They have over 650 deal win stor...ies in their library. This approach helps their teams access sales content easily and close more sales.
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Mindtickle helps PayPal upskill its sales team at scale. PayPal wanted to move sellers from focusing on features to selling value. Mindtickle worked with PayPal to assess their current state and buil...d a plan for upskilling. They used AI-powered interactive role-plays to reinforce new skills. This approach supports PayPal in transforming its sales approach across a large organization.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.
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Prospera Financial needed a way to help their financial advisor partners onboard clients with repeatable action plans. They chose TaskRay to make onboarding easier and to help advisors follow every s...tep. TaskRay helps Prospera’s advisors manage onboarding, stay compliant, and focus on client relationships. This has made their work more efficient and effective. Prospera values how TaskRay supports their goal of strong customer relationships.
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Airtable helped BlackRock improve cross-team collaboration. BlackRock used Airtable to connect over 300 global team members. The platform replaced siloed tools and centralized internal communications.... BlackRock freed up 580 hours per month and deployed new features to clients twice as fast. The team now tracks tasks and product launches more easily.
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Clustdoc helped PayNearMe improve their merchant onboarding process. Before Clustdoc, PayNearMe used manual document collection and had slow, unclear steps. With Clustdoc, they automated approvals, s...ign-offs, and KYC checks. The team now uses one platform for all onboarding tasks. They doubled productivity and have zero errors during KYC verifications. Automated reminders and conditional formatting make the process faster and more personal for merchants.
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Minitab helped Edward Jones improve call center service. The company faced rising call volumes and needed to keep high customer service standards. Using Minitab's DOE tools, the team tested factors l...ike employee rating and training time. They found cross-training all staff was not effective. Assigning employees to their best skills improved response speed and customer experience.
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Reward Gateway helped Five Star Bank define clear values and launch a strategic employee recognition program. The bank used employee surveys and leadership coaching to boost engagement. 83% of manage...rs and 79% of non-managers joined the recognition program. Over 4,000 best practice examples and 11,700 stories were shared. Net interest income hit a record $24.6 million. The bank saw a 12.3% increase in total loans and a 9.7% rise in deposits. Five Star Bank achieved an NPS of 46, 2.5 times higher than the industry average.
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Pagefreezer helped a leading multinational banking and financial services organization archive data from Workplace by Meta. The company needed to meet recordkeeping, compliance, eDiscovery, and litig...ation readiness requirements. Pagefreezer provided an automated archiving solution tailored for financial services. The solution improved workflow and data preservation for internal communications, compliance, legal, and IT teams. The organization ensured compliance with US and Canadian regulations, increased efficiency with better search and organization, and enhanced monitoring to prevent data loss.
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Mimecast Secure Email Gateway helped Taylor Smith Group protect over 800 employees from phishing and malware in Office 365. The IT team saw less spam and fewer threats after switching from an interna...l email server. Mimecast's reports showed the number and types of attacks blocked. The solution was easy to use, cost-effective, and reduced IT workload. Built-in user awareness features explained blocked emails to users.
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Lunio helped Driva, an Australian fintech, stop fake clicks and save money on ads. Driva used Lunio before doubling their PPC spend to cut out zero-value clicks. They saved 6.5% in ad spend each mont...h. Their conversion rate went up by 2.39%. Driva now uses Lunio for Google and Meta ads, and plans to add more platforms soon.
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Qualtrics OXM helped Ally Financial analyze all customer feedback using NLP and AI. Ally could now spot and fix customer pain points across channels. Within months, the AI found 109 system issues and... resolved 103. Ally achieved 10X more visibility into CX friction drivers. The company resolved 97% of issues from Voice of Customer surveys. Ally now anticipates and prevents customer problems before they happen.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive mo...dels. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Betterworks helped Echelon Wealth Partners manage talent programs with the right technology. The platform enabled accountability, transparency, and insights into employee potential. It supported coac...hing, engagement, and easy-to-use feedback tools. Betterworks became a record of employee growth and development. The solution improved the employee experience at Echelon Wealth Partners.
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SurveySparrow helped Cashfree Payments boost their NPS by 20 points and triple their response rates. Cashfree used personalized NPS surveys and web embeds to collect feedback from merchants. The new ...system made it easier for merchants to share their thoughts and for Cashfree to see pain points. Teams used these insights to make support more visible and improve onboarding. Cashfree now plans to use advanced reporting and workflows to automate follow-ups and resolve issues faster.
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Survio helps Fleetcor collect feedback from B2B clients across 11 EU countries in 6 languages. Fleetcor needed a reliable way to gather data for better decisions and to stay ahead of competitors. Sur...vio's survey platform is easy to use and needs no training. The tool's adaptability and multilingual support make it ideal for Fleetcor's international operations. Survio has improved Fleetcor's ability to run data-driven initiatives and enhance their services.
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Encompass-CX helped a Fortune 500 global financial services company improve client retention and sales. The company faced slow growth and trouble keeping clients. Encompass-CX used its salesEQUITY pl...atform to gather client feedback and create action plans. The solution included relationship assessments and coaching for account teams. As a result, client retention rose to 96% and average client tenure reached 25 years. 39% of buyers now see their account team as a trusted advisor.
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Davies transformed the onboarding programme for a major Canadian financial services group. The client needed to cut induction time by 25% and reduce speed to competence from 9 months to 3 months. Dav...ies delivered a tailored solution after a needs analysis and collaboration with operations and learning teams. Results included 0% attrition in training, a 10-point NPS improvement, and a 50-second reduction in average handling time.
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Thematic helped LendingTree analyze over 20,000 customer comments in 90 days. LendingTree used Thematic’s AI to get better insights from feedback data. The platform made it easy to find what drives N...PS and customer pain points. Product and CX teams used these insights to improve decisions and lower acquisition costs. Thematic saved hundreds of hours in data prep and analysis. LendingTree approved 3 million loans and funded $260 billion, helping 111 million people.
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PFL's Salesforce Marketing Cloud integration helped Elements Financial automate direct mail. The company saved 40 hours each month by reducing manual processes. They exceeded their annual goal with 2...00 additional leads per campaign. Compliance mailers became more timely and traceable. Elements Financial improved customer engagement and stayed compliant with regulations.
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Membrain helped Flexza, a fintech company in Mexico, improve its sales process. Flexza needed a better way to reach medium to large companies and refine its go-to-market strategy. SalesStar Mexico gu...ided Flexza in building a clear, repeatable sales process using Membrain. Flexza saw up to a 40% improvement in employee variable compensation for its customers in the first year. The team now works with more structure and confidence, supporting ongoing growth.
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Madhive helped a debit card and financial education app lower their cost per signup from $350 to $50. The fintech brand used Madhive's platform for audience profiling, look-alike modeling, and cross-...device optimization. They achieved a 2x conversion rate on OTT compared to linear advertising. The campaigns delivered 84% incremental reach. The brand increased their ad spend on OTT by 300% after seeing strong results.
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Amplemarket helped Momentum, a revenue growth platform, grow their customer base by 4x in one year. Momentum used Amplemarket’s AI-powered sales automation to source 70–80% of all meetings. The Duo C...opywriter feature led to 20% more meetings. The team saved hours on outbound work and improved their sales process. Momentum switched from Apollo and Dripify to Amplemarket for better lead generation and workflow integration.
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EthosData virtual data room helped a medium size technology venture capital fund manage investor communications and internal document flow. The fund needed a secure way to share information during fu...ndraising. EthosData launched the project in two weeks and moved all information flow to their platform in two months. The client shared confidential documents easily with investors and advisers worldwide. The Q&A and reporting features improved responsiveness and helped track investor interest.
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Fordata Virtual Data Room helped Avallon Private Equity Fund manage due diligence for MBO and LMBO investments. Avallon needed a secure, organized way to share sensitive documents with many specialis...ts. Fordata provided an online VDR system with strict access controls and user activity reports. The solution gave Avallon peace of mind, control, and convenience. It also reduced transaction time and costs, and improved support for all parties.
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Ameriprise Financial faced challenges with content consistency, affecting their messaging. They partnered with Seismic to use data-backed insights for efficient content performance. This helped them ...maintain a personalized experience for advisors and clients. Seismic's tools provided real-time data on content usage, improving efficiency and decision-making. This partnership allowed Ameriprise to enhance their advisor recruitment process by delivering consistent and compelling messages.
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Highspot helped Allianz Trade increase quota attainment by 20%. The company saved sales reps 15 hours per week. Win rates improved by 10%. Allianz Trade used Highspot to give sellers a single source ...of truth for sales content. The platform made onboarding faster and easier. Analytics let Allianz Trade track seller development and optimize training.
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Tonkean helped EarnIn automate IT and HR onboarding and support processes. EarnIn faced rapid growth, hiring 84 people in six months, but IT and HR teams did not scale at the same pace. Tonkean enabl...ed automation of onboarding and internal workflows, reducing manual work and improving efficiency. The IT team used Tonkean to automate fast approvals for engineering and streamline mobile device management. This allowed IT to focus on critical tasks and better support other teams.
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Imprima VDR helped Eurobank Group manage a €301 million sale of its Romanian subsidiaries. The deal required uploading and reviewing over 500,000 pages of data and took 12 months to complete. More th...an 100 due diligence team members needed secure, fast access to documents. Imprima's advanced permissioning system and 24/7 support enabled smooth collaboration and secure data sharing. Eurobank found the system easy to use and did not need special training.
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