Luminus Financial used Laserfiche to digitize all member documentation after a merger. The credit union automated member onboarding, saving 1,800... staff hours each year. Wire transfer processing was streamlined, saving an additional 450 hours annually. Laserfiche improved compliance, audit processes, and made future acquisitions easier. Staff now use Laserfiche daily for tasks from member management to board voting.
Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
Mambu chose Sanity as their content platform to support their cloud banking services. They wanted a single source of truth... for content and to power JAMstack-based front-ends. Sanity helped Mambu structure content for digital marketing. The platform supports continuous growth and future-proofing for Mambu's needs.
Prismic helped BforBank rebuild its website for global growth. The new CMS cut translation time by 95%, from one day... to 30 minutes per page. BforBank hit all year-one growth targets and reached #3 on Google for 'online banking' at launch. Team onboarding dropped from weeks to just 30 minutes. The new site enabled rapid international expansion and improved SEO performance.
Bank of Tokyo-Mitsubishi UFJ
- Banking
- Very Large
Tokyo, Japan
Sefas Open Print helped Bank of Tokyo-Mitsubishi UFJ automate document production across Europe. The bank unified print and mailing processes,... reducing manual work and improving document integrity. Print turnaround times dropped, and mail processing now needs fewer staff. Customers can choose which communications they receive, cutting print runs and postal costs. The bank now controls document workflows and can scale the solution globally.
BNP Paribas used dotCMS to launch a scalable rewards card program in the UK. The bank needed a platform for... co-branded MasterCards that could manage loyalty data, applications, and self-service features. Their agency, IO, built a secure, mobile-first portal using dotCMS’ API-driven technology. Customers now access card activation, real-time notifications, and rewards tracking online. The new platform supports seamless integrations and is ready to grow with the program.
Comarch Loyalty Marketing Platform helped Nedbank upgrade its Greenbacks loyalty program. Nedbank faced challenges with data security and program competitiveness.... Comarch delivered a flexible loyalty system with tier-based rewards and a broader rewards catalog. The new platform made it easier for customers to earn and redeem points. Nedbank saw increased membership, higher engagement, and more products held per member.
Templafy helped Live Oak Bank redesign over 200 customer-facing forms and documents. The bank now manages all content updates centrally,... ensuring brand consistency and compliance. Employees access the latest approved assets directly within their usual programs. Templafy’s Validator feature protects sensitive data and controls access to information. This streamlined workflow increased professionalism and supported positive annual results.
CoreMedia's headless CMS helped Deutsche Bundesbank modernize its digital presence. The bank migrated key publications to a new platform, making... content easier to find for users. Developers gained flexibility with technologies like GraphQL and REST APIs. The new system improved content delivery and user experience. Deutsche Bundesbank can now quickly deploy new features and respond to feedback. This project set a strong foundation for future digital growth in banking.
Finzsoft used Docmosis Cloud to modernize document generation in its Sovereign banking platform. The switch from a legacy system cut... end-of-month statement processing from two days to just a few hours for one client. Finzsoft kept familiar Word templates for clients and improved high-volume batch performance. The new system reduced maintenance and freed developers to focus on core banking solutions. Clients now find it easier to manage templates and adapt to regulatory changes.
Stearns Bank replaced its old information management system with M-Files. The bank saw faster loan processing times. Company-wide efficiency improved.... Document security got better. M-Files helped Stearns Bank manage documents more easily. The bank is a national independent financial holding company.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Contentstack helped Raisin unify its content and product operations across 10 markets. Raisin replaced multiple WordPress and custom CMS systems... with a single platform. Publishing is now 20% faster, bank onboarding is 40% quicker, and product updates are 60% faster. Teams can manage localization, compliance, and product launches in one place. Contentstack supports Raisin’s growth and regulatory needs in Europe and the US.
ActiveDocs helped CoBank automate and streamline legal document creation. CoBank reduced its template volume by nearly 80% using ActiveDocs. The... solution enabled over 1,100 users to generate documents quickly and accurately. Business rules and data integration improved consistency and reduced reliance on specialists. Employees now access all documents from a single workspace. Every document uses the latest approved template and data.
A globally renowned Fortune 200 bank
- Banking
- Very Large
Newgen helped a Fortune 200 bank modernize its financial operations. The bank faced slow deployment, outdated systems, and poor reporting.... Newgen provided a low code automation framework and an intuitive interface. The solution enabled rapid deployment, automated notifications, and better compliance. The bank improved process efficiency and reduced turnaround time.
First Florida Credit Union used Delivra to boost engagement with their Diamond Rewards Visa Credit Card. They set up an... automated campaign to reactivate dormant cardholders by offering double reward points for 30+ transactions in two months. Delivra’s automation tracked customer progress and sent milestone emails to encourage participation. The campaign led to a significant increase in card transactions. First Florida now plans to use Delivra for more automation campaigns.
HH Global helped HSBC, one of the world's largest banks, cut product costs by over 30% in the first year. The solution ensured... brand consistency and quality across global markets using advanced technology and approved suppliers. HSBC reduced carbon emissions by 467 tons and saved more than 198 tons of paper annually. The partnership improved marketing efficiency, supported sustainability goals, and increased ROI for local teams.
HubSpot CRM helped Allica Bank scale from start-up to over £1bn in lending. The bank integrated 2,000 new customers after... an acquisition, with 89% of migrated customers highly satisfied. HubSpot enabled Allica Bank to align sales, marketing, and service teams on one platform. The bank achieved profitability in less than three years. Allica Bank used HubSpot to build a data-driven marketing engine and streamline customer onboarding.
Corefactors and Exotel helped Greater Bank connect calling and CRM in one workflow. Every sales call is now auto-logged and... tracked in the CRM. Managers see real-time dashboards and full call history for every lead. Greater Bank saw 8x year-over-year revenue growth and over 1 million monthly customer conversations. The integration made follow-ups easier and improved sales outcomes.
Altcraft Platform helped BNB Bank boost transactional activity by 36%. The bank used automated omnichannel messaging, including Viber, SMS, and... push notifications, to onboard and retain customers. Open rates for automated Viber messages reached 60%, and click-through rates across all channels hit 12%. Monthly active users grew by 19% in one year. The platform enabled message personalization and advanced analytics, improving campaign effectiveness.
Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
Total Expert helped Lake Michigan Credit Union unify four separate systems into one platform for loan officer marketing and communication. 66% of loan... officers now log in weekly, showing strong adoption. Automated journeys track pre-qualified applicants and prompt timely follow-ups, boosting retention and membership growth. Personalized training and feedback loops drive engagement and feature development. The partnership with Total Expert supports continuous improvement and real business wins for loan officers.
Edge Delta helped Banco Inter cut observability costs by 60%. The bank used Edge Delta to replace Amazon CloudWatch for... log search and analytics. Teams now get real-time insights and can run ad hoc queries. Edge Delta's observability pipelines let teams control and route their own data. Banco Inter also archives raw data to Amazon S3 for flexible access. The solution improved troubleshooting and reduced noisy data across teams.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
ABN AMRO used TIBCO BPM Enterprise and BusinessWorks to digitize banking processes. They moved from on-premise systems to Microsoft Azure,... cutting processing times from days to seconds. The bank avoided €11.1M in manual process costs. Credit card processing now takes days instead of weeks. Mobile banking is available anytime, anywhere. Centralized automation improved compliance and productivity.
ABN AMRO used TIBCO BPM Enterprise and BusinessWorks to digitize banking processes. They moved from on-premise systems to Microsoft Azure,... cutting processing times from days to seconds. The bank avoided €11.1M in manual process costs. Credit card processing now takes days instead of weeks. Mobile banking is available anytime, anywhere. Centralized automation improved compliance and productivity.
ABN AMRO used TIBCO BPM Enterprise and BusinessWorks to digitize banking processes. They moved from on-premise systems to Microsoft Azure,... cutting processing times from days to seconds. The bank avoided €11.1M in manual process costs. Credit card processing now takes days instead of weeks. Mobile banking is available anytime, anywhere. Centralized automation improved compliance and productivity.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
BayFirst Financial used SmartVault to replace risky, outdated email-based document sharing. The bank now opens and manages accounts faster with... secure, digital workflows. Employees and customers use SmartVault’s client portal and eSignature for easy, safe document exchange. Back office teams collaborate better and manage legal files without mailing zip drives. SmartVault’s security controls help BayFirst protect sensitive data and improve customer service.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Talend helped Seacoast Bank improve data quality for its customers. The bank needed reliable data to meet strict regulations. Talend... automated data quality tasks, which made analysis faster. This also helped reduce costs for the bank. Seacoast Bank now delivers more accurate customer data.
Files. com helped TowneBank automate over 90% of its daily file transfers. The bank used Files.com to manage thousands of...secure, encrypted exchanges for vendor reports, contracts, and HIPAA-regulated data. Integrations with Azure Blob storage and automation tools enabled real-time delivery and compliance. TowneBank eliminated manual steps, reduced operational risk, and improved audit readiness. The platform now supports scalable, API-driven growth for the bank's digital operations.
Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
Alteryx helped MUFG Bank automate manual Excel tasks in financial crime compliance. The bank used Alteryx to reduce human error... and improve data accuracy. They automated false positive screening and access log validation. Staff learned new data skills through a structured training program. Alteryx enabled faster, more reliable reporting and better collaboration across teams.
Toucan helped CATS automate reporting for 800+ salespeople. Before, teams wasted hours on manual reports. With Toucan, CATS deployed 8... apps in one year and reached 86% monthly adoption. The solution saved $850,000 each year. No training was needed for the new data storytelling apps. CATS quickly aligned sales teams and improved access to customer insights.
Rabobank used KNIME to help 300 auditors run anomaly detection and data analytics independently. The team built reusable KNIME workflows... that made complex data science accessible to non-technical auditors. In one year, all auditors were trained to use KNIME, driving a shift to a data-driven audit culture. Over three years, the number of analytics-driven audit use cases grew from 7 to 57. This approach improved quality assurance and enabled auditors to uncover both known and unknown patterns in financial data.
One of the largest banks across Asia, Africa, and the Middle East
- Banking
- Very Large
C3 AI Smart Lending helped a major bank operating in 68 countries cut its commercial credit approval cycle by 30%. The bank processes... over 68,000 applications from 20 countries, using machine learning to analyze 1,300+ fields per application. The solution delivered a projected $100 million annual revenue increase. Precision for approved cases reached 98%, with 81% recall. The new process improved customer satisfaction and accelerated revenue growth.
ING used CARTO to build a neighborhood selection tool for real estate decisions. The tool combines housing data, services, and... demographics to help users find the best neighborhood for their needs. Over 40 media outlets have featured the tool. Both ING customers and non-customers use it. CARTO's spatial analysis and vector rendering technology power the application. The tool boosts ING's brand and provides extra value to clients.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
ABN AMRO used TIBCO BPM Enterprise and BusinessWorks to digitize banking processes. They moved from on-premise systems to Microsoft Azure,... cutting processing times from days to seconds. The bank avoided €11.1M in manual process costs. Credit card processing now takes days instead of weeks. Mobile banking is available anytime, anywhere. Centralized automation improved compliance and productivity.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Nitro Sign helped Keytrade Bank digitize mortgage loan agreements. Customers could sign contracts securely using electronic identity cards. The eSign... platform enabled onboarding and contract signing in one step. Keytrade Bank reduced administrative costs by over 80%. The solution achieved a 99% success rate for digital signatures. Nitro Sign integrated with core systems and supported multiple signing methods.
BBVA used Idomoo Personalized Video to help pension members visualize their future savings. The campaign led to a 2x increase... in email open rates. BBVA saw a 78% increase in long-term savings. The videos encouraged more people to use digital banking services. Personalized video made saving for retirement easier to understand.
Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
Citadel Credit Union used MadCap Software to improve employee access to critical information. They replaced Adobe RoboHelp with MadCap Flare,... Central, and Capture. Employees now find answers faster using enhanced search and micro content. Collaboration with subject matter experts is easier, and updates to six documentation portals are quicker. Publishing time dropped from over an hour to five minutes. MadCap's analytics help Citadel keep content relevant and searchable.
PrivatBank migrated all its critical applications to AWS in just 2 months. The bank moved 4 petabytes of client data... and 270 applications across 3,500 servers. This rapid migration helped PrivatBank protect its business during the war in Ukraine. Customers kept access to vital banking services without disruption. The move ensured business continuity and safeguarded operations in a time of crisis.
PrivatBank migrated all its critical applications to AWS in just 2 months. The bank moved 4 petabytes of client data... and 270 applications across 3,500 servers. This rapid migration helped PrivatBank protect its business during the war in Ukraine. Customers kept access to vital banking services without disruption. The move ensured business continuity and safeguarded operations in a time of crisis.
Webflow helped SunWest Credit Union rebrand and take control of their website. Their small marketing team moved from Fiserv to... Webflow, gaining the ability to update design and content without help desk delays. After switching, SunWest saw a 164% increase in organic traffic and a 44% rise in monthly users. Product page visits jumped 20x, and session duration more than doubled. Webflow's integration with Fiserv kept their client portal secure while boosting site performance and flexibility.
Scanbot’s Document Scanner SDK helped VakıfBank save $1,000,000 each year. Customers now scan and submit banking documents through the mobile... app. This replaced slow, error-prone hardware scanners in branches. The new process is 50% faster and led to 2,500 fewer error reports per year. VakıfBank also eliminated 22,500 hours of annual downtime. Customer satisfaction and loyalty improved with the digital workflow.
N26 used Figma to support fast product development and collaborative design. The team replaced multiple design tools with Figma, making... remote work easier. Figma helped N26 roll out new features every two weeks and enabled code releases every 30 minutes. FigJam boosted team engagement and made virtual events more interactive. Figma's security and analytics features improved design system management.
GhostDraft helped First National Bank (FNB) simplify and control its home loan document process. FNB built a library of 91... loan documents with 56 versions each, using a single template for each type. The new cloud-based system lets FNB update documents in-house, cutting turnaround time from weeks to hours. FNB now ensures all documents meet legal standards and are easy to update. The bank plans to use GhostDraft for more customer communications.
Swiss multinational investment bank
- Banking
- Very Large
Switzerland
Welocalize supported a Swiss multinational investment bank with over 1,800 financial translation projects each year. The bank needed fast, accurate,... and secure translation for specialized financial content. Welocalize built a dedicated team of 15 translators and 5 reviewers per language, all vetted by the bank. Secure portals and CAT tools improved workflow speed and data protection. The bank achieved timely, high-quality translations while meeting strict security and compliance needs.
Michigan State University Federal Credit Union (MSUFCU)
- Banking
- Large
East Lansing, USA
Pindrop Passport and Pindrop Protect helped MSUFCU cut authentication time by 58 seconds per call. The credit union reduced fraud... exposure by $2.57 million in one year. Member satisfaction increased by 10% after deploying Pindrop solutions. Employees reported smoother calls and higher satisfaction. Pindrop's technology also detected deepfake voices and stopped over 220 fraudulent calls. MSUFCU saved over $723,000 in annual operating costs with these tools.
Natterbox helped N26 deliver a highly personalized customer experience by integrating voice systems with Salesforce CRM. Agents greet callers by... name and access full customer histories instantly. Call recording and process automation improved security and agent productivity. N26 gained deep reporting for management insight and resource planning. The solution supports N26’s global growth with scalable, high-quality telephony and cost management.
ice Contact Center helped Sunshine Coast Credit Union cut wait times and reduce call transfers. The team moved from manual... call handling to intelligent skills-based routing. Real-time dashboards gave supervisors better control and insight. Staff could work remotely, keeping service consistent during disruptions. Member satisfaction and operational resilience improved.
Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
BAC Credomatic used Alvaria CXP and Alvaria Cloud Workforce to improve digital self-service and agent scheduling. They built over 30... bots for services like collections, loans, and card renewals. Now, 30% of customer interactions happen outside contact center hours. Digital collections increased by 12%. Scheduling for agents is now 60% faster, helping ensure the right agents are available when needed.
VMware Cloud Foundation helped Taishin International Bank scale its digital banking service, Richart, to support over two million accounts. The bank needed... a secure, resilient platform to handle rising transaction volumes and replace legacy systems. VMware Cloud Foundation enabled an agile, container-based private cloud with disaster recovery for hybrid and public cloud environments. The solution provided a stable backend, modular middle platform, and agile frontend for digital banking. Taishin Bank now meets strict financial industry requirements for security and scalability.
Asia’s Leading regional Bank
- Banking
- Very Large
Tetherfi’s Edge AI solution helped Asia’s leading regional bank improve customer service. The bank needed real-time speech-to-text transcription and emotion... detection for its contact center agents. Tetherfi delivered a CPU-optimized transcription engine that worked with limited resources. The solution integrated with the bank’s voice gateways and AI tools. The bank now gets accurate live transcriptions, automated summaries, and emotion analysis. This made operations simpler and improved agent support during calls.
Investment Bank (undisclosed, Greece)
- Banking
- Large
Athens, Greece
Exelysis delivered a unified contact center and communication platform for a leading Greek investment bank. The bank replaced its outdated... system with Exelysis UCS and Contact Center, gaining secure IP PBX for 500 users, advanced call recording, and automated IVR. The solution included encrypted communication, remote user support, and a fax server for investor updates. The bank now meets strict regulatory standards, improves communication, and manages operations centrally. Exelysis enabled the bank to modernize, expand, and stay competitive in financial services.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Banking examples of Driving Business Value with CRM
Allica Bank
- Banking
- Medium
London, UK
HubSpot CRM helped Allica Bank scale from start-up to over £1bn in lending. The bank integrated 2,000 new customers after... an acquisition, with 89% of migrated customers highly satisfied. HubSpot enabled Allica Bank to align sales, marketing, and service teams on one platform. The bank achieved profitability in less than three years. Allica Bank used HubSpot to build a data-driven marketing engine and streamline customer onboarding.
HubSpot CRM helped Allica Bank scale from start-up to over £1bn in lending. The bank integrated 2,000 new customers after... an acquisition, with 89% of migrated customers highly satisfied. HubSpot enabled Allica Bank to align sales, marketing, and service teams on one platform. The bank achieved profitability in less than three years. Allica Bank used HubSpot to build a data-driven marketing engine and streamline customer onboarding.
First Federal Savings Bank used 360 View to fix siloed customer data and weak marketing. The bank sent over 32,000... onboarding emails in three months. They opened 1,200 new accounts and welcomed 400 new customers in six months. New account openings rose by 24% per month. Staff now have a full view of customer relationships. The marketing team launched four campaigns in four months using the platform.
First Financial Bank used ICE Mortgage Technology to improve HELOC originations. They opened Encompass Web to over 400 new users... and automated prequalification. The bank integrated consumer, loan, and property data to target clients. HELOC originations rose by 25%. Satisfaction scores increased by 30%. ICE technology helped the bank work faster and serve clients better.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Glance Cobrowse helped a top 5 U. S. bank move in-branch services online during the COVID-19 pandemic. Bankers used cobrowse...and screen share to guide customers through digital applications, including PPP loan filings. The bank added agent video so customers could see staff during transactions. This approach enabled real-time help for both retail and small business clients. The bank provided over seven billion dollars in loans using Glance’s visual engagement tools.
IDFC FIRST Bank used Zeplin to launch a multi-platform banking app in half the estimated time. The team developed over... 400 screens in just 4 months. Customer ratings increased by 29% and app performance scores rose by 40%. The project finished 3 months ahead of schedule, saving $12,000 per month in outsourced costs. Zeplin improved collaboration between designers and developers, boosting production speed and quality.
Comind. work helped Spencer Savings Bank cut compliance errors by over 90%. The bank replaced manual, undocumented processes with a...secure, audit-ready compliance system. Every compliance action is now recorded, with full audit trails and real-time dashboards. The solution integrates with Qlik BI and supports secure FTP data exchange. Spencer Savings Bank now meets all regulatory deadlines with documented evidence for every step.
Yext helped TowneBank save $302,000 per year by deflecting calls through improved digital offerings. The bank used Yext to manage... over 1,200 entities and make 74,000+ updates across 14 types. Yext Listings drove 28% more local SEO traffic to TowneBank domains. There was a 21% increase in key call-to-action button clicks. TowneBank now responds to 100% of third-party reviews and delivers structured results 93% of the time.
TeamViewer helped Erste Bank improve remote financial consulting. The bank replaced its old remote support platform with TeamViewer for easier,... browser-based access. Customers can now get advice online, by phone, or in person, with no downloads needed. TeamViewer’s co-browsing and chatbot features made support faster and more flexible. Erste Bank reduced average handle time by 35% per service case. The new solution supports their omnichannel strategy and boosts customer satisfaction.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
FileCloud helped a global banking group secure sensitive customer data for millions of users. The bank needed a secure file-sharing... solution that integrated with its authentication systems and supported multi-tenancy. FileCloud enabled each brand in the group to use its own site and branding, while providing strong security features like DLP, SIEM integration, and Zero Trust File Sharing. The solution scaled from 5,000 to 20,000 users in a year, with a goal of 40,000 users. Staff now use FileCloud's retention features to meet strict data privacy rules.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
A leading global investment bank
- Banking
- Very Large
BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
Contify’s market intelligence platform helped a UK-based bank track negative news on over 1,500 clients. The bank automated risk monitoring,... replacing manual processes with real-time alerts. Contify’s solution flagged risk signals like lawsuits and fines using machine learning. The platform reduced risk alert turnaround from 48 hours to just minutes. In the first month, it flagged 5 risky companies, helping the bank manage client risk.
Wells Fargo uses CB Insights to find and evaluate emerging tech startups. The platform helps them focus on the right... companies and avoid list fatigue. A third of their client outreach now comes directly from CB Insights. They use Mosaic scores and market maps to prioritize outreach and build relationships. This approach saves time and improves their strategic process.
AlphaSense helped Emirates NBD Capital cut research time by 50%. The team now finds insights in seconds, not hours. AlphaSense... unified broker reports, filings, and expert calls in one AI-powered platform. This let the bank handle more deal mandates without adding staff. Client presentations improved with fast, high-quality data. The bank expanded AlphaSense use across teams for smarter, faster decisions.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
BNK Busan Bank used Samsung SDS Nexledger to improve loan processing. The bank wanted to make loan screening and document... verification faster and more accurate. Nexledger automated key steps using blockchain and APIs. This reduced manual work and improved service reliability. The bank now processes loans more quickly and with fewer errors.
Faraday's AI-powered predictive datapoints helped Advia Credit Union target members with personalized auto loan offers. Advia used these insights to... run email and direct mail campaigns. In 90 days, auto loan application rates rose to 5.18%. The credit union generated $2.7 million in new loans. Faraday's solution also supported fair lending compliance and bias mitigation.
Quantifind helped a top 10 North American bank transform its KYC operations. The bank used Quantifind to streamline compliance workflows... and adopt AI-driven risk monitoring. This partnership enabled ongoing risk assessment and improved regulatory compliance. The solution delivered up to $177.9M in annual savings. The bank now benefits from smarter, more efficient KYC processes.
Epsilon Digital helped a regional bank improve digital marketing. The bank wanted better customer views and more relevant messaging. Epsilon... matched 67% of the bank’s customers to privacy-protected profiles. This let the bank identify people across devices and channels. The campaigns increased new deposit accounts and online engagement. The bank could now track ROI and reach the right prospects.
Comarch Loyalty Marketing Platform helped Nedbank upgrade its Greenbacks loyalty program. Nedbank faced challenges with data security and program competitiveness.... Comarch delivered a flexible loyalty system with tier-based rewards and a broader rewards catalog. The new platform made it easier for customers to earn and redeem points. Nedbank saw increased membership, higher engagement, and more products held per member.
Loylogic helped African Bank launch a unique loyalty program in South Africa. The program rewards customers for positive financial behavior,... like improving credit scores and making payments on time. Customers earn points for using debit cards instead of costly ATM withdrawals. Loylogic provided the loyalty commerce platform, phased rollout, and advisory support. The solution focused on accessibility, inclusivity, and measurable impact for the bank's communities.
Card Expert from Fiserv helped Dime Community Bank increase activation rates and grow transaction counts. The bank purged unused cards... and lowered debit program expenses. Dime generated more revenue and improved ATM fleet effectiveness. Collaboration with Fiserv led to a tailored solution. Scheduled office hours and community participation supported ongoing improvements.
Card Expert from Fiserv helped Dime Community Bank increase activation rates and grow transaction counts. The bank purged unused cards... and lowered debit program expenses. Dime generated more revenue and improved ATM fleet effectiveness. Collaboration with Fiserv led to a tailored solution. Scheduled office hours and community participation supported ongoing improvements.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
ABN AMRO used TIBCO BPM Enterprise and BusinessWorks to digitize banking processes. They moved from on-premise systems to Microsoft Azure,... cutting processing times from days to seconds. The bank avoided €11.1M in manual process costs. Credit card processing now takes days instead of weeks. Mobile banking is available anytime, anywhere. Centralized automation improved compliance and productivity.
Sinch SMS Verification helped Triodos Bank secure customer accounts and prevent fraud. The bank rolled out SMS-based one-time passwords for... 170,000 clients in Spain. They now send 250,000 verification messages each month. This solution made sign-ups and logins easier for users. Triodos Bank saw higher conversion rates and safer transactions. Customers now trust their digital banking experience more.
Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Credem used Doxee Pvideo® to send personalized videos to customers with Ego cards and internet banking accounts. The videos explained... loan offers and allowed customers to activate loans online without visiting a branch. Name and avatar personalization made the experience engaging. The campaign achieved a 20% higher email open rate, with 78% of recipients playing the video and 60% watching it to the end. Doxee analytics helped Credem track customer actions and optimize communication.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Yext helped TowneBank save $302,000 per year by deflecting calls through improved digital offerings. The bank used Yext to manage... over 1,200 entities and make 74,000+ updates across 14 types. Yext Listings drove 28% more local SEO traffic to TowneBank domains. There was a 21% increase in key call-to-action button clicks. TowneBank now responds to 100% of third-party reviews and delivers structured results 93% of the time.
HubSpot CRM helped Allica Bank scale from start-up to over £1bn in lending. The bank integrated 2,000 new customers after... an acquisition, with 89% of migrated customers highly satisfied. HubSpot enabled Allica Bank to align sales, marketing, and service teams on one platform. The bank achieved profitability in less than three years. Allica Bank used HubSpot to build a data-driven marketing engine and streamline customer onboarding.
Kuveyt Turk uses Sociality. io to manage social media content and monitor online engagement. The bank values the platform's security...and reliability, logging in multiple times daily for scheduling and task management. Manual reporting was a challenge, but Sociality.io made the process digital and improved collaboration with audit units. Competitor analysis is a key feature, supporting monthly and quarterly reviews as part of their KPIs. The team finds comfort and efficiency in Sociality.io's tools for their fast-paced communication needs.
UniCredit used Talkwalker's consumer intelligence platform to monitor brand reputation and manage crises. The bank tracked sector conversations and improved... its communication strategy. This helped UniCredit understand the social impact of its marketing. The platform made it easier for teams to share insights and make better business decisions. UniCredit simplified its tech stack with Talkwalker.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Vertical IQ helped Regional Bank transform client relationships and boost business loans since 2012. Bankers use Vertical IQ's industry insights... to prepare for meetings, saving over an hour per call. The platform supports prospecting, relationship building, and client retention. Bankers gain confidence to approach new industries and win new business. Quarterly updates and local profiles help maintain and expand client connections. Regional Bank has relied on Vertical IQ for more than a decade.
Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
Zeotap's Customer Data Platform helped a global bank improve its customer acquisition strategy. The bank unified web, email, and mobile... customer IDs to build a single customer view. Zeotap enriched 60 million profiles and enabled lookalike audience targeting. The solution delivered a 50% match rate for new customer acquisition. The bank reduced yearly attrition by 20% to 30%, boosting revenue growth.
Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
Major UK retail and commercial bank
- Banking
- Very Large
London, UK
Recordsure's ConversationReviewAI suite helped a major UK bank achieve 100% QA oversight of mortgage conversations. The bank previously reviewed less... than 5% of sales. With the new system, they now record and analyze about 5,000 conversations each month. QA review time dropped by over 50%. The bank improved advice standards and reduced complaints. They also cut QA and compliance costs.
One of the largest banks in the U.S.
- Banking
- Very Large
USA
CSG helped one of the largest U. S. banks cut legitimate fraud cases by 25%. The bank used real-time alerts...across voice and SMS to reach cardholders fast. Automated notifications and intelligent risk assessment let agents focus on real threats. The program reduced average cost per call by 46% and inbound fraud contacts by 12%. Customer satisfaction with the fraud experience reached 95%.
First Hawaiian Bank used Amperity to improve their paid media campaigns. They faced slow data activation and low match rates... with their old system. By co-developing a direct connector with Amperity, they matched anonymized identities using Unified ID 2.0. This led to over 90% match rates, 92% faster activation, and 94% audience addressability. The bank now reaches customers more quickly and accurately.
Ent Credit Union used Blueshift to bring together all their member data. They created unified member profiles and used tools... for audience targeting. This helped them run campaigns across different channels. As a result, member engagement went up by 32%. Personalized digital experiences made a big difference for their members.
Royal Bank of Scotland (RBS)
- Banking
- Very Large
Edinburgh, UK
Learning Pool built a custom e-learning module for Royal Bank of Scotland. RBS wanted to reduce classroom time for new... hires and create a consistent induction experience worldwide. The solution used gamified activities and interactive screens to teach company values, structure, and history. Learners explored a virtual version of the RBS headquarters and collected puzzle pieces as rewards. The course was built in Articulate Storyline 2 so RBS could update it in-house. A PDF version ensured accessibility for all users.
Royal Bank of Scotland (RBS)
- Banking
- Very Large
Edinburgh, UK
Learning Pool built a custom e-learning module for Royal Bank of Scotland. RBS wanted to reduce classroom time for new... hires and create a consistent induction experience worldwide. The solution used gamified activities and interactive screens to teach company values, structure, and history. Learners explored a virtual version of the RBS headquarters and collected puzzle pieces as rewards. The course was built in Articulate Storyline 2 so RBS could update it in-house. A PDF version ensured accessibility for all users.
Docebo helped MidFirst Bank double its training content from 167 to nearly 400 courses. The bank saw a 10% increase... in compliance completion rates. Automation with Docebo saved the team over $11,000 each year. Onboarding expanded from two departments to all business units. Employees now access personalized, online training across the organization. Reporting and analytics are faster and easier for compliance tracking.
GitBook helped bunq, a digital bank, improve their public API documentation. Before GitBook, bunq struggled with a hard-to-maintain, self-hosted system.... Switching to GitBook made it easy for their team to update and share docs. The platform automated SSL certificate renewals, impressing their security team. Built-in analytics let bunq track how partners use their docs. After five years, bunq relies on GitBook for fast, simple, and secure documentation.
Litmos helped P&N Bank improve training efficiency and staff engagement. The bank used Litmos to deliver online learning to 350... employees across Western Australia. Staff accessed over 240 unique courses in five months, with an average satisfaction rating of 4.78 out of 5. Administrators reduced their workload by using Litmos to track compliance and create targeted learning paths. The platform made learning accessible anywhere, supporting professional development and regulatory compliance.
Axonify helped Citadel Credit Union boost credit card sales by 24% through microlearning. The platform reinforced key skills for frontline... bankers using spaced repetition and gamification. Adoption rates for Axonify reached as high as 90% during competitions. Regular use of Axonify correlated with higher cross-selling success. Citadel now averages 75% participation in daily learning, supporting better customer service and business KPIs.
Revolut used Entrust for identity verification. They saw a 12% increase in customer onboarding. Entrust delivered results 38 seconds faster... than the previous provider. Uptime reached 99.998%. Revolut could verify users from 168 countries. The partnership helped Revolut scale globally and keep fraud low.
VMware Cloud Foundation helped Taishin International Bank scale its digital banking service, Richart, to support over two million accounts. The bank needed... a secure, resilient platform to handle rising transaction volumes and replace legacy systems. VMware Cloud Foundation enabled an agile, container-based private cloud with disaster recovery for hybrid and public cloud environments. The solution provided a stable backend, modular middle platform, and agile frontend for digital banking. Taishin Bank now meets strict financial industry requirements for security and scalability.
Siteimprove helped Valley Bank fix website accessibility and quality issues. The bank used Siteimprove to meet WCAG and ADA standards.... They fixed broken links and improved static content updates. Their Quality Assurance score jumped from 60 to 98. Valley Bank saw a 64% increase in QA score, a 61% rise in clicks to the Business Credit Card page, and a 13% boost in SEO score.
Banorte used Hitachi Vantara's VSP 5600 storage to move 450 TB of data to a new data center. This migration cut... transaction response times in half and reduced nightly batch processing by 30%. The new platform increased application performance by 20% and eliminated data loss during migration. Banorte now has more capacity for digital banking innovation and improved disaster resilience. The solution also reduced operational costs by using 50% less rack space.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
How Live Chat is Delivering ROI for Banking Leaders
Veridian Credit Union
- Banking
- Large
Waterloo, USA
Comm100 AI Copilot helped Veridian Credit Union save agents time by automating chat wrap-ups. Agents used features like sentiment analysis... and spotlights to improve service and spot sales opportunities. The team saw faster chat response times and less agent busywork. Staff liked the real-time feedback and gamification. Member satisfaction increased as agents could focus more on helping customers.
Comm100 AI Copilot helped Veridian Credit Union save agents time by automating chat wrap-ups. Agents used features like sentiment analysis... and spotlights to improve service and spot sales opportunities. The team saw faster chat response times and less agent busywork. Staff liked the real-time feedback and gamification. Member satisfaction increased as agents could focus more on helping customers.
Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
Unblu helped Raiffeisenbank reduce contact center load by shifting customer support to live chat. The bank trained a chatbot to... handle simple queries, freeing staff for complex cases. Service-to-sales offers in live chat and on high-intent pages boosted product conversions. In August 2022, 5% of live chat sessions led to new sales, rising to 8% in September. Co-browsing and live chat also supported a major customer migration after acquiring Equa Bank.
REVE Chat enabled Scotiabank Colombia to deliver real-time customer support at over 370 self-service kiosks. Customers accessed live chat, co-browsing,... and video or audio calls directly from kiosks, helping over 3.5 million users. The solution reduced wait times and increased digital transaction adoption to 60%. Customer satisfaction scores rose by 40% after deployment. In-branch staff handled fewer queries, improving operational efficiency and resource allocation.
Banking Clients Speak: The Impact of deploying Talent Management solutions
Investec
- Banking
- Large
London, UK
HowNow helped Investec deliver personalised leadership development at scale. Investec used HowNow to centralise over 70 leadership resources for 6,600+... active users. The platform enabled modular learning, group coaching, and on-demand access to content. Leaders could track their progress and find relevant materials easily. Investec saw improved self-awareness and more vocal feedback from leaders. The program built a strong internal brand for leadership growth.
Great Southern Bank used Hirevue to speed up hiring and improve candidate experience. The bank reduced average time-to-hire from over... 40 days to 23 days. Screening time dropped by 60% for Sales and Corporate roles. Candidate satisfaction reached 87%. Nearly 40% of candidates completed assessments outside business hours. The team filled twice as many roles as the previous year using Hirevue's video interviewing and assessments.
New Hampshire Mutual Bancorp (NHMB)
- Banking
- Medium
Concord, USA
TalentGuard helped NHMB, a 150-year-old community bank with 550+ employees, unify talent development across five affiliates. NHMB used TalentGuard to... meet strict banking succession planning regulations and streamline executive succession processes. The platform provided consistent frameworks for skills, career paths, and evaluations, boosting cross-affiliate mobility. Employees gained clear visibility into career advancement, while managers accessed centralized talent data for better coaching. NHMB now demonstrates regulatory compliance and improved employee engagement across all entities.
UW Credit Union used 15Five to cut review setup time by 70%. The team gained access to real-time people analytics.... This helped managers make faster decisions. The process became easier for HR and staff. The company improved how it tracks and manages employee performance.
Fidelity Bank redesigned its logo and received negative feedback in Nigeria. The main issue was not the concept but poor... execution of the design. Designers created alternative versions to show improvements. The case highlights the importance of technical skill in logo creation. Beginners can learn from this example to avoid similar mistakes.
SpotMe helped BNP Paribas run a series of three virtual events for 200 remote participants. The goal was to keep... clients engaged and connected during the pandemic. SpotMe provided onboarding checklists, chatbot guides, and live support. Interactive features like polling and quizzes made sessions lively. Attendees asked over 40 questions and spent an average of 1 hour and 17 minutes online.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Evenito helped DZ BANK centralize and automate its event management. Before, DZ BANK used manual, error-prone processes for event registration... and management. With Evenito, they automated routine tasks and reduced administrative work. The platform's user-friendly interface made event creation easier. Flexibility allowed support for many event types. As a result, DZ BANK saw a 102% increase in event registrations from 2022 to 2023.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Flagler Bank switched to Mvix digital signage for better customization and easy controls. The bank needed a solution that was... simple to use and could update content often. Mvix provided personalized training and ongoing support, making the transition smooth. Flagler Bank used branded images and financial news apps to engage clients and reinforce their brand. The system helped reduce perceived wait times and improved the client experience in their branches.
Vancouver City Savings Credit Union (Vancity)
- Banking
- Large
Vancouver, Canada
TelemetryTV helped Vancity migrate 120 digital signage devices across 55 retail locations. The marketing team can now update content quickly... and run better omnichannel campaigns. Device provisioning time was cut in half compared to their old system. IT gained advanced monitoring and automated notifications for offline screens. Training took just one hour, making the switch fast and simple.
Navori digital signage software helped Avidia Bank modernize its in-branch communications. The bank upgraded to a centralized, automated system that... delivers dynamic content and integrates live data feeds. Element and Navori enabled Avidia to display real-time Google reviews and QR codes for digital engagement. The solution reduced staff workload and improved customer engagement. Avidia Bank now enjoys a reliable, low-maintenance digital signage platform across its branches.
ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
embed signage helped WaFd Bank deploy digital signage in over 50 branches. The bank used video walls, transparent LED, and... single screens to create a digital-first experience. Localized content was delivered to each branch using embed's scheduling and conditional play features. The project enabled WaFd to enhance customer engagement and security at their locations. WaFd plans to expand the digital signage strategy to more branches as part of their ongoing digital transformation.
Barclays Private Bank uses Altrata to improve high-net-worth prospecting. Advisors blend internal data with Altrata’s wealth and network insights. This... helps them prepare for meetings with detailed knowledge of prospects’ backgrounds and networks. Advisors can tailor outreach and use warm introductions. Early conversations are deeper and more effective. This leads to better engagement and solutions for clients.
M&T Bank uses Altrata's Wealth-X, WealthEngine, and RelSci to prequalify leads and map warm introductions. Advisors run broad searches, then... use detailed dossiers to understand prospects. Relationship mapping helps them find the best connections to new leads. A recent search identified over 1,200 prequalified board and club members. This workflow helps M&T close bigger deals faster and maximize new opportunities.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
ABN AMRO used TIBCO BPM Enterprise and BusinessWorks to digitize banking processes. They moved from on-premise systems to Microsoft Azure,... cutting processing times from days to seconds. The bank avoided €11.1M in manual process costs. Credit card processing now takes days instead of weeks. Mobile banking is available anytime, anywhere. Centralized automation improved compliance and productivity.
Fidelity Bank redesigned its logo and received negative feedback in Nigeria. The main issue was not the concept but poor... execution of the design. Designers created alternative versions to show improvements. The case highlights the importance of technical skill in logo creation. Beginners can learn from this example to avoid similar mistakes.
A leading full-service bank in the Gulf region
- Banking
- Large
Zafin helped a leading Gulf region bank automate its quote-to-cash process and centralize pricing for over 100 products. The bank faced... issues with decentralized pricing, manual deal negotiations, and revenue leakage. Zafin's platform enabled real-time integrations, pricing automation, and digital onboarding. The bank achieved ROI in under 12 months and saw an annual revenue uplift of over $3 million. Customer satisfaction and operational efficiency improved significantly.
RevX helped United Overseas Bank run a retargeting campaign for its mobile app in Indonesia. The campaign targeted existing customers... who had not registered on the app. RevX used intent-based segmentation and creative optimization to reach high-intent users. The campaign delivered over 2,400 new conversions and an 11% increase in conversion rates. Unique user reach doubled among eligible users during the campaign period.
Liberty Bank used Vena to build its first formal FP&A function. Before Vena, the team relied on manual processes for... budgeting and planning. With Vena, they automated these tasks and cut process time by at least 25%. The bank now delivers more detailed financial analysis and better supports business units. Vena helped Liberty Bank move from manual work to a modern, efficient FP&A system.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
Nitro Sign helped Keytrade Bank digitize mortgage loan agreements. Customers could sign contracts securely using electronic identity cards. The eSign... platform enabled onboarding and contract signing in one step. Keytrade Bank reduced administrative costs by over 80%. The solution achieved a 99% success rate for digital signatures. Nitro Sign integrated with core systems and supported multiple signing methods.
Signeasy helped Aruba Bank cut paperwork by 60%. The bank digitized 70 types of forms, making document processing twice as... fast. Customers now sign documents remotely or in person, speeding up onboarding. Signeasy’s audit trails ensure secure, compliant signatures. The bank’s staff and customers benefit from faster, easier banking processes.
Rabobank used ReadID to improve its online customer onboarding. Before, only 35% of new customers joined online. The process was... slow and many applications failed. With ReadID, online onboarding rose to 60%. The new app made identification fast and easy. Manual checks were replaced by digital verification. Customer Effort Score jumped to 88%. Rabobank now plans to expand this digital process to more services.
Scrive helped Qred Bank digitalise power of attorney and internal document management. Qred moved from paper-based to digital workflows, making... authorisations and decisions faster and more secure. The bank now creates, distributes, and signs POA agreements electronically, reducing admin time and removing the need for physical meetings. Scrive’s platform ensures legal compliance and secure storage for all documents. Qred can now scale its operations efficiently as it grows in Sweden and internationally.
Epsilon Digital helped a regional bank improve digital marketing. The bank wanted better customer views and more relevant messaging. Epsilon... matched 67% of the bank’s customers to privacy-protected profiles. This let the bank identify people across devices and channels. The campaigns increased new deposit accounts and online engagement. The bank could now track ROI and reach the right prospects.
Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Observe. AI helped Central Bank automate quality assurance in its contact center. The bank increased call evaluations from 24 to...167,000 per quarter. After-call work dropped from 30 seconds to 10 seconds, saving time equal to three staff members. The team now detects fraud faster and improves agent training with searchable transcripts. Central Bank uses AI to boost agent performance and enhance customer experience.
A leading regional bank (Fortune 500)
- Banking
- Large
USA
Centrical helped a leading regional bank in the Midwest reduce contact center attrition by 8%. The bank used Centrical’s gamified... learning activities to engage staff and close knowledge gaps. Employees earned coins for completing challenges, redeemable for branded rewards. Voice of Customer survey scores rose by 7%, reaching their highest levels. The platform made learning fun and improved customer service performance.
TeamViewer helped Erste Bank improve remote financial consulting. The bank replaced its old remote support platform with TeamViewer for easier,... browser-based access. Customers can now get advice online, by phone, or in person, with no downloads needed. TeamViewer’s co-browsing and chatbot features made support faster and more flexible. Erste Bank reduced average handle time by 35% per service case. The new solution supports their omnichannel strategy and boosts customer satisfaction.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Punjab & Maharashtra Co-operative (PMC) Bank
- Banking
- Large
Mumbai, India
DialShree helped PMC Bank cut operational costs by 50%. The bank replaced outsourced call center services with an in-house omnichannel... contact center. Staff proficiency increased by 97.17%. Customer satisfaction rose to 98.2%. The solution included custom IVR, hot marking, and secure SMS/email integration. PMC Bank saw a 78.32% increase in ROI after deploying the system.
Yext helped TowneBank save $302,000 per year by deflecting calls through improved digital offerings. The bank used Yext to manage... over 1,200 entities and make 74,000+ updates across 14 types. Yext Listings drove 28% more local SEO traffic to TowneBank domains. There was a 21% increase in key call-to-action button clicks. TowneBank now responds to 100% of third-party reviews and delivers structured results 93% of the time.
First Financial Bank used ICE Mortgage Technology to improve HELOC originations. They opened Encompass Web to over 400 new users... and automated prequalification. The bank integrated consumer, loan, and property data to target clients. HELOC originations rose by 25%. Satisfaction scores increased by 30%. ICE technology helped the bank work faster and serve clients better.
Riva enabled Regal North American Bank to automate call reports and improve data quality in Salesforce. The bank saw a... 1000% increase in call reports and logged over 400,000 meetings automatically. Riva ensured strict data privacy and compliance, meeting InfoSec requirements. Teams gained a single view of customer journeys, boosting executive confidence in revenue projections. Mobile and Outlook integration kept calendars and contacts always up to date.
Backbase helped Chinabank replace legacy systems with a scalable digital platform. The bank launched its daily banking MVP in just... 8 months. Chinabank achieved an 82% engagement rate and a 4.7-star App Store rating. Digital onboarding now takes only 5 minutes. The new platform supports over 2.9 million customers and $30 billion in assets. Chinabank can now serve customers faster and attract new users with a modern mobile-first experience.
NatWest used Contentsquare to improve its digital banking journeys. The team found high drop-off rates in the mortgage application and... savings product pages. They used Contentsquare’s AI, heatmaps, and session replay to find friction points. By enabling auto-scroll and redesigning key pages, NatWest increased application completion rates. These changes led to more customers finishing their journeys on both web and mobile apps.
Ibexa DXP helped UmweltBank relaunch its website to improve user experience and accessibility. The old site was outdated, hard to... use on mobile, and not accessible. Ibexa DXP enabled a new information architecture, responsive design, and personalization features. UmweltBank can now quickly create new pages, reuse content, and deliver seamless experiences across channels. The new site meets regulatory and accessibility standards, supporting UmweltBank’s digital growth.
Whatfix Digital Adoption Platform helped ICICI Bank speed up onboarding for corporate customers. The platform provided step-by-step, contextual guidance and... real-time support inside the Corporate Internet Banking portal. ICICI Bank saw a 5-point improvement in corporate customer NPS and a 50% drop in IT support tickets. The solution enabled new customers to become engaged from day one. Whatfix became a key part of ICICI Bank’s customer engagement strategy.
Banco Bradesco used Teradata VantageCloud on Azure to unify and harmonize complex, siloed data from multiple card systems. This migration enabled... trusted data governance and improved analytics for credit risk and customer personalization. Teams now access a single source of truth, supporting AI-driven insights and better customer service. Bradesco leverages integrations with Salesforce, SAS, and H2O.ai for CRM and hyper-personalization. The result is more valuable, reliable data that helps deliver tailored financial products to millions of clients.
TheyDo helped Van Lanschot break down silos and boost collaboration. Teams now use journey-centric tooling to map customer journeys and... spot new opportunities. Management saw the value in aligning around customer feedback. The platform made it easy to prioritize solutions that impact both business and clients. Everyone, from peers to executives, now speaks the same language about customer experience.
Genesys helped DNB, Norway's largest bank, improve digital banking with AI-powered virtual assistants and predictive routing. DNB achieved a 30%... reduction in call volumes and resolved 90% of inquiries using chatbots. Genesys Predictive Routing cut average handle time by 6.5%, letting agents focus on high-value loan and mortgage deals. The solution also led to shorter call queues, higher customer loyalty, and consistently strong satisfaction scores.
SundaySky helped Red Crown Credit Union speed up video creation for member engagement. The marketing team used to spend weeks... making a single video. With SundaySky, they now produce personalized onboarding and education videos in minutes. The platform made it easy to tailor content for each member. Red Crown saw more members watching videos on mobile and learned how to improve their messaging. The team now creates more content, faster, and plans to expand video use for training and support.
American Bankers Association used Groupsite to boost member engagement. Members rated Groupsite as a top benefit in annual surveys. ABA... launched Groupsite for faculty-student communication and internal staff collaboration. Remote staff felt more connected. ABA chose Groupsite for its easy setup, customization, and cost-effectiveness.
Nathan Mueller, an accountant at ING Bank Netherlands, embezzled $8. 5 million over several years. Weak internal controls let him...request and authorize large checks alone. He used this access to pay off debts and fund a gambling habit. The fraud went undetected due to shared logins and lack of oversight. Nathan was eventually caught after suspicious activity was noticed by a colleague. The case highlights the need for strong internal controls and regular audits in banking.
Community First Credit Union used Simpplr to connect employees across 25 locations. Rose Kilsdonk, VP of Communications, explains how a... strong intranet improved company alignment. The credit union won an industry award for their intranet just 8 months after launch. Simpplr helped bring staff together for a shared purpose. The partnership with Simpplr was key to their success.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Banking Success stories in Driving ROI and Results using Content Marketing solutions
Hamkorbank
- Banking
- Large
Tashkent, Uzbekistan
InAppStory helped Hamkorbank boost in-app engagement. The bank used Stories to create a direct channel for user communication. They published... product, lifestyle, and educational content in two languages. Stories led to over 250,000 clicks and an 80% click-through rate. Nearly half of users read educational content to the end. The new format made mobile banking more interactive and trustworthy.
Movable Ink helped Citi transform its Merchant Offers and ThankYou Points Summary campaigns. Citi used real-time data to personalize emails... for 25 million cardholders. Personalized offers drove a 6.8% click-through rate, much higher than non-personalized emails. Dining offers saw a 57% higher activation rate. The ThankYou Points Summary campaign achieved a 22% lift in click-through rate. Citi’s marketing now delivers more relevant, engaging experiences that boost loyalty.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
A global banking industry leader
- Banking
- Very Large
Charlotte, USA
BL. INK helped a global banking leader implement branded QR codes and short links while meeting strict compliance and security...standards. The bank needed a flexible link management system to adapt to evolving protocols and governance needs. BL.INK provided hardware security modules, 24/7 monitoring, penetration tests, and SSO for user access control. The partnership, ongoing since 2010, ensures the bank maintains high security and compliance across all digital touchpoints. BL.INK's platform supports the bank's global operations and changing requirements.
Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
Top 3 financial institution in Europe
- Banking
- Very Large
QuickSign enabled a top 3 European financial institution to deploy digital onboarding journeys in 7 countries using a centralized API gateway. The solution delivered... €3M+ in onboarding cost savings across 5 countries within 12 months. Go-to-market time dropped by 40%. The unified platform ensured local compliance and consistent digital identity flows. The client streamlined maintenance and reduced integration costs across Europe.
Police Bank used Gatekeeper to automate vendor onboarding and meet strict regulatory requirements. Before Gatekeeper, supplier onboarding was slow and... tracked with spreadsheets. Gatekeeper's workflows and audit trails helped Police Bank build due diligence checks into onboarding. The bank now tracks key dates, approvals, and sign-offs in one place. This improved compliance and made supplier management more transparent.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Datto Managed SOC and EDR helped Pioneer Bank improve cybersecurity. The bank needed 24/7 endpoint protection to meet strict regulations... and keep customer trust. With Datto, the small IT team gained real-time monitoring and threat response. The solution gave them visibility into endpoints and Microsoft 365. This helped them meet compliance and focus on growth. The bank now uses advanced tools to protect digital assets and customer data.
A leading global investment bank
- Banking
- Very Large
BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
A leading global investment bank
- Banking
- Very Large
BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
A leading global investment bank
- Banking
- Very Large
BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with... fragmented data and manual processes, slowing deal velocity. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.
Banking Clients Speak: The Impact of deploying CPQ solutions
Banco Supervielle
- Banking
- Large
Buenos Aires, Argentina
Acoustic Content helped Banco Supervielle speed up content creation and improve customer engagement. The bank replaced its old CMS to... enable faster updates and more personalized communications. During COVID-19, they quickly posted urgent updates and shifted customers to digital channels. The new system let teams create landing pages in hours and reduced maintenance costs. Multiple departments now use one platform, keeping content consistent and on-brand.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Top Stories in Banking about adoption of Security software
Private Swiss Bank
- Banking
- Medium
Switzerland
Delinea Secret Server helped a private Swiss bank improve identity monitoring and reduce risk. The bank faced threats from credential... misuse and excessive privileges. Delinea centralized admin passwords and enabled session recording for all privileged access. The solution automated password management and integrated multi-factor authentication. The bank achieved 100% IT team adoption and improved compliance with Swiss regulations.
Boost Bank used PingOne Advanced Identity Cloud to launch Malaysia’s first embedded digital bank app in just six months. The app helps... underserved communities open accounts quickly and manage savings, bills, and payments. Ping Identity enabled secure, passwordless authentication and compliance with strict central bank regulations. Boost Bank reduced technical debt and focused on customer innovation by migrating to the cloud. Users can now create accounts in minutes without needing an existing bank account.
Veeam Backup for Microsoft 365 helped Piraeus Bank protect data for 12,000 users. The bank needed on-premises backup to control... Microsoft 365 data supporting banking operations and customer communication. Veeam enabled hybrid backup, fast recovery, and compliance with legal requirements. The solution reduced total cost of ownership for data protection by 30%. Piraeus Bank now meets security and regulatory needs while delivering a better banking experience.
How Help Desk is Delivering ROI for Banking Leaders
Allica Bank
- Banking
- Medium
London, UK
HubSpot CRM helped Allica Bank scale from start-up to over £1bn in lending. The bank integrated 2,000 new customers after... an acquisition, with 89% of migrated customers highly satisfied. HubSpot enabled Allica Bank to align sales, marketing, and service teams on one platform. The bank achieved profitability in less than three years. Allica Bank used HubSpot to build a data-driven marketing engine and streamline customer onboarding.
ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
BOSSDesk helped Chambers Bank increase ticket volume from 200 to up to 1,000 per month. The bank replaced a shared... inbox with a specialized ticket management system. BOSSDesk enabled a 2-click request process and streamlined facilities management. The solution improved audit trails for compliance and made audits faster. Employees quickly adopted the system and now handle complex requests more efficiently.
Top Stories in Banking about adoption of Field Sales software
Nedbank
- Banking
- Very Large
Johannesburg, South Africa
Comarch Loyalty Marketing Platform helped Nedbank upgrade its Greenbacks loyalty program. Nedbank faced challenges with data security and program competitiveness.... Comarch delivered a flexible loyalty system with tier-based rewards and a broader rewards catalog. The new platform made it easier for customers to earn and redeem points. Nedbank saw increased membership, higher engagement, and more products held per member.
Comarch Loyalty Marketing Platform helped Nedbank upgrade its Greenbacks loyalty program. Nedbank faced challenges with data security and program competitiveness.... Comarch delivered a flexible loyalty system with tier-based rewards and a broader rewards catalog. The new platform made it easier for customers to earn and redeem points. Nedbank saw increased membership, higher engagement, and more products held per member.
Salesforce Community Cloud and MuleSoft Anypoint Platform helped a leading Indian bank improve digital experiences for its internal and external communities. The bank wanted... to promote API products and boost engagement among developers, partners, and employees. They faced challenges with API access and user control. The solution enabled personalized portals, secure API sharing, and better support for app developers. The bank now drives higher engagement and supports its API ecosystem more effectively.
Temenos Core enabled Al Salam Bank to automate 85% of processes and scale IT capacity by 6x. The bank migrated... two acquired banks to Temenos Core in under eight months, fully decommissioning legacy systems. Service uptime reached 99.9%, and onboarding time dropped from five days to five minutes. The launch of OneApp, integrated with Temenos, won Bahrain’s Best Digital Transformation Project. Over 50 AI initiatives were launched, supporting rapid growth and digital innovation.
GoFormz helped DESHAZO digitize service tickets, inspections, and time sheets. Technicians now capture images and data on mobile devices, improving... client communication. Digital forms standardized branding and reduced errors across 20+ offices. Automated workflows sped up billing and made forms searchable in the cloud. DESHAZO saw faster data entry, better insights, and more efficient operations.
Zeta used MoEngage Inform to send over 9. 6 million critical alerts in one year. The platform enabled real-time transactional...messaging with send times under 2 seconds. Zeta integrated MoEngage Inform to deliver notifications across SMS, email, and push channels. This reduced engineering workload and allowed fast expansion into new channels. Zeta gained detailed analytics on message delivery and customer engagement.
USU IT Asset Management helped Akbank automate software license discovery across 8,500 servers. Before, Akbank used manual tools and struggled... with complex license metrics. The new solution gave full visibility into license usage and reporting. Akbank now runs regular budget control and compliance reports in a few clicks. The IT team can also integrate other applications easily. Audit risks and compliance surprises are no longer a concern.
Colonial Savings used Zavanta software to improve policy management and compliance. Before Zavanta, they relied on manual processes and SharePoint,... which made change management slow and hard to track. Zavanta gave them a modern knowledge base, automated updates, and better visibility into document workflows. Managers now use Zavanta for policy reviews and approvals. Colonial expects to save 5% of their expense budget, or $7 million, by becoming more process-oriented with Zavanta.
UiPath helped VPBank automate over 300 banking processes, including customer onboarding, loan approvals, and compliance. In 2024, automation answered more... than 1.8 million customer inquiries and enabled the deployment of 102 new processes. VPBank reduced process development time from weeks to days and saved the workload of 350 full-time employees. Automation improved customer satisfaction by speeding up service and freeing staff for higher-value tasks. The bank now plans to integrate AI for fraud support and further digital transformation.
TeamViewer helped Erste Bank improve remote financial consulting. The bank replaced its old remote support platform with TeamViewer for easier,... browser-based access. Customers can now get advice online, by phone, or in person, with no downloads needed. TeamViewer’s co-browsing and chatbot features made support faster and more flexible. Erste Bank reduced average handle time by 35% per service case. The new solution supports their omnichannel strategy and boosts customer satisfaction.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Epsilon Digital helped a regional bank improve digital marketing. The bank wanted better customer views and more relevant messaging. Epsilon... matched 67% of the bank’s customers to privacy-protected profiles. This let the bank identify people across devices and channels. The campaigns increased new deposit accounts and online engagement. The bank could now track ROI and reach the right prospects.
PSD Bank Berlin-Brandenburg used Inxmail's Advent calendar to triple new leads. The campaign ran fully online, with all data managed... in the Inxmail platform. The bank promoted the calendar across web, email, and social channels. Newsletter open rates rose by nearly 10%. Click rates increased three to four times. The campaign strengthened customer relationships and brand awareness.
Litmus helped National Bank of Canada improve email campaign efficiency. The bank needed to test and launch personalized campaigns quickly... across many devices. Litmus provided centralized email testing, dynamic content previews, and spam checks. The team reduced testing time and increased production efficiency. Now, every email delivers a strong customer experience and supports ROI.
Abu Dhabi Commercial Bank (ADCB)
- Banking
- Large
Abu Dhabi, UAE
Contus Tech built a centralized content and contest management system for Abu Dhabi Commercial Bank. ADCB needed to boost user... engagement and manage quizzes, polls, and content more efficiently. The new platform included quiz modules, push notifications, and detailed analytics for CMS managers. ADCB saw a 33% increase in app users and a 51% spike in user engagement. Over 1 million users now actively engage with the bank’s digital content.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Banking Success stories in Driving ROI and Results using Personalization solutions
One of the largest banks in the U.S.
- Banking
- Very Large
USA
CSG helped one of the largest U. S. banks cut legitimate fraud cases by 25%. The bank used real-time alerts...across voice and SMS to reach cardholders fast. Automated notifications and intelligent risk assessment let agents focus on real threats. The program reduced average cost per call by 46% and inbound fraud contacts by 12%. Customer satisfaction with the fraud experience reached 95%.
Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
Submittable helped U. S. Bank process over 1.2 million applications for a state COVID relief program. The automated portal filtered...applicants and verified eligibility in multiple languages. U.S. Bank and Submittable disbursed $500 million, with 97% of recipients paid within three days. Their efforts prevented at least $2.2 million in fraud. The program won the 2023 Banking Tech Award for Best Bank & Fintech Partnership.
BNP Paribas BDDF Entreprises
- Banking
- Very Large
Paris, France
BNP Paribas BDDF Entreprises used Sociabble to boost social selling among sales teams. They trained staff and launched a platform... with 17 content channels. Sales teams accessed ready-to-share content and industry news. Gamification and newsletters increased employee engagement. With 300 users, they reached over 700,000 audience touchpoints monthly. The program improved visibility and drove social selling success.
Truliant Federal Credit Union hired Inseev Interactive to boost page authority for key product and educational pages. The campaign focused... on building ten high-quality backlinks per month to auto loans, mortgage loans, and checking pages, plus two Learn hub pages. Inseev used branded and non-branded link building strategies, including unlinked mentions, broken link outreach, and thought leadership. The campaign secured 35 links from unlinked mentions, 18 from broken links, and 14 from thought leadership. These targeted efforts increased page authority and organic visibility for Truliant's revenue-driving pages.
Onclusive helped a leading UK bank build a next-generation online newsroom. The bank needed better control over content and easier... ways to share financial data. Onclusive delivered a platform for real-time publishing and analytics. The newsroom unified content management and improved media engagement tracking. The bank now has full control over publishing and stronger media relationships.
Top Stories in Banking about adoption of Bot Platform software
HDFC Bank
- Banking
- Very Large
Mumbai, India
Vymo’s mobile app helped HDFC Bank’s SLI business unit cut turnaround time by 7x. The bank doubled customer sourcing and... saw an 85% increase in daily active users. Field sales productivity improved with automated customer acquisition and KYC processes. Sales leaders used real-time insights to make better decisions. The adoption rate of Vymo among salespeople exceeded 85%.
A prominent banking group in the UAE
- Banking
- Large
UAE
Maruti Techlabs implemented a voice biometrics solution for a leading UAE bank. The bank faced slow, insecure customer authentication and... rising fraud risks. The solution used Phonexia-powered passive voiceprints for secure, password-free identification. First call resolution improved by 36%. Customer satisfaction rose by 52%. The bank now verifies callers remotely and protects sensitive data with advanced voice recognition.
Aavenir Contractflow helped a leading Southeast Asian bank cut contract approval times by 5x. The bank struggled with slow, manual... contract management and risk assessment. Aavenir automated contract intake, review, and approval workflows. The solution centralized all contracts, improved search, and enabled real-time collaboration. The bank now tracks contracts easily, reduces risk, and completes approvals much faster.
RocketDocs RapidDocs helped a leading global bank transform its document workflow. The bank created 105 templates and enabled 250+ users... in 35 countries to generate proposals in minutes, not hours. Centralized content improved compliance and reduced errors. Over 7,600 documents were produced in 15 years. The solution saved 60-70% of time compared to previous methods.
S-Bank used giosg Live Chat, a chatbot, and interactive pop-ups to improve online customer service. The chatbot solved 80% of... customer problems, sending the rest to agents. Interactive pop-ups built with giosg Interaction Builder increased conversion rates by up to six times compared to traditional display ads. S-Bank also saw a boost in sales and better customer support. Dedicated staff managed chat and pop-up content, making the process efficient.
ADIB used Verloop. io to launch ChatBanking on WhatsApp and web. The chatbot supports 17+ Arabic dialects and English, handling...over 150,000 chats monthly. It resolved 80% of queries automatically, reducing call centre volume by 20%. This led to $2.7 million in annual cost savings. Customer satisfaction scores reached 90+ from 7,700 users, with some services hitting 95+.
U. S. Bank used Shufflrr to solve presentation management problems. Employees wasted hours searching for slides and risked using outdated...content. Shufflrr centralized all assets, making updates instant and access easy. Preparing a deck dropped from five hours to five minutes, saving 737.5 hours for a 150-person team. Messaging became consistent, content approval sped up, and employee engagement increased. Shufflrr helped U.S. Bank deliver more value to customers and partners.
Raiffeisen Bank International
- Banking
- Very Large
Vienna, Austria
Zebra BI for Power BI helped Raiffeisen Bank International replace static presentations with dynamic dashboards. The finance team achieved consistent,... readable, and decision-ready reports. Over 50 stakeholders in Bosnia now use these dashboards for faster, more confident decisions. Visual consistency and IBCS-compliant visuals drove adoption across multiple countries. Even users with limited BI experience embraced the new reporting platform.
Banking Success stories in Driving ROI and Results using Referral Marketing solutions
MoneyFlap
- Banking
- Small
MoneyFlap used ReferralHero to launch a pre-launch waitlist contest for their banking app. In 30 days, they grew their waitlist... to over 5,000 subscribers. The campaign used multi-tiered rewards and referral incentives to drive sign-ups. Automated emails and social media posts kept participants engaged. Referral links were shared nearly 14,000 times, boosting brand awareness. MoneyFlap reached its milestone despite targeting an audience unfamiliar with referral campaigns.
GO2bank used Extole to improve its refer-a-friend program. The goal was to help more customers refer friends and increase new... customer signups. Extole ran an A/B test to find the best way to widen the referral funnel. This helped GO2bank reach more people and boost conversions. The case shows how referral marketing can drive growth for fintech companies.
Banking Clients Speak: The Impact of deploying SEO solutions
Kinsta
- Hosting
- Medium
California, USA
Kinsta used AccuRanker to track and improve their SEO performance. They needed faster keyword data, mobile and desktop tracking, and... multi-language support. AccuRanker provided daily refreshed keyword data and powerful filters. In 13 months, Kinsta grew their organic traffic by 571%. The tool became essential for their workflow and helped them gain more customers.
Siteimprove helped Valley Bank fix website accessibility and quality issues. The bank used Siteimprove to meet WCAG and ADA standards.... They fixed broken links and improved static content updates. Their Quality Assurance score jumped from 60 to 98. Valley Bank saw a 64% increase in QA score, a 61% rise in clicks to the Business Credit Card page, and a 13% boost in SEO score.
Sinch SMS Verification helped Triodos Bank secure customer accounts and prevent fraud. The bank rolled out SMS-based one-time passwords for... 170,000 clients in Spain. They now send 250,000 verification messages each month. This solution made sign-ups and logins easier for users. Triodos Bank saw higher conversion rates and safer transactions. Customers now trust their digital banking experience more.
Superchat helped VR Bank Fulda gain 2,000 new customers in six months. The YoungFinance team used Superchat to reach young... people aged 18 to 30. Traditional channels like email and SMS did not work for this group. Superchat made it easy to send automated and personalized messages. The team managed all customer messages in one place and tracked results with analytics. Customer loyalty and engagement increased, and the bank now plans to expand its use of Superchat.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
Mtalkz helped a leading co-operative bank double its user retention. The bank saw a 70% increase in customer engagement using... personalized SMS solutions. Revenue grew by 20% after implementing Mtalkz’s communication strategies. Customer complaints dropped by 50% as updates reached users on time. The bank improved operational efficiency and saved time and resources. Mtalkz’s platform drove measurable gains in banking customer experience.
Starling Bank used Acast Creative to promote their Starling Kite debit card and app for kids. They launched the Starling... Kids Takeover, creating three branded podcast episodes with popular family-focused shows. The campaign encouraged parents to let kids manage the family budget using the Starling Kite. It reached 21,800 episode listens in four weeks. The campaign also included social media and integrated content, driving high engagement and listen-through rates.
Emirates NBD used mFilterIt's AI-powered brand protection to fight digital impersonation. The bank detected and stopped over 20,000 suspicious brand... misuse cases in just a few months. mFilterIt’s system monitored threats in English, Arabic, and regional dialects. Early warning tools helped Emirates NBD keep customers safe and meet compliance needs. The solution built digital trust and protected the bank’s reputation online.
Atom bank uses Feefo to collect customer reviews and build trust as an app-only bank. They display verified reviews and... trust signals on their website to help new customers feel confident. Atom bank combines Feefo and Trustpilot to gather more feedback and meet financial industry standards. This approach supports compliance with UK Consumer Duty rules and helps show transparency to auditors.
ConnectWise Automate helped Guaranty Bank & Trust save $100,000 a year in IT staffing costs. The bank's three-person IT team... used to manually support nine branches, spending hours on the road. With ConnectWise Automate, they automated IT processes and enabled remote monitoring. This reduced manual work, improved productivity, and helped the bank maintain FDIC compliance. The IT team shifted from reactive problem-solving to proactive planning.
DATPROF helps ABN AMRO Bank secure privacy-sensitive test data. The bank uses DATPROF for test data masking and test data... generation. Integration with CI/CD pipelines is a key use case. The solution is easy to use and supports API-based bulk data masking. ABN AMRO expects the tool to simplify test data operations and become central to testing activities.
Veeam Backup for Microsoft 365 helped Piraeus Bank protect data for 12,000 users. The bank needed on-premises backup to control... Microsoft 365 data supporting banking operations and customer communication. Veeam enabled hybrid backup, fast recovery, and compliance with legal requirements. The solution reduced total cost of ownership for data protection by 30%. Piraeus Bank now meets security and regulatory needs while delivering a better banking experience.
Vymo’s mobile app helped HDFC Bank’s SLI business unit cut turnaround time by 7x. The bank doubled customer sourcing and... saw an 85% increase in daily active users. Field sales productivity improved with automated customer acquisition and KYC processes. Sales leaders used real-time insights to make better decisions. The adoption rate of Vymo among salespeople exceeded 85%.
Yext helped TowneBank save $302,000 per year by deflecting calls through improved digital offerings. The bank used Yext to manage... over 1,200 entities and make 74,000+ updates across 14 types. Yext Listings drove 28% more local SEO traffic to TowneBank domains. There was a 21% increase in key call-to-action button clicks. TowneBank now responds to 100% of third-party reviews and delivers structured results 93% of the time.
Top Stories in Banking about adoption of Chatbot software
A financial institution
- Banking
- Large
SmatBot automated the KYC document verification process for a large banking client. The client faced slow, manual data entry for... customer identification and compliance. SmatBot used Google OCR and AI to extract and filter data from documents in real time. This solution removed manual steps and sped up onboarding. The bank now verifies documents faster and with less effort.
PrivatBank migrated all its critical applications to AWS in just 2 months. The bank moved 4 petabytes of client data... and 270 applications across 3,500 servers. This rapid migration helped PrivatBank protect its business during the war in Ukraine. Customers kept access to vital banking services without disruption. The move ensured business continuity and safeguarded operations in a time of crisis.
Banking Success stories in Driving ROI and Results using Lead Generation solutions
Rabobank
- Banking
- Very Large
Utrecht, Netherlands
Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.
Top Stories in Banking about adoption of Advertising software
K&H Bank
- Banking
- Large
Budapest, Hungary
K&H Bank used Project Agora's Magic Quiz to teach people about digital security and financial awareness. The campaign targeted groups... like business travelers and smart buyers. 77% of users saw the ad, and 23% finished the quiz. 14.2% of engaged users visited the educational page to learn more. The bank gained insights to better target future messages based on quiz answers.
dbForge Data Compare for Oracle helped Raiffeisen Bank Albania speed up database testing and delivery by 80%. The DWH maintenance... team needed a tool for fast, seamless comparison of development and production databases. Previous tools struggled with large data volumes and slow daily operations. dbForge Data Compare offered a user-friendly interface and powerful features. The team saw much faster change request delivery and improved data warehouse implementation.
Banking examples of Driving Business Value with Email Security
alizz islamic bank
- Banking
- Medium
Muscat, Oman
PowerDMARC helped alizz islamic bank stop email spoofing and phishing attacks. The bank faced complaints from clients about fake emails... and poor email deliverability. PowerDMARC worked with the IT team to set up SPF, DKIM, and DMARC records. This improved email authentication and allowed marketing emails to reach clients. The bank restored trust in its email channel and protected customers from phishing.
Affinity Federal Credit Union used MNTN Performance TV to boost new member signups and product adoption. They wanted to reach... more people and grow deposits using connected TV ads. MNTN helped them target audiences and track results. In Q4, they saw a 111% increase in verified visits and a 109% jump in conversions compared to Q1. Cost per visit dropped by 43%. CTV became a key part of their marketing.
Measuring Social CRM Success in Banking Deployments
First Citrus Bank
- Banking
- Medium
Tampa, USA
First Citrus Bank uses Crystal to improve sales meetings and build client relationships. The bank's sales reps use personality insights... from Crystal before every client meeting. This helps them prepare better and connect with prospects. Calls are now more engaging and reps build stronger rapport. Crystal is now required for all important client meetings at the bank.
CHILI GraFx helped M&T Bank modernize brand operations. The bank reduced over 25,000 assets and expects to cut 450 templates... down to 75. Local teams now create content faster while keeping brand and legal control. GraFx Studio automates resizing and enforces compliance. M&T Bank now has a scalable, compliant content system for all channels.
Convene helped America First Credit Union improve board meeting security and speed up communication. The board portal worked on iPad,... Android, Windows, and Mac, making it easy for everyone to use. Features like ADFS, agenda builder, and real-time notifications saved time and money. The credit union gained full control over document access and could mark up files without hassle. Board members quickly learned the platform and stayed updated with instant alerts.
AppsFlyer helped Varo, a leading US digital bank, analyze large volumes of mobile data across web, iOS, and Android. Varo used AppsFlyer... to track customer journeys, reduce fraud, and optimize acquisition costs. The integration with Varo’s tech stack made data accessible for marketing, product, and leadership teams. Fast, reliable data delivery saved Varo significant processing time. Varo’s team used these insights to improve their acquisition strategy.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
LogisticsOS helped a leading Texas bank modernize mail and asset tracking. The bank replaced its legacy system to improve compliance... and security. FacilityOS enabled tracking across 200+ locations and 190 offices. Labor time for mail operations dropped. The bank now has better reporting and asset accountability. Compliance and digital security improved across all branches.
Measuring Inside Sales Success in Banking Deployments
Federal Bank
- Banking
- Large
Kochi, India
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
Banking Clients Speak: The Impact of deploying Local Marketing solutions
TowneBank
- Banking
- Large
Suffolk, USA
Yext helped TowneBank save $302,000 per year by deflecting calls through improved digital offerings. The bank used Yext to manage... over 1,200 entities and make 74,000+ updates across 14 types. Yext Listings drove 28% more local SEO traffic to TowneBank domains. There was a 21% increase in key call-to-action button clicks. TowneBank now responds to 100% of third-party reviews and delivers structured results 93% of the time.
Techcombank used Personetics to launch AI-powered money management in its mobile app. The solution helped 10,000 pilot users increase savings... balances by 9%. Monthly average log-ins rose from 14.2 to 77.3 during the pilot. Installment volume grew by 43.7% and total installment value by 32%. Customers received personalized financial advice, helping them manage budgets and investments more effectively.
Banking examples of Driving Business Value with CRM All-in-One
One of the largest banks across Asia, Africa, and the Middle East
- Banking
- Very Large
C3 AI Smart Lending helped a major bank operating in 68 countries cut its commercial credit approval cycle by 30%. The bank processes... over 68,000 applications from 20 countries, using machine learning to analyze 1,300+ fields per application. The solution delivered a projected $100 million annual revenue increase. Precision for approved cases reached 98%, with 81% recall. The new process improved customer satisfaction and accelerated revenue growth.
Cisco Services helped Standard Bank, with 1,200 branches in 20 African countries, simplify and secure its IT infrastructure. The bank achieved... 100% adherence to financial device support rules and a 25% reduction in compliance audits. Support tickets dropped by 40%. Incident-to-device ratio is now 30% below the international compliance benchmark. Near zero downtime led to significant cost savings and a more reliable banking experience.
MongoDB Enterprise Advanced helped 華南銀行 (Hua Nan Bank) build a data-as-a-service (DaaS) platform. The bank unified structured and unstructured data... for real-time access and analytics. Fraud alerts dropped by over 80%, and list accuracy improved 40x. Marketing conversion rates rose to 8–10%, and app satisfaction jumped from 3.4 to 4.8. API-driven data now powers CRM, AI, and customer service for faster, smarter banking.
Federal Bank used Oracle APEX with Autonomous Database on OCI to modernize its services. The bank moved from on-premises systems... to the cloud. This helped cut application development time by 70%. Security improved, making it easier to meet banking regulations. Federal Bank now builds apps faster, automates workflows, and reduces costs. Customer experience and efficiency both increased.
ABN AMRO used TIBCO BPM Enterprise and BusinessWorks to digitize banking processes. They moved from on-premise systems to Microsoft Azure,... cutting processing times from days to seconds. The bank avoided €11.1M in manual process costs. Credit card processing now takes days instead of weeks. Mobile banking is available anytime, anywhere. Centralized automation improved compliance and productivity.
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Banking examples of Driving Business Value with Web Security
Mano Bank
- Banking
- Small
Vilnius, Lithuania
Mano Bank used iDenfy to automate its KYC process. Before, onboarding required manual video calls and staff reviews. With iDenfy,... 85% of new clients are approved in 2 minutes. The bank saw a 12x increase in users verified per hour. The new system reduced manual work and cost-per-acquisition. Mano Bank can now onboard customers from more countries, supporting its growth.
HubSpot CRM helped Allica Bank scale from start-up to over £1bn in lending. The bank integrated 2,000 new customers after... an acquisition, with 89% of migrated customers highly satisfied. HubSpot enabled Allica Bank to align sales, marketing, and service teams on one platform. The bank achieved profitability in less than three years. Allica Bank used HubSpot to build a data-driven marketing engine and streamline customer onboarding.
Measuring Social Media Marketing Success in Banking Deployments
TowneBank - Banking - Large
Yext helped TowneBank save $302,000 per year by deflecting calls through improved digital offerings. The bank used Yext to manage... over 1,200 entities and make 74,000+ updates across 14 types. Yext Listings drove 28% more local SEO traffic to TowneBank domains. There was a 21% increase in key call-to-action button clicks. TowneBank now responds to 100% of third-party reviews and delivers structured results 93% of the time.
Allica Bank - Banking - Medium
HubSpot CRM helped Allica Bank scale from start-up to over £1bn in lending. The bank integrated 2,000 new customers after... an acquisition, with 89% of migrated customers highly satisfied. HubSpot enabled Allica Bank to align sales, marketing, and service teams on one platform. The bank achieved profitability in less than three years. Allica Bank used HubSpot to build a data-driven marketing engine and streamline customer onboarding.
Kuveyt Turk - Banking - Large
Kuveyt Turk uses Sociality. io to manage social media content and monitor online engagement. The bank values the platform's security...and reliability, logging in multiple times daily for scheduling and task management. Manual reporting was a challenge, but Sociality.io made the process digital and improved collaboration with audit units. Competitor analysis is a key feature, supporting monthly and quarterly reviews as part of their KPIs. The team finds comfort and efficiency in Sociality.io's tools for their fast-paced communication needs.
UniCredit - Banking - Very Large
UniCredit used Talkwalker's consumer intelligence platform to monitor brand reputation and manage crises. The bank tracked sector conversations and improved... its communication strategy. This helped UniCredit understand the social impact of its marketing. The platform made it easier for teams to share insights and make better business decisions. UniCredit simplified its tech stack with Talkwalker.
Bankwest - Banking - Large
Qualtrics helped Bankwest improve its website user experience. The bank used Qualtrics Site Intercepts to gather feedback and redesign its... credit card application form. This led to a 48% reduction in site exit rate. Bankwest now captures feedback at many digital touchpoints. The team can launch customer engagements in hours, boosting website conversion and customer satisfaction.
Regional Bank - Banking - Large
Vertical IQ helped Regional Bank transform client relationships and boost business loans since 2012. Bankers use Vertical IQ's industry insights... to prepare for meetings, saving over an hour per call. The platform supports prospecting, relationship building, and client retention. Bankers gain confidence to approach new industries and win new business. Quarterly updates and local profiles help maintain and expand client connections. Regional Bank has relied on Vertical IQ for more than a decade.
Rabobank - Banking - Very Large
Piano Analytics helped Rabobank handle millions of customer interactions while meeting strict GDPR compliance. The bank replaced a slow, non-compliant... analytics system with Piano, enabling faster dashboard creation and broader data access. Rabobank saw a 10x increase in anomaly detection speed and 88% faster dashboard builds. Over 1,350 employees now use analytics, a 30% increase. Incident detection improved by 90%, and all analytics are now 100% GDPR compliant.