BBVA used Personalized Video to help people save for retirement and use digital banking. The bank saw... a 2x increase in email open rates. Long-term savings went up by 78%. Personalized Video showed customers their future self. This helped more people adopt new digital banking services.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
Figma helped CommBank, Australia’s largest bank, fix slow and scattered design processes. The team switched... from five separate tools to Figma, making work 77% more efficient. Annotation time dropped from 6.5 minutes to 1.5 minutes per file. Teams now build products faster and with fewer mistakes. Figma also broke down silos and improved collaboration across departments.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
Swiss multinational investment and financial bank
- Banking
A Swiss multinational investment bank needed help with high-volume financial translations. They faced challenges... with speed, precision, and security for over 1,800 projects annually. Welocalize provided a tailored solution with a dedicated linguist pool and secure technology. This approach improved turnaround times and maintained high translation standards, ensuring compliance with quality and security requirements.
iPresso Marketing Automation helped a large retail bank recover lost savings account signups. Many users started... but did not finish opening accounts online. The bank used iPresso to collect user data, segment contacts, and send automated reminder emails. These campaigns increased new savings accounts by 23%. The average first deposit grew by 15%. Click-through rates rose by 17%. Requests for help dropped by 12%, easing the hotline workload.
Pipefy helped Sofisa Bank automate customer request management. Before Pipefy, requests... were handled by email with no tracking or standard process. With Pipefy, Sofisa Bank created a portal for commercial managers to submit and track requests. The operations team now uses automated workflows and notifications. As a result, 95% of customer requests are fulfilled on time. The bank can now track KPIs and has improved efficiency and customer experience.
Lob Address Verification API helps Current, a modern banking solution, reduce compliance costs and improve customer experience. Current uses Lob... to verify customer addresses during onboarding, which cuts down on bad data and saves users time. This integration boosts KYC first-time acceptance rates and lowers compliance spend. The automated process builds trust and makes onboarding smoother for new users.
Dotdigital SMS API helped The Co-operative Bank switch quickly from their old provider. The bank needed... a reliable SMS platform for critical customer messages. Paragon DCX and Dotdigital enabled fast onboarding and self-service campaign creation. The bank sent timely alerts, onboarding, and urgent updates to customers. The solution ensured no loss of service and supported ethical, impactful communications. The bank praised the platform for reliable, efficient messaging.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
A world-renowned high-street bank (retail arm)
- Banking
Cheetah Digital by Marigold helped a leading high-street bank improve digital communication during the Covid-19 crisis. The bank used... Cheetah Digital's messaging solution to set up crisis communications within 24 hours of lockdown. Personalized email and SMS increased open rates. Email content creation time dropped from 2 weeks to 1 hour. The solution supported the bank's retail division and helped meet key business goals.
Document Logistix helped Hillcrest Housing Association move away from paper records. Hillcrest needed to... cut down on paperwork and improve document retrieval for 600 staff across Scotland. The new document management software made it easier for staff to find files. This improved workflow for staff, tenants, contractors, and suppliers. The solution supported Hillcrest's move to a new HQ with less storage space.
Agillic helped Sydbank make banking more personal and easy to understand. Sydbank used Agillic... to send targeted emails and messages to each customer. This made complex financial topics simple and clear. Sydbank saw a 20% conversion rate for a mortgage campaign and 20% of customers bought more products. Personalised campaigns were four times more effective than generic ones. Customer satisfaction and trust improved a lot.
Mautic helped Addiko Bank Group boost lead acquisition in the financial services sector. The bank wanted... to grow its personal loans business and needed better segmentation and automation for email campaigns. Using Sales Snap and Mautic, they launched inbound marketing campaigns and an online quiz as a lead magnet. The campaigns reached over 2 million people, with 43,000 quiz participants. The bank saw higher than average email read rates and a measurable increase in calls and branch visits, leading to new customer acquisition.
OptiKPI helped Play North boost player engagement by 29%. Play North used... OptiKPI to target players in real time and automate customer journeys. The platform enabled precise segmentation and compliance with strict gaming regulations. Play North saw a 15.1% increase in deposits and 25.8% of players used the promotional offer. OptiKPI made it easy for Play North to manage all player activities in one place.
IntelligenceBank helps ANZ manage creative workflows and brand compliance. The platform supports... marketing leaders, legal, and creative teams. ANZ uses IntelligenceBank to streamline marketing processes and ensure brand consistency. The solution enables compliance with industry regulations. ANZ benefits from improved resource optimization and risk reduction.
Altcraft Platform helped BNB Bank attract more customers and boost digital engagement. The bank used... Altcraft for secure, on-premises customer data management and omnichannel marketing. Automated Viber messages had a 60% open rate, and overall click-through rates reached 12%. Transactional activity increased by 36%, and monthly active users grew by 19% in one year. Push notifications and personalized campaigns improved customer retention and communication efficiency.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Learn Amp helped nbkc bank support their growing hybrid team with a new learning and development platform. The bank needed... a scalable, user-friendly solution for onboarding and training. Learn Amp delivered a central knowledge base and digital onboarding program. nbkc bank saved over $12,000 annually and saw a 92% ROI in the first year. Onboarding time dropped by 75%, and employee satisfaction scores improved.
UpsideLMS helped Doha Bank deliver online and offline training to over 1200 employees worldwide. Doha Bank needed... a secure, reliable platform for role-based and regulatory training. UpsideLMS provided a personalized learning experience with compliance assurance. The solution included a mobile app, blended learning management, and multi-lingual support. Doha Bank now manages training efficiently and cost-effectively.
PeopleFluent Compensation helped Close Brothers move from spreadsheets to a modern compensation management system. The HR team... needed to improve efficiency and simplify reporting for 4,000 employees. PeopleFluent Compensation offered a flexible, user-friendly solution that made the transition easy. The software saved time, reduced errors, and allowed HR to focus on business strategy. Employees outside HR barely noticed the change, showing a smooth implementation.
BizLibrary helped Together Credit Union launch a leadership development program. The goal was... to give managers skills to inspire and support their teams. The program focused on a people-first mindset, using values like vulnerability and inclusivity. All employees could join, from supervisors to executives. As a result, individual contributors now reach their goals with more autonomy and support from leaders. The program uses BizLibrary's elearning content and toolkits to build leadership skills.
Knolyx helped the Romanian Banking Institute deliver mandatory training using its learning experience platform. The Institute needed... to test knowledge after each chapter, set time limits, and get detailed reports. Knolyx provided streaming, learning paths, business rules, and analytics tools. Employee retention increased by 45%. Training time dropped by 40%. Skills gaps were reduced by 55% after using Knolyx.
A bank (financial operations department)
- Banking
Gametize helped a bank digitalize their annual dinner and dance event. The bank wanted... to boost interactivity and automate voting and attendance. Gametize's app enabled photo challenges, booth games, and digital voting. The event saw 285 players, 1232 submissions, and 77 votes. The app achieved a 90% adoption rate among attendees, making key event processes fully digital.
FinTech Unicorn (a product of FPL Technologies Pvt. Ltd.)
- Banking
Knowmax helped FinTech Unicorn improve customer service for over 2 million users. The company faced... problems with scattered data and hard-to-follow SOPs. Knowmax provided a unified knowledge base and better information access. Customer-facing teams found answers faster and new agents trained more quickly. Results included a 28% increase in customer satisfaction, a 10% reduction in average handle time, and a 12% increase in first contact resolution.
Learning Pool built a custom e-learning module for Royal Bank of Scotland. RBS wanted to... digitalize induction training to save classroom time and ensure consistency for new hires worldwide. The solution used Articulate Storyline 2 and included gamified activities, interactive screens, and a virtual tour of the RBS headquarters. The module featured custom graphics, video content, and a puzzle reward system. RBS can now update the course in-house and deliver a more engaging onboarding experience.
Learning Pool built a custom e-learning module for Royal Bank of Scotland. RBS wanted to... digitalize induction training to save classroom time and ensure consistency for new hires worldwide. The solution used Articulate Storyline 2 and included gamified activities, interactive screens, and a virtual tour of the RBS headquarters. The module featured custom graphics, video content, and a puzzle reward system. RBS can now update the course in-house and deliver a more engaging onboarding experience.
Messagepoint helped a large Canadian bank modernize its credit card disclosures management. The bank faced... slow, manual, and fragmented legacy processes. Messagepoint provided an intelligent content hub to centralize and automate disclosure content updates. The bank used Messagepoint’s API to deliver disclosures in their mobile app, improving customer experience. Marketing operations gained direct control, reducing IT reliance and risk. Centralized content and variation management streamlined updates and reduced errors.
Iron Mountain Digital Mailroom and iBPM services helped CheckAlt, a payment management company, cut mailroom costs and boost efficiency. CheckAlt used Iron... Mountain to expand its processing footprint and support more clients. The solution included automated workflows, secure digital processing, and access to nine imaging centers. Iron Mountain now processes almost two million transactions and four million images monthly for CheckAlt. The partnership lets CheckAlt scale operations, improve security, and enter new markets.
A world-renowned high-street bank (retail arm)
- Banking
Cheetah Digital by Marigold helped a leading high-street bank improve digital communication during the Covid-19 crisis. The bank used... Cheetah Digital's messaging solution to set up crisis communications within 24 hours of lockdown. Personalized email and SMS increased open rates. Email content creation time dropped from 2 weeks to 1 hour. The solution supported the bank's retail division and helped meet key business goals.
Lasernet and Autoform DM helped DNB Luxembourg modernize their portfolio reporting. DNB needed to... replace their old system to handle more assets, launch new products faster, and cut costs. They chose Temenos' core banking platform with Lasernet and Autoform DM for document management. The project finished on time and under budget. Lasernet now generates and archives high-quality portfolio statements and other key documents for DNB’s private banking customers.
Instinctools upgraded a Czech bank's chatbot with GPT-4 and voice assistant features. The bank wanted... to improve customer support and meet rising user expectations. Instinctools deployed a private GPT-4 instance in the bank's Azure environment for secure, compliant AI. The new solution increased 30-day retention by 7%, Net Promoter Score by 34%, and first contact resolution by 60%. The chatbot now handles over 100,000 users and processes thousands of queries per second.
KBC used Pronovix’s Zero Gravity developer portal solution to build the KBC Developer Portal. The portal helps... business leaders and developers integrate KBC’s financial APIs into their apps. Since 2020, many partners have used the portal to distribute products and services. KBC won the Best Developer Portal for Alternatives to REST-APIs at the DevPortal Awards in 2021. The portal supports KBC’s strategy to be personal, build an all-in-one app, and be present everywhere.
Document Logistix helped Hillcrest Housing Association move away from paper records. Hillcrest needed to... cut down on paperwork and improve document retrieval for 600 staff across Scotland. The new document management software made it easier for staff to find files. This improved workflow for staff, tenants, contractors, and suppliers. The solution supported Hillcrest's move to a new HQ with less storage space.
Edito CMS helped Santander Consumer Bank update its website for better client satisfaction. The new site... is easier to use and manage. It features an intuitive branch locator, SOLR full-text search, and strong mobile responsiveness. The Edito CMS platform supports versioning, template editing, and user rights management. The bank now has a modern image and improved access to products and information.
Open Print helped Bank of Tokyo-Mitsubishi UFJ improve document production across Europe. The bank needed... a global IT solution to manage and unify print and mailing processes. Sefas used Open Print to automate manual tasks, add barcodes, and centralize document control. Print turnaround times dropped, costs went down, and customer satisfaction improved. The bank reduced mail processing staff from five to three and increased mail volume capacity. The solution also enabled better customer communication and reduced environmental impact.
Jasper helped Webster First Federal Credit Union grow organic traffic by 9 times. The credit union... used Jasper to publish 4 times more blogs each month. Jasper reduced the time to create a blog by 93%. The marketing team used Jasper to connect with more members online. Jasper became an important part of their content process.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
360 View helped Providence Bank and Trust improve their customer relationship management. The bank needed... a better CRM system. They chose the 360 View growth platform. This led to increased profit and positive change. The platform gave them new profitability insights. The bank made real improvements using these insights.
Floify helped Riverbank Finance, a mortgage broker, move to a fully digital loan process. Before Floify, they... faced bottlenecks and slowdowns from manual document collection. Floify's automation and API integration let them organize files, speed up loan closings, and improve communication with clients. The team now uses 100% digital e-sign disclosures and has removed process bottlenecks. This change made their loan officers more productive and helped them close loans faster.
Samba Bank needed to port its J2ME mobile banking app to BlackBerry and iPhone. They hired Unique... Computer Systems for this task. UCS studied the existing app and created a blueprint for the new platforms. They developed prototypes and made UI changes for BlackBerry OS 4.5. The apps supported English and Arabic. After testing, the apps were ready for market.
Equity Partners HG, a middle market investment bank, faced challenges with their existing file sharing platform, Box, which lacked security features and management controls. They needed a... solution to ensure confidentiality, user group restrictions, and reporting capabilities. They chose SmartRoom for its advanced features, including custom security profiles and easy navigation. With SmartRoom, EPHG improved efficiency, secured client information, and gained insights into user activity, allowing them to focus on closing transactions and maximizing client results.
Belona Pantbank is a leading Swedish pawnbroker. They wanted a... better loan management system. CRMJetty built a finance portal for them. It improved loan requests and management. The portal also helped with payment management. It made operations more efficient and improved customer satisfaction.
Easy Incentivizer automated incentive calculations for a leading bank. The bank struggled... with manual processes, errors, and high costs. Easy Incentivizer removed manual work, cut costs, and sped up incentive payouts. The app let the bank track employee performance with dashboards. The team saw less workload and smoother incentive processing.
Easy Incentivizer automated incentive calculations for a leading bank. The bank struggled... with manual processes, errors, and high costs. Easy Incentivizer removed manual work, cut costs, and sped up incentive payouts. The app let the bank track employee performance with dashboards. The team saw less workload and smoother incentive processing.
Banking Success stories in Driving ROI and Results using Email Marketing solutions
PSD Bank Berlin-Brandenburg
- Banking
Inxmail helped PSD Bank Berlin-Brandenburg run a virtual Advent calendar to generate new leads and boost customer engagement. The bank used... the Advent calendar to collect high-quality, legally compliant leads through its website. Inxmail managed the entire process, from setup to execution, requiring only content from the bank. The campaign increased newsletter readership and generated hundreds of new email addresses in the first days. Regional prizes strengthened the bank's brand and supported local businesses.
Netcore Cloud helped Equitas Bank double its app downloads. The bank used... Netcore Cloud’s multi-channel engagement tools. As a result, Equitas Bank grew its revenue by 14%. The solution focused on boosting customer engagement and app adoption. Netcore Cloud’s platform enabled better communication with users. This led to strong business growth for Equitas Bank.
Samba Bank needed to port its J2ME mobile banking app to BlackBerry and iPhone. They hired Unique... Computer Systems for this task. UCS studied the existing app and created a blueprint for the new platforms. They developed prototypes and made UI changes for BlackBerry OS 4.5. The apps supported English and Arabic. After testing, the apps were ready for market.
Cybba helped Arizona Federal Credit Union promote their Local Causes debit card and youth accounts in Phoenix. The credit union... wanted to give back to their community and needed a unique way to reach people. Cybba activated local influencers who cared about the community. The influencer content was high quality and exceeded expectations. Arizona Federal Credit Union now uses this content in their own marketing. The campaign reporting was strong and feedback was very positive.
Doxim helps Conexus Credit Union improve member experience. Members do not... have to repeat themselves when interacting with the credit union. Doxim's customer communications management and engagement technology supports this seamless service. The solution addresses digitization and operational efficiency challenges. Conexus Credit Union benefits from better customer engagement and streamlined processes.
Emailmovers used Deliverite for a commercial finance broker's email marketing campaign. The challenge was... to find businesses needing funding and generate new leads. Emailmovers managed the campaign, sending personalized emails over several weeks. The campaign generated multiple leads and achieved an ROI of around 8900%. The client continued to run more campaigns with Emailmovers after this success.
emBlue helped GRB improve its email marketing for credit recovery. GRB switched from... a low-performing platform to emBlue. With emBlue, GRB sent over 471 million emails in less than 6 months. They achieved a 97% deliverability rate. GRB converted 30% of monthly mailings into recovered credits. The average click-through rate reached 10%. emBlue's support team guided GRB to better results and higher engagement.
XP Gamify from Xtremepush helped kwiff boost player loyalty and engagement. The CRM team... wanted to turn casual players into loyal users and appeal to both casino and sportsbook fans. They used XP Gamify to create unique, personalized campaigns. The solution aimed to improve player retention, increase company turnover, and reduce costs. Kwiff built on two years of platform use to drive better results with gamification and loyalty tools.
Kasplo's managed services helped CreditMantri boost their click-through rates by 6X. CreditMantri needed an... advanced solution to improve their campaign performance. Kasplo provided optimization strategies and managed campaign execution. The result was a substantial increase in engagement and campaign success for this banking company.
TCN software helped a national bank manage a mobile app crash that lasted one week. The bank faced... a sudden spike in customer calls. TCN's notification tools and IVR kept operations efficient. The solution helped the bank handle the crisis and support customers. The case highlights TCN's ability to scale during emergencies.
Genesys Cloud CX helps BNP Paribas deliver better customer experiences. The platform supports... personalized service at scale. BNP Paribas uses Genesys for seamless banking across channels. The solution enables efficient contact center operations. The bank builds trust and loyalty with improved customer engagement.
NiCE Employee Engagement Manager and Value Realization Services helped TD Bank automate scheduling and boost productivity in its contact center. The bank introduced... self-service scheduling, shift swaps, and voluntary time off, giving agents more flexibility. Over 480,000 VTO hours were used, with a 45% adoption rate. TD Bank saved millions yearly, reduced customer wait times by 88 million minutes, and increased calls handled by 11%. Customer satisfaction exceeded targets by 4.5% and the new system improved recruitment and agent engagement.
Digibank India wanted to move from a traditional bank to a digital bank. They needed to... lower costs and reduce their use of old voice services. Tetherfi gave them in-app chat and callback tools. Now, one agent can handle both voice and chat. The bank can track chats and callbacks easily. The new system is cheaper and works in more than one country. It also helps the bank serve customers at any time, without needing branches.
Avaya Experience Platform helped Access Bank modernize customer experience and employee engagement. The bank needed... to scale for 125 million customers by 2027 and process 13 million daily transactions. Avaya's hybrid cloud and on-premises solution unified voice, video, and digital channels. Access Bank improved customer satisfaction, reduced response times, and enhanced security with voice biometrics and conversational AI. Video banking and real-time translation made services more inclusive and efficient.
CallFinder helped Verve, a Credit Union, improve their call center quality monitoring. Before CallFinder, Verve... could only review 5 calls per agent each month and spent too much time on manual reviews. They had no way to track call topics or analyze sentiment. With CallFinder’s automated call scoring, Verve deployed the system in four weeks. The new solution let them review more calls, track trends, and focus on coaching. This made their quality assurance process faster and more effective.
Knowlarity’s Click to Call helped IndianMoney connect with more customers for financial education. Before, they could... only answer half of their calls. After using Knowlarity, call volume answered improved by 50%. Agents now make more calls at the same time. Over 60,000 to 80,000 calls are handled daily. 99% of calls start within 4 seconds. Real-time call recordings and analytics help improve customer service and staff training.
Alvaria CXP and Alvaria Cloud Workforce helped BAC Credomatic automate customer service and collections. BAC Credomatic built... over 30 bots for services like loans, card renewals, and collections. 30% of customer interactions now happen outside contact center hours. Digital collections increased by 12%. Scheduling for agents is now 60% faster with Alvaria Cloud Workforce. BAC Credomatic tracks metrics like time to goal completion and total interaction time.
Currency Alliance helped the second largest bank in the USA let premium credit card members spend points on rewards and travel with a key redemption partner. Customers use points... for luxury brand products and services. The program increased loyalty transaction volumes by nearly 300%. Members get more choice and freedom in how they use points. The bank gains more engaged customers and better data for personalization.
Loylogic helped African Bank launch a unique loyalty program in South Africa. The bank wanted... to support its Audacious brand and help local communities. Loylogic and Pinnacle Rewards created a program that rewards customers for good financial habits, like improving credit scores and making payments on time. Customers earn points for using debit cards instead of making costly ATM withdrawals. Loylogic provided the loyalty platform, phased rollout, and advisory services to bring the vision to life.
Raiffeisen Österreich, Volksbank and other Austrian banks
- Banking
mobile-pocket HUB added loyalty card features to Austrian bank wallets. Banks wanted to... make mobile payments more popular in Austria. The solution put loyalty cards, offers, and bonus programs into the banks’ mobile wallets. Now, customers can pay and use loyalty cards in one app. This makes mobile payments easier and more attractive for users.
Card Expert from Fiserv helped Dime Community Bank increase revenue and lower debit program costs. The bank wanted... to remove unused cards, boost new card activation, and grow transactions for low-use customers. Dime worked with Fiserv to tailor Card Expert to its needs. They used scheduled office hours and joined the Card Expert Community to find new solutions. The bank saw higher activation rates, more transactions, and better ATM fleet performance.
Card Expert from Fiserv helped Dime Community Bank increase revenue and lower debit program costs. The bank wanted... to remove unused cards, boost new card activation, and grow transactions for low-use customers. Dime worked with Fiserv to tailor Card Expert to its needs. They used scheduled office hours and joined the Card Expert Community to find new solutions. The bank saw higher activation rates, more transactions, and better ATM fleet performance.
Loyalife helped Commercial Bank of Ceylon PLC improve its loyalty program. The bank faced... problems with manual processes, low customer retention, and limited insights. Loyalife automated rewards, enabled real-time redemptions, and provided advanced analytics. The platform integrated with the bank’s systems and made the program easy to use. As a result, the bank saw stronger customer loyalty, higher satisfaction, and better redemption rates.
TIBCO BPM Enterprise and BusinessWorks helped ABN AMRO modernize its banking operations. The bank wanted... to offer a seamless digital experience and aimed for 90% digital end-to-end processes by 2025. Legacy systems and fragmented processes made this hard. TIBCO's hyperautomation tools enabled cloud migration, process standardization, and automation across teams. ABN AMRO avoided €11.1M in costs and improved efficiency by centralizing automation and reducing manual work.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Zeplin helped IDFC FIRST Bank double their production speed for a new multi-platform banking app. The team delivered... 400 screens in 4 months, cutting the project timeline from 6 months to 3 months. They saved $12,000 per month in outsourced resource costs. Customer ratings increased by 29%, and app performance scores improved by 40%. Zeplin enabled better collaboration between designers and developers, boosting efficiency and quality.
Glance Guided CX helps Axos Bank bankers see what customers see in the online banking app. Bankers guide customers... through bill payments, fund transfers, and applications for products like mortgages and loans. Glance sessions start easily and require no downloads for customers. The experience works on any device and meets strict security standards. Sensitive data is masked and all information is encrypted.
Grandstream provided networking and unified communications solutions for Bank Alfalah. The bank needed... reliable indoor and outdoor Wi-Fi access points, routers, and network management tools. Grandstream's products helped Bank Alfalah improve connectivity and manage their network more efficiently. The case highlights the use of Grandstream's GWN series devices and management platforms in a banking environment.
Bugsnag helps Chime monitor errors and reduce crash rates in its React Native mobile app. Chime needed a... tool to unify error management across iOS and Android and provide detailed stack traces. Bugsnag gives Chime full visibility into app stability, fast debugging, and control over all error types. Chime now meets its software stability goals and spends less time fixing bugs. Integrations with Jira and Slack help streamline ticketing and communication.
Matrix42 Software Asset Management helped Basler Kantonalbank (BKB) manage over 100 applications and complex license models. BKB needed better... compliance and transparency in software licensing. Matrix42 SAM and Crayon's managed service enabled fast license data capture, automated compliance checks, and monthly expert reviews. BKB saved money by reallocating unused licenses and discontinuing unnecessary applications. The solution improved audit readiness and reduced compliance risks.
Comind. work helped Investors...Bank automate their KYC process. Before, manual reviews took 3-5 days and caused bottlenecks. With Comind.work, the bank built custom workflows and real-time dashboards. Now, most retail accounts get same-day approval. Compliance review is faster and error rates are lower. Customer satisfaction improved with quicker service and better communication.
ContractWorks helped BNP Paribas cut document processing time by 84%. The legal team... now spends just 8 minutes and 40 seconds per agreement, down from 60 minutes. This saves over 10,250 hours each year, valued at $922,500. ContractWorks also improved data security with SOC-2 certification and strong encryption. Integration with corporate registers in 42 countries made data retrieval fast and easy. The platform's simple interface enabled quick adoption and workflow automation.
PFL automated direct mail for Avidia Bank using Salesforce and Marketo integration. The bank replaced... manual print and mail tasks with automated processes. This saved nearly 40 hours each month. Customer complaints about undelivered mailers dropped. The customer experience improved with better tracking and delivery. Avidia Bank plans to expand direct mail automation in future projects.
Madhive helped a regional credit union use CTV and linear TV for new member growth. The credit union... wanted a unified marketing strategy across channels. With Madhive and BCI Media, they ran ads on premium TV screens and used detailed forecasting. The campaign reached 25,600 new people with CTV. People who saw both CTV and linear ads had a 36% higher conversion rate. The credit union gained 3,500+ new members and 75,000 website visits.
EthosData virtual data room helped JP Morgan manage deal information securely. The platform made... it easy to organize access for all parties. JP Morgan praised the strong service and responsive support team. The solution improved the transaction process for the bank.
Fordata VDR helped Czech companies in the M&A sector work faster and more securely. The platform added... a single page application, enhanced security for over 30 file formats, and flexible short-term deals with training. These updates let clients close M&A deals quicker and with better data protection. Customers saw improved cost and time efficiency, signed new contracts, and noticed a stronger business image. The new features made Fordata VDR stand out over tools like Dropbox and Box.
Seismic helped Truist automate and personalize client content. Truist used to... spend 6-8 hours making annual client planning decks. With Seismic, they now create these decks 92% faster. Each rep saves about 6 hours on content creation. The new process lets reps spend more time with clients and close deals faster. Seismic also keeps presentations consistent and compliant.
Highspot helped HSBC build a 10,000-user content community in 18 months. HSBC needed a... secure, scalable platform to centralise knowledge and improve content findability. Highspot delivered smart controls, strong governance, and insights. HSBC saw an 83% improvement in content findability, a 7% boost in content governance, and a 32% increase in content usage. Teams now access and share best practices faster, driving better client engagement.
Equity Partners HG, a middle market investment bank, faced challenges with their existing file sharing platform, Box, which lacked security features and management controls. They needed a... solution to ensure confidentiality, user group restrictions, and reporting capabilities. They chose SmartRoom for its advanced features, including custom security profiles and easy navigation. With SmartRoom, EPHG improved efficiency, secured client information, and gained insights into user activity, allowing them to focus on closing transactions and maximizing client results.
Acceleraid helped Advanzia Bank grow credit card sales in four countries since 2013. The bank used... Acceleraid's AI-powered automation and personalized websites for new customer acquisition. Acceleraid also provided a fast partner onboarding process and a reliable, geo-redundant server infrastructure. Advanzia saw a 25% increase in credit card applications and a 38% rise in payment protection insurance sales. Server availability reached 99.9%.
Banking Clients Speak: The Impact of deploying Talent Management solutions
MIDFLORIDA Credit Union
- Banking
LearnUpon helped MIDFLORIDA Credit Union reach 100% compliance in Q1 2025. The team delivered... over 17,000 courses in a single month. They automated more than 30 reports. Before LearnUpon, completion rates were inconsistent and tracking was manual. Now, all 1,400+ employees complete required training. The platform made learning easy to access and manage, supporting a strong compliance culture.
Eightfold Talent Intelligence helps BNY Mellon manage employee careers. BNY Mellon uses... the platform to look at skills and capabilities, not just resumes. This helps them find new career paths for employees. The goal is to keep top talent and help people grow. Stuart Logan from BNY Mellon says skills adjacency opens new job opportunities for employees.
Bob HRIS helped Lunar, a digital bank, manage rapid growth and automate HR tasks. Lunar integrated Bob... with tools like Teamtailor and Slack to save time and reduce errors. Automated workflows made onboarding fast, letting Lunar onboard 14 new employees in one day. Bob’s flexible features fit Lunar’s non-traditional, flat company structure. The platform supports remote teams and helps keep company culture strong.
TalentGuard helped New Hampshire Mutual Bancorp (NHMB) unify talent development across five bank affiliates. NHMB faced regulatory... pressures and struggled with inconsistent talent standards and siloed systems. TalentGuard's platform provided banking-specific templates, unified frameworks, and seamless integration with ADP and LMS. NHMB gained consistent role expectations, cross-affiliate career mobility, and improved succession planning. Managers now have better visibility into talent pools and employee development.
Paycor helped Plains Commerce Bank improve HR and payroll processes. The bank used... Paycor to automate tasks and reduce compliance risks. Paycor's software made it easier to manage employee information and payroll. Plains Commerce Bank saved time and improved efficiency with Paycor. The solution helped the bank focus on employee development and retention.
Paycor helped Plains Commerce Bank improve HR and payroll processes. The bank used... Paycor to automate tasks and reduce compliance risks. Paycor's software made it easier to manage employee information and payroll. Plains Commerce Bank saved time and improved efficiency with Paycor. The solution helped the bank focus on employee development and retention.
Accendo's TalentPulse platform helped a leading Asian bank modernize its talent recruitment. The bank faced... challenges with manual, outdated hiring processes and needed to attract top talent. Accendo provided digital assessment tools, a new competency framework, and an applicant tracking system. The recruitment team received training for better interviews. As a result, the bank assessed over 300,000 candidates, improved hiring quality, and made its recruitment process bias-free and data-driven.
EventLog Analyzer helped BOCI-Prudential Trustee Limited manage large log volumes at a lower cost. Their old SIEM... solution was too expensive and hard to scale. EventLog Analyzer offered a better licensing scheme and easy log consolidation. The company set up two servers for Windows and non-Windows logs. Teams now get alerts through different channels for fast response. BOCI-Prudential rated EventLog Analyzer 8 out of 10 and found it cost-effective for log management and security.
Informatica Intelligent Data Management Cloud (IDMC) helped Citizens Bank modernize its cloud master data management. The bank built... a single customer view for real-time personalization across channels. Data onboarding is now about 85% faster. Citizens Bank achieved 99.95% uptime and elastic scale. The solution enables real-time customer recognition and supports AI use cases.
Jedox helped Banque CIC improve financial reporting across 36 offices. The bank faced... challenges with its old BI tool, which could not drill down to individual receipts or support complex cost allocations. Banque CIC implemented Jedox quickly, using its modeling and Excel integration features. The new solution unified cost and organizational data in real time. Management now sees clear activity costs and profitability. Staff use self-service tools for reporting, improving transparency and collaboration.
ThoughtSpot helped Austin Capital Bank modernize its data stack and make analytics easy for everyone. The bank replaced... manual, disconnected data processes with self-service analytics. Now, more than 80% of management are active users. The bank cut paid search monthly spend by 50%. Retention improved by 15%. Teams use ThoughtSpot to track business health, paid search, and conversions. The tool made data access simple for all users, not just technical staff.
CleverMaps helped Česká spořitelna, the largest bank in the Czech Republic, use location intelligence to improve branch network management. The bank faced... challenges from digital competitors and needed to ensure branches were accessible and met customer needs. CleverMaps combined internal banking data with external demographic data to reveal real catchment areas, market potential, and customer behavior. This enabled Česká spořitelna to optimize branch locations, reduce overlaps, and tailor services to local demand, supporting their goal to be closer to customers.
A prominent American investment banking services holding company
- Banking
Apica helped a major American investment banking services holding company upgrade its legacy wealth management platform. The old system... was slow and had poor monitoring with Dynatrace. Apica provided a flexible, customized monitoring solution. The company gained better data visualization with Grafana, on-premises monitoring, and easier API-based expansion. Apica’s team created 90% of the scripts at no extra cost. The company saw fast returns and plans to expand Apica’s use.
Phrazor helped HDFC Bank improve its recruitment process with automated HR analytics. The bank faced... high attrition, slow hiring, and manual reporting challenges. Phrazor automated SAP data extraction and report generation, saving 25 man-hours per week and 200 man-hours per month. The solution delivered 1900+ weekly reports with real-time insights. This made hiring faster and gave clear, easy-to-read data to all stakeholders.
CleverTap helped Axis Bank improve digital engagement and boost conversions. The bank used... CleverTap’s AI-powered platform to personalize communication for credit card upgrades and personal loan retargeting. They used real-time insights and omnichannel messaging to reach users at the right time. Axis Bank saw a 27% increase in conversions from dropped-off credit card upgrade users. Personal loan click-to-conversion rates rose by 13% on mobile push and 4% on WhatsApp. The bank also reduced cost per subscription for personal loans.
Airship helped CIMB Singapore transform its CIMB Clicks app into a virtual branch. The bank used... Airship’s in-app messaging, message center, and push notifications to deliver personalized content and alerts. CIMB saw a 162% year-over-year increase in monthly active users and a 49% growth in app customers in two months. Engagement improved with 7% higher direct open rates and 82% higher opt-in rates for push notifications. App store ratings rose 2.8 times on Apple and 1.5 times on Google Play.
Garanti BBVA used InStory to increase mobile web conversions. They saw a... 4X increase in credit card applications from customers who viewed InStory compared to a control group. This success story highlights the effectiveness of InStory in boosting customer engagement and conversions.
MoEngage helped LINE Bank fix fragmented data and slow marketing. Before, LINE Bank... sent the same messages to everyone. Campaigns took days to launch. With MoEngage, LINE Bank personalized messages for each customer. Campaign launch time dropped from 2 days to 2 hours. Conversion rates went up by 86%. LINE Bank now gives a better, more personal banking experience.
Netmera helped DenizBank promote its new Super Limit feature in the MobilDeniz app. DenizBank used in-app... messaging and A/B testing to find the best place for pop-up messages. The login screen worked best for showing the new feature. Super Limit applications grew from 34,000 to 357,000. Monthly average applications reached 200,000 by November. Click-through rates increased 10 times. Card sales rose 4 times, consumer loan sales 6 times, and loan disbursements 7 times.
Apester helped a leading US digital bank boost new account conversions and increase brand awareness. The bank used... Apester’s AI-powered digital experience platform to segment audiences and personalize marketing. Campaigns focused on new accounts, segmentation, and newsletter signups. The platform enabled more leads at a lower cost per lead and improved retention. Real-time data processing and creative tools like quizzes and polls drove engagement and conversions.
CleverTap helped Axis Bank improve digital engagement and boost conversions. The bank used... CleverTap’s AI-powered platform to personalize communication for credit card upgrades and personal loan retargeting. They used real-time insights and omnichannel messaging to reach users at the right time. Axis Bank saw a 27% increase in conversions from dropped-off credit card upgrade users. Personal loan click-to-conversion rates rose by 13% on mobile push and 4% on WhatsApp. The bank also reduced cost per subscription for personal loans.
Nexfinance AICR helped A은행 automate export and import legal reviews. The bank faced... rising costs and errors from manual checks. Nexfinance AICR used AI-based OCR to process unstructured documents. The solution increased review productivity by 4.5 times with the same staff. It reduced human error and improved review accuracy. The bank now manages 5 million documents yearly as high-quality big data.
Forrester helped Afreximbank create an IT and data strategy. The strategy matched... Afreximbank's goal to promote trade in Africa. The executive team supported the new plan. Afreximbank's C-suite praised the work. The project focused on aligning technology with business needs.
Digimind provided a monitoring platform for Crédit Agricole. The bank's monitoring... unit needed to track its competitive environment, business sectors, regulations, and reputation. The solution helped Crédit Agricole monitor these areas more effectively. This improved their ability to manage brand reputation and stay updated on industry trends.
Revolution, a cloud-based performance measurement and portfolio analytics solution from Confluence, helps National Australia Bank cut turnaround time for performance and risk analytics. NAB now manages... and controls data more efficiently. The bank calculates results faster and validates and distributes reports in one platform. This solution streamlines reporting and boosts operational efficiency for banking analytics.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Beauhurst helps Coutts find and win new private banking clients. Coutts used to... struggle to spot high-growth founders. With Beauhurst, they now identify and track these entrepreneurs early. The platform lets them build relationships before founders become wealthy. Coutts uses Beauhurst to search for equity-backed founders, monitor updates, and get warm introductions. The tool gives deep insights into high-growth markets and helps Coutts grow its client base.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used... SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is one of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Banking Success stories in Driving ROI and Results using Live Chat solutions
Bankwest
- Banking
LivePerson's Conversational Cloud helped Bankwest boost digital customer service CSAT to 93%. The bank replaced... its old chat with secure web and in-app messaging. Customers can now message anytime, on any device. CSAT improved by 8%, and concurrency doubled. Nearly 20% of care now happens through messaging, raising agent productivity and morale.
Banca Dello Stato, a Swiss bank, wanted to improve customer support by offering new digital channels. They faced a... rise in client requests due to increased online banking during the pandemic. To address this, they implemented Live Chat and Co-Browsing. These tools allowed agents to handle multiple requests efficiently and provide real-time collaboration. As a result, the bank improved service quality and managed a 15% increase in support requests in the first half of 2023.
Emplifi helped National Bank of Kuwait (NBK) bring its PR and marketing teams together. NBK used Emplifi’s... platform to unify messaging and connect with its audience. The bank saw a 623% increase in content impressions and a 471% boost in video views. Community size grew by 35% to 2.28 million. Emplifi’s Publisher and Analytics tools made campaign planning and audience insights easy for NBK.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
Comm100 helped Motor City Community Credit Union improve customer support. The credit union... used Comm100's platform to connect with members in real time. They offered live chat and other digital support tools. This made it easier for members to get help quickly. The solution focused on secure and efficient service for banking customers.
Comm100 helped Motor City Community Credit Union improve customer support. The credit union... used Comm100's platform to connect with members in real time. They offered live chat and other digital support tools. This made it easier for members to get help quickly. The solution focused on secure and efficient service for banking customers.
Banking examples of Driving Business Value with Bot Platform
The Federal Savings Bank
- Banking
Botsplash helped The Federal Savings Bank reconnect with dormant leads using SMS campaigns and automated follow-ups. The bank saw... a 14% increase in response rates on aged inquiries. Agents used the Botsplash mobile app to respond to leads in just 20 seconds, improving customer satisfaction. Advanced reporting and tracking features ensured 90% message delivery and compliance. Seamless CRM integration and onboarding led to 100% agent adoption and better lead conversion.
Cognigy. AI helped Rentenbank...improve customer service with conversational AI. Rentenbank needed to guide clients through complex services and ensure smooth handover to live agents. They used Cognigy.AI’s low-code platform to quickly launch a phone bot and webchat. The solution covered over 500 subject areas and understood 90% of user intents. Customer ratings improved and service agents received better support.
Automation Anywhere's Document Automation and Automation Workspace helped Global Bank automate 40% of HRMS volume. The bank cataloged... 60% of HR forms and achieved 91% straight-through data processing. The solution saved $1 million in one year by automating HR onboarding forms across multiple countries and languages. Manual errors dropped and staff could focus on higher-value work. Integration with logistics software improved efficiency.
Kore. ai helped RCBC...transform customer service with Erica, an AI-powered virtual assistant. RCBC used Erica to handle over 600,000 customer support conversations in 2023. This reduced the workload for human agents and saved PHP 22 million in costs. The bank saw an 80% increase in chatbot adoption after adding rewards redemption. RCBC achieved ROI within the first year and improved customer satisfaction scores.
Interface. ai's Voice and...Chat AI helped University Credit Union automate member support and streamline online applications. UCU achieved $6.6 million in annual revenue and saved $3.1 million in support operations. The AI solution delivered 98% call accuracy and reduced service bottlenecks. Staff now focus on high-value tasks, while members get faster, always-on support. UCU set a new standard for digital banking service and efficiency.
Maruti Techlabs used Phonexia-powered voice biometrics for a leading UAE bank. The bank faced... slow, insecure customer authentication and fraud risks. The solution enabled passive voiceprint authentication and real-time fraud detection. First call resolution improved by 36%. Customer satisfaction rose by 52%. The bank now offers secure, password-free customer identification and faster service.
Top Stories in Banking about adoption of Help Desk software
BOCI-Prudential Trustee Limited
- Banking
EventLog Analyzer helped BOCI-Prudential Trustee Limited manage large log volumes at a lower cost. Their old SIEM... solution was too expensive and hard to scale. EventLog Analyzer offered a better licensing scheme and easy log consolidation. The company set up two servers for Windows and non-Windows logs. Teams now get alerts through different channels for fast response. BOCI-Prudential rated EventLog Analyzer 8 out of 10 and found it cost-effective for log management and security.
The National Residential Landlords Association (NRLA)
- Housing
Puzzel helped the National Residential Landlords Association (NRLA) move to a unified, cloud-based contact centre. NRLA faced slow... response times and poor integration with their old system. With Puzzel, they now offer omnichannel support and better agent tools. Email response times improved by 86%, dropping from 35 hours to 5 hours. Call wait times fell by 35%, and they reduced full-time staff by 3.5. Member satisfaction and productivity increased.
BOSSDesk helped Chambers Bank boost ticket volume from 200 to up to 1,000 per month. The bank replaced... a shared inbox with BOSSDesk's ticket management, improving ownership and coordination. The Service Catalog and mobile apps made it easy for staff to handle requests and audits. BOSSDesk streamlined facilities, appraisals, and fraud compliance, and enabled a "2-click rule" for fast service requests. User adoption is high due to workflow automation and an easy interface.
SysAid helped Centra Credit Union upgrade its digital experience. The IT team... used SysAid’s Workflow Designer for codeless customization and automation. Automation now supports workflows across 10 departments. 50% of IT tickets are created by employees. The team saves 30 hours each week on admin and manual tasks. Employee satisfaction scores reached 4.8 out of 5 due to faster IT support.
Next4biz helped ING Bank Turkey manage customer complaints from all channels on one platform. The bank integrated... next4biz with its systems to track customer history and speed up service. Staff can quickly change processes without IT help. Next4biz makes it easy to measure notification numbers, resolution times, and solution rates. The system's reporting and escalation features help ING Bank Turkey improve customer satisfaction and win awards in complaint management.
AI in customer service helped an Asian bank double its use of self-service channels. The bank saw... a 40-50% drop in service interactions. Cost-to-serve went down by over 20%. AI made support more efficient and scalable. Customers got faster, easier help. The bank improved both experience and costs.
Text Request helped Dowell Federal Credit Union speed up loan processing and boost response rates. The small team... used mass texting and group messaging to reach members quickly. Members responded to texts much faster than to emails or calls. The team managed more conversations at once and met compliance needs. Follow-ups and collections improved, especially during the COVID-19 pandemic.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Axero intranet helped Movement Mortgage replace their outdated system. Employees now share... documents, search for information, and connect with each other in one place. The new platform made it easy for staff to find updates and resources. Creative features like badges and activity tickers boosted engagement. In just 8 months, the intranet reached 1,000,000 page views.
Fleep helps Bigbank teams chat, organize tasks, and share files. Bigbank uses Fleep... to replace email for daily work. Employees say Fleep is easy to use and keeps teams organized. Fleep helps Bigbank stay in sync across Europe. About 500 employees use Fleep for team communication and collaboration.
Hawaii State Federal Credit Union (HSFCU)
- Banking
Jostle helped Hawaii State Federal Credit Union (HSFCU) improve company culture and employee connection. HSFCU faced challenges... with disconnected employees and outdated communication tools. The new CEO focused on uniting employees and building a positive culture. Jostle's platform supported transparency, recognition, and better communication. This led to a stronger brand and improved employee and member experiences.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Piwik PRO Analytics Suite helped Bank Ochrony Środowiska (BOŚ) improve its business, product, and marketing strategies. BOŚ needed a... privacy-compliant analytics platform after facing challenges with Google Analytics and new EU data laws. Piwik PRO provided a smooth migration, strong privacy features, and easy-to-use tools. The bank now uses custom reports and dashboards to better understand user behavior and make informed decisions. BOŚ values the platform’s flexibility, compliance, and responsive support team.
AFCU used an automated, hybrid cloud infrastructure to modernize its operations. The new system... helped AFCU improve efficiency. The solution combined automation and cloud technology. AFCU now has a more flexible and reliable IT setup. This change supports better service for their customers.
Supermetrics helped Crediclub automate marketing data integration with Azure Storage. Before, the marketing... team spent hours manually pulling data from Google Ads and Facebook Ads into Excel, risking errors. The engineering team tried building their own integrations but found it too hard to maintain. With Supermetrics, they automated data transfers and built dashboards in Power BI. The marketing team saved up to 20 hours per week and now trusts their data.
Valley National Bancorp, a large bank in New Jersey, needed to improve their online accessibility. They partnered with... Siteimprove in 2018 to address ADA compliance and site speed issues. Using Siteimprove's Inclusivity package and Analytics tools, they improved their website's accessibility and health. This led to a 64.17% increase in Quality Assurance score, a 61% increase in clicks to their Business Credit Card page, and a 13% increase in SEO score.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used... SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is one of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Rossum's Intelligent Document Processing (IDP) platform helped Master Trust Bank of Japan automate complex financial document workflows. The bank faced... challenges with manual data entry, slow processing times, and document variability. Rossum's AI-driven solution was trained to read Japanese documents, integrated with the bank's RPA system, and scaled to handle over 100,000 documents per year. As a result, MTBJ reduced manual workload by 75%, cut average manual validation time to 50 seconds per document, and saved 27.5% time per document.
Alation Data Intelligence Platform helped Sallie Mae build a strong data governance program. Sallie Mae needed... to manage 250TB of data and 350,000 database fields for over 500 data users. The company wanted to make trusted data easy to find and use. Alation provided a single place for data cataloging, policy management, and collaboration. Sallie Mae improved data stewardship and data literacy across the organization.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used... SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is one of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used... SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is one of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used... SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is one of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Engageware Employee Knowledge Management helps Marine Federal Credit Union serve nearly 100,000 members across three states. The platform gives... staff one place to find policies, procedures, and product information. Employees can set review dates for content, collect feedback, and use reports to track what information is most used. The solution makes it easy to update, publish, and unpublish content. Staff feel more confident and productive with quick access to accurate information.
Personetics partnered with iBank Marketing Co. , Ltd. to...deliver personalized insights for regional bank customers in Japan. iBank, a subsidiary of Fukuoka Financial Group, uses Personetics’ AI-driven platform to help regional banks offer digital banking and hyper-personalized engagement. The solution enriches transaction data and provides real-time recommendations for better money management. This partnership aims to boost customer engagement, satisfaction, and cross-sell opportunities for regional banks. iBank’s regional bank partners benefit from advanced digital banking without individual deployments.
Glia Voice and Phone GVA helped Service 1st Federal Credit Union modernize its call center. The credit union... replaced its old IVR with an AI-powered virtual assistant. Members now get 24/7 self-service and faster help. The solution cut call abandonment by 95% and wait times by 71%. Agents handle 29% fewer calls, saving 69 hours per week.
Floatbot. AI helped UCO...Bank improve its digital customer experience. UCO Bank used Floatbot's AI chatbot and voicebot to handle high call volumes. The solution offered omnichannel support, bilingual features, and smooth agent handoff. In 7 months, UCO Bank engaged over 92,000 users with Chat and Voice AI. This made customer service faster and more efficient.
ServisBOT helped Cenlar FSB use conversational AI bots to improve the mortgage journey for homeowners. The first bot... launched during the pandemic to support homeowners under the CARES Act. Cenlar now uses several bots, including Borrower Bot, Registration Bot, and Document Upload Bot. The Borrower Bot resolves 85% of homeowner questions and reduces call center volume by tens of thousands of calls each month. Bots are fully integrated with Black Knight Servicing Digital for a seamless experience. Cenlar plans to use generative AI for even better self-service and agent support.
Wasp's asset management software helped Johnson Financial Group fix their IT asset tracking. Before, they used... spreadsheets and lost time and money. The new system saved them about 400 hours a year. They also saved $8,000 a year in late fees for rented equipment. Now, they track 8,000 IT assets easily. Reports are accurate and shipping costs are lower.
Lytho helped WSFS Bank manage creative operations in a complex, regulated environment. Before Lytho, the... team struggled with chaotic reviews and compliance risks. Lytho centralized the review process, added structure, and enabled compliance teams to handle audits directly in the platform. The bank saw a measurable increase in requests completed, a decrease in time to first proof, and fewer review versions. Lytho became essential for content governance and audit readiness, saving time and improving creative team performance.
Iron Mountain Digital Mailroom and iBPM services helped CheckAlt, a payment management company, cut mailroom costs and boost efficiency. CheckAlt used Iron... Mountain to expand its processing footprint and support more clients. The solution included automated workflows, secure digital processing, and access to nine imaging centers. Iron Mountain now processes almost two million transactions and four million images monthly for CheckAlt. The partnership lets CheckAlt scale operations, improve security, and enter new markets.
Rabobank needed to maintain its brand identity while growing globally. They used the... Papirfly Platform to manage their brand, allowing teams to create consistent content. This helped them avoid 20 times the cost compared to platform investment and achieve a 212% ROI. Over 23,000 assets were created in a year, uniting 43,000 employees worldwide.
Zebra Workcloud Scheduling helped Webster Bank improve both customer and colleague experiences. The bank used... the solution to better manage staff schedules. This led to smoother operations and happier employees. Customers also noticed faster service. Webster Bank saw clear benefits from using Zebra's workforce management software.
Document360 helped Abrigo manage and review documentation more efficiently. Abrigo's team needed... a better way to organize and update nearly 30 user manuals for their financial software. Their old PDF system was bulky and hard for customers to use. With Document360, Abrigo gained analytics, feedback tools, and easier workflows. Customers now find information faster, and Abrigo can update content quickly and track usage.
Dr. Explain helped Trustco...Group Holdings Ltd combine user documentation, technical documentation, and change management in one place. Before Dr.Explain, they used Wiki and Microsoft Word, but these tools could not create all needed formats or keep everything together. Dr.Explain made it easy to add screenshots, organize content, and produce PDF, CHM, and web documentation from a single source. The team now creates consistent, easy-to-find help for users and staff. Version control and flexible output help with governance and training.
MAX by Leumi Card wanted to improve their call center service. They needed a... knowledge management platform that could work with many systems and give fast, accurate information. They used KMS Lighthouse to solve these problems. The new system made it easier to find information and improved first call resolution. Customer satisfaction went up, and call times went down. Training became easier, and supervisors could better track work.
USU IT Asset Management gave Akbank full transparency over its software assets. Akbank managed over... 8,500 Windows and Unix servers. Before, tracking licenses was slow and manual. USU enabled the bank to achieve its first-ever complete software license discovery. Akbank now has 100% cost transparency and zero unexpected audit costs. This improved compliance and cut risks for one of Turkey’s largest banks.
Zavanta helped Colonial Savings improve policy management and compliance. Colonial faced challenges... with manual, email-based processes and an MS Word + SharePoint system that did not meet their needs. Zavanta provided a complete solution, making it easy to document, update, and access policies across departments. Employees now use an online knowledge base with fast updates and no IT support needed. The new system increased visibility, streamlined change management, and supported regulatory compliance.
ContractWorks helped BNP Paribas cut document processing time by 84%. The legal team... now spends just 8 minutes and 40 seconds per agreement, down from 60 minutes. This saves over 10,250 hours each year, valued at $922,500. ContractWorks also improved data security with SOC-2 certification and strong encryption. Integration with corporate registers in 42 countries made data retrieval fast and easy. The platform's simple interface enabled quick adoption and workflow automation.
Evisort helped BNY Mellon automate custodial agreement generation using AI. Before, lawyers manually... created contracts and managed approvals by email, causing delays and higher costs. Evisort's AI now creates contracts, flags non-standard language, and automates reviews. This speeds up onboarding and improves client experience. BNY Mellon can now track contracts faster and handle compliance more easily.
Gatekeeper helped Police Bank automate vendor onboarding. Police Bank had... problems with manual supplier onboarding and tracking contracts in spreadsheets. Gatekeeper's workflow engine automated onboarding and contract generation. The platform gave Police Bank a central place to manage suppliers and track key dates. Police Bank now meets compliance needs and has better oversight of third-party suppliers. The system is easy to use and highly configurable.
A Leading Banking and Financial Services Company
- Banking
Aavenir Contractflow helped a leading banking and financial services company in Asia-Pacific manage contracts better. The bank had... trouble storing, reviewing, and approving contracts, which caused delays and risk. With Aavenir Contractflow on ServiceNow, the bank automated contract workflows and improved document tracking. As a result, contract approval cycles became 5 times faster, contract risk dropped by 42%, and contract visibility reached 100%.
A Leading Banking and Financial Services Company
- Banking
Aavenir Contractflow helped a leading banking and financial services company in Asia-Pacific manage contracts better. The bank had... trouble storing, reviewing, and approving contracts, which caused delays and risk. With Aavenir Contractflow on ServiceNow, the bank automated contract workflows and improved document tracking. As a result, contract approval cycles became 5 times faster, contract risk dropped by 42%, and contract visibility reached 100%.
IBM z/OS Connect helped Gruppo BCC ICCREA integrate external services into their mainframe core banking. The bank faced... challenges with monitoring and connecting third-party services. IBM's hybrid cloud solution enabled secure API integration and unified monitoring. ICCREA reduced integration effort by 65%. They saved 40 man-days per year in incident management. Monitoring improvements freed up 0.5 FTE, boosting efficiency and agility.
Vena helped Nicolet Bank replace manual Excel models with a centralized finance platform. The bank cut... month-end reporting prep by 16–30 business hours per month. Forecast updates dropped from over 2 days to under 1 hour. The team now models interest rate changes quickly and supports M&A readiness. Vena improved scenario planning, headcount planning, and reporting accuracy for Nicolet Bank.
Center helped Webster Five Cents Savings Bank move from 40 separate debit cards to one connected expense system. The bank gained... real-time visibility into spending and saved over 10 hours each month on reconciliation. Employees can now adjust expense coding instantly and upload a single file to the general ledger. The accounting team won an innovation award for the implementation. Center’s support and training tools made the transition easy for everyone.
Zafin Managed Rates Engine helped a leading bank with over $200B in deposits fix slow, manual rate management. The bank used... to take days to change rates, risking $1M per day in lost opportunity. Zafin's platform automated rate changes, letting the bank act in real time. The bank now saves $20 million every quarter. All rate processes are now 100% automated, boosting efficiency and profits.
Meniga helped Groupe BPCE transform its digital banking. The bank unified... data from two core systems and enriched transactions for better insights. Over 11 million digital customers now log in more than 20 times a month. The app store rating jumped from 2.2 to 4.7. More than 1.1 million real-time notifications go out daily, and 45 million transactions are processed every day.
Standard Chartered Bank wanted to make online banking easier and faster for its customers. The bank needed... to monitor conversations across all channels and understand customer needs better. They used Sprinklr’s unified platform to track interactions, listen on social channels, and analyze customer data. In four years, they handled one million customer engagements. Social care interactions grew by 10% year over year. 90% of first responses happened within 10 minutes.
Sociality. io helped Kuveyt...Turk improve their social media management. The bank needed a secure and comfortable tool for online content and competitor analysis. Sociality.io provided features like Publish, Analytics, and Competitor Analysis. The team uses the platform daily for scheduling, task assignments, and reporting. Manual reporting was replaced, making audits smoother and improving their digital workflow.
Fastory helped BNP Paribas Asset Management run an internal video contest. Employees filmed short... videos with BNP filters and voted for their favorites. The campaign aimed to boost team spirit and support a new brand identity. The average game session lasted 5 minutes and 24 seconds. The signup rate reached 44%. BNP Paribas praised Fastory for supporting innovation and culture adoption.
Digimind provided a monitoring platform for Crédit Agricole. The bank's monitoring... unit needed to track its competitive environment, business sectors, regulations, and reputation. The solution helped Crédit Agricole monitor these areas more effectively. This improved their ability to manage brand reputation and stay updated on industry trends.
First Bank Virginia faced challenges in preparing for customer calls due to a diverse portfolio. They used Google... searches for industry research, which was time-consuming. In 2017, they adopted Vertical IQ for industry intelligence, reducing call prep time by 45 minutes. The platform helped them have more tailored conversations with customers. During the pandemic, the need for efficient call preparation increased, solidifying Vertical IQ's role in their processes. The tool is now integral to their call preparation, sales, and credit analysis, enhancing customer interactions.
Progress Sitefinity Cloud Enterprise CMS helped AmBank Group modernize its website. The bank replaced... an outdated CMS to improve digital services and site management. AmBank consolidated four websites into one platform, making updates faster and easier. Web traffic on the retail banking site increased by 18%. The new system saved AmBank over RM500,000 compared to other solutions.
CHEQ helped Nu Mexico block invalid users and improve paid marketing performance. Nu Mexico used... CHEQ to protect their ad spend from bots and fake users. In the first year, they achieved an 8X return on investment and a 60% improvement in click rate for invalid traffic. CHEQ blocked 8 million bad actor campaigns, letting Nu Mexico redirect significant spend to real consumers. The team gained confidence that their ads reached real people.
Recordsure ConversationAI helped a major UK retail and commercial bank improve quality assurance for mortgage conversations. The bank needed... to record and analyze 5,000 face-to-face and telephony mortgage conversations each month. Recordsure integrated its AI suite to capture, analyze, and review all conversations. Oversight of mortgage sales increased from less than 5% to 100%. QA review time dropped by over 50%. The bank saw better advice standards and fewer complaints, while reducing QA and compliance costs.
Zeotap Customer Data Platform helped a mobile bank lower its customer acquisition costs. The bank wanted... to cut acquisition costs by 20% and improve retention by 10% in Europe. Zeotap CDP gave the bank better audience insights and used lookalike models to expand reach. The platform identified attrition signals and enabled targeted offers to boost retention. The bank now spends less to get new customers and reaches audiences with more relevant messages.
Prisync helps Linx Lmn track competitor prices faster. The tool is... easy to use and gives daily email reports. Linx Lmn can see price changes anytime. The team at Prisync answers questions quickly. Time spent on competitor price tracking dropped a lot.
Rokt Ads helped Wells Fargo gain 57% of new card approvals from prospecting audiences. The bank used... Rokt’s Confirmation Page Marketplace to reach high-intent customers after online purchases. Wells Fargo achieved a 38% lower cost per approval than their target benchmark. The campaign focused on acquiring new cardholders efficiently. Rokt Ads enabled Wells Fargo to scale quality applications and uncover incremental audiences.
OSF Digital built the NextGen mobile app for Deutsche Bank Wealth Management. The app uses... ReactNative, Salesforce Customer Community, and Salesforce REST API. It connects Deutsche Bank's wealth management clients in a secure, social network-like community. The app helps promote events, boost engagement, and connect peers. Deutsche Bank won the Wealth Tech Award for this digital innovation.
LIBSYS 7 software helped Reserve Bank of India (RBI) manage 24 resource centres across India. RBI needed to... replace local library systems with a centralized solution. LIBSYS 7 was installed with clustering and load balancing on three servers for 24x7x365 uptime. The system supports 700,000 records, 80 librarians, and 16,000 employees. After implementation, usage increased, employees gained single-point access, and infrastructure costs dropped. Inter library loan and desktop notifications improved resource sharing and book returns.
Cresta Agent Assist, Cresta Coach, and Cresta Insights helped a major bank improve collections. The bank struggled... with collectors not following the playbook and managers had little visibility. Cresta gave real-time guidance and insights to both collectors and supervisors. Playbook adherence increased 4x in three weeks. This led to larger and more timely payments and saved managers time.
Bravon helped DSK Bank boost employee engagement and performance. DSK Bank needed... a way to motivate teams and track results across many branches. Bravon set up scoring challenges, a point system, and leaderboards to create healthy competition. The platform let managers track progress and import results from internal systems. DSK Bank now saves time on management and tracks employee results more easily.
Observe. AI's Post-Interaction AI...helped Central Bank automate quality assurance in its contact center. The bank evaluated 167,000 calls in one quarter, up from just 8 per month before. Average handle time dropped by 5%. The team saved time equal to hiring three more employees. AI-driven tracking reduced after-call work to 10 seconds, down from 30 seconds. Central Bank improved call categorization, agent performance, and customer experience.
Varicent VIP Program helped Columbia Bank manage its incentive process internally. The bank cut... incentive compensation support costs by 35%. They increased the number of payees supported per FTE by 50%. Plan document delivery now takes 1–2 days instead of weeks, saving 5 hours per month. The inquiry process will divert up to 1,000 emails in 2025, giving sales teams more transparency and freeing up admin time.
Nubank uses Twilio to lead the digital-first era of banking. They wanted to... improve customer engagement and support. Twilio helped Nubank connect with customers on digital channels. This made banking easier and more secure for users. Nubank now delivers better service and faster support with Twilio.
Nubank uses Twilio to lead the digital-first era of banking. They wanted to... improve customer engagement and support. Twilio helped Nubank connect with customers on digital channels. This made banking easier and more secure for users. Nubank now delivers better service and faster support with Twilio.
Verint Quality Bot helped First National Bank automate quality management in their contact center. The bank used... AI to improve call evaluations and compliance. They increased the number of sales calls evaluated by 1400%. Compliance scores rose by 15%. Customer experience scores improved by 4% with other Verint bots. The solution ensured high quality and better compliance with regulations.
Doxee Pvideo® helped Poste Italiane launch Libretto Smart, a digital savings account. Poste Italiane wanted... to reach new generations with better digital communication. They used Doxee Pvideo® to send personalized, interactive videos to customers during onboarding. Each video matched the customer's profile and services. This made communication simple and reduced the need for customer service. Poste Italiane improved efficiency and built stronger relationships with younger customers.
Banking Success stories in Driving ROI and Results using Video Platform solutions
Leading North American bank
- Banking
Vbrick's enterprise content delivery network (eCDN) helped a leading North American bank solve employee engagement and video streaming issues. The bank needed... to support up to 60,000 employees with live video, but faced network congestion and could only handle 10,000 attendees with problems. Vbrick's DME and peer-to-peer mesh enabled 30–100 webcasts per month, with less than 0.3% rebuffering and single-digit support tickets. The bank saved over 25% by moving to a full enterprise plan. Vbrick's solution met strict regulatory and security needs for the banking industry.
Wavestore video management software was chosen by Caixa, the fourth largest bank in Brazil, to secure all its branches. The bank needed... high integrity video recorders with Linux OS and remote network monitoring for a central control room. Wavestore provided a reliable solution that alerts security staff to attempted robberies and unauthorized access. Over 2,000 video recorders and 32,000 cameras were installed. Telepac assembled and tested the recorders in Brazil, with support from Wavestore engineers.
Glia Voice and Phone GVA helped Service 1st Federal Credit Union modernize its call center. The credit union... replaced its old IVR with an AI-powered virtual assistant. Members now get 24/7 self-service and faster help. The solution cut call abandonment by 95% and wait times by 71%. Agents handle 29% fewer calls, saving 69 hours per week.
Motionlab Platform helped Česká spořitelna connect with customers during the Covid Christmas. The bank used... personalized videos with fairy tale themes and messages from the director. Each customer got a unique video showing their history and local branch. The campaign led to a 37% increase in email click-through rate and a 72% video completion rate. Česká spořitelna now uses personalized videos for more products.
Banking Success stories in Driving ROI and Results using Content Marketing solutions
WSFS Bank
- Banking
Lytho helped WSFS Bank manage creative operations in a complex, regulated environment. Before Lytho, the... team struggled with chaotic reviews and compliance risks. Lytho centralized the review process, added structure, and enabled compliance teams to handle audits directly in the platform. The bank saw a measurable increase in requests completed, a decrease in time to first proof, and fewer review versions. Lytho became essential for content governance and audit readiness, saving time and improving creative team performance.
Readpeak helped ABN AMRO drive high-quality traffic to mortgage landing pages using dynamic UTM features. ABN AMRO used... native advertising on premium publishers and avoided pixel-based tracking to protect privacy. The campaign ran for just over a month in the Netherlands. Results included a 35% lower cost per engaged session, a 22% higher engagement rate, and a 25% better click-to-session ratio compared to other tactics. The campaign delivered over 4 million impressions and 6000+ clicks with a 0.32% top-performing CTR.
Bank of the West wanted to make its content stand out and show its commitment to sustainability. The team worked... with Contently to create Means and Matters, a website focused on stories about money and sustainability. Contently provided technology and freelance talent to help build and manage the site. The new content led to readers spending 2 minutes and 30 seconds on stories, which is 54% higher than the industry average. Thirty percent of the audience are returning visitors, and the site won two Webby Awards.
InAppStory helped OTP Bank boost mobile engagement to 70% with in-app stories. The bank used... stories for onboarding, education, and product promotion. Over 2 million monthly story views showed strong user interest. Interactive polls and quizzes collected feedback and improved communication. This strategy increased product adoption and built customer trust in a competitive banking market.
Banking Success stories in Driving ROI and Results using Project Management solutions
Pioneer Bank
- Banking
Datto Managed SOC and Datto EDR helped Pioneer Bank improve cybersecurity. The bank needed... to protect its digital operations and meet strict regulations with a small IT team. Datto's solutions gave 24/7 monitoring and strong endpoint visibility. The IT team could spot threats fast and meet compliance needs. The bank also used Dark Web ID to protect against stolen credentials. Pioneer Bank now has better security and can focus on growth.
Wrike helped Umpqua Bank's creative team manage project growth and improve communication. The team needed... to consolidate communications and track deadlines as their projects grew four times larger. Wrike provided seamless email integration, an activity stream, and detailed reporting. The solution gave the team more stability and a clear process for collaboration. Now, Umpqua Bank has better vendor visibility and streamlined creative workflows.
Fortune 500 Bank (one of the top 5 banks in the United States)
- Banking
Dragonboat helped a top 5 U. S. bank improve...strategic alignment and visibility across its large product organization. The bank faced challenges with portfolio visibility, alignment, and manual reporting. After trying other tools, they chose Dragonboat for its integrated portfolio management and outcome-focused roadmapping. The rollout was quick and did not disrupt existing engineering processes. As a result, quarterly planning time dropped from weeks to days, and teams gained better alignment, autonomy, and reporting.
MeisterTask helped LBBW modernize task management for over 2,900 employees. The bank needed... a tool for better collaboration across departments. MeisterTask offered Kanban, Scrum, and easy onboarding. Employees quickly adopted the platform without costly training. Teams now work more efficiently and communicate better. LBBW reports more transparency, fewer meetings, and improved project management since using MeisterTask.
Reward Gateway | Edenred helped GATX modernize their employee recognition program. GATX replaced an... outdated system with the GATX Rewards platform, making recognition easier and reducing costs. 86% of employees became active users, and 33% sent recognition to peers. The company shared $130K in rewards and saw a 3% increase in employee survey results about recognition. GATX also added wellbeing challenges to boost engagement.
Loyalife helped Commercial Bank of Ceylon PLC improve its loyalty program. The bank faced... problems with manual processes, low customer retention, and limited insights. Loyalife automated rewards, enabled real-time redemptions, and provided advanced analytics. The platform integrated with the bank’s systems and made the program easy to use. As a result, the bank saw stronger customer loyalty, higher satisfaction, and better redemption rates.
Cooleaf helped Synovus Bank automate and improve employee engagement for their branch bankers. Before Cooleaf, the... team managed contests and rewards manually, which was time-consuming and limited in scale. With Cooleaf, they made it easier to motivate bankers and increase engagement. The platform helped them specialize selling techniques and improve the quality and consistency of leading behaviors. Synovus Bank now uses Cooleaf to engage about 800 branch bankers across nearly 300 branches.
Varbergs Sparbank wanted to improve their already strong work culture. They used Winningtemp... to get better feedback from staff. The platform let them check in with employees more often and act quickly on issues. Managers and HR found it easy to use and helpful for team talks. They saw a high response rate of 93-94%. They could solve problems faster and noticed positive changes in several teams.
Mimecast Targeted Threat Protection helped African Bank stop spear-phishing and ransomware attacks. The bank faced... over 100 malicious emails with dangerous links each month. Mimecast made it easy to block these threats and protect customer data. The solution improved security awareness and reduced the risk of data and financial loss. African Bank now meets strict compliance standards and keeps customer trust high.
Nakivo Backup & Replication helped a banking company improve its recovery time objective (RTO). The company needed... better data protection and faster disaster recovery. Nakivo provided backup and replication for virtual environments. This solution made recovery quicker and more reliable. The banking company now has stronger data security and business continuity.
DATPROF helped ABN AMRO Bank secure privacy-sensitive test data. The bank used... DATPROF for test data masking and generation. They also focused on integrating DATPROF into CI/CD pipelines. The solution is easy to use and supports API-based data masking and generation. ABN AMRO expects the tool to simplify test data operations and become key for testing, though results are not yet available.
Netwrix Auditor helped First National Bank Minnesota rebuild its Active Directory. The bank needed... to reduce complexity and secure sensitive financial data. Netwrix enabled the bank to finish the project in three weeks instead of six months. The solution improved security and made it easier to catch malicious activity. Staff now know exactly where sensitive data is and who can access it.
Banking examples of Driving Business Value with Security
Deutsche Bank
- Banking
OSF Digital built the NextGen mobile app for Deutsche Bank Wealth Management. The app uses... ReactNative, Salesforce Customer Community, and Salesforce REST API. It connects Deutsche Bank's wealth management clients in a secure, social network-like community. The app helps promote events, boost engagement, and connect peers. Deutsche Bank won the Wealth Tech Award for this digital innovation.
Ping Identity helped Bank of New Zealand migrate over 500,000 customers to a new digital identity platform. The bank wanted... a seamless customer authentication system for online, in-person, and phone banking. The new solution cut project times by more than half and enabled easier password resets and secure mobile app authentication. BNZ is now ready for Open Banking and leads digital banking innovation in New Zealand.
Delinea Secret Server helped a Swiss bank improve identity monitoring and reduce risk. The bank faced... challenges with data breaches, credential misuse, and excessive privilege. Delinea's solution centralized admin passwords and enabled session monitoring and recording. The bank now uses a least-privilege model and automated password management. They achieved 100% IT team adoption and improved compliance with Swiss regulations. The bank reports greater confidence in their security posture and reduced insider threats.
Banking Clients Speak: The Impact of deploying Event Management solutions
Ing Vysya Bank
- Banking
Happy Visitor helped Ing Vysya Bank automate their visitor management process. The bank used... the new age visitor pass system to improve security and efficiency. The solution also included delivery vehicle management and guard patrolling features. Ing Vysya Bank streamlined operations and reduced paper usage with register digitization. The system made tracking and managing visitors, vehicles, and materials easier for the bank.
Dreamcast virtual event platform powered the 4th annual Middle East COO Conclave for the banking sector. The event went... fully virtual, ensuring 100% safety and security for confidential discussions. Dreamcast provided features like an auditorium with live Q&A, custom exhibitor booths, and a live tech chat. Attendees used feedback forms, bookmarked sessions, and downloaded event magazines. The platform delivered immersive experiences and contributed to the event’s success.
Dreamcast virtual event platform powered the 4th annual Middle East COO Conclave for the banking sector. The event went... fully virtual, ensuring 100% safety and security for confidential discussions. Dreamcast provided features like an auditorium with live Q&A, custom exhibitor booths, and a live tech chat. Attendees used feedback forms, bookmarked sessions, and downloaded event magazines. The platform delivered immersive experiences and contributed to the event’s success.
Forms for Salesforce helped Tri Counties Bank launch an online PPP loan application in just one week. The bank needed... a no-code solution that integrated with Salesforce Financial Services Cloud. They used Forms for Salesforce to collect data and Documents for Salesforce to generate official documents. The automated process originated and funded 2,908 loans totaling $436.7 million. This saved countless hours, eliminated manual data entry, and preserved over 25,000 jobs.
Form. io helped an...international bank transform its business process for serving 5,000 banking groups. The bank used Form.io to build workflow applications quickly and securely. As a result, the bank recovered 50% of their team’s capacity. They also saved months of time on their digital transformation project. Form.io’s platform enabled better data governance and faster application development.
Lunar is a digital bank that wanted to help business clients choose the right banking solution. They used Sleeknote’s... interactive quiz on their business account pages. The quiz asked five questions to guide users to the best product for their needs. After the quiz, users got a tailored recommendation and could contact Lunar for more help. This approach led to a 15.74% conversion rate and brought in more qualified B2B leads.
Revenue Grid helped a multi-billion dollar commercial bank improve customer relationships. The bank used... Revenue Grid to enhance its sales and customer engagement processes. The solution provided better integration between Salesforce and email, automated data capture, and improved pipeline visibility. As a result, the bank strengthened its connections with customers and streamlined its sales operations.
DialShree helped AU Small Finance Bank improve their loan and finance campaigns. The bank faced... problems with their old system, like missing inbound and outbound calling, no SMS or web chat, and limited customizations. Elision provided a tailored omnichannel contact center solution with inbound, outbound, and blended campaigns, SMS and voice broadcasting, web chat, and real-time reporting. The new system increased efficiency and returns on campaigns by up to 64%. The bank recommends Elision for unified communication solutions.
PCBB uses Cirrus Insight to update Salesforce from email and calendar. This helps them... book more prospect engagements. PCBB is a financial institution founded in 1997. They offer banking solutions and personalized service. They use Sidebar, Calendar Scheduling, Sync, and Buyer Signals products.
P&N Bank in Western Australia used robotic process automation to improve productivity. They worked with... Tungsten and Process Automation Group to automate 90 processes. This saved thousands of person-hours each year. The bank achieved 100% business rules compliance and enhanced customer service.
PFL automated direct mail for Avidia Bank using Salesforce and Marketo integration. The bank replaced... manual print and mail tasks with automated processes. This saved nearly 40 hours each month. Customer complaints about undelivered mailers dropped. The customer experience improved with better tracking and delivery. Avidia Bank plans to expand direct mail automation in future projects.
Pharos Insights helped Citizens Bank cut monthly printing costs by 45%. The bank used... the cloud-based analytics platform to track print jobs and user activity. This let them reduce color print volume from 18% to 10% and lower overall print volume by 35%. The platform made it easy to spot costly printing habits and move to digital workflows. Citizens Bank improved operational efficiency and saved money with Pharos Insights.
Choozle helped a national consumer bank double new checking account signups. The bank used... lookalike modeling to target high-value audiences. They optimized campaigns by focusing on pay periods and high-performing sites. The campaign achieved an efficient cost-per-acquisition of $180. Insights from the campaign shaped future advertising budgets.
Emplifi helped National Bank of Kuwait (NBK) bring its PR and marketing teams together. NBK used Emplifi’s... platform to unify messaging and connect with its audience. The bank saw a 623% increase in content impressions and a 471% boost in video views. Community size grew by 35% to 2.28 million. Emplifi’s Publisher and Analytics tools made campaign planning and audience insights easy for NBK.
Cloudflare Magic Transit helps Q2, a digital banking platform, support rapid growth and high customer expectations. Q2 needed to... secure and scale their distributed cloud environment as they serve one in ten US banking consumers. The company wanted to ensure strong security and high availability for their internet-facing apps. Cloudflare Magic Transit enabled Q2 to maintain reliable service and protect their digital banking platform as they expanded.
Ibexa DXP and Ibexa Connect helped Umweltbank modernize its website. The old site... was outdated, hard to use, and not accessible. The new platform improved user experience, added mobile support, and met regulatory needs. Umweltbank can now quickly create new pages, personalize content, and reuse assets. The site is accessible, SEO-friendly, and delivers a consistent brand across channels.
A world-renowned high-street bank (retail arm)
- Banking
Cheetah Digital by Marigold helped a leading high-street bank improve digital communication during the Covid-19 crisis. The bank used... Cheetah Digital's messaging solution to set up crisis communications within 24 hours of lockdown. Personalized email and SMS increased open rates. Email content creation time dropped from 2 weeks to 1 hour. The solution supported the bank's retail division and helped meet key business goals.
Riverbed Network Observability solutions helped Arab National Bank during a core banking system migration. The bank needed... advanced monitoring and troubleshooting to keep customer service strong. Riverbed AppResponse, NetProfiler, Portal, and NetIM gave them full network visibility and proactive IT monitoring. This led to faster troubleshooting, better backend visibility, and a smooth migration. The bank improved productivity and expects to deepen its partnership with Riverbed.
Banking Success stories in Driving ROI and Results using SMS Marketing solutions
Service 1st Federal Credit Union
- Banking
Glia Voice and Phone GVA helped Service 1st Federal Credit Union modernize its call center. The credit union... replaced its old IVR with an AI-powered virtual assistant. Members now get 24/7 self-service and faster help. The solution cut call abandonment by 95% and wait times by 71%. Agents handle 29% fewer calls, saving 69 hours per week.
Mtalkz’s personalized SMS solutions helped a leading co-operative bank. The bank faced... declining customer retention and rising complaints. Mtalkz delivered timely updates and improved engagement. The bank saw a 70% increase in customer engagement. Revenue grew by 20%. Customer complaints dropped by 50%.
SMS-iT's Agentic AI helped SecureBank, a regional bank, improve compliance and risk management. The bank faced... tough regulations and needed real-time risk assessment. The AI platform automated compliance monitoring and reporting. SecureBank achieved a 95% compliance rate, 80% risk reduction, and 99.9% accuracy in transaction monitoring. The solution also cut compliance costs by 65% and automated 90% of regulatory reporting.
Minitab Statistical Software helped Grupo Mutual, a financial entity in Costa Rica, optimize cash kept in vaults across 55 branches. The team used... data analysis and Lean Six Sigma methods to study cash flow and set the right cash levels for each branch. This reduced costs and increased cash usage. Grupo Mutual reinvested freed funds, boosting revenue by $1.1 million without lowering service quality.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used... SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is one of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
SAS analytics helped Intesa Sanpaolo build a data-driven culture. The bank used... SAS to give teams faster access to insights. This improved decision making and boosted efficiency. Intesa Sanpaolo is one of the top banking groups in Europe. The solution helped them manage data across many markets. Leaders at the bank say analytics increased trust, performance, and productivity.
Feedbackly helped Banregio set and track new KPIs for customer experience at their branches. Before Feedbackly, Banregio... struggled to collect enough customer feedback and could not measure or improve their service well. With Feedbackly’s multichannel survey tools, Banregio increased response rates to 12% and gathered more real-time data. This allowed them to take new actions and improve service and customer attention at the branch level.
Questback helped Handelsbanken get real-time customer feedback. Before, they used... yearly surveys. Now, advisors see feedback after every meeting. Over 89% of customers are very satisfied. Managers use the tool to spot trends and improve service. Handelsbanken can now react quickly to customer needs and boost satisfaction.
Keoghs abuse team supported Barclays Bank plc and its insurers in a major group action. The case focused... on whether the bank could be liable for assaults by an independent contractor during pre-employment medical exams. The Supreme Court heard the case in November 2019, with judgment pending. The outcome may impact liability rules for actions by independent contractors. Legal solutions and claims management were key parts of the support.
LivePerson's Conversational Cloud helped Bankwest boost digital customer service CSAT to 93%. The bank replaced... its old chat with secure web and in-app messaging. Customers can now message anytime, on any device. CSAT improved by 8%, and concurrency doubled. Nearly 20% of care now happens through messaging, raising agent productivity and morale.
AgentBot by Aivo helped Banco Bolivariano automate 98% of customer inquiries through WhatsApp. The bank wanted... to lead Ecuador's banking sector and provide fast, simple answers to customers on any channel. They used AgentBot to create Avi24, an AI-powered assistant that handles queries and transactions 24/7. WhatsApp became the main channel, with 70% of customers preferring it. Call center volumes dropped by 46%, and service efficiency stayed above 80%.
Banking Success stories in Driving ROI and Results using Display Advertising solutions
Arizona Federal Credit Union
- Banking
Cybba helped Arizona Federal Credit Union promote their Local Causes debit card and youth accounts in Phoenix. The credit union... wanted to give back to their community and needed a unique way to reach people. Cybba activated local influencers who cared about the community. The influencer content was high quality and exceeded expectations. Arizona Federal Credit Union now uses this content in their own marketing. The campaign reporting was strong and feedback was very positive.
A Million Ads helped Chase boost app downloads and signups with dynamic audio ads. The campaign highlighted... everyday and seasonal spending moments, using personalized calls to action based on device type. Chase saw a 39% increase in listeners likely to recommend the brand. There was a 31% rise in listeners planning to open a Chase account. App download intent grew by 15% among listeners.
A leading financial services bank in Asia
- Banking
Kollective helped a leading financial services bank in Asia use live video to share the CEO's vision with all employees. The bank operates... in 18 markets and offers a full range of banking services. Live video improved employee communication and engagement. The bank now manages video production in-house and uses Kollective to deliver video. Their success with Kollective has led to several 'Global Best Bank' awards.
Mimecast Targeted Threat Protection helped African Bank stop spear-phishing and ransomware attacks. The bank faced... over 100 malicious emails with dangerous links each month. Mimecast made it easy to block these threats and protect customer data. The solution improved security awareness and reduced the risk of data and financial loss. African Bank now meets strict compliance standards and keeps customer trust high.
Banking Success stories in Driving ROI and Results using Community Management solutions
Kotak Mahindra Bank
- Banking
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Betano used social. plus to boost...real-time fan engagement on their sports betting platform. They wanted to connect fans during live sports events and make the experience more interactive. With social.plus, Betano added live chat and social features to their app and website. Fans could talk and share excitement during games. This helped Betano stand out in the betting industry and brought more energy to their platform.
Semcasting's AudienceDesigner (ADS) helped a prominent regional bank run a digital acquisition campaign for home equity loans. The bank used... first- and third-party data to target both current customers and new prospects. The campaign achieved 279% more applications than the goal, with 129 total conversions. The cost per conversion dropped by 176% to $825.71. The conversion rate increased by 80% to 0.54%. The campaign also reached a 72.1% viewability rate and a 90.39% audio completion rate.
LeadGenius helped a Fortune 500 commercial bank double its bookings. Accounts with LeadGenius... Insights spent more and had lower risk of default. The bank saw a 30% increase in pipeline coverage and 2x more booked meetings. 4,521 records were delivered, and 35% of contacts were identified as having left the account. The solution improved CRM accuracy and accelerated deal cycles.
Perform [cb] Outcome Engine helped a popular banking app grow its iOS user base. The app wanted... to increase iOS installs and drive more registrations and subscriptions. Perform [cb] integrated Adjust for better measurement and used new display partners in the finance sector. The app saw a 233% increase in new iOS users in one month. Daily iOS installs grew from 150 to over 500. In two months, the campaign delivered more than 15,000 app registrations and over 2,000 subscriptions.
Fintel Connect helped Coast Capital Credit Union grow new account acquisitions by 650%. Coast Capital wanted... to expand beyond their region and lower acquisition costs. Their old strategies did not work. Fintel Connect used affiliate marketing and data-driven, geo-targeted strategies. Coast Capital saw a 12.5% drop in cost per acquisition. They reached new markets and built strong affiliate partnerships.
LEAP, an AI-led optimization platform from iQuanti, helped Laurel Road improve its High-Yield Savings Account landing page. The challenge was... that key product information was hard to find, especially on mobile. LEAP analyzed the page and found ways to make important details more visible and easier to scan. After making these changes, Laurel Road saw a 152% increase in desktop application form fill starts and an 83% uplift on mobile. The improvements made the landing page more effective and user-friendly.
Semji helped Société Générale boost its content strategy. The SEO team... used Semji to centralize SEO for five market websites. They used AI features and semantic scoring to improve content quality and speed. Monthly content traffic grew by 186%. Now, 91% of content attracts SEO traffic. Optimized content generated 233,300 SEO clicks.
ZoomInfo Data Cubes helped Capital One boost productivity and save time. The Sales Operations... & Strategy team used ZoomInfo to cut down on manual data entry and speed up access to company information. Reps now find data in one place, making it easier to build leads and map relationships. The solution supports multiple divisions, including Commercial Banking and Credit Card. Capital One uses ZoomInfo’s firmographic data to improve lead generation and strategic decisions.
Modjo helps Qonto's sales teams save time and improve performance. Qonto uses Modjo... to adapt sales strategies for new markets and enable cross-team collaboration. The coaching module speeds up onboarding, with new hires gaining three months of performance. Modjo saves each sales team member about four hours per week. The platform also supports diversity by translating transcripts into over 90 languages, helping Qonto foster inclusion.
Nubank uses Twilio to lead the digital-first era of banking. They wanted to... improve customer engagement and support. Twilio helped Nubank connect with customers on digital channels. This made banking easier and more secure for users. Nubank now delivers better service and faster support with Twilio.
Superchat helped VR Bank Fulda reach young customers using WhatsApp Business. The bank wanted... to connect with people aged 18 to 30 who did not respond to email, SMS, or phone. Superchat offered secure, data protection-compliant messaging. In six months, VR Bank Fulda gained 2,000 new customers and sent 15,000 messages. The bank reached 23.5% of its young customer base. Automated messages, analytics, and a universal inbox improved communication and customer loyalty.
Cyara helped a Global Bank improve its customer experience. The bank wanted... to make customer interactions easier and more digital. Cyara's AI-Led CX Assurance Platform was used to support this change. The platform helped the bank deliver better digital experiences. The result was more seamless and convenient access for the bank’s customers.
TheyDo helped Van Lanschot improve collaboration by focusing on journey-centric tooling. Before, teams worked... in silos and struggled to align on customer experience goals. With TheyDo, teams now map customer journeys visually and identify opportunities across departments. Management saw the value in using customer feedback to drive insights and align everyone from peers to executives. The new approach made it easier to prioritize solutions and celebrate progress at every step.
Banking Success stories in Driving ROI and Results using Field Sales solutions
Kotak Mahindra Bank
- Banking
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
Samba Bank needed to port its J2ME mobile banking app to BlackBerry and iPhone. They hired Unique... Computer Systems for this task. UCS studied the existing app and created a blueprint for the new platforms. They developed prototypes and made UI changes for BlackBerry OS 4.5. The apps supported English and Arabic. After testing, the apps were ready for market.
Epom WL DSP helped Betting Ad Business, a young Indian sportsbook company, improve their ad performance. The company wanted... to increase conversion rates, lower churn, reduce eCPC, and stop ad fraud. Epom used strategic retargeting, custom bidding rules, and fraud prevention tools. As a result, the company saw a 34% higher conversion rate, 28% lower churn, 21% lower eCPC, and 16% less ad spending.
mFilterIt ad fraud detection helped a leading bank find big gaps between its Mobile Measurement Partner (MMP) data and its own backend. The MMP showed... over 50% more transactions than the bank's system. The bank saw that old fraud tools missed new bot and spoofing tricks. mFilterIt gave better fraud checks and clearer data. The bank now spends ad money smarter and trusts its campaign numbers more.
Top Stories in Banking about adoption of CRM All-in-One software
Belfius Bank
- Banking
Maxo CRM helps Belfius Bank connect 800 branches and manage 6 million customers. Before Maxo, Belfius... used many tools that did not work together. Maxo gives staff a 360° view of each customer and prospect. The CRM links all client data and supports digital channels. Belfius manages 184 million leads per semester and 1.3 million appointments. Staff say Maxo is easy to use and helps them serve customers better.
C3 AI Anti-Money Laundering helped a large, multi-national bank improve its AML compliance programs. The bank struggled... with too many false-positive alerts and manual investigations across 15 million customers. Using C3 AI's machine learning and risk analytics, the bank reduced false positives and improved alert quality. The solution made investigations faster and more consistent. The bank also improved how it reports suspicious activity to regulators.
ROI Hunter helped Raiffeisenbank lower their cost per lead by 6 times using dynamic creative ads. The bank wanted... more leads for their Quick Loan product in a very competitive market. They used dynamic creative to test different ad combinations and reach the right audience. The campaign reached 300,000 users and achieved a 5.9% conversion rate. Dynamic creative outperformed other ad formats and saved time for the marketing team.
Cybba helped Arizona Federal Credit Union promote their Local Causes debit card and youth accounts in Phoenix. The credit union... wanted to give back to their community and needed a unique way to reach people. Cybba activated local influencers who cared about the community. The influencer content was high quality and exceeded expectations. Arizona Federal Credit Union now uses this content in their own marketing. The campaign reporting was strong and feedback was very positive.
Podium helped TAB Bank boost its online reputation and customer engagement. Before Podium, TAB... Bank had only 30 Google reviews and a 2.4-star rating, with email review requests getting almost no response. After using Podium's review management tools, the bank saw a 12x increase in reviews and nearly doubled its Google star rating in three months. Review response rates jumped by 300% with targeted text requests. This improved brand awareness and helped drive new deposits.
Packed with Purpose helped Capital One improve executive onboarding with branded gift boxes. The Executive Onboarding... and Integration team wanted to make new executives feel valued before their first day. Packed with Purpose provided a streamlined gifting service that matched Capital One’s brand and values. Executives appreciated the thoughtful gifts and shared positive feedback. The process was smooth and helped keep new hires engaged and excited about their roles.
Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
U. S. Bank and...Submittable worked together to help a state run a relief program for COVID frontline workers. They processed over 1.2 million applications in 45 days. Submittable created a multilingual portal that filtered and verified applicants automatically. U.S. Bank and Submittable disbursed $500 million, with 97% of recipients getting funds within three days. Their efforts stopped at least $2.2 million in fraud. The program won the 2023 Banking Tech Award for Best Bank & Fintech Partnership.
Onclusive helped a leading UK bank build a next-generation online newsroom. The bank needed... better control over digital communications and media relations. Onclusive delivered a custom newsroom with real-time publishing, analytics, and easy content management. The solution gave the bank full control over content, improved workflow, and better tracking of media engagement. The bank now has stronger digital communications and more engagement from journalists.
Fieldproxy helped TCS International manage their large field and sales teams across India. The company needed... online data collection, real-time sales updates, and a unified tool for expenses, delivery, and payments. Fieldproxy provided real-time dashboards, geofenced task allocation, and moved all operations online. The solution enabled faster coordination, reduced manual work, and helped TCS International grow revenue while saving time.
MentorcliQ helped KeyBank with mentoring software. The platform was... very simple to use. KeyBank used it to support employee development. The case highlights ease of use as a key benefit.
A Leading Banking and Financial Services Company
- Banking
Aavenir Contractflow helped a leading banking and financial services company in Asia-Pacific manage contracts better. The bank had... trouble storing, reviewing, and approving contracts, which caused delays and risk. With Aavenir Contractflow on ServiceNow, the bank automated contract workflows and improved document tracking. As a result, contract approval cycles became 5 times faster, contract risk dropped by 42%, and contract visibility reached 100%.
Banking examples of Driving Business Value with Advertising
Eurobank & Ogilvy Greece
- Banking
Project Agora helped Eurobank & Ogilvy Greece use contextual targeting for their home loan campaign. The goal was... to reach people interested in buying or renovating homes in Greece. Project Agora used custom targeting and video ads to show messages to the right audience. The campaign ran for one month and used top Greek publishers. Results included a 1.5% CTR, which is 16% higher than the market average, and a 69% completion rate, 13% higher than average.
PeopleFluent Compensation helped Close Brothers move from spreadsheets to a modern compensation management system. The HR team... needed to improve efficiency and simplify reporting for 4,000 employees. PeopleFluent Compensation offered a flexible, user-friendly solution that made the transition easy. The software saved time, reduced errors, and allowed HR to focus on business strategy. Employees outside HR barely noticed the change, showing a smooth implementation.
PowerDMARC helped alizz islamic bank in Oman secure their email channels. The bank faced... issues with spoofing, phishing, and poor email deliverability. PowerDMARC implemented DMARC, SPF, DKIM, and MTA-STS to align all domains and authenticate emails. The solution improved email flow, increased deliverability, and stopped spoofing attacks. The bank gained full insight into their email channels and protected customers from phishing.
Top Stories in Banking about adoption of Sweepstakes software
Commercial Bank of Ceylon PLC
- Banking
Loyalife helped Commercial Bank of Ceylon PLC improve its loyalty program. The bank faced... problems with manual processes, low customer retention, and limited insights. Loyalife automated rewards, enabled real-time redemptions, and provided advanced analytics. The platform integrated with the bank’s systems and made the program easy to use. As a result, the bank saw stronger customer loyalty, higher satisfaction, and better redemption rates.
ZoomInfo Data Cubes helped Capital One boost productivity and save time. The Sales Operations... & Strategy team used ZoomInfo to cut down on manual data entry and speed up access to company information. Reps now find data in one place, making it easier to build leads and map relationships. The solution supports multiple divisions, including Commercial Banking and Credit Card. Capital One uses ZoomInfo’s firmographic data to improve lead generation and strategic decisions.
Top Stories in Banking about adoption of Social CRM software
First Citrus Bank
- Banking
Crystal helps First Citrus Bank improve sales meetings. The bank uses... Crystal's personality insights for pre-meeting strategy sessions. Sales reps prepare with personality predictions to better connect with prospects. Since using Crystal, calls are more engaging and rapport is stronger. The bank reports increased conversion rates and less wasted time in meetings. Crystal is now required for all important client meetings.
TIBCO BPM Enterprise and BusinessWorks helped ABN AMRO modernize its banking operations. The bank wanted... to offer a seamless digital experience and aimed for 90% digital end-to-end processes by 2025. Legacy systems and fragmented processes made this hard. TIBCO's hyperautomation tools enabled cloud migration, process standardization, and automation across teams. ABN AMRO avoided €11.1M in costs and improved efficiency by centralizing automation and reducing manual work.
Epom WL DSP helped Betting Ad Business, a young Indian sportsbook company, improve their ad performance. The company wanted... to increase conversion rates, lower churn, reduce eCPC, and stop ad fraud. Epom used strategic retargeting, custom bidding rules, and fraud prevention tools. As a result, the company saw a 34% higher conversion rate, 28% lower churn, 21% lower eCPC, and 16% less ad spending.
CloverDX helped a leading bank automate data integration for Oracle Identity Manager. The bank faced... challenges with over 6,000 systems and many data formats, making manual processes slow and costly. CloverDX enabled a flexible data transformation framework, letting business users manage more tasks. This automation saved significant time and money, and freed up technical staff for higher-value work. The solution improved identity and access management and increased operational efficiency.
OSF Digital built the NextGen mobile app for Deutsche Bank Wealth Management. The app uses... ReactNative, Salesforce Customer Community, and Salesforce REST API. It connects Deutsche Bank's wealth management clients in a secure, social network-like community. The app helps promote events, boost engagement, and connect peers. Deutsche Bank won the Wealth Tech Award for this digital innovation.
Banking Success stories in Driving ROI and Results using Web Security solutions
Mano Bank
- Banking
iDenfy helped Mano Bank automate its identity verification process. Before, Mano Bank... used video calls for KYC, which caused delays and used a lot of staff time. With iDenfy's AI-powered KYC solution, Mano Bank made onboarding faster and easier. Now, 85% of new clients are approved in an average of 2 minutes. The number of users verified per hour increased 12 times, supporting Mano Bank’s growth.
How Social Media Marketing is Delivering ROI for Banking Leaders
Standard Chartered Bank - Banking
Standard Chartered Bank wanted to make online banking easier and faster for its customers. The bank needed... to monitor conversations across all channels and understand customer needs better. They used Sprinklr’s unified platform to track interactions, listen on social channels, and analyze customer data. In four years, they handled one million customer engagements. Social care interactions grew by 10% year over year. 90% of first responses happened within 10 minutes.
Kuveyt Turk - Banking
Sociality. io helped Kuveyt...Turk improve their social media management. The bank needed a secure and comfortable tool for online content and competitor analysis. Sociality.io provided features like Publish, Analytics, and Competitor Analysis. The team uses the platform daily for scheduling, task assignments, and reporting. Manual reporting was replaced, making audits smoother and improving their digital workflow.
BNP Paribas Asset Management - Banking
Fastory helped BNP Paribas Asset Management run an internal video contest. Employees filmed short... videos with BNP filters and voted for their favorites. The campaign aimed to boost team spirit and support a new brand identity. The average game session lasted 5 minutes and 24 seconds. The signup rate reached 44%. BNP Paribas praised Fastory for supporting innovation and culture adoption.
Crédit Agricole - Banking
Digimind provided a monitoring platform for Crédit Agricole. The bank's monitoring... unit needed to track its competitive environment, business sectors, regulations, and reputation. The solution helped Crédit Agricole monitor these areas more effectively. This improved their ability to manage brand reputation and stay updated on industry trends.
First Bank Virginia - Banking
First Bank Virginia faced challenges in preparing for customer calls due to a diverse portfolio. They used Google... searches for industry research, which was time-consuming. In 2017, they adopted Vertical IQ for industry intelligence, reducing call prep time by 45 minutes. The platform helped them have more tailored conversations with customers. During the pandemic, the need for efficient call preparation increased, solidifying Vertical IQ's role in their processes. The tool is now integral to their call preparation, sales, and credit analysis, enhancing customer interactions.