Case Studies for Financial Services | Real Results & ROI 2025

A Fortune 500 payment processing company wanted to improve how they shared information and trained employees. They needed a... secure, easy-to-use video platform for their global workforce. CircleHD set up a custom video portal in one day, meeting their needs for security and usability. Employees could access content anywhere, and admins could control access by location and job title. After two years, over 16,000 users were engaged, and the company saw better collaboration, faster onboarding, and improved communication.
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Workleap Onboarding helped Lexop, a fintech company, improve their employee onboarding. Lexop faced challenges... with manual and time-consuming onboarding as they grew. Workleap Onboarding provided templates, surveys, and real-time tracking to make onboarding easier and more personal. Lexop saw a 200% increase in headcount, 100% employee retention, and 98% new hire satisfaction in 18 months. The platform also supported remote hires and set up a buddy system for new employees.
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Rehearsal made training easy for Modern Woodmen. Victoria Allen could... record from anywhere and get instant feedback. This helped her learn faster. The tool was simple to use. She shared her positive experience with the product.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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Efecty is a financial services company in Colombia. They had problems... with old training methods that made learning hard and slow. They worked with Open LMS to change their training. They used short videos, games, and better ways to talk to users. Now, 75% of users pass tests on the first try, up from 37%. Course time dropped from two and a half hours to 35 minutes. User satisfaction went up from 3.75 to 4.24 out of 5. Training hours grew from 3,660 to 60,751 per year.
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A leading multinational payments provider needed to improve sales team skills. They faced challenges... with shifting customer priorities, tough competition, and weak storytelling. The company also struggled with internal alignment between product and sales. They used a customized sales training program to help salespeople build better relationships and deliver more value to customers. The training focused on clear communication and actionable data to meet client needs.
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KMI Learning created an information security training course for a 24/7 financial services provider. The course used... relatable characters and stories to engage new employees from all backgrounds. This approach led to a measurable improvement in corporate information security. The company saw fewer security incidents and higher training completion rates. Employees showed more enthusiasm for security training.
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LearnDash helped Bionic Turtle cut LMS costs by tens of thousands of dollars each year. Bionic Turtle used... LearnDash to build an interactive learning platform for FRM certification. The new system supports two FRM programs, three membership levels, and over 32,000 users. Bionic Turtle achieved a 73% pass rate for its users. The team found LearnDash user-friendly and praised its support during setup.
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Totara Learn and Totara Perform helped Lifeworx Group, including Finsiders, scale their learning management system. They needed to... manage multiple subsidiaries and offer over 300 training courses. Totara enabled seamless website integration, multi-tenant support, and personalized learning. The platform improved learning engagement and made it easy to track employee competencies. Lifeworx now manages more than 1,000 course completions each year.
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Mangopay used 360Learning to build a culture of collaborative learning. They needed to... upskill and reskill their workforce quickly and close skills gaps. 360Learning helped them decentralize training and let employees take charge of their learning. The migration from Looop to 360Learning was smooth and kept all their training history. Mangopay now uses advanced features to create tailored learning paths and interactive courses. They achieved a 99% course relevance score and have 28 authors creating content.
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Absorb LMS helped Finance of America share its culture and core values after a major acquisition. The company used... Absorb Amplify Max to curate content and Absorb Engage to promote values and career growth. The Core Value Series increased employee participation in training. The L&D team saved time by curating better courses. Course participation doubled in three months after redesigning the LMS dashboard and using course ratings.
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Continu helped SoFi reach a 94% on-time completion rate for learning assignments. SoFi used Continu... Insights to automate data collection and reporting, saving 285 analyst hours. The platform made analytics easy for all team members and improved compliance training. SoFi now connects learning programs to business outcomes using actionable data. The solution supports onboarding, compliance, and role-based skills at scale.
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Torch coaching helped Gregory S. , a financial...leader, improve his leadership skills. He expected a tough approach but found a coach who listened and helped him find solutions. Gregory learned more about himself in a short time. He now feels calmer and more thoughtful. He is more aware of how people respond to his approach.
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Meridian LMS helped the Society of Actuaries deliver education to members worldwide. SOA needed to... expand its global reach and improve the learning experience for actuaries. Meridian LMS provided a scalable platform with personalized learning paths and easy management of continuing education credits. SOA saw more global engagement and higher member satisfaction. The new system made tracking certifications easier and improved compliance.
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Gametize helped a leading financial services group automate its Management Associate recruitment process. The bank faced... over 3,000 applicants each year and struggled with time-consuming, manual assessments. Using Gametize's "Journey Around Asia," they created a virtual tour and situational judgment tests. The solution quickly filtered 3,000 applicants down to 500. The process became more efficient and cost-effective, while also promoting the bank's brand and culture.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Pushnami helped an affiliate publishing client in the financial services sector grow their marketing reach. The client used... PushClick+ to monetize web traffic and advertise offers through the Pushnami ad network. They gained over 615,000 web push subscribers and average 135,000 advertising clicks each month. PushClick+ generates about $17,000 in extra monthly revenue. The client values the partnership for its dual publishing and advertising benefits.
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Hey Oliver helped Powercash21 automate their marketing and create personalized campaigns. Powercash21 wanted to... increase leads and website enquiries. They faced challenges with website engagement, real-time support, and building client profiles. Hey Oliver enabled customer segmentation, live chat, and targeted campaigns. Powercash21 saw more leads, higher traffic conversion, and better engagement with personalized content.
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iPresso Marketing Automation helped a consumer loans and leasing company reduce late payments. The company faced... 18% of invoices unpaid on time, causing liquidity issues. iPresso automated payment reminders using email, SMS, and push notifications, and integrated with CRM and ERP systems. Late payments dropped from 25% to 12% in three months. Recovery efficiency increased by 35%, customer service work time dropped by 40%, and collection costs fell by 25%. Customer satisfaction rose from 3.9 to 4.5 out of 5.
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Pipefy helped Globalfy manage over 80 processes across operations, finance, HR, purchasing, and IT. Globalfy faced challenges... with manual work and IT dependence as it expanded to all 50 U.S. states. Pipefy let business teams build and update workflows without IT help. This reduced delays and gave teams more autonomy. Globalfy improved client onboarding with standardized forms and automation, making processes faster and more visible for customers.
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Zapier helps Pretto automate workflows and drive 10% of its annual revenue. Pretto uses Zapier... to automate consultancy contracts and feedback management, saving over $10,000 each year. A 63-step Zap automates complex bank data transfers, saving more than 2,000 hours and reducing errors. Every employee at Pretto uses Zapier, making the company more efficient and resilient during market shifts.
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Cyclr helped Younium expand their integration offering for their subscription and billing management platform. Younium faced challenges... meeting niche integration needs for enterprise customers. With Cyclr, they built custom integrations quickly without heavy development work. They now have over 20 native integrations and use Cyclr’s library of 600+ API connectors. This has allowed Younium to serve more customers and enter new markets, including the US. Both technical and non-technical staff at Younium use Cyclr to deliver flexible solutions.
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optilyz helped GRENKE increase customer loyalty and boost second purchase rates. GRENKE used personalised... direct mail to reach their customers. The strategy focused on encouraging repeat purchases. The case highlights how direct mail can drive customer retention. GRENKE saw higher second purchase rates with this approach.
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Bloomreach Engagement helped Raisin boost conversion rates by 18%. Raisin used the... "interest rate increase auto alert" to send real-time mobile notifications when deposit rates improved. Vecton integrated Bloomreach Engagement to personalize product recommendations for each customer. The solution included data cleaning and a dashboard for tracking results. Raisin now delivers more relevant financial products to its users.
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LeadSquared helped LIC Housing Finance Ltd stop losing leads. They automated lead... distribution and connected their LOS and LMS systems. Employee efficiency went up. The process became more transparent. LIC Housing Finance chose LeadSquared because its lead management fit their needs. They wanted to make housing loans easier for Indian citizens.
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Lob Address Verification helped BlueChip Financial fix address issues in their direct mail campaigns. BlueChip used Lob... to parse, standardize, and filter millions of addresses. This led to a 50% reduction in failed mailings and cut potential mail costs by over half. BlueChip also improved their data quality by removing undeliverable addresses. The solution was easy to use and freed up resources for BlueChip to focus on their mission.
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Dotdigital helped Scrutton Bland improve their marketing with automation and segmentation. Scrutton Bland used... Dotdigital to launch welcome and re-engagement campaigns. They added a preference center and tracked web behavior to learn about their audience. The team built about 7,000 customer profiles in six months. They saw higher open rates and more engagement from their emails.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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Docupace helps Vanderbilt Financial Group go paperless and attract advisors who care about sustainability. VFG uses Docupace... for advisor transitions, client onboarding, and document management. The average advisor transition time dropped by about 30% after using Docupace Advisor Transitions. Advisors can now complete forms online and sign on an iPad. VFG shows its commitment to the environment by using digital tools instead of paper.
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Caspio helped Davis and Larson PC replace Microsoft Access Web Apps. The firm needed... a better way to organize data and deliver value-added services. Caspio's low-code platform let them build a robust application quickly. The easy interface made it simple to move data to the cloud. The solution improved collaboration with clients and enabled new services.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Messagepoint helped Covius cut turnaround times for mortgage communications from 8-12 weeks to much faster. Covius faced slow,... inefficient processes with three legacy CCM systems and over 800 templates. Messagepoint unified their content management, reduced manual work, and improved accuracy. The solution made it easier for Covius to meet client and regulatory demands quickly. Covius now manages communications with more speed, efficiency, and control.
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Iron Mountain's Intelligent Business Process Management, InSight Digital Experience Platform, and Intelligent Document Processing helped a Latin American automotive financing company cut manual labor for loan approvals by 50%. The company automated... document handling, reduced approval times, and lowered transaction costs. Error rates dropped, and customer responsiveness improved. The solution also enabled real-time KPI tracking and better access control. These changes boosted profitability and customer experience in automotive finance.
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IAM Advisory wanted to digitize their account management and document storage. They tried building... their own system but it was costly and not working well. They chose DocuWare, which had the features they needed. They scanned and indexed all their paper documents into DocuWare and now work completely paperless. DocuWare's auto indexing saves them time, and they can work remotely. The team stores over 50,000 documents and adds 50 to 100 new ones each week.
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Docmosis Cloud helped LeaseAccelerator improve document generation for enterprise lease accounting. LeaseAccelerator struggled with... Actuate, Brio, and Crystal Reports, which were hard to use and could not handle high data volumes. With Docmosis Cloud, they moved to production in just five months. Now, they generate 150,000 pages per month. The CTO called the switch 'crazy simple.'
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CARA Platform helped Ameritas with digital transformation. Ameritas used CARA... to improve business process management and enterprise data management. The platform offered secure collaboration and compliance. Ameritas boosted efficiency and modernized their systems with CARA. The solution supported their digital strategy and growth.
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Arena Live Chat helped Nubank make its IPO event interactive. Nubank streamed the... IPO from the New York Stock Exchange and included a live concert by Anitta. Arena Live Chat let employees, customers, and the audience talk and share during the event. The solution made the IPO feel like a big pop event. Over 815 investors joined on IPO day. The event brought in almost a million investors and a large social media audience.
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GRM Information Management helped a government-sponsored financial services corporation solve HR document access problems. The company could... not digitize or store HR paperwork quickly, making it hard to find and approve documents. GRM moved HR records to secure storage, scanned them, and set up a cloud-based digital repository. Workflow automation sped up document approvals and sent reminders to reviewers. HR staff now access files faster, focus on key tasks, and share documents more easily. Productivity and employee satisfaction increased, and storage costs went down.
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*instinctools built an NFT marketplace platform for IPwe. The goal was... to make the patent market more open and easy to use. The team created a web app with secure transactions, dashboards, and user accounts. They added a Smart Pool system for managing groups of patents. After launch, IPwe saw a 34% increase in annual revenue and a 47% rise in B2B clients. The platform also reduced risks in global patent sales and purchases.
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Pronovix delivered on-premises developer portals for BNP Paribas ITG. The portals help... BNP Paribas partners find API products and connect to APIs easily. The solution lets API consumers access documentation, test APIs, and request access securely. ITG installs and manages the code in-house, which gives them control, security, and cost savings. The on-premises setup reduces third-party dependencies and supports vendor independence.
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Fastly helped Canstar make its website faster and more secure. Canstar used Fastly's... Next-Gen WAF, CDN, and Compute to lower costs and save time. The DevOps team migrated in less than two weeks. Security reporting became easier with Fastly dashboards. Canstar engineers used their preferred programming languages with Fastly Compute. The company improved site speed, security, and cost efficiency by consolidating tools on the Fastly platform.
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Fastly helped Canstar make its website faster and more secure. Canstar used Fastly's... Next-Gen WAF, CDN, and Compute to lower costs and save time. The DevOps team migrated in less than two weeks. Security reporting became easier with Fastly dashboards. Canstar engineers used their preferred programming languages with Fastly Compute. The company improved site speed, security, and cost efficiency by consolidating tools on the Fastly platform.
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MemberSpace helped Blue Harbinger launch a paid members-only newsletter for investment tips. Mark, the founder,... faced challenges showing the value of his content. He solved this by sharing free, high-quality content to build trust. Focusing on a specific investor audience boosted growth. Clear membership options and strong content improved retention. Blue Harbinger now has over 30,000 readers and two membership tiers.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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Kapture CX helped Progcap improve customer experience. Progcap used Kapture's... AI-powered self-serve and agent suite tools. The solution automated customer query resolution and voice support. Progcap scaled support without increasing team size. The platform enabled fast, accurate, and tailored customer service. Progcap benefited from real-time insights and workflow automation.
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Front helped Y Combinator respond to emails 7 times faster. Y Combinator had... trouble managing over 20 email aliases with Google Groups. Staff often missed messages and took up to a week to reply. With Front, all inboxes are in one place and messages are assigned automatically. Staff use templates and internal comments to work faster. Now, no message goes unanswered for more than a day.
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Salesmate CRM helped AHA Mortgages double their revenue. The team switched... from pen and paper and found Salesmate easier than HubSpot, Pipedrive, and Zoho. The platform's intuitive interface and pipeline management made tracking deals simple. AHA Mortgages now manages 8 sales pipelines at once. The team works more productively and focuses better on leads. Salesmate supports their consulting-first approach in financial services.
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Wealthbox CRM helped Lake Avenue Financial, led by Alex Chalekian, switch from Salesforce after 13 years. Alex liked Wealthbox... for its simple and elegant user experience. After a merger, he briefly left Wealthbox for another CRM but soon returned. Alex's firm tripled in size over two years. He found Wealthbox best for his growing financial advisory business.
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4Degrees helped NEA Partners save hours each week by automating deal flow and relationship management. The team replaced... manual work in Outlook and Excel with a single CRM platform. 4Degrees offered easy integration with Microsoft Outlook and smart data enrichment. NEA Partners improved team collaboration and sourcing efficiency. The service from 4Degrees impressed the team and supported their onboarding and customization needs.
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Bitrix24 CRM helped a financial consulting company from the UK manage sales and clients more easily. The company used... sales management, contact center, and sales team collaboration features. They also used analytics and reports to track performance. The CRM made it easier to handle leads, deals, and client communication. This improved their workflow and client management.
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PipeRun CRM helped Fix Pay, a fintech in Fortaleza, improve its sales process. The old CRM... was inflexible and hard for field sales teams to use. PipeRun gave Fix Pay more control, better data centralization, and easy customization. The team quickly saw positive results and better adoption. Integration with Power BI and mobile features made sales tracking and lead management easier. Fix Pay reduced customer service time and improved the sales journey.
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Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made... the loan process faster and more professional for customers. My Mortgage used Floify to streamline document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space.
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ABCUL needed a new CRM system to replace their legacy solution. They wanted better... email tracking, improved reporting, and good value for money. They chose Gold-Vision CRM for its integration with Microsoft Exchange and easy-to-use reporting. The new system centralized their operations, reduced internal emails, and improved visibility. ABCUL uses Gold-Vision to manage member relationships and send email bulletins.
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ONLYOFFICE Docs helped CITIC Group improve online document processing. CITIC Group added... ONLYOFFICE Docs to their DaoKe DOC+ system. Over 800 employees now use the tool for editing, previewing, and managing document versions. The solution made office work easier and more efficient. CITIC Group plans to recommend ONLYOFFICE Docs to others.
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Practifi helped Apollon Wealth Management improve client service by streamlining operations. Apollon faced challenges... with disconnected systems and inefficient processes. Practifi provided a unified CRM that centralized client data and integrated with existing tools. The new platform reduced administrative work for advisors. This allowed them to focus more on personalized financial guidance for clients.
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Visa Middle East wanted to expand their market presence during the Dubai Shopping Festival. They faced a... challenge in personalizing communication for their 'Visa Deals' campaign. They used UCS's Reson8 to send personalized emails and SMS to participants. This allowed them to send 1,647,253 SMS and 1,765,000 emails, with 40,000 sent daily. The campaign increased Visa's footprint in the region.
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KNIME helped Rabobank train 300 auditors to use AI-driven anomaly detection. The solution made... it easy for non-technical auditors to run their own analyses. Rabobank saw a 714% increase in auditing use cases over four years. The approach started with seven use cases and grew to 57 by 2020. This empowered auditors and built a data-driven culture in the audit team.
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Ternary uses its FinOps platform to help Google Cloud customers manage and analyze large volumes of cost data. The challenge was... to present complete and accurate customer-generated data at scale, especially when dealing with thousands of projects and high data limits. Ternary implemented a 3-query approach to focus on the most important data points and group less significant data into an 'other' column. This method ensures users see the most relevant cost information while maintaining data accuracy and usability.
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Informatica Intelligent Data Management Cloud helped Rodobens improve customer personalization and operations. Rodobens unified data... across five business units and replaced legacy MDM systems. The company saved over 50% of IT hours in monthly data maintenance. Rodobens achieved 182% of their GMV target in six months after launching new CRM campaigns. Estimated additional annual GMV reached $40 million.
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Holistics helped Spenmo build a self-service analytics culture. The 8-person data... team empowered over 200 business users to answer their own data questions without SQL. This reduced low-impact, repetitive work for analysts. Spenmo achieved 25% dashboard stickiness and 99 daily active users. The team now serves 40% of the company's analytical needs with just 8 people.
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Qlik Replicate and Qlik Cloud Analytics helped United Federal Credit Union move from nightly batch updates to real-time data replication. This enabled fast... reporting and hyper-personalized marketing. United built dashboards that replaced static reports and improved decision making. The Deposit Flow Tracker dashboard let United monitor deposits in real time and respond quickly to member needs. Qlik's solutions made data access faster and more reliable for all business units.
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Qlik Replicate and Qlik Cloud Analytics helped United Federal Credit Union move from nightly batch updates to real-time data replication. This enabled fast... reporting and hyper-personalized marketing. United built dashboards that replaced static reports and improved decision making. The Deposit Flow Tracker dashboard let United monitor deposits in real time and respond quickly to member needs. Qlik's solutions made data access faster and more reliable for all business units.
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Jedox helped Eurazeo move from complex spreadsheets to a robust performance management solution. Eurazeo needed better... tools to support rapid growth and manage investments. Jedox replaced Excel with a database for reporting, budgeting, and collaboration in just two months. The solution improved data sharing, reporting, and management control. Eurazeo now supports international growth and better decision-making with Jedox.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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CleverMaps helped Edenred use location intelligence to improve their B2B sales campaigns. Edenred wanted to... target companies near restaurants that accept their meal vouchers. CleverMaps geocoded business addresses and filtered out existing customers and companies outside a 500-meter radius. This gave Edenred a focused list of prospects. The campaign was 25% more successful than previous efforts without location targeting.
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Cyberquery helped PayComplete save their Infor M3 ERP implementation. The team needed... fast, easy reporting without a complex data warehouse. Cyberquery let them access live data and build 30 reports in just 3 days. Users could make their own reports after a few training sessions. The solution handled complex VAT reporting and improved month-end and year-end processes. PayComplete praised Cyberscience for great service and user-friendly software.
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Vanguard AI used DevExpress XAF and WinForms UI Controls to build a trading platform for the Philippine Stock Exchange. The platform lets... users screen stocks, back-test strategies, and customize their interface with widgets. DevExpress tools helped Vanguard AI quickly create a flexible, user-friendly app. XAF allowed the team to focus on business needs and speed up development. The app saves user layouts, supports scripting, and plans to expand to web and mobile.
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Nevron Chart for . NET helped Merril...Lynch Wealth Management improve their Consolidated Investment Analytics application. Quantitative analysts use Nevron components for portfolio construction and risk analysis. The solution supports time-series, asset allocation, and peer group analysis. Merril Lynch chose Nevron for its easy integration, strong performance, and quality support. The company values Nevron over other charting products.
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Stonefield Query for ACT! helped Active Money... Management, a financial services firm, solve reporting challenges after switching to ACT!. The built-in ACT! report writer was too confusing and did not meet their needs. Stonefield Query offered easy-to-use, flexible reporting for client status and project management. The IT coordinator could quickly create and modify reports by business unit, product, and priority. The company found the software intuitive and user friendly, making reporting much easier.
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Total Expert used PFL’s EDDM integration to add direct mail to its customer engagement platform for financial institutions. The challenge was... to help mortgage professionals run compliant, co-branded outreach at scale. The solution let users design and launch local campaigns without leaving the platform. Over half of Total Expert’s customers now use the EDDM feature. The tool increased customer engagement and made neighborhood marketing easier and more reliable.
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Membrain helped Flexza, a fintech company in Mexico, improve its sales process. Flexza needed a... better way to reach medium to large companies and refine its go-to-market strategy. SalesStar Mexico guided Flexza in building a clear, repeatable sales process using Membrain. Flexza saw up to a 40% improvement in employee variable compensation for its customers in the first year. The team now works with more structure and confidence, supporting ongoing growth.
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Madhive helped a debit card and financial education app lower their cost per signup from $350 to $50. The fintech brand... used Madhive's platform for audience profiling, look-alike modeling, and cross-device optimization. They achieved a 2x conversion rate on OTT compared to linear advertising. The campaigns delivered 84% incremental reach. The brand increased their ad spend on OTT by 300% after seeing strong results.
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Amplemarket helped Momentum, a revenue growth platform, grow its customer base by 4x in one year. Momentum used Amplemarket’s... AI-powered sales automation to source 70–80% of all meetings. The Duo Copywriter feature led to 20% more meetings. The team saved hours by automating outbound sales and integrating workflows. Momentum switched from Apollo and Dripify to Amplemarket for better lead generation and workflow automation.
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EthosData virtual data room helped a medium size technology venture capital fund manage investor communications and internal document flow. The fund needed... a secure way to share information during fundraising. EthosData launched the project in two weeks and moved all information flow to their platform in two months. The client shared confidential documents easily with investors and advisers worldwide. The Q&A and reporting features improved responsiveness and helped track investor interest.
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Fordata Virtual Data Room helped Avallon Private Equity Fund manage due diligence for MBO and LMBO investments. Avallon needed a... secure, organized way to share sensitive documents with many specialists. Fordata provided an online VDR system with strict access controls and user activity reports. The solution gave Avallon peace of mind, control, and convenience. It also reduced transaction time and costs, and improved support for all parties.
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Seismic helped Harbor Capital Advisors improve seller efficiency. The company used... Seismic Content and Seismic Learning to support a growing sales team. They enabled 125 sellers on Seismic, which reduced new-hire onboarding time. Playbooks and automated coaching tools helped new hires learn faster and improved sales messaging. Harbor Capital now provides better resources and training for their sales team.
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Highspot helped Allianz Trade increase quota attainment by 20%. The company saved... sales reps 15 hours per week. Win rates improved by 10%. Allianz Trade used Highspot to give sellers a single source of truth for sales content. The platform made onboarding faster and easier. Analytics let Allianz Trade track seller development and optimize training.
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Tonkean helped EarnIn automate IT and HR onboarding and support processes. EarnIn faced rapid... growth, hiring 84 people in six months, but IT and HR teams did not scale at the same pace. Tonkean enabled automation of onboarding and internal workflows, reducing manual work and improving efficiency. The IT team used Tonkean to automate fast approvals for engineering and streamline mobile device management. This allowed IT to focus on critical tasks and better support other teams.
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Imprima VDR helped Eurobank Group manage a €301 million sale of its Romanian subsidiaries. The deal required... uploading and reviewing over 500,000 pages of data and took 12 months to complete. More than 100 due diligence team members needed secure, fast access to documents. Imprima's advanced permissioning system and 24/7 support enabled smooth collaboration and secure data sharing. Eurobank found the system easy to use and did not need special training.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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IBM Apptio helped The Standard, a financial services provider, improve IT cost transparency and align spending with business goals. The company replaced... manual, spreadsheet-based processes with Apptio, Cloudability, and Targetprocess. This shift let the IT Finance team spend 80% of their time on higher value tasks and increased IT productivity by 20%. Cloudability enabled a projected 10% reduction in cloud spend for 2023. The Standard gained better control over IT budgets and improved decision-making for digital transformation.
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FICO moved its myFICO consumer billing and payments to Stripe. FICO wanted to... increase authorization rates for its payments. Stripe provided a solution for billing and payments. FICO saw higher authorization rates after switching to Stripe. This helped FICO improve payment success for its customers.
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Emburse Expense Enterprise helped Planet Home Lending automate expense reporting. The company struggled... with manual processes and slow expense report handling. With Emburse, processing time dropped from 10–15 minutes to about two minutes per report. Payments are now five times faster. The finance team avoided hiring extra staff and saved the cost of one full-time employee. Employees can submit expenses on mobile devices and get reimbursed quickly.
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Emburse Expense Enterprise helped Planet Home Lending automate expense reporting. The company struggled... with manual processes and slow expense report handling. With Emburse, processing time dropped from 10–15 minutes to about two minutes per report. Payments are now five times faster. The finance team avoided hiring extra staff and saved the cost of one full-time employee. Employees can submit expenses on mobile devices and get reimbursed quickly.
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Emburse Expense Enterprise helped Planet Home Lending automate expense reporting. The company struggled... with manual processes and slow expense report handling. With Emburse, processing time dropped from 10–15 minutes to about two minutes per report. Payments are now five times faster. The finance team avoided hiring extra staff and saved the cost of one full-time employee. Employees can submit expenses on mobile devices and get reimbursed quickly.
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Addepar helped Activest Wealth Management (AWM) replace their old software to support rapid growth and expansion in Latin America. AWM faced challenges... with manual data entry, slow reporting, and limited system flexibility. With Addepar, AWM cut reporting time by 40%-50% and reduced manual data entry by 20%-30% each week. They doubled their custodial feeds and consolidated 20 views into one dashboard. AWM now provides clients with 24/7 access to financial data and improved advisor efficiency.
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Happay helped Emkay Global automate spend management. Before Happay, Emkay... Global used manual processes for expense reporting and reimbursements. Employees struggled to capture expenses in multiple currencies and faced delays. Happay provided accurate data recording and flexible expense filing. After implementation, Emkay Global saw a significant increase in reporting efficiency. Employees found the new system easy to use and more productive.
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Reach Reporting helped Amplify improve financial reporting for their clients. Amplify struggled with... slow, manual spreadsheet work and needed better integration and customization. Reach Reporting saved time, made onboarding new clients easier, and improved client experiences. Amplify now has more personalized reports and deeper client discussions. The tool helped Amplify deliver better service and focus on client business goals.
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ON24 Intelligent Engagement Platform helped Nasdaq gain AI-powered insights and flexibility. Nasdaq generated over... 750 leads from one Go Live event. They saved over $100,000 by switching to ON24. ON24 automation saved hours per webinar. The solution included Salesforce and Marketo integration, AI-powered ACE, content hubs, webinars, and virtual events.
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Zoom helped Capital One improve communication and collaboration. Capital One used... Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better teamwork and more effective work with Zoom.
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Zoom helped Capital One improve communication and collaboration. Capital One used... Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better teamwork and more effective work with Zoom.
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RingSense conversation intelligence helped Endeavor Capital improve sales by 40%. The company saved... 50 hours per agent each month with AI-generated follow-up emails. Performance visibility increased 100 times. Automated call summaries and scoring gave managers back 30% of their time each week. Endeavor Capital also saved $36,000 a year on communication costs after switching to RingCentral.
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GoToMeeting helped Prospera Financial Services train over 130 financial advisors and staff across 23 states. Onsite training was... too expensive, so they needed a remote solution. GoToMeeting offered the features and feel they needed for their specific use cases. Jennifer Teager from Prospera said other meeting tools did not meet their needs. The platform made it easier to support and engage their distributed team.
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Remo helped The Payments Association move their in-person drinks receptions online. Members enjoyed the... platform for its easy use and strong networking features. The team at Remo made many improvements based on client feedback. The Payments Association plans to keep using Remo for virtual events.
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Zoom helped Capital One improve communication and collaboration. Capital One used... Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better teamwork and more effective work with Zoom.
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Zoom helped Capital One improve communication and collaboration. Capital One used... Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better teamwork and more effective work with Zoom.
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Livestorm helps Spendesk run product demos, marketing webinars, customer training, and company meetings. Spendesk chose Livestorm... for its HubSpot integration and ease of use. The sales team saves time by hosting bi-monthly product demo webinars, signing at least one customer per session. Marketing webinars reach 300 participants on average. Customer training sessions are short and recurring. HR uses Livestorm for internal and external meetings, making information easy to share.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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Zeplin helped T. Rowe Price improve... design-to-development productivity. The team faced issues with organization, version tracking, and design documentation. Zeplin provided structure, version control, and clear workflows. Developers now get organized, finalized designs, reducing confusion and rework. The product made the design-to-dev process less error prone and less time consuming.
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Glance Guided CX helps Intuit improve customer consultations for TurboTax users. Intuit uses Glance... Cobrowse, Screen Share, Mobile App Sharing, and Agent Video. These tools let tax experts see what customers see in the TurboTax app or browser. The solution works across desktop, browser, and mobile. It is easy for agents and keeps customer data private. This makes tax help faster and more personal for Intuit customers.
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CloudBees CI helped a leading European bank build a unified development platform. The bank needed... to standardize teams on a secure, scalable, and automated CI/CD platform. CloudBees improved configuration management and sped up application delivery. Time to market dropped from months to weeks. Automation increased, boosting developer productivity and product quality. The bank also benefited from strong technical support and ongoing communication with CloudBees.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Bitrix24 CRM helped a financial consulting company from the UK manage sales and clients more easily. The company used... sales management, contact center, and sales team collaboration features. They also used analytics and reports to track performance. The CRM made it easier to handle leads, deals, and client communication. This improved their workflow and client management.
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TCN helped a large collection agency improve its collections process. The agency needed... a cloud-based voice platform for both inbound and outbound calls. After switching to TCN, they saw gains in monthly collections. They also had more right-party contacts and live connections. The number of promises to pay accounts increased. TCN outperformed the previous vendor in these areas.
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CX/EX Scoring Bot, formerly Cogito, helped a Fortune 100 FinTech cut average handle time by 8%. The company used... real-time feedback and AI-driven insights to improve agent performance. Net promoter score rose by 10 points. Customer experience scores improved by 2%. Supervisors gained better data for targeted coaching and performance consistency.
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Natterbox Voice for Salesforce helped Accquis fix call quality and sales issues. Accquis had trouble... with their old voice system and could not use Salesforce data well. Natterbox gave them a voice solution that works inside Salesforce. This made workflows automatic and gave managers full call visibility. Accquis saw a 90% drop in call quality problems and a 20% rise in sales opportunities. Their IT team now reports almost no technical issues.
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Genesys Cloud CX helped La Bolsa de Valores de Colombia create a premium customer experience. The company used... omnichannel integration to connect with customers on many channels. This improved how they serve clients. The solution made customer interactions smoother and more personal. La Bolsa de Valores de Colombia now delivers better service with Genesys technology.
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Talkdesk Autopilot and Copilot helped Municipal Credit Union improve their contact center. MCU empowered members... with more self-service options. The average self-service rate reached 64%. Average speed of answer dropped by 67%. MCU reduced reliance on outsourced call centers and improved their bottom line.
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A financial services organization wanted to improve their QA around call performance among sales and support agents. They implemented Leaptree,... which was easy to set up and flexible for adding and adjusting scorecards. This improved QA and the call experience for customers, making it a gamechanger for the organization.
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NiCE Workforce Management (WFM) helped a financial services company upgrade their legacy system. The company wanted... to clean up their WFM data and improve system design for digital transformation. NiCE Value Realisation Services (VRS) provided consultancy and customized training. The solution improved system speed, boosted team confidence, and made staff more efficient. The company reduced forecasting time by 75% and saved hours each day.
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MightyCall helped Black Creek Management Group handle high call volumes in the debt collection industry. The company struggled... with expensive phone bills and inefficient call handling, paying up to $32,000 a month. With MightyCall's call center software and auto dialer, they increased daily inbound calls from 1,300 to 4,400 and made up to 25,000 outbound calls in a day. Live call monitoring and call recording improved agent performance and quality. Their monthly phone bill dropped to about $2,800, making operations 10 times cheaper.
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Qualtrics OXM helped Ally Financial analyze all customer feedback using NLP and AI. Ally could now... spot and fix customer pain points across channels. Within months, the AI found 109 system issues and resolved 103. Ally achieved 10X more visibility into CX friction drivers. The company resolved 97% of issues from Voice of Customer surveys. Ally now anticipates and prevents customer problems before they happen.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Betterworks helped Echelon Wealth Partners manage talent programs with the right technology. The platform enabled... accountability, transparency, and insights into employee potential. It supported coaching, engagement, and easy-to-use feedback tools. Betterworks became a record of employee growth and development. The solution improved the employee experience at Echelon Wealth Partners.
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SurveySparrow helped Cashfree Payments boost their NPS by 20 points and triple their response rates. Cashfree used personalized... NPS surveys and web embeds to collect feedback from merchants. The new system made it easier for merchants to share their thoughts and for Cashfree to see pain points. Teams used these insights to make support more visible and improve onboarding. Cashfree now plans to use advanced reporting and workflows to automate follow-ups and resolve issues faster.
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Survio helps Fleetcor collect feedback from B2B clients across 11 EU countries in 6 languages. Fleetcor needed a... reliable way to gather data for better decisions and to stay ahead of competitors. Survio's survey platform is easy to use and needs no training. The tool's adaptability and multilingual support make it ideal for Fleetcor's international operations. Survio has improved Fleetcor's ability to run data-driven initiatives and enhance their services.
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Encompass-CX helped a Fortune 500 global financial services company improve client retention and sales. The company faced... slow growth and trouble keeping clients. Encompass-CX used its salesEQUITY platform to gather client feedback and create action plans. The solution included relationship assessments and coaching for account teams. As a result, client retention rose to 96% and average client tenure reached 25 years. 39% of buyers now see their account team as a trusted advisor.
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Davies transformed the onboarding programme for a major Canadian financial services group. The client needed... to cut induction time by 25% and reduce speed to competence from 9 months to 3 months. Davies delivered a tailored solution after a needs analysis and collaboration with operations and learning teams. Results included 0% attrition in training, a 10-point NPS improvement, and a 50-second reduction in average handling time.
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Thematic helped LendingTree analyze over 20,000 customer comments in 90 days. LendingTree used Thematic’s... AI to get better insights from feedback data. The platform made it easy to find what drives NPS and customer pain points. Product and CX teams used these insights to improve decisions and lower acquisition costs. Thematic saved hundreds of hours in data prep and analysis. LendingTree approved 3 million loans and funded $260 billion, helping 111 million people.
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Credilife needed a texting platform that integrated with HubSpot for their credit and financial wellness counseling services. They chose Text... Request because it allowed users to respond to texts and update records in HubSpot. Credilife automated weekly reminder texts and added an SMS Chat widget to their website. This improved customer service by consolidating communication and making it easier for clients to respond to texts.
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eXo Platform helped S2E, formed from the merger of four major financial institutions, create a digital workplace. The platform brought... together tools for employee collaboration, knowledge management, and engagement. S2E employees now have a unified space to work efficiently. The solution supports internationalisation, mobile access, and no-code customization. S2E improved employee experience with a smart, integrated platform.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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Fleep helps Slick Trade run their online trading community. Slick Trade needed... a reliable chat platform after issues with other services. They use Fleep for live trading rooms, group and 1 to 1 chats, and support. Fleep's features like easy member management, file sharing, and email notifications make communication smooth. The community connects, shares strategies, and supports each other using Fleep.
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Sococo helped Pacific Pension & Investment Institute go virtual during the Covid-19 pandemic. PPI used Sococo... to move staff to remote work and host interactive, custom-designed virtual events. Members enjoyed deeper engagement and new ways to connect, like the PPI Clubhouse. Sococo enabled PPI to keep delivering high-quality content and networking. The platform helped PPI build a stronger, always-connected community.
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Assiniboine Credit Union improved employee satisfaction and member service with a new intranet. 93% of employees... log on daily, and 73% use it every hour. The intranet helps employees find information quickly, with 70% having no trouble finding new information. The platform supports better communication and knowledge sharing.
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Lytho helped Global Credit Union improve their marketing workflow. The team used... Lytho to merge two marketing teams and manage a major rebrand. Lytho's workflow and digital asset management tools made project tracking and asset sharing easy. The credit union completed 133% more projects after using Lytho. The platform gave them a clear view of all marketing activities and helped ensure a smooth rebranding process.
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eToro wanted a new media channel to grow their global reach and brand. They worked with... Taboola to make a yearly plan using custom content, video, and special landing pages. They used Taboola’s audience tools and creative team to reach the right people. Over 30% of eToro’s registrations became paying users. They also lowered their cost per mille views by 40% and reached more people in their target markets.
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Intuit wanted to grow in Hong Kong and Singapore. Their US content... wasn't working there. They worked with Social Native. They used local creators. This increased conversion and brand affinity.
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Arena Live Chat helped Nubank make its IPO event interactive. Nubank streamed the... IPO from the New York Stock Exchange and included a live concert by Anitta. Arena Live Chat let employees, customers, and the audience talk and share during the event. The solution made the IPO feel like a big pop event. Over 815 investors joined on IPO day. The event brought in almost a million investors and a large social media audience.
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Arena Live Chat helped Nubank make its IPO event interactive. Nubank streamed the... IPO from the New York Stock Exchange and included a live concert by Anitta. Arena Live Chat let employees, customers, and the audience talk and share during the event. The solution made the IPO feel like a big pop event. Over 815 investors joined on IPO day. The event brought in almost a million investors and a large social media audience.
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Inbox Insight helped ITESOFT reach top finance decision makers in France. ITESOFT wanted 200... qualified leads in 12 weeks. Inbox Insight used targeted content, industry bulletins, and 1-1 emails. They matched ITESOFT’s assets to the right audience using the IFP platform. The campaign delivered 200 leads on time. ITESOFT praised the quality and volume of leads and strong account management.
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Inbox Insight helped ITESOFT reach top finance decision makers in France. ITESOFT wanted 200... qualified leads in 12 weeks. Inbox Insight used targeted content, industry bulletins, and 1-1 emails. They matched ITESOFT’s assets to the right audience using the IFP platform. The campaign delivered 200 leads on time. ITESOFT praised the quality and volume of leads and strong account management.
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Certainly's FintiBot helped Fintiba automate 97% of customer conversations. Fintiba saw a... 125% increase in customer satisfaction and reduced escalations to human agents by 85%. The AI chatbot now handles over 10,000 monthly conversations. Fintiba used Generative AI and multi-language support to serve international students and employees. The solution cut 8,000 support tickets per year and saved the team from manually handling over 140,000 inquiries annually.
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ChatBot helped Funded Trading Plus automate global customer support. The AI chatbot... handled 125,000 chats per year and reduced agent workload by 18%. During a major disruption, customer queries rose by 1500%, but ChatBot managed the surge. The company kept a 93% customer satisfaction rate. ChatBot also improved efficiency and helped maintain a 5-star reputation.
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LivePerson’s Conversational Cloud helped Getnet shift from voice to digital customer support. Getnet wanted to... improve WhatsApp integration and automate service for better efficiency. The solution enabled a 20-day migration and quick deployment. Digital engagement grew by 74%. Customer satisfaction (CSAT) rose from 44% to up to 87% in under a year. The new system reduced costs and made support easier for both customers and staff.
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Aivo's AgentBot and Help platforms helped Efecty automate over 2. 5 million customer...queries. Efecty reduced support costs by 20% and cut phone calls by 48%. The average support time dropped to 1 minute. Efecty used conversational AI to provide 24/7 support across web, app, and WhatsApp. The solution improved customer experience and empowered agents with faster access to information.
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Zoom helped Capital One improve communication and collaboration. Capital One used... Zoom to connect teams and boost productivity. The solution made meetings easier and faster. Capital One saw better teamwork and more effective work with Zoom.
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GetJenny chatbot Iiris helped YTK handle a 400% surge in service inquiries during COVID-19. The chatbot managed... 9 out of 10 conversations, freeing up 1-2 customer advisors for other tasks. Chat volumes jumped from 41,000 in 2019 to 75,000 by May 2020. Deflection rates rose from 66.2% to 71.3%. Customer satisfaction stayed high at 8.3 out of 10, even as feedback volume nearly tripled.
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Lucidchart helped Western Union's go-to-market manager, Alberto, quickly switch from Visio to a new diagramming tool. He recreated process... diagrams faster than before and found the interface easy to use. Lucidchart's collaboration features let global teams work together in real time, saving time and reducing email back-and-forth. Alberto used Lucidchart to align teams for product launches and easily gained management approval by exporting diagrams. The tool improved efficiency and communication for Western Union's global operations.
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Rehearsal made training easy for Modern Woodmen. Victoria Allen could... record from anywhere and get instant feedback. This helped her learn faster. The tool was simple to use. She shared her positive experience with the product.
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Corpay used MadTranslations from MadCap Software to localize its cross-border payment platform. The challenge was... to support payments in seven languages for global business. MadTranslations provided native-language translations by local financial experts, reducing the need for edits. An automated process let Corpay submit files and quickly receive localizations. Translation memory helped cut time and costs for updates. MadTranslations also documented ISO certifications within a week to meet strict compliance needs.
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Articulate 360 helped a leading financial services company deliver fast, dependable training to employees. The small L&D... team used Rise and AI Assistant to create and update courses quickly. This allowed them to respond to industry changes and regulatory updates in real time. Call center staff could access training on their own schedules. The company saved time and improved training quality with Articulate 360.
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Easygenerator and Cornerstone helped Morningstar scale training for 11,500 employees in 34 countries. The company moved... from manual, in-person training to a decentralized, digital approach. Over 400 internal experts now create courses using Easygenerator. Auto-translation lets teams localize content fast. Morningstar created 1,500 courses without growing its L&D team. This new system supports global learning and rapid company growth.
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ONLYOFFICE Docs helped CITIC Group improve online document processing. CITIC Group added... ONLYOFFICE Docs to their DaoKe DOC+ system. Over 800 employees now use the tool for editing, previewing, and managing document versions. The solution made office work easier and more efficient. CITIC Group plans to recommend ONLYOFFICE Docs to others.
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Medallia helped Banorte improve customer and employee experiences. Banorte used Medallia's... platform to collect feedback and manage customer journeys. The solution provided insights and tools for better service. Banorte operates in the financial services industry and is a large company.
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SMS for Zoho CRM helped an online lender speed up loan approvals. The lender serves... small and medium businesses and has funded over $500 million. They needed faster ways to talk to customers and process loans. With SMS automation, most approvals now happen within hours, not weeks. The Head of Technology says customers often get approved by noon if they apply in the morning.
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Plivo’s Browser SDK powers Become’s web app for browser-based calling. Become needed a... way to connect account managers and SMB customers quickly and reliably. Plivo enabled seamless call routing, improved productivity, and a better customer experience. Over five years, Become handled more than 6 million minutes of high-quality global calls. Plivo’s Opus codec ensured clear audio even on unstable internet, helping Become support SMBs in getting funding.
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Axia Home Loans uses EZ Texting to improve communication. Patrick Lewis, a... sales manager, switched from email to text. This change helped him connect better with his network. Texts are read more often than emails. This led to more leads and business.
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Salesforce helped Biller, a fintech startup, expand quickly across Europe. Biller needed a... CRM system early to support fast growth and keep stakeholders informed. Gen25 implemented Sales Cloud, Service Cloud, and Marketing Cloud Account Engagement. This gave Biller one platform for sales, marketing, and service. The solution let Biller launch new campaigns and scale operations fast. Biller plans to grow from 50 to over 150 employees and expand to more countries.
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Glia helped Orion Advisor Solutions move to a digital-first customer service model. Orion replaced its... old phone system with a unified digital engagement platform. Advisors and agents now use chat, voice, and video in one interface. The AI chatbot "Rigel" cut call transfers by 30%. Live engagements starting online rose to 80%. Handle time dropped by 4 minutes with CoBrowsing. Orion improved agent onboarding and client collaboration.
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MASS Analytics used its Marketing Mix Modeling solutions for Tree Bank. Tree Bank saw... a 4.5% drop in customer acquisition, even after a 16% increase in marketing budget. MASS Analytics built custom Marketing Mix Models to find out why. The models helped Tree Bank understand the causes of the drop and measure how marketing actions affected sales. This gave Tree Bank clear insights into their marketing efficiency.
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브리티 RPA helped BNK 투자증권 with digital transformation in financial services. The AI-based RPA... solution automated repetitive and non-productive tasks. Employees could focus on creative and core work. This improved work productivity. The solution made digital change easy for the finance sector.
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Innervate helped LendingTree improve creative optimization. LendingTree used manual... testing for ads, which was slow and needed lots of resources. With Innervate, they automated creative testing and targeted ads by browser, device, and more. This made experiments faster and more accurate. LendingTree saw better creative performance and more impact on their bottom line.
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Crunchbase Pro helped Spendesk grow its customer base from 100 to 1,000. Spendesk used Crunchbase... Pro to improve lead generation and segment prospects. The tool let them find new markets and save time on sourcing leads. Automated search and saved lists made it easy to track and target valuable leads. Spendesk cut lead generation time and scaled faster using Crunchbase Pro.
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Forrester helped Northern Trust improve its security architecture. Northern Trust wanted... to learn how top firms mature security without slowing transformation. Forrester analysts identified the right security models for their reviews. The process worked well because the analyst understood the timeline and strategy. Senior Director of IT Security Tejas Shah praised the support. This helped Northern Trust build trust through better IT security.
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iSpot TV Conversions helped a global credit services brand track the impact of TV ads on digital and mobile conversions. The brand used... iSpot to measure web visits and app downloads linked to TV ad impressions. After optimizing its campaign to promote its mobile app, the brand saw a 30-50% spike in mobile activity and a 0.74% conversion rate, up from 0.61%. The campaign reached over 227 million viewers in less than four weeks, 44% more than the next competitor. iSpot enabled faster, more detailed reporting and improved marketing ROI tracking.
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Digital Remedy used its Performance TV solution to help an ecommerce customer service payment platform grow new account sign-ups. The brand wanted... to reach a niche audience using OTT/CTV and needed strong targeting and insights. Digital Remedy used fashion, shopping, and tech publishers, plus ACR data, to target the right users. They tracked site visits and sign-ups with a pixel and optimized the campaign in real time. The campaign drove over 95,000 new account sign-ups and achieved a $1.24 cost per homepage visit.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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VMware SDDC helped AsiaPay improve its digital payment services. AsiaPay needed a... better way to manage payments online. VMware SDDC made their system faster and more reliable. This helped AsiaPay give better service to its customers. The company can now handle more payments with less downtime.
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Marin Software helped BizCover automate and optimize their paid search campaigns. BizCover wanted to... get more leads and save time on ad management. Marin Software used automated bidding and Smart Sync to manage Google and Bing ads. BizCover saw a 22.7% year-over-year increase in conversions. The team saved over 100 hours in ad management. Cost per lead stayed within the target range by 3-5%.
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Supermetrics for Amazon S3 helped CrediNord automate marketing data collection. Before, the team... manually downloaded data from many channels. This made it hard to see marketing results. With Supermetrics, they moved data to Amazon S3 and built a dashboard in QlikSense. Now, CrediNord makes faster, data-driven decisions and improves marketing performance.
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Demandbase One helped TreviPay shift from slow growth to hyper-growth. TreviPay used Demandbase's... ABM and advertising tools to improve marketing and sales alignment. Meetings from targeted accounts increased by more than 600%. The team now uses intent signals to build better target lists. Demandbase's flexibility lets TreviPay adapt the solution to their changing needs.
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Lusha helps GetMoss boost sales with accurate B2B contact data. Dominic, an account... executive at GetMoss, struggled with manual lead enrichment and wasted time on dead-end calls. With Lusha, he quickly finds direct dials and emails, reaching up to 80% data accuracy. This lets him connect with key decision makers and move leads through the sales funnel faster. Lusha's ease of use and affordability made it the top choice for GetMoss.
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Goava Discover helped Factoringgruppen improve sales efficiency. The company struggled... with static lists and double work, leading to wasted time and higher costs. By using Goava and integrating it with Hubspot, Factoringgruppen made prospecting more data-driven and personal. The sales team now works faster, with a higher hit rate and better leads. Automated data updates save time and reduce errors in their CRM. The new process avoids double work and cuts unnecessary costs.
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Quantrix Qloud helped Mischler Financial Group stand out in the competitive institutional brokerage market. Mischler needed a... better way for clients to access and use financial models, as email and spreadsheets were slow and hard to manage. With Quantrix Qloud, Mischler gave clients direct online access, tracked usage, and managed large data sets easily. The new system made it simple to update models and handle complex calculations. Mischler now offers advanced analytics to clients, helping them make better decisions and compete with larger firms.
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Webio enabled Hoist Finance to use WhatsApp for Business to talk with customers. Hoist Finance wanted... better ways to reach and engage people. Webio set up automated AI agents for messaging and forms. Agents only called customers when needed, saving time and money. During the pandemic, Hoist Finance quickly moved agents to remote work with WhatsApp. Customer engagement and agent productivity went up. Operational costs went down. Payment arrangements increased by 52%. Agent productivity rose by 42%. Operational costs dropped by 57%. Customer engagement improved by 48%.
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Comscore's custom e-commerce measurement solution helped a digital payment company compare its online checkout conversion rates. The company wanted... to show merchants the benefit of using its payment method. Comscore used behavioral data to track conversion rates across different payment options. The client's payment method achieved an 88.7% conversion rate. This was 33.4 points higher than other digital wallets and 40 points higher than all payment types combined.
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RingSense conversation intelligence helped Endeavor Capital improve sales by 40%. The company saved... 50 hours per agent each month with AI-generated follow-up emails. Performance visibility increased 100 times. Automated call summaries and scoring gave managers back 30% of their time each week. Endeavor Capital also saved $36,000 a year on communication costs after switching to RingCentral.
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Braze helped Hugosave improve onboarding with data-driven engagement and gamification. Hugosave used Braze... to create a personalized, cross-channel onboarding journey for new users. The onboarding included gamified 'Quests' and rewards, delivered through email and content cards. As a result, the rate of clients progressing to opening a full account increased by more than 300%. Hugosave now provides tailored guidance and nudges to help users build good financial habits.
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OneSignal helped Check City fix slow and unreliable push notifications. Check City needed... real-time, reliable web push for re-engagement and compliance. OneSignal delivered instant sends, no delays, and strong deliverability. Check City ran a split test and saw click-through rates jump from 0.11% to 0.48%, a 336% increase. The team easily added 14,000 new subscribers using OneSignal's WordPress plugin.
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CleverTap helped Akseleran, a P2P lending startup, boost its month 1 retention rate by 14%. Akseleran needed a... scalable engagement platform to improve user onboarding and run growth experiments. CleverTap provided A/B testing, automated segmentation, and campaign analytics. These tools let Akseleran identify user drop-offs and improve conversion rates. The result was higher user retention and better growth for the company.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Prospera Financial needed a way to help their financial advisor partners onboard clients with repeatable action plans. They chose TaskRay... to make onboarding easier and to help advisors follow every step. TaskRay helps Prospera’s advisors manage onboarding, stay compliant, and focus on client relationships. This has made their work more efficient and effective. Prospera values how TaskRay supports their goal of strong customer relationships.
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Airtable helped BlackRock improve cross-team collaboration. BlackRock used Airtable... to connect over 300 global team members. The platform replaced siloed tools and centralized internal communications. BlackRock freed up 580 hours per month and deployed new features to clients twice as fast. The team now tracks tasks and product launches more easily.
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Clustdoc helped PayNearMe improve their merchant onboarding process. Before Clustdoc, PayNearMe... used manual document collection and had slow, unclear steps. With Clustdoc, they automated approvals, sign-offs, and KYC checks. The team now uses one platform for all onboarding tasks. They doubled productivity and have zero errors during KYC verifications. Automated reminders and conditional formatting make the process faster and more personal for merchants.
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Old Mutual used Tamr to update 69% of their records in 6 weeks. They decommissioned a... legacy system in 9 months. This saved millions of dollars. They improved data accuracy and reduced data silos. This helped them offer better customer service.
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Progress MOVEit Automation helped Highmark Federal Credit Union save 7–10 hours a day by automating secure file transfers. Manual processes for... banking operations were replaced with policy-driven workflows. The solution scaled from 4 to 52 automated tasks across departments. MOVEit integrated with core banking and internal systems for seamless data movement. The credit union renewed MOVEit for three years due to strong ROI and responsive support.
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Tealium’s customer data platform helped Legal & General unify real-time data and boost marketing results. By integrating Tealium... CDP with Snowflake’s AI Data Cloud, they improved call-to-lead conversion by 54% and online purchase conversion by 15%. Legal & General built a lifetime value model for smarter marketing investments. The solution enabled better customer engagement and reduced compliance risk. This case highlights the impact of real-time data integration in financial services.
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FullContact helped a top identity verification and fraud detection provider for fintech firms stop identity fraud for every online applicant. The company used... FullContact for real-time antifraud intelligence. This enabled instant verification and data installation. The solution improved customer recognition and data enrichment. The case highlights FullContact's role in fighting online fraud in financial services.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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QuestionPro helped First American SMS automate their customer feedback survey process. Before, the team... sent surveys manually after each case closed. This took time and caused errors. QuestionPro built a custom solution that let staff email a CSV file with closed cases. The system then sent surveys automatically. This change made the process 50% faster and reduced mistakes.
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Insightrix provided a financial services provider with a custom online portal for customer experience research reporting. The client needed... real-time access to satisfaction survey results and the ability to filter data by account manager, branch, and customer demographics. Insightrix developed a survey and an interactive portal that tracked key metrics like Net Promoter Score and customer satisfaction. The portal allowed stakeholders to view, filter, and export results easily. The solution helped the client monitor satisfaction and make faster business decisions.
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An American Mega Corporation needed to speed up their lead gathering process. They wanted to... integrate Salesforce with NetSuite to help their on-field agents go mobile. Algoworks provided a custom Salesforce NetSuite integration using Restlet API. This solution allowed real-time syncing and a customer portal to update records. The integration helped the client manage their CRM and ERP needs efficiently.
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Alloy Navigator helped Illinois National Bank manage its growing IT assets. The bank moved... from spreadsheets to a fully automated system. This improved control over IT infrastructure. The solution also supported the setup of a formal help desk. INB now exceeds the service level of larger competitors.
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Clearwater Analytics uses Atlassian cloud to work faster and smarter. The company moved... to the cloud to improve efficiency. The solution helped teams work better together. Clearwater Analytics saw improved speed and collaboration. The cloud platform made daily work easier for everyone.
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ThinkOwl CONVERSATIONS helped SPS digitize KYC and legal agreement processes in the financial sector. SPS used digital... self-services and QR codes to speed up customer responses while meeting strict security and compliance needs. The solution enabled 100% digital dark processing and achieved a 70% digital response rate with 92% customer satisfaction. SPS found digital inquiries to be faster, more cost-effective, and with higher response rates than traditional methods.
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SysAid helped Scotia Investments automate IT support with AI agents. The two-person IT... team now supports over 200 users across 12 companies. SysAid Copilot and chatbots resolve about 125 tickets per week. Asset management tasks that took hours now take seconds. The platform is easy to use and quick to set up. Automation lets IT focus on bigger projects, not repetitive tasks.
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ZS helped American Century investments improve client satisfaction. They used the... ZS optimal client engagement tool. The solution focused on better client engagement. The result was higher client satisfaction. This case highlights the value of analytics and digital tools in financial services.
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Cresta helped Snap Finance lower average handle time by 40%. The deflection rate... increased from 7% to 30%. Snap Finance moved from random sampling to 100% QA automation on all calls. Employee Net Promoter Score and engagement scores went up. Cresta's generative AI platform gave real-time insights and improved agent performance. Snap Finance now monitors all calls for quality and compliance.
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AmplifAI helped a top 5 US financial services company improve contact center performance. The company faced... long handle times, manual coaching, and slow follow-up. AmplifAI's AI-powered platform unified data, gave real-time performance views, and suggested next best coaching actions. Agents in the pilot cut average handle time by 14 seconds and improved NPS by one point. The company saved $380,000 across 300 agents and handled 52,956 more calls a year. Success led to expanding AmplifAI to over 10,000 agents.
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Dynatrace helped BMO drive its digital-first strategy. BMO used Dynatrace... to cut manual log analysis by 60 hours per team each month. The solution reduced problem analysis and resolution time by 80%. Teams gained 40 extra hours per month for innovation. BMO improved digital banking reliability and customer loyalty with real-time AI insights.
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Revenue Grid helped CAPIS double client activity. CAPIS used Salesforce... and Outlook but struggled with manual updates and poor data quality. Revenue Grid automated email activity capture and Salesforce updates. The sales team saved time and improved communication. Team management became easier. Client interactions increased and Salesforce data stayed accurate.
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DNCR API integration from Elision helped a leading UAE financial firm follow Do Not Call Register rules. The firm faced... slow, error-prone manual DNCR list management and risked phone line blacklisting. Elision integrated Etisalat’s DNCR API with the firm’s PBX system. This enabled real-time call scrubbing and automatic compliance. The solution reduced manual effort, improved outbound call productivity, and boosted compliance by 97.5%.
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Koncert helped USB Payment Processing boost their sales call connection rate. The company struggled... with calls being marked as spam and a low 6% connection rate. After switching to Koncert's AI parallel dialer and integrating with HubSpot, their connection rate jumped to 20%. They now make about 45,000 calls and get 3,500 connections and 190 appointments each month. The improved process supports growth for their sales teams.
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LeadSquared helped LIC Housing Finance Ltd stop losing leads. They automated lead... distribution and connected their LOS and LMS systems. Employee efficiency went up. The process became more transparent. LIC Housing Finance chose LeadSquared because its lead management fit their needs. They wanted to make housing loans easier for Indian citizens.
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Asset Panda helped Ripple, a global fintech company, track and manage IT assets across multiple locations. Ripple's IT manager... used to rely on spreadsheets and Google Forms, making audits hard. With Asset Panda and JAMF integration, Ripple saved many hours in onboarding, IT purchasing, and laptop deployment. The platform improved ticketing, asset tracking, and compliance. Ripple's team now works more transparently and efficiently.
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Lytho helped Global Credit Union improve their marketing workflow. The team used... Lytho to merge two marketing teams and manage a major rebrand. Lytho's workflow and digital asset management tools made project tracking and asset sharing easy. The credit union completed 133% more projects after using Lytho. The platform gave them a clear view of all marketing activities and helped ensure a smooth rebranding process.
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Iron Mountain's Intelligent Business Process Management, InSight Digital Experience Platform, and Intelligent Document Processing helped a Latin American automotive financing company cut manual labor for loan approvals by 50%. The company automated... document handling, reduced approval times, and lowered transaction costs. Error rates dropped, and customer responsiveness improved. The solution also enabled real-time KPI tracking and better access control. These changes boosted profitability and customer experience in automotive finance.
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GRENKE faced challenges in maintaining brand consistency across 33 global locations. They struggled with... managing brand identity and local communication. Papirfly's platform provided a solution with its Digital Asset Management system. This allowed GRENKE to streamline processes and empower local offices. Now, GRENKE can produce consistent marketing collateral efficiently, saving time and reducing costs.
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Inxmail Professional helped MEAG automate its fondspreis newsletter service. MEAG needed to... reduce manual work and errors in sending personalized fund price updates to investors. The solution used a custom content app in the Inxmail platform to deliver tailored, timely newsletters based on user preferences. This automation made the process faster and more reliable. MEAG saw more newsletter subscribers and freed up staff for other tasks.
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Netcore helped Freo grow its top of funnel by 35% using an email reactivation strategy. Freo used Netcore's... email marketing tools to reach inactive users. The campaign brought more users back to the platform. Freo saw a big increase in new leads. This shows how targeted email campaigns can boost growth in financial services.
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Visa Middle East wanted to expand their market presence during the Dubai Shopping Festival. They faced a... challenge in personalizing communication for their 'Visa Deals' campaign. They used UCS's Reson8 to send personalized emails and SMS to participants. This allowed them to send 1,647,253 SMS and 1,765,000 emails, with 40,000 sent daily. The campaign increased Visa's footprint in the region.
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Inbox Insight helped ITESOFT reach top finance decision makers in France. ITESOFT wanted 200... qualified leads in 12 weeks. Inbox Insight used targeted content, industry bulletins, and 1-1 emails. They matched ITESOFT’s assets to the right audience using the IFP platform. The campaign delivered 200 leads on time. ITESOFT praised the quality and volume of leads and strong account management.
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Cricket Click Dialer from EVS7 helped iCapital Alliance Benefits double their sales team's productivity. The team increased... dials per hour from 20 to 43 and voicemails left per hour from 10 to 20. The PAM feature let reps leave pre-recorded, personalized voicemails with one click. This saved time and kept agents' voices fresh for live calls. iCapital saw a 115% increase in total calls per day after switching to EVS7.
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Oktopost helped ACI Worldwide boost brand awareness with its employee advocacy platform. ACI faced challenges... with limited marketing resources and strict social media compliance rules. They trained employees and used Oktopost to manage and approve all shared content. Employees became brand ambassadors, sharing curated content and driving engagement. The results included a 35% increase in audience reach, 130% more website traffic from social media, and 40% more leads from employee-shared content.
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Sociality. io helped Home...Credit Philippines manage their social media with its Publish and Analytics modules. The easy-to-use dashboard and calendar made it simple for the marketing team to plan and track content. The Analytics module was clear and straightforward, leading them to switch from another tool. Home Credit Philippines now creates better ads and content, improving their social media operations. The team values the time saved and the improved workflow with Sociality.io.
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XTB uses Brand24 to monitor and manage its online reputation in the trading market. The platform helps... XTB track brand sentiment, analyze customer feedback, and measure marketing performance. XTB leverages AI-powered features like AI Insights and Topic Analysis to quickly uncover trends and key topics. In Q3 2024, XTB gained 108,104 new clients, a 60% increase from the previous year, and saw active clients rise by 69%. Brand24 supports XTB in making data-driven decisions and staying ahead in the financial services industry.
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Kommunicate chatbot helped TaxBuddy save over 2000 hours every month. TaxBuddy used to... rely on forms and manual communication, which was slow and hard for users. With Kommunicate, users could upload documents and get help through chat. The chatbot handled repetitive questions, letting Chartered Accountants focus on complex cases. Kommunicate also integrated WhatsApp, so all customer data was in one place. TaxBuddy’s support team worked faster and users had a better experience.
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LivePerson’s Conversational Cloud helped Getnet shift from voice to digital customer support. Getnet wanted to... improve WhatsApp integration and automate service for better efficiency. The solution enabled a 20-day migration and quick deployment. Digital engagement grew by 74%. Customer satisfaction (CSAT) rose from 44% to up to 87% in under a year. The new system reduced costs and made support easier for both customers and staff.
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Carta faced challenges with their support team due to rapid growth and complex equity management products. Customers lacked self-help... options, leading to high handle times and low satisfaction in chat support. Carta implemented a strategy to educate support staff, empower analysts, and automate inquiries. They used Unblu's Co-Browsing and Live Chat to guide clients visually. This aimed to reduce repeat queries and improve customer satisfaction. Integration with Salesforce helped Carta analyze client service performance.
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Red Points helped Jacaranda Finance stop fake social media accounts. Scammers copied Jacaranda’s... posts and brand to trick followers with a fake giveaway. Jacaranda tried to remove the fake profile but could not. Red Points got the account removed from Facebook in 24 hours. In the first two months, they found 94 fake accounts and had a 100% enforcement success rate. Jacaranda now saves time and protects its reputation with Red Points’ Revenue Recovery Platform.
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Salesforce Marketing Cloud helped Latitude Financial Services move from phone sales to online marketing. OSF Digital integrated... the platform with their CRM and enabled Einstein GPT for Marketing. LFS marketers improved email deliverability and engagement. Email open rates doubled. Campaigns launched 7 times faster. LFS saw record-high revenue three months after launch.
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Conga Composer helped Cooperative Finance Association automate and centralize document communications. Before, sending documents... was slow and manual. With Conga, CFA cut quote creation time by 50%. Communication efficiency improved by 50-100%. Teams now have one source of truth. Automation freed up staff to spend more time with customers, raising satisfaction.
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ABN AMRO, a leading bank in the Netherlands, wanted to improve customer experiences. They used Tungsten... RPA to automate repetitive tasks. This allowed their 22,500 employees to focus on providing excellent service. The automation led to up to 90% cost reduction in key processes and improved customer satisfaction.
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Total Expert used PFL’s EDDM integration to add direct mail to its customer engagement platform for financial institutions. The challenge was... to help mortgage professionals run compliant, co-branded outreach at scale. The solution let users design and launch local campaigns without leaving the platform. Over half of Total Expert’s customers now use the EDDM feature. The tool increased customer engagement and made neighborhood marketing easier and more reliable.
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UiPath helped a leading international financial services company move from their old RPA tool to UiPath. The old tool... lacked key features and did not lower costs. Craftware managed a smooth migration to UiPath, finishing ahead of schedule. This saved the client thousands of dollars by avoiding double licensing costs. The new solution supports future automation and is expected to double ROI in the first year.
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BrightEdge helped CBIZ, Inc. improve B2B SEO... lead generation. CBIZ used BrightEdge for keyword research, competitive analysis, and reporting. The platform made it easier to show SEO results to different service line managers. CBIZ now gets 50-70% of its site traffic from organic search. New client accounts from SEO can be worth tens to hundreds of thousands of dollars. BrightEdge made managing and reporting on SEO much simpler for CBIZ.
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Conductor helped Citibank double its credit card application conversions year-over-year. Citibank faced challenges... with information silos and managing a large digital presence. The team integrated Conductor with Adobe Analytics to centralize data and gain insights into customer personas and search terms. This integration improved collaboration and content targeting. Citibank used Conductor to focus on the buyer’s journey and drive more clicks, engagement, and conversions.
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seoClarity's ClarityAutomate helped a financial data provider speed up SEO project execution. The SEO team... needed to quickly prove the impact of SEO tests. They used ClarityAutomate to run and track tests, like reformatting H2s into questions and updating title tags with current dates. These changes aimed to boost impressions and click-through rates. The platform made it easier to show results to the development team.
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Engageware's AI-Enhanced Employee Knowledge Management Platform helped OnPoint Community Credit Union cut employee search effort by 33%. AI-powered search led... to 100% employee satisfaction and 71% first result resolution. Employees now find answers faster, with 75% of searches generating instant AI responses. The solution improved productivity, reduced portal interactions, and made information access seamless for over 1,400 staff. OnPoint saw a 36% increase in total searches and a 51% rise in search refinements.
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Personetics Engage helped Hyundai Card use customer transaction data to improve digital banking. Hyundai Card wanted... to stand out in a crowded market and boost customer engagement. They used Personetics to give customers insights about their spending and money management. The solution led to a 19% click-through rate on insight CTAs, 800,000 click-to-action conversions per month, and a 4.8 out of 5 average insight rating. Hyundai Card also created over 100 custom insights using the Personetics Engagement Builder.
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Glia helped Orion Advisor Solutions move to a digital-first customer service model. Orion replaced its... old phone system with a unified digital engagement platform. Advisors and agents now use chat, voice, and video in one interface. The AI chatbot "Rigel" cut call transfers by 30%. Live engagements starting online rose to 80%. Handle time dropped by 4 minutes with CoBrowsing. Orion improved agent onboarding and client collaboration.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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Maptitude helps Digital Finance Analytics show financial stress data on maps. DFA uses Maptitude... to find and display mortgage and rental stress hotspots in Australia. The maps make it easy for clients and the public to see risk areas. DFA shares these maps on social media to get more attention and sales leads. DFA says Maptitude makes their work faster and more effective.
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Visa Middle East wanted to expand their market presence during the Dubai Shopping Festival. They faced a... challenge in personalizing communication for their 'Visa Deals' campaign. They used UCS's Reson8 to send personalized emails and SMS to participants. This allowed them to send 1,647,253 SMS and 1,765,000 emails, with 40,000 sent daily. The campaign increased Visa's footprint in the region.
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The London Stock Exchange Group needed to deliver high-quality business news videos to many different audiences every day. They wanted to... manage a large amount of multimedia content and make sure it met the needs of their customers. They used Kaltura’s platform to help deliver over 400 videos daily. The platform helped them keep their content organized and maintain its quality. This made it easier for them to reach different groups and support their business goals.
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White Jacobs & Associates wanted to use video to introduce their services but found YouTube videos loaded too slowly. Slow video made... visitors leave their website. They used Swarmify’s SmartVideo to add fast, buffer-free video to their landing page. This change lowered their bounce rate and kept visitors engaged. As a result, their conversion rate from lead to customer increased by 10%.
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Glia helped Orion Advisor Solutions move to a digital-first customer service model. Orion replaced its... old phone system with a unified digital engagement platform. Advisors and agents now use chat, voice, and video in one interface. The AI chatbot "Rigel" cut call transfers by 30%. Live engagements starting online rose to 80%. Handle time dropped by 4 minutes with CoBrowsing. Orion improved agent onboarding and client collaboration.
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Simulmedia helped a financial services innovator reach 69% more of its target audience than a competitor using advanced TV software and custom targeting. The campaign drove... a 42% more cost-efficient reach than the client's previous average. Over 37.3 million total viewers saw the campaign. The client saw significant increases in customer volume and stayed with Simulmedia. The solution used data-driven TV ad buying to boost digital property traffic and customer acquisition.
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Strike Social used YouTube Demand Gen ads for a financial services provider. The goal was... to promote a new banking solution to affluent professionals in New York and New Jersey. The campaign used mobile-only targeting, hyper-local geo-targeting, and interest-based content alignment. Results included a 50% achieved margin, 111% campaign clicks over delivery, and a 3.3% link click rate from high-intent audiences. The campaign kept costs low while exceeding performance goals.
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Kollective ECDN helped Nationwide Building Society support live and on-demand video for remote employees. During the COVID-19... pandemic, Kollective enabled seamless communication across their complex network. The solution supported both remote and onsite staff. Nationwide also used Microsoft Teams and Stream to reach 20,000 employees. The ECDN ensured consistent service and communication for their workforce.
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Fastly helped Canstar make its website faster and more secure. Canstar used Fastly's... Next-Gen WAF, CDN, and Compute to lower costs and save time. The DevOps team migrated in less than two weeks. Security reporting became easier with Fastly dashboards. Canstar engineers used their preferred programming languages with Fastly Compute. The company improved site speed, security, and cost efficiency by consolidating tools on the Fastly platform.
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Salesforce Marketing Cloud helped Latitude Financial Services move from phone sales to online marketing. OSF Digital integrated... the platform with their CRM and enabled Einstein GPT for Marketing. LFS marketers improved email deliverability and engagement. Email open rates doubled. Campaigns launched 7 times faster. LFS saw record-high revenue three months after launch.
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A global financial institution needed help with IT asset management. They worked with... Flexera's customer success manager for support at every step. The CSM team explained processes and next steps clearly. The institution felt supported during implementation. They valued the ongoing guidance from Flexera.
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Cognigy. AI helped Humm...Group launch a virtual assistant called Emm. Humm Group needed to support more customers as demand grew. Emm gives 24/7 support and helps customers with tasks like opening accounts and explaining fees. The virtual assistant understands 94% of customer requests. It resolves over 50% of cases and cut average handling time by 15%. Both customers and agents are happier with the new system.
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Automation Anywhere helped KeyBank automate its anti-money laundering (AML) investigation process. The solution used... AI to parse and validate data from referrals, then escalated high-risk cases for review. KeyBank removed 105,000 manual touchpoints and automated over 400 processes. The automation improved risk detection, compliance, and reduced manual work. Employees now focus on higher-value tasks, and the bank is better protected against financial threats.
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CANDDi helped Fluid Trust PLC, a new short-term loan provider, track website visitors and measure marketing performance. The CEO needed... a simple tool to identify which marketing efforts brought in new leads. CANDDi’s daily report and visitor tracking gave clear data and saved time. With better insights, Fluid Trust focused its marketing spend and hired new staff. The tool also helped identify key prospects, including a major New York company, leading to timely follow-ups and business growth.
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Leadberry helped Money. net, a digital...financial platform, get 215 new B2B leads in 3 months. The sales team used Leadberry daily to identify and track website visitors. They set up automated alerts to spot valuable companies. The LinkedIn integration and easy setup were key features. Leadberry also provided email addresses for outreach, making prospecting easier.
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Eventtia helps FIBA manage in-person and hybrid events. FIBA needed a... simple, reliable platform for registration, navigation, and networking. Eventtia provided online registration, ticketing, event websites, on-site check-in, and networking tools. FIBA now offers seamless hybrid experiences and efficient event planning. Attendees and sponsors enjoy more engagement and flexibility at every event.
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Eventogy’s SaaS platform helped CaixaBank run their annual investor conference. CaixaBank faced problems... with manual meeting scheduling, slow registration, and sharing event updates. Eventogy automated scheduling, made registration easy, and sent real-time schedules to attendees. CaixaBank saved time, improved attendee satisfaction, and gained better data insights. The platform made event management smoother and more efficient for CaixaBank.
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Paylocity and Airbase by Paylocity helped Arcadea Group automate payroll and expense management. The finance team... faced slow, repetitive processes for payroll and expenses. With the new solution, Arcadea Group streamlined approvals and reduced manual work. Payroll accuracy improved, and audits became easier. The team saved time and focused more on growth. Employees were happier with faster reimbursements.
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CaptivateIQ helped Lendio fix their commission program. Lendio's old system... crashed often and made work slow. The finance team had to work all night to fix errors. With CaptivateIQ, Lendio got a stable system with no outages. They stopped working late and trusted their data. The team saved time and did not need to replace one full-time employee.
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Encyro Pro helps Kevin, a California mortgage broker, securely collect and manage client loan documents. He uses Encyro's... upload page to let clients send files safely, avoiding unencrypted email. Documents are auto-organized by client, making it easy to forward them to lenders and respond to underwriter requests quickly. This system saves Kevin significant office time that was previously spent handling email attachments. He offers digital security like big banks without needing an IT department.
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ONLYOFFICE Docs helped CITIC Group improve online document processing. CITIC Group added... ONLYOFFICE Docs to their DaoKe DOC+ system. Over 800 employees now use the tool for editing, previewing, and managing document versions. The solution made office work easier and more efficient. CITIC Group plans to recommend ONLYOFFICE Docs to others.
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Unbiased wanted to balance enquiries between their Matchflow and directory channels without losing previous conversion gains. They worked with... Webtrends Optimize to run an AB test that added a step for users to choose between the two channels. The test ran on all devices. The results showed a 104% aggregated conversion lift for tablet users and strong improvements across all devices. Both Matchflow and directory conversions increased. The changes led to more enquiries each quarter.
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SoFi is a digital personal finance company. They had a... technical issue on their website that caused many users to not finish loan applications. They did not know about this problem until they used Glassbox. Glassbox captured all user sessions and found the error. SoFi fixed the issue in one day. This fix helped SoFi prevent a possible loss of over $9 million in revenue each year.
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Piktochart helped Revolut's communications manager, Deborah Tan, create engaging visual content. Deborah used Piktochart... to make infographics that stood out and captured attention. She found the platform easy to use and liked its consistent design. Piktochart made it easier for her to share complex ideas in a simple way. Clients and audiences responded well to the visual stories she created.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Invoca helped a leading payment processor track call attribution for marketing campaigns and automate quality assurance for remote sales agents. Before Invoca, the... company could not connect digital marketing to phone sales or measure campaign ROI. With Invoca call tracking and Signal Discovery, they identified high-quality leads, improved campaign messaging, and reduced wasted marketing spend. Automated scorecards gave sales managers better insight into agent performance, leading to higher close rates and increased marketing ROI.
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Formstack helped Lenderfit improve its loan origination process. Lenderfit used Formstack's... online forms, document automation, and eSignature tools. This replaced manual, paper-based workflows. The integration saved months of development time and reduced costs. Lenderfit's clients now manage 10 times more loan applications than before.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Zip, a buy now, pay later solution, wanted to monetize their app traffic. They partnered with... Sovrn to create an affiliate strategy. Sovrn's large network of merchants helped Zip monetize their merchant links. This led to a 600% increase in affiliate click growth. Sovrn continues to optimize Zip's performance and find new growth opportunities.
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Greetly helped Northwestern Mutual create a branded, client-friendly check-in for hundreds of branch offices. The challenge was... to offer a simple, professional visitor management system that worked for all ages and matched their trusted brand. Greetly kiosks provided custom branding, easy workflows, and instant host notifications. Visitors now check in within seconds, staff get real-time alerts, and every branch delivers a consistent, modern first impression.
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Envoy's visitor management system helped USC Credit Union improve member experience at four Los Angeles branches and a summer pop-up. The system replaced... pen-and-paper sign-ins, making it easy to track visitors and reduce wait times. Staff can now monitor queues and analyze data for branch improvements. Envoy's dashboard lets them assign more reps on busy days and measure average wait times. The solution ensures waiting members are taken care of and streamlines pop-up branch setup.
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Jack Henry uses Twilio to create personalized financial experiences. The company leverages... Twilio's customer engagement platform to connect with users across channels. This helps Jack Henry deliver better service and improve customer satisfaction. Twilio's flexible platform supports data, AI, and communication tools for financial services.
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Front helped Y Combinator respond to emails 7 times faster. Y Combinator had... trouble managing over 20 email aliases with Google Groups. Staff often missed messages and took up to a week to reply. With Front, all inboxes are in one place and messages are assigned automatically. Staff use templates and internal comments to work faster. Now, no message goes unanswered for more than a day.
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Ibexa DXP helped Kameo launch its crowdlending platform in under five months. The platform needed... to be secure, flexible, and integrate with Scandinavian BankID and third-party fintech tools. Ibexa enabled fast development, easy content management, and strong compliance features. After launch, Kameo attracted 300,000 SEK of investment per minute. The system supports multiple languages and currencies, and offers clear dashboards and real-time statistics.
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Entando's Fast Lending application helped Garanzia Etica digitize their credit pre-feasibility process. The solution reduced... response times and improved the reliability of credit evaluations. It also enabled integration of different systems. The modular and composable architecture made maintenance and code reuse easier.
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Meltwater helped SumUp unify its global communications. Before Meltwater, SumUp's... teams struggled with fragmented data and slow reporting. Meltwater's dashboard let them track PR and social media in real time and customize KPIs for each market. SumUp saved 30% of reporting time and improved decision-making. The platform's support and features made SumUp's communication more efficient and effective.
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Tata Capital used GetEvangelized to promote their wedding loan product with the 'Har Shaadi Hai Shaandaar' campaign. They partnered with... Dharma Productions and targeted the wedding market. The campaign used lifestyle and entertainment creators on Twitter to share posts and engage in conversations about dream weddings. The initiative involved 30 creators, generated 175 interactions, and reached over 3.5 million potential impressions. This helped Tata Capital increase awareness of their wedding loan offering.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced... handwritten notes with a digital system, making it easy to track every client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.
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Slite helped Upvest unify company knowledge. Upvest picked Slite... over Confluence and SharePoint. Before Slite, their documentation was scattered and hard to find. They needed a simple, scalable platform for their fintech needs. With Slite, they achieved 100% company-wide adoption. Onboarding and knowledge sharing improved. Team collaboration and document governance got better. Slite became a key tool as Upvest grew.
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Salesforce Marketing Cloud helped Latitude Financial Services move from phone sales to online marketing. OSF Digital integrated... the platform with their CRM and enabled Einstein GPT for Marketing. LFS marketers improved email deliverability and engagement. Email open rates doubled. Campaigns launched 7 times faster. LFS saw record-high revenue three months after launch.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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TransNational Payments uses SalesHood's sales enablement software to improve sales training. They share deal... win stories to inspire new sales plays and educate teams. They have over 650 deal win stories in their library. This approach helps their teams access sales content easily and close more sales.
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Mindtickle helps PayPal upskill its sales team at scale. PayPal wanted to... move sellers from focusing on features to selling value. Mindtickle worked with PayPal to assess their current state and build a plan for upskilling. They used AI-powered interactive role-plays to reinforce new skills. This approach supports PayPal in transforming its sales approach across a large organization.
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Pagefreezer helped a leading multinational banking and financial services organization archive data from Workplace by Meta. The company needed... to meet recordkeeping, compliance, eDiscovery, and litigation readiness requirements. Pagefreezer provided an automated archiving solution tailored for financial services. The solution improved workflow and data preservation for internal communications, compliance, legal, and IT teams. The organization ensured compliance with US and Canadian regulations, increased efficiency with better search and organization, and enhanced monitoring to prevent data loss.
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Mimecast Secure Email Gateway helped Taylor Smith Group protect over 800 employees from phishing and malware in Office 365. The IT team... saw less spam and fewer threats after switching from an internal email server. Mimecast's reports showed the number and types of attacks blocked. The solution was easy to use, cost-effective, and reduced IT workload. Built-in user awareness features explained blocked emails to users.
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Angel One improved customer service using Salesforce. They cut average... handle time by 30% and improved first call resolution rates by 18-20%. Automation and collaboration tools helped streamline service workflows. They serve over 30 million clients with a comprehensive suite of financial solutions.
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StoneX is a financial services company with over 60 offices worldwide. Their HR team... struggled with low employee participation and heavy administrative work using their old CSR software. The software was hard to use, lacked support, and required manual tasks like currency conversion and donation matching. StoneX switched to Bright Funds by Submittable. The transition took only four weeks and did not disrupt their giving program. The new platform made giving more personal for employees and reduced the workload for the HR team.
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Onclusive's Power of Voice™ helped Experian, a global financial technology leader, move from volume-based to quality-focused PR measurement. The company faced... challenges proving PR impact with traditional metrics. Onclusive delivered a content quality framework that measured relevance, authority, social amplification, and sentiment. This approach transformed Experian's PR strategy, improved crisis management, and reduced negative coverage. Power of Voice™ became a standard reporting metric for CEOs across global regions.
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Blue Yonder Network Design helped DHL optimize vehicles and stops. DHL used the... solution to solve business challenges in logistics. They evaluated ship dates, hauling savings, and consolidation opportunities. DHL saved 7% on transportation costs. Blue Yonder's platform improved efficiency for the world's largest express logistics provider.
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Royal London Asset Management wanted to increase asset value and reduce carbon emissions. They used Hank's... AI technology in a 125,000-square-foot property. This improved HVAC operations and energy efficiency. They achieved 21% energy savings and a 708% ROI. Equipment life was extended by 1 to 2 years.
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LearnUpon helped GTreasury cut employee onboarding costs by 90%. The company used... LearnUpon to standardize and automate training. New hire orientation dropped from up to 2 weeks to just 2 days. Support team onboarding costs fell by 90%. GTreasury saved $900,000 in onboarding costs. The average time to close a support ticket dropped by 50%.
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Docusign IAM helped KPC Private Funds automate and simplify complex investment agreements. The company replaced... manual, error-prone PDF processes with dynamic Web Forms and automated workflows. This change saved 70% of the time spent on agreement processes and reduced the number of templates managed by 87%. The solution also cut time spent with Maestro and App Center integrations by 90%. KPC Private Funds now captures investor data more accurately and scales operations more easily.
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RollWorks helped Alveo improve their account-based marketing. Alveo used RollWorks... for precision targeting and intent data. They reached the right accounts with relevant content. HubSpot and RollWorks worked together for better sales and marketing alignment. Alveo saw more leads, better engagement, and a fuller sales pipeline. Their marketing became more efficient and targeted.
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Loopio helped HedgeServ cut DDQ response time from 3 days to 4 hours. The RFP draft... process dropped from 7 days to 2 days. HedgeServ solved version control and content search issues with Loopio's RFP response software. The team now finds and reuses content faster, improving collaboration. Loopio's automation and central library made compliance and GDPR responses much easier.
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Crystal helps First Citrus Bank improve pre-meeting strategy sessions. The bank uses... Crystal’s personality insights to boost conversion rates and build strong client relationships. Sales reps use the Chrome Extension to prepare for meetings with practical tips for different personality types. Calls are now more engaging, with better connection and rapport. Crystal is now required for all important client meetings and supports internal sales training.
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ReferralHero helped ipaymy launch an ambassador referral program. ipaymy wanted to... grow new leads and reward both new and existing customers. They used ReferralHero to automate and track referrals. The program offered $200 promo codes for business referrals and $30 for personal referrals. As a result, 30% of ipaymy's new leads now come from the ambassador program.
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Gong Forecast helped Brex eliminate manual forecasting and improve accuracy. Sales leaders no... longer spend hours updating spreadsheets. The platform gives real-time deal insights and a single source of truth for data. Forecasting is now faster and more accurate. Brex reclaimed valuable time and unified its sales teams with Gong.
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Rossum helped Adyen automate their accounts payable process using AI-powered document processing. Adyen faced challenges... with over 1 million invoices and Boletos each year, making manual processing unscalable. Rossum's solution integrated with Workday, validated data, and handled complex document types like Nota Fiscals. Adyen achieved 92.6% accuracy after only 20 annotated documents and saw a 20.5% reduction in average error rates. This improved efficiency and reduced manual work for Adyen.
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Azira helped Mastercard boost international engagement at the UEFA Champions League Final. Mastercard wanted to... stand out among many sponsors and connect with fans. Azira used real-time location data for outdoor ads and digital retargeting. Black C Media created local content with Turkish hero Barış Telli. The campaign delivered over 1.05 million impressions. 27% of digital engagement came from international visitors.
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Tealium’s customer data platform helped Legal & General unify real-time data and boost marketing results. By integrating Tealium... CDP with Snowflake’s AI Data Cloud, they improved call-to-lead conversion by 54% and online purchase conversion by 15%. Legal & General built a lifetime value model for smarter marketing investments. The solution enabled better customer engagement and reduced compliance risk. This case highlights the impact of real-time data integration in financial services.
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Google Cloud helped Millennium bcp transform its digital banking and personal loan strategy. The bank used... BigQuery, Google Analytics 4, and Firebase to analyze customer data and create predictive models. This led to highly targeted, personalized campaigns. BigQuery-powered audiences achieved a 2.6x higher conversion rate and 2.4x more conversions in owned media. Paid media conversion volume doubled, conversion rates were 1.9x higher, and cost per acquisition dropped by 36%. Millennium bcp now delivers more efficient, data-driven customer experiences.
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Currency Alliance helped Active Super launch a card-linked loyalty program for pension members in Australia. Members earn cashback... on purchases at many retailers, with rewards added to their savings accounts. Covalent, a local partner, managed integration between the card-linking solution and Currency Alliance. Currency Alliance provided white label tools for members to track points and manage rewards. When Covalent switched card-linking suppliers, Currency Alliance adapted quickly, ensuring no disruption for members.
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Empower wanted to increase brand awareness among adults aged 35-64 with investable assets of $100K or more. They worked with... Nexxen to reach this audience using Nexxen's full-stack platform. Empower used Nexxen Discovery, Nexxen TV Intelligence, and Content Targeting. They targeted people watching Olympics and premium live sports content on CTV. Nexxen's platform helped Empower plan, target, and activate their campaign across premium inventory. As a result, Empower was able to reach qualified audiences and boost brand awareness.
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Jack Henry uses Twilio to create personalized financial experiences. The company leverages... Twilio's customer engagement platform to connect with users across channels. This helps Jack Henry deliver better service and improve customer satisfaction. Twilio's flexible platform supports data, AI, and communication tools for financial services.
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Docubee helped Hedgehog Investments save hours every day by streamlining document management. Hedgehog Investments needed... a solution to keep up with rapid growth and daily document demands. Docubee provided tools to simplify contract creation, collaboration, and approvals. The company now supports its growth with faster, more efficient document workflows. The founder says Docubee has saved significant time for the team.
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BN developed a community forum for American Express small business cardholders. The goal was... to help cardholders connect and learn from each other and Amex’s industry experts. The forum quickly became popular, with 1,600 hourly page views and 12 users per minute. It became the top source for new small business card activations. This helped Amex offer more value to its small business customers.
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Birdeye helped Chartway Credit Union improve their online reputation and customer engagement. Chartway automated review... requests and tracked competitor benchmarks using Birdeye’s platform. They gained 1.7k new reviews and increased their Google reviews by 1.3k. Their Google rating reached 4.7 stars and they averaged 1.5 million Google profile impressions per year. Chartway’s team now responds to reviews in less than 24 hours, improving member satisfaction.
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Minitab helped Edward Jones improve customer service in its call centers. The company faced... rising call volumes and needed to keep high service standards. The business process improvement team used Lean Six Sigma and Minitab's statistical tools. They performed a DOE to find the best ways to optimize service. The team used data analysis to answer questions about cross-training and response speed. This helped Edward Jones keep its customer service strong during rapid growth.
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Reward Gateway helped Five Star Bank define clear values and launch a strategic employee recognition program. The bank used... employee surveys and leadership coaching to boost engagement. 83% of managers and 79% of non-managers joined the recognition program. Over 4,000 best practice examples and 11,700 stories were shared. Net interest income hit a record $24.6 million. The bank saw a 12.3% increase in total loans and a 9.7% rise in deposits. Five Star Bank achieved an NPS of 46, 2.5 times higher than the industry average.
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Lunio helped Driva, an Australian fintech, stop fake clicks and save money on ads. Driva used Lunio... before doubling their PPC spend to cut out zero-value clicks. They saved 6.5% in ad spend each month. Their conversion rate went up by 2.39%. Driva now uses Lunio for Google and Meta ads, and plans to add more platforms soon.
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