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

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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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, a financial representative, could record from anywhere and get instant feedback.... The platform helped her learn faster. She found the process simple and effective. This improved her training experience.
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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 CAPTRUST unify training and save over seven hours of training time per month. The company improved onboarding... for 95+ new hires and reached a 73% HR compliance training completion rate. Within months, 99% of employees logged in and 89% returned multiple times. Absorb Analyze enabled better reporting and automated enrollment, driving measurable productivity gains. CAPTRUST restored trust in centralized learning and energized company culture.
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Continu helped Addepar build an engaging learning culture. Addepar needed better reporting and real-time notifications to boost training engagement. Continu's... Slack and Google Calendar integrations made it easy to notify users and track attendance. Addepar saved 112.5 hours yearly and saw a 200% increase in training content views. The platform supported global teams and simplified onboarding and training.
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Cornerstone helped the American Bankers Association engage millennial members with social learning and collaboration. ABA serves over 180,000 bankers and... needed a mobile, social, and collaborative learning solution. They chose Cornerstone to provide online professional development. The platform enabled ABA to offer formal learning and foster member engagement. This improved learning experiences for their large financial services membership.
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Docebo Learn LMS helped FintechOS launch their global Academy in just nine weeks. FintechOS needed a scalable learning management system... to support rapid growth and a hard launch deadline. Docebo provided fast implementation, strong technical support, and easy onboarding for over 400 users. Each user completed five to seven courses on average. The launch at their global conference was a major success, driving adoption and engagement.
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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 solve issues with their old LMS, like limited features and no multi-language support. The new system... integrated with Claro and Personify, making course delivery and eCommerce easier. SOA now offers courses in several languages, including Traditional Chinese, to 30,000 members. Manual work for course management dropped, and members get a better, more secure learning experience. The platform supports complex learning programs for actuarial certifications.
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KNIME helped Truata anonymize and automate credit card data for self-service analytics. Truata needed an open source, extendible tool with... Guided Analytics and blueprints. KNIME provided multiple Executors and a WebPortal for secure access. Now, several hundred financial institutions use the solution to analyze data while maintaining privacy. The platform solved authentication challenges in an integrated architecture.
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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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ServiceDesk Plus helped CGC Egypt move from an in-house ticket system to a modern ITSM platform. The new system improved... service delivery and user experience. CGC Egypt built a stronger service desk with structured processes. The ITSM solution supported digital transformation across departments. ServiceDesk Plus enabled better IT support for this major credit institution.
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Virginia Credit Union used Informatica to modernize its entire data environment to the cloud. The challenge was to stay ahead... of market changes and improve how they manage and govern data. They moved 2,700 assets and 1,150 mappings to the cloud. This helped them improve data governance and quality. The project changed how they work and gave them more confidence in their data.
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Holistics helped Spenmo, a Singapore fintech, support 200+ business users with just an 8-person data team. Spenmo used Holistics' self-service... BI platform to handle a high volume of internal data requests. The company built a strong data-driven culture by focusing on people, process, and tools. This approach enabled rapid business growth and efficient data operations.
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Jitterbit helped Archie. io improve data integration. Archie.io works in financial services. The company has 51-200 employees. Jitterbit's solution made...data transfer easier. Archie.io saw better efficiency with their data processes. The integration platform supported their business growth.
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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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ThoughtSpot helped Northmill increase customer conversion rates by 30%. The neobank replaced Qlik with ThoughtSpot Cloud for self-service analytics and... modernized its data stack. 60% of staff now use ThoughtSpot for analytics. The data team doubled in size as the solution was adopted. Northmill can now make faster, data-driven decisions across finance, marketing, and customer service.
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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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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 Innovation Group improve their CLEAR business intelligence system. The charts made data easy to...see and understand for insurance clients. Users could move, zoom, and interact with charts. Nevron added new chart types when needed. The flexible API let developers build charts quickly and control details. The project took one year for the first version and has been in development for four years.
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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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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 Lydia cut response time from 13 hours to 5 hours. Now, 70% of users get replies in under... 1 hour. Lydia uses Front’s shared inboxes, rules, and API to manage 80,000 monthly messages. Message templates and TextExpander speed up replies. Collaboration features replaced Slack and improved team efficiency. Lydia’s customer satisfaction and KPI metrics increased.
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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 Greg Brown, a financial advisor, improve his workflow. Greg used Wealthbox's automated workflow feature. He found the... CRM easy to use and liked its design. Greg shared feedback that helped shape new features. He experienced a "Zen technology moment" with Wealthbox CRM.
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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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Pipedrive and Plecto integration helped Mybanker triple its sales team in six months. Mybanker, a financial services platform in Denmark,... used Pipedrive to organize workflows and manage leads. The team moved from manual spreadsheets to a structured CRM, improving collaboration and tracking. With custom fields and real-time dashboards, Mybanker now fields 5,000 quotation requests monthly. The solution increased transparency, motivation, and sales efficiency.
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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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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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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 financial services reach over 615,000 web push subscribers. The client used PushClick+ to... monetize web traffic, earning about $17,000 extra each month. Their web push advertising strategy brings in an average of 135,000 clicks monthly. Pushnami's ad network enabled targeted CPC campaigns for financial products. The client values the dual revenue streams from both publishing and advertising.
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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 helped a company specializing in investments and financial planning run automated educational campaigns about financial products. The company used... iPresso to segment customers, send targeted email campaigns, and deliver webinars and personalized website content. As a result, inquiries about advanced products rose by 17%. The average investment value increased by 25%. Customer attrition dropped by 15%. Conversion to long-term products grew from 2% to 6%. 78% of participants reported better understanding of the products.
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Pipefy helped Globalfy deliver 172,000 services without increasing IT dependence. Globalfy faced growing manual work and IT bottlenecks as it... expanded to all 50 U.S. states. The company needed flexible workflow automation and less reliance on custom coding. Pipefy enabled business teams to manage over 80 processes across departments, reducing delays and freeing IT resources. Managers gained autonomy, and onboarding improved with standardized forms and automation.
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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 use personalized print mailings. This increased customer loyalty and repeat purchase rates. The solution focused on direct... mail marketing. GRENKE saw better engagement with their clients. The case highlights the value of targeted print campaigns in financial services.
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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 API helped Honeydue improve customer onboarding for their Joint Banking feature. Honeydue faced an 18% rejection rate... due to unverifiable addresses, especially for couples who had just moved in together. By using Lob's API, Honeydue validated addresses in real time and tailored the onboarding journey. The integration was fast, taking only 30 minutes to explain to engineers. Honeydue now delivers a smoother customer experience and meets compliance requirements.
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Dotdigital helped Scrutton Bland improve email marketing with automation and segmentation. The team launched welcome and re-engagement campaigns, used web... behavior tracking, and added a preference center. They built about 7,000 customer profiles and tracked 2,790 website records. Scrutton Bland saw higher open rates and better engagement. The company valued Dotdigital’s live chat and training support.
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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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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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Messagepoint helped Covius cut turnaround times for mortgage communications from 8-12 weeks to much faster. Covius faced slow, inefficient processes... with three legacy CCM systems and over 800 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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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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Iron Mountain's Intelligent Business Process Management, InSight Digital Experience Platform, and Intelligent Document Processing helped a Latin American automotive financing company. The company faced... slow, costly, and error-prone manual document handling. Iron Mountain's AI and automation solutions reduced manual labor for loan approvals by 50%. The company also cut approval times, lowered transaction costs, and minimized errors. These changes improved customer experience and increased profitability.
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Pronovix helped a global financial solutions provider improve their API documentation and developer experience. The company wanted users to easily... find information in their Azure-based developer portal. Pronovix's technical writers reviewed the portal, mapped user journeys, and identified blockers. They proposed a twelve-week continuous delivery model using agile methods. The main issues were manual content maintenance, poor version control, and navigation problems. The project aimed to make the portal more organized and user-friendly.
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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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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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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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SnapLogic enabled Pepper Advantage to deliver monthly finance reports at month-end, eliminating a previous 5-day delay. The financial services company... used SnapLogic’s data integration platform to unify data from multiple jurisdictions into Snowflake and Tableau. This improved data accessibility, eliminated knowledge silos, and enhanced business insights. SnapLogic’s pricing model helped Pepper Advantage manage costs as data volumes grew. The solution set Pepper Advantage apart in the credit intelligence market.
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CloudBees CI helped Broadridge, a global fintech leader, modernize its DevOps approach. Broadridge used CloudBees CI to rearchitect software delivery... for financial transactions. The platform enabled faster, more efficient development for business-critical applications. Broadridge improved how brokers process books and enhanced trading floor features. CloudBees CI wrapped engineering expertise with powerful automation tools.
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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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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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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 helps Blue Oak Capital, LLC, a small financial services firm, automate performance reporting and streamline portfolio management. The partners use... Addepar’s flexible platform to customize client reports and eliminate manual data work. Integrations with Redblack and Salesforce boost productivity. This technology lets Blue Oak serve 130 families with just two team members, focusing on strong client relationships and proactive service.
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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 helped DataSite bridge the digital and physical gap in their marketing. DataSite used the ON24 Intelligent Engagement Platform. They... saw a 15% increase in leads. The platform supported demand generation and digital engagement. DataSite improved their marketing results with ON24.
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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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GoTo Connect Contact Center helped Versitech LLC, a fintech company for restaurants and hospitality, manage rapid growth. They unified phone,... chat, and text on one platform. AI analytics and Salesforce integration improved productivity and compliance. Versitech tracked KPIs and optimized staffing. The solution delivered better customer experiences and streamlined operations.
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Remo half dem Zahlungsverkehrsverband, persönliche Apéros durch virtuelle Events zu ersetzen. Die Mitglieder waren begeistert von der einfachen Nutzung und... den Networking-Funktionen der Plattform. Der Verband lobte die Einzigartigkeit von Remo und die ständige Weiterentwicklung basierend auf Kundenfeedback. Sie nutzen Remo weiterhin gerne für digitales Engagement mit Mitgliedern.
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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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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 in 11 EU countries and 6 languages. Fleetcor needed a reliable survey... platform to make data-driven decisions and stay ahead of competitors. Survio's user-friendly design and multilingual support made it easy to implement surveys across their international operations. The platform's adaptability and reliability contributed to the success of Fleetcor's initiatives. Fleetcor recommends Survio for businesses seeking a versatile survey solution.
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inQuba Journey Orchestration with WhatsApp helped a multi-national investment and insurance company boost client engagement and portal registration. The company used... personalized WhatsApp dialogues and nudges to guide clients through onboarding. Verified WhatsApp messages increased trust and response rates. The solution achieved message read rates as high as 90% and engagement rates above 40%. This approach improved customer engagement and drove higher conversion.
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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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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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Amplemarket helped Momentum, a revenue growth platform, grow their customer base by 4x in one year. Momentum used Amplemarket’s AI-powered... sales automation to source 70–80% of all meetings. The Duo Copywriter feature led to 20% more meetings. The team saved hours on outbound work and improved their sales process. Momentum switched from Apollo and Dripify to Amplemarket for better lead generation and workflow integration.
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EthosData virtual data room helped a medium size technology venture capital fund manage investor communications and internal document flow. The fund needed... a secure way to share information during 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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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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Kiwibank faced challenges with costly and complex legacy systems, limited remote working, and inefficient call handling. They needed to accelerate... their digital banking strategy. By using the Genesys Cloud CX platform, Kiwibank improved their customer experience with AI features and voicebots. This led to a 28% improvement in outbound productivity, a 50% decrease in platform costs, and a 49% improvement in average speed of answer. They also saw a 27% drop in transfers and a 19% reduction in average handle time.
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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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CXone helped US Bank improve customer service automation. The platform enabled better orchestration of human and AI agents. US Bank... used AI-driven insights to enhance customer experience. The solution provided real-time and historical reporting. US Bank benefited from cloud-native architecture and secure compliance. The platform supported seamless integration with business systems.
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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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ThoughtFarmer helped Cambrian Credit Union replace their outdated intranet. The new MILO platform improved communication and made information easy to... find. Cambrian saw a 96% adoption rate and a 22% increase in employee engagement in two years. Searches increased by 40%. The intranet homepage now shows the most important information first. Staff can access interactive community content and stay updated on changes.
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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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GetJenny chatbot Iiris helped YTK handle a 400% surge in chat 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%, and customer satisfaction stayed high at 8.3/10. YTK used GetJenny to deliver fast, scalable customer service during crisis.
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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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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, a financial representative, could record from anywhere and get instant feedback.... The platform helped her learn faster. She found the process simple and effective. This improved her training experience.
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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 helped the Gibraltar Financial Intelligence Unit train over 1,500 professionals using its e-Nexus platform. Before, GFIU relied on in-person... training with no way to track engagement or impact. The COVID-19 pandemic forced a shift to digital learning. With Easygenerator, GFIU created interactive, case-based courses that are easy to update. This digital approach improved access, consistency, and reporting for financial crime training.
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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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EZ Texting helped Axia Home Loans boost engagement with its referral network. Patrick Lewis, a sales manager, saw email open... rates drop and needed a better way to connect. He switched to EZ Texting for its reporting and segmentation features. Text messages got more views and felt more personal. This led to stronger relationships and more new business for Axia Home Loans.
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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 API helped DST Global cut research time by up to 25%. The investment firm used Crunchbase’s predictive intelligence, including... heat scores and funding predictions, to find high-growth companies faster. DST Global eliminated the need for other expensive platforms and saved hours each week on manual research. The team now acts with more speed and confidence when assessing investment opportunities.
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Best Egg used Forrester Decisions for Customer Experience to improve its customer experience strategy. The Chief Customer Officer worked with... a Forrester Executive Partner to find and fix friction points. They changed how the company thinks about and solves customer problems. Leadership got new tools to keep making CX better. This helped Best Egg become more focused on customers in financial services.
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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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Tamr helped Western Union deduplicate and enrich 375 million customer records. The company needed to match, deduplicate, and complete records... to improve customer identification. Tamr unified data so support agents could see full transaction histories. This let Western Union identify high-value customers and offer better service. The solution improved customer experience and helped drive more revenue.
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Progress DataDirect Connect for ODBC helped ICICI Securities process up to 500,000 transactions per day. The company needed fast, reliable... data connectivity for its online trading platform. The solution enabled real-time operations and seamless integration between UNIX and Windows systems. Deployment took just two days. ICICI Securities now supports 18 million customers with a stable, high-performance trading system.
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Leadspace helped Tipalti build a strong ABM campaign. Tipalti saw a 20% increase in conversion rates. The AI-driven data intelligence... platform gave Tipalti confidence in their data. Tipalti trusted Leadspace to find and prioritize the best prospects. The solution improved targeting and campaign results for Tipalti.
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Tealium AIStream helped a leading financial services organization fix gaps between digital and offline customer experiences. The company used Tealium... to unify web, app, CRM, and credit data into single customer profiles. This enabled real-time, prioritized call lists for agents, improving outreach timing and focus. The solution allowed fast changes to business rules and supported omnichannel engagement. The result was better call center performance and higher conversion of high-intent loan applicants.
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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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ServiceDesk Plus helped CGC Egypt move from an in-house ticket system to a modern ITSM platform. The new system improved... service delivery and user experience. CGC Egypt built a stronger service desk with structured processes. The ITSM solution supported digital transformation across departments. ServiceDesk Plus enabled better IT support for this major credit institution.
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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 Cashco Financial streamline IT operations. The company used to handle all IT requests by email, making it hard... to manage and track incidents. SysAid’s self-service portal and AI chatbot now let 70% of tickets be resolved without direct IT help, cutting IT workload by 15%. Automated workflows reduced the hires and terms process from over an hour to under 20 minutes, a 67% time savings. Integration with MS Teams gives real-time ticket updates, improving visibility and user satisfaction.
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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's optimization tools helped Alumni Ventures double their lead volume in six months. The platform automated budget and bid management... across LinkedIn and Meta, saving hours of manual work. Alumni Ventures saw a 97% increase in leads and a 33% reduction in cost per lead. Impression volume rose by 60%, and click volume jumped 96%. Marin enabled the team to focus on strategic marketing instead of manual tasks.
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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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Comscore Action Lift helped a payment brand client measure the impact of their digital campaign. The client wanted to see... how the campaign changed payment behavior at online checkouts. Comscore used behavioral data to track brand share among exposed and non-exposed groups. The campaign ran across many digital publishers. Brand share at online checkout increased by 1.5% for exposed consumers. The client used these results to focus future spending on top performing publishers.
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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 Maya, a digital bank in the Philippines, improve user engagement and credit adoption. Maya used CleverTap’s analytics and... automation to create dynamic user segments and deliver personalized messages. The platform enabled automated, omnichannel communication and A/B testing for better campaign results. Maya saw a 95% growth in Easy Credit users, doubled credit user retention, and cut loan application turnaround time by 60%.
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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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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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Taboola Realize helped Meitav launch a new investment option. Meitav used multi-format ads and Taboola's AI-powered solutions. The campaign aimed... for a 20X return on ad spend. Meitav achieved a 78X ROAS, generating 4 times more revenue than their target. Over 50% of their marketing budget went to Realize. Meitav saw a big increase in conversions and revenue.
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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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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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TaskRay helped Fortis standardize customer onboarding. The company used templates, automations, and analytics to make onboarding consistent and visible to... management. TaskRay made it easy to clone processes for every new customer. This saved Fortis a lot of time. The onboarding process is now smoother and more efficient.
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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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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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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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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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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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eGain Mail, eGain AutoWorkflow, and eGain Data Adapters helped a leading American direct banking and payment services company cut service response times from 24 hours to under 8 hours for all customers, and to under 4 hours for high-value customers. The company faced... a 20% customer increase and 10% monthly email volume growth, with spikes up to 700%. eGain's email management and workflow automation improved agent efficiency, reduced handle time by 40 seconds, and boosted agent satisfaction. The solution enabled better customer service without adding staff.
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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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SiteSpect enabled Dun & Bradstreet to merge Hoovers. com and dnb.com domains without losing conversions. The marketing team used SiteSpect's...server-side testing and cross-domain tracking to test the migration before launch. They maintained a 100% conversion rate during the transition. SiteSpect's platform helped stakeholders see there was no downside to the merge. The solution supported ongoing optimization and lead generation.
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Instapage helped Paystone boost paid search conversions by 47%. Paystone used Instapage landing pages to create unique post-click experiences for... different ad groups. The platform's drag-and-drop builder let the marketing team work faster without developers. Paystone also saw a 4x reduction in costs. Instapage supported Paystone in a competitive payments market.
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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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Glassbox helped SoFi find a hidden website issue that caused incomplete loan applications. The platform's real-time anomaly detection flagged 546... error sessions in one week. SoFi used Glassbox's Cashbox dashboard to measure the revenue impact and shared session replays to quickly fix the problem. Fixing the error prevented over $9 million in potential annual revenue loss. SoFi improved customer experience and increased engagement with digital experience monitoring.
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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 WeLab Bank cut daily alerts from over 100 to less than 5. The Davis AI engine finds system... issues early, so root cause analysis now takes minutes instead of hours. WeLab Bank uses Dynatrace for end-to-end observability and log analysis. This improved IT efficiency and let teams focus on important tasks. The bank now finds problems before they affect customers and delivers a better digital banking experience.
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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. The company faced... slow, costly, and error-prone manual document handling. Iron Mountain's AI and automation solutions reduced manual labor for loan approvals by 50%. The company also cut approval times, lowered transaction costs, and minimized errors. These changes improved customer experience and increased profitability.
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Papirfly's Digital Asset Management platform helped GRENKE, a European leader in small-ticket leasing, solve brand consistency issues across 33 locations. GRENKE faced challenges... with fragmented marketing processes and slow campaign execution. Papirfly unified their brand assets, streamlined workflows, and enabled local teams to create on-brand content quickly. The solution reduced time and costs, improved brand control, and empowered teams to launch localized campaigns efficiently. GRENKE now maintains a consistent brand image worldwide with simplified asset management.
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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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Wipster helped Aon's creative team save hundreds of hours and reduce stress. The team produces nearly 100 custom videos per... month for clients worldwide. Wipster's video project management platform made collaboration easy across time zones. Features like timestamped comments and version tracking improved workflow. Aon saw faster review cycles and higher client satisfaction. The intuitive interface made project management simple for everyone involved.
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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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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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Epsilon Digital helped a leading financial services institution lower their cost per site visit by 51% compared to their benchmark. The company wanted... to attract new customers to their credit card services page. Epsilon used accurate transactional and behavioral data to build high-impact audience segments. Their programmatic media drove effective credit offerings to interested prospects. The result was a 71% lower CPSV than other providers’ average.
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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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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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inQuba Journey Orchestration with WhatsApp helped a multi-national investment and insurance company boost client engagement and portal registration. The company used... personalized WhatsApp dialogues and nudges to guide clients through onboarding. Verified WhatsApp messages increased trust and response rates. The solution achieved message read rates as high as 90% and engagement rates above 40%. This approach improved customer engagement and drove higher conversion.
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Botsplash helped Haven Home Equity fix uneven lead distribution. Some agents had too many leads, while others had none. Botsplash... used cap and batch routing to spread leads fairly. Timed-reassignment and real-time reporting made follow-up faster. Dashboards tracked agent activity and response times. Morale and conversion potential improved with fairer lead management.
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Cognigy. AI helped Humm Group launch a virtual assistant called Emm. Humm Group needed to support more customers as their...business grew. Emm now gives 24/7 support and helps customers self-serve. The virtual assistant resolves over 50% of requests. It recognizes 94% of customer intents. Average handling time dropped by 15%. Both customers and agents are happier with the support experience.
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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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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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Acrisure uses Tungsten Automation's Copilot in TotalAgility 8 to drive business growth. The company leverages generative AI and workflow automation... to keep pace with rapid changes in the fintech sector. Acrisure partners with ImageTech Systems for design and implementation. The solution helps streamline processes and supports Acrisure's vision to transform financial services. Leaders at Acrisure highlight the alignment of Tungsten Automation's vision with their own.
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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 LBBW achieve 300% year-over-year website traffic growth. LBBW used Conductor Creator to unify SEO workflows and boost content... creation speed by 40%. The platform's Explorer feature gave LBBW better keyword intelligence and proactive content strategy. LBBW eliminated manual processes and multiple tools, making their digital marketing more efficient. The financial services leader also saw a 150% increase in search engine traffic.
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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-powered virtual assistant helped a regional bank improve customer service. The bank replaced its old chatbot to fix low... resolution rates and high agent workloads. With Engageware, 90% of customer interactions are now handled by the virtual assistant. Digital service usage grew by 72% in one year. The bank saw a 24% increase in NPS score and now processes over 40,000 banking transactions monthly. Only 15% of inquiries need human help, freeing staff for other tasks.
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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 hotspots in Australia. DFA uses Maptitude to map mortgage and rental stress... by postcode. The maps make complex data easy to see and share. DFA gets more attention on social media and builds credibility with clients. Maptitude drives brand recognition and sales leads for DFA.
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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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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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inQuba Journey Orchestration with WhatsApp helped a multi-national investment and insurance company boost client engagement and portal registration. The company used... personalized WhatsApp dialogues and nudges to guide clients through onboarding. Verified WhatsApp messages increased trust and response rates. The solution achieved message read rates as high as 90% and engagement rates above 40%. This approach improved customer engagement and drove higher conversion.
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inQuba Journey Orchestration with WhatsApp helped a multi-national investment and insurance company boost client engagement and portal registration. The company used... personalized WhatsApp dialogues and nudges to guide clients through onboarding. Verified WhatsApp messages increased trust and response rates. The solution achieved message read rates as high as 90% and engagement rates above 40%. This approach improved customer engagement and drove higher conversion.
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Experian used Simulmedia to improve TV advertising. They targeted specific audiences using data. This helped them lower costs. Their cost... per site visit dropped by 54.6%. They also reduced the cost per Boost start by 18.3%. This strategy helped them reach more people effectively.
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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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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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Eventtia helps FIBA run in-person and hybrid events. FIBA needed a simple, reliable platform for registration, navigation, and networking. Eventtia... made it easy to set up event websites, manage ticketing, and handle online payments. Staff use the event app for fast check-in and attendee engagement. FIBA now blends online and onsite experiences, saves time by cloning events, and keeps attendees active and connected.
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Eventogy’s SaaS platform helped CaixaBank run their annual investor conference. CaixaBank faced problems with manual meeting scheduling, slow registration, and... sharing event updates. Eventogy 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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Ombud helps OneStream manage over 10 concurrent projects and respond to 250+ client requests yearly. The team now answers more... than 50% of requests using pre-existing content in Ombud. Over 100 team members collaborate each quarter, streamlining proposal management and content workflows. The Salesforce integration supports seamless process creation. OneStream curates 500+ responses for future use, improving efficiency and accountability.
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Loopio helped Research Affiliates nearly double their automation rate to 62% for due diligence questionnaires. The small team of 68... employees used Loopio’s DDQ software to manage 1,362 entries and streamline compliance. They reduced time spent searching old files and improved answer accuracy. Loopio enabled fast, collaborative responses and eliminated redundant work.
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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 BenefitMall save 60 hours each month on commission calculations. The finance team reduced commission errors by 20% after... switching from SAP Callidus to CaptivateIQ. The platform automated and streamlined their sales incentive compensation process. BenefitMall now enjoys flexible, customizable plans and transparent commission statements. The solution improved accuracy and built stronger sales team relationships.
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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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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 phone leads from marketing campaigns. The company used Invoca call tracking to get... closed-loop attribution and improve lead quality. Invoca Signal Discovery let them understand customer needs and update messaging. Automated scorecards helped sales managers coach agents better. The company increased marketing ROI and improved sales agent close rates.
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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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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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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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Zip, a buy now, pay later solution, wanted to monetize their app traffic. They partnered with Sovrn to create an... affiliate strategy. Sovrn's large network of merchants helped Zip monetize their 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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AppSamurai’s OEM solution helped BtcTurk, Turkey’s first cryptocurrency exchange, find new users. Xiaomi device placements drove a 24% install to... registration rate. In one year, 32,000 users came from Xiaomi’s recommendation engine, with 32% registering as new users. Each user opened the app 78 times and made 7 crypto transactions on average. BtcTurk saw strong mobile growth and higher user acquisition at lower cost.
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Azira helped Mastercard boost international engagement at the UEFA Champions League Final. Mastercard wanted to stand out among many sponsors... and connect with fans. Azira used real-time location data for outdoor ads and digital retargeting. Black C Media created local content with Turkish hero Barış Telli. The campaign delivered over 1.05 million impressions. 27% of digital engagement came from international visitors.
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Greetly helped Northwestern Mutual create a branded, client-friendly check-in for hundreds of branch offices. The challenge was to offer a... simple, professional visitor management system that worked 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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Accel had trouble tracking employee attendance and space use. Their team spent a lot of time collecting and cleaning data... by hand. They used Envoy to automate check-ins and gather data on office use. Now, they can see trends and plan better for busy days. The team saves about two hours a day and 40 hours each quarter on data tasks. Envoy helps them make their workplace more efficient and welcoming.
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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 Lydia cut response time from 13 hours to 5 hours. Now, 70% of users get replies in under... 1 hour. Lydia uses Front’s shared inboxes, rules, and API to manage 80,000 monthly messages. Message templates and TextExpander speed up replies. Collaboration features replaced Slack and improved team efficiency. Lydia’s customer satisfaction and KPI metrics increased.
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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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Drooms helps Stiller Advisors manage mid-market M&A transactions with secure, intuitive data rooms. The platform's pay-as-you-go pricing gives Stiller Advisors... flexibility and cost transparency. AI-powered features like automatic translation and search speed up cross-border deals. Stiller Advisors can set up and run data rooms without IT help, reducing training time. Drooms support is fast and reliable, making M&A work more efficient.
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Western Union needed a way to manage its vast online presence and reputation. They used Meltwater's data sets and human... analysts to improve their social listening and analytics. This helped them understand the impact of their messages and align them with business priorities. Meltwater's platform provided real-time analysis and crisis detection, allowing Western Union to respond quickly to potential risks. The custom dashboards and reports enabled efficient communication of results to stakeholders, enhancing collaboration and strategy development.
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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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United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped... manage workloads. They achieved a 100% success rate in meeting their 3-hour SLA.
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Slite helped Upvest unify company knowledge. Upvest picked Slite over Confluence and SharePoint. Before Slite, their documentation was scattered and... hard to find. They needed a simple, scalable 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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Submittable helped Capital Impact Partners streamline their grant and educational program applications. The nonprofit switched to a uniform process, saving... hours on each program cycle. Submittable's platform improved accessibility and allowed both internal and external reviewers to collaborate easily. The anonymous review feature helped reduce bias and increase equity. Capital Impact Partners now makes faster, more equitable decisions with better data access.
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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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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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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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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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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 Peach launch a waitlist referral program for its debit card. Peach gained 4,000 waitlist subscribers in 30 days.... The program used monetary rewards and a viral sharing loop to drive signups. ReferralHero's automation made campaign setup and testing easy. Peach used Facebook ads and email to boost participation and engagement.
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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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Tealium AIStream helped a leading financial services organization fix gaps between digital and offline customer experiences. The company used Tealium... to unify web, app, CRM, and credit data into single customer profiles. This enabled real-time, prioritized call lists for agents, improving outreach timing and focus. The solution allowed fast changes to business rules and supported omnichannel engagement. The result was better call center performance and higher conversion of high-intent loan applicants.
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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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inQuba Journey Orchestration with WhatsApp helped a multi-national investment and insurance company boost client engagement and portal registration. The company used... personalized WhatsApp dialogues and nudges to guide clients through onboarding. Verified WhatsApp messages increased trust and response rates. The solution achieved message read rates as high as 90% and engagement rates above 40%. This approach improved customer engagement and drove higher conversion.
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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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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 Waterstone Mortgage boost their online reputation management. Before Birdeye, Waterstone Mortgage struggled with low survey response rates and... lost referrals. After using Birdeye, they saw a 380% increase in reviews for loan officers in one year. Birdeye's integration with Encompass automated review requests and improved their SEO profiles. Waterstone Mortgage also saw a 338% surge in review volume and higher ratings.
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Minitab helped Edward Jones improve call center service. The company faced rising call volumes and needed to keep high customer... service standards. Using Minitab's DOE tools, the team tested factors like employee rating and training time. They found cross-training all staff was not effective. Assigning employees to their best skills improved response speed and customer experience.
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Reward Gateway helped Five Star Bank define clear values and launch a strategic recognition program. 83% of managers and 79%... of associates engaged, sharing over 11,700 stories. Net interest income hit a record $24.6 million. The bank achieved a 2.5x higher NPS than the industry average. Client satisfaction reached 8.4 out of 10.
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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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ShortStack helped Great Lakes run a Facebook giveaway that grew their fans by 200% in three weeks. The campaign gained... 206,000 entries and 40,000 new fans. Great Lakes used a $6,000 student loan cash prize to attract their target audience. The giveaway used ShortStack’s refer-a-friend feature, driving viral sharing. Great Lakes increased brand awareness and educated borrowers about student loans.
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