Financial Services: Case Studies, ROI & Implementation Examples

Qredits used Salesforce Experience Cloud to build a digital community for its customers. Before, Qredits struggled to fill training sessions... and relied on manual emails and spreadsheets. With the new platform, customers can view loans, register for courses, and chat with coaches in one secure place. Participation in training programs increased, and communication is now easier and safer. The platform also supports users in the Caribbean with local adaptations.
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Toolyt’s mobile CRM helped SK Finance Ltd cut loan disbursement time from 27 days to 9 days. The company reduced... turnaround time by 64.5%. Loan disbursements increased by 86.1%. Manual processes were replaced with sales automation. SK Finance streamlined onboarding and operations using Toolyt.
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Front helped Lydia cut their customer support response time from 13 hours to 5 hours. Now, 70% of Lydia’s 6... million users get replies in under 1 hour. Lydia’s support team uses Front’s shared inboxes, auto-tagging, and message templates to manage 80,000 monthly messages. Collaboration features let teams escalate and resolve issues faster, even while working remotely. Lydia’s customer satisfaction rating reached 93% after switching to Front.
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NetHunt CRM helped Agave Lab, a venture capital firm in Mexico, manage investor relations and candidate data. Agave Lab needed... a CRM that worked inside Gmail to track deals and streamline hiring. NetHunt integrated directly with Gmail, making it easy to organize contacts and conversations. The CEO could segment contacts and send updates without leaving Gmail. Only two team members needed the CRM, but it simplified workflows for the whole company.
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Maximizer CRM helped Thames Valley Asset Finance centralize client data and automate key processes. The company replaced manual, paper-based systems... with a single CRM, reducing data duplication and speeding up response times. Staff quickly adapted to the new system, improving proposal management and client retention. Automated workflows let the team focus on high-value tasks, supporting rapid business growth. Maximizer CRM's scalability ensures TVAF can add features as they expand.
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Alore helped a Malaysian fintech company find product-market fit. The client had 50 employees and wanted to reach new markets.... Alore ran targeted email campaigns to 1,720 prospects over three months. They started 92 conversations and generated 22 qualified leads. Alore's research and messaging helped the client connect with high-value prospects.
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E78 Partners needed a better way to manage documents and partner engagement. They used CRMJetty's Salesforce partner portal to create... a single, role-based platform. The portal connects to SharePoint for secure document sharing and tracks all views and downloads. Managers now have full oversight and can monitor partner productivity. Lead capture and event registration are built into the portal, making partner management easier.
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HubSpot helped Wayflyer grow from a startup to a unicorn with over 500 employees. Wayflyer used HubSpot's CRM to automate... manual tasks and improve customer experience. The CRM integrated with Slack and other platforms for better communication and lead tracking. With HubSpot, Wayflyer scaled funding by over 900% and funded more than $800 million to e-commerce merchants. The platform supported their expansion into new products and geographies.
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HubSpot helped Wayflyer grow from a startup to a unicorn with over 500 employees. Wayflyer used HubSpot's CRM to automate... manual tasks and improve customer experience. The CRM integrated with Slack and other platforms for better communication and lead tracking. With HubSpot, Wayflyer scaled funding by over 900% and funded more than $800 million to e-commerce merchants. The platform supported their expansion into new products and geographies.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Method CRM helped Tax Office SF cut invoice prep time from 20 minutes to under 2. The firm automated billing,... centralized client data, and enabled remote work for advisors nationwide. Real-time financial insights improved cash flow and forecasting. Manual errors dropped as workflows moved online. Tax Office SF now recruits top talent across the U.S. and delivers faster, more reliable service.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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NetDocuments helped FM Financial boost productivity and efficiency. The company needed a secure, cloud-based document management system. NetDocuments offered strong... security, seamless Office 365 and Salesforce integrations, and an easy user experience. FM Financial now creates documents faster and plans to consolidate redundant tools. The intuitive platform made work easier for their team.
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Hygraph helped Neat. hk launch a new static website for their FinTech services. Neat saw a 5X increase in content...velocity and served over 30,000 customers in parallel. The team switched from a basic CMS to Hygraph for better localization and content workflows. Developers and marketers now collaborate easily, saving time and reducing maintenance costs. Hygraph's headless CMS and GraphQL API support Neat's growth across APAC markets.
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Templafy helped Cofidis Retail improve brand consistency and speed up presentation creation. Employees struggled to follow brand guidelines and use... PowerPoint effectively. With Templafy, they now access templates, images, and a library of top presentations directly in PowerPoint. This makes communication clearer and more on-brand. Employees work faster and produce higher-quality materials that always meet brand standards.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Green Dot used iText Core and pdfHTML to generate dynamic PDF statements from HTML templates. The team needed a solution... that worked with .NET and supported HTML/CSS for easy customization. After testing several PDF libraries, iText stood out for its performance and integration. Green Dot now creates about 80 million statements each year using iText. The integration was smooth, and the team is happy with the results.
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DNB Luxembourg used Lasernet and Autoform DM to modernize their portfolio reporting. They replaced legacy systems to handle more customer... assets and reduce maintenance costs. Lasernet generates high-quality portfolio statements and archives them for private banking clients. The solution supports secure delivery by print or email and instant access via the TCIB portal. DNB also uses the system for all core documentation, improving efficiency and compliance.
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DNB Luxembourg used Lasernet and Autoform DM to modernize their portfolio reporting. They replaced legacy systems to handle more customer... assets and reduce maintenance costs. Lasernet generates high-quality portfolio statements and archives them for private banking clients. The solution supports secure delivery by print or email and instant access via the TCIB portal. DNB also uses the system for all core documentation, improving efficiency and compliance.
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ActiveDocs helped Callcredit Group automate document creation by integrating with MS Dynamics CRM. Manual templates and processes were replaced with... automated document composition. This eliminated manual data entry, reduced errors, and improved compliance. Business users now manage templates centrally, saving time and effort. Document quality and accuracy are now guaranteed for all contractual documents.
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Comarch partnered with Old Mutual to launch the Old Mutual Rewards loyalty program in Namibia. The program rewards users for... financial wellness activities, like completing assessments and education modules. It is the first open-to-all rewards program in Southern Africa, including non-customers. Old Mutual chose Comarch for its proven loyalty platform and multi-country capabilities. The collaboration aims to expand financial services and reward positive financial behavior in Namibia.
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Novus Home Mortgage used Directus to modernize its loan processing platform. The company replaced an outdated CMS to give loan... officers more control and flexibility. Directus roles, permissions, and live preview features helped speed up adoption. The transition allowed faster prototyping and easier compliance checks. Novus now iterates on new ideas quickly and supports both internal and external sites.
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Pantheon and XWP helped OFX, a global money transfer provider, move from Sitecore to WordPress. OFX managed over 3,000 pages... across eight regions, facing slow updates and high maintenance costs. With Pantheon, OFX centralized content publishing, cut update times from hours to minutes, and improved site reliability. The migration was seamless, with no downtime. OFX now launches new campaigns faster and manages content from a single source of truth.
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Zesty. io helped a Series D-stage FinTech SaaS scale from 3M to over 5M users. The company needed a headless...CMS to support omnichannel content marketing across web, iOS, Android, and multiple websites. Zesty.io enabled fast onboarding in 60 days and allowed non-technical users to manage content easily. The solution improved efficiency between marketing and development teams and enabled global content distribution to five channels. The company now publishes new pages in days and maintains compliance with an immutable audit trail.
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SumUp used Meltwater to unify its PR, social media, and employer branding strategies across global markets. Before Meltwater, SumUp struggled... with fragmented data and slow, manual reporting. Meltwater’s customizable dashboards let teams track KPIs and monitor brand perception in real time. The platform enabled SumUp to save 30% of reporting time and respond quickly to crises. SumUp now manages campaigns more efficiently and strengthens its position in the fintech sector.
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SumUp used Meltwater to unify its PR, social media, and employer branding strategies across global markets. Before Meltwater, SumUp struggled... with fragmented data and slow, manual reporting. Meltwater’s customizable dashboards let teams track KPIs and monitor brand perception in real time. The platform enabled SumUp to save 30% of reporting time and respond quickly to crises. SumUp now manages campaigns more efficiently and strengthens its position in the fintech sector.
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SumUp used Meltwater to unify its PR, social media, and employer branding strategies across global markets. Before Meltwater, SumUp struggled... with fragmented data and slow, manual reporting. Meltwater’s customizable dashboards let teams track KPIs and monitor brand perception in real time. The platform enabled SumUp to save 30% of reporting time and respond quickly to crises. SumUp now manages campaigns more efficiently and strengthens its position in the fintech sector.
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Home Credit Philippines uses Sociality. io to manage social media publishing and analytics. The marketing team values the easy-to-use dashboard...and calendar, which help them plan daily, weekly, and monthly content. The switch from another tool was driven by Sociality.io’s simple analytics and publishing features. The platform supports a team focused on creative content and influencer management. Home Credit Philippines has over 8,000 employees in the country.
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Interactions IVA helped a Fortune 50 financial services company handle millions of cardholder inquiries. The AI-powered assistant automated 40% of... resolutions and managed 90% of interactions, saving $6.6 million each year. The solution reduced same-day callbacks by 20% and saved 50% more time compared to competitors. The IVA processed nearly 15 million calls and improved customer satisfaction to a 4.68 out of 5 CSAT score.
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SentiOne voicebot helped KRUK, a leader in debt management, reduce call center volume by 23%. The bots handled all incoming... requests, verifying and authorizing client data, and managing debt status inquiries. More complex cases were sent to the customer service team. This automation shortened wait and servicing times. KRUK reported no bugs or outages and plans to expand bot coverage.
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Sprinklr helped Standard Chartered transform digital customer experience across 31 retail markets. The bank used Sprinklr's Unified-CXM platform to monitor... customer interactions and streamline engagement. In four years, they managed one million customer engagements and saw a 10% year-over-year increase in social care interactions. 90% of first responses now happen within 10 minutes. Standard Chartered uses social listening and AI to personalize service and reduce churn.
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Sprinklr helped Standard Chartered transform digital customer experience across 31 retail markets. The bank used Sprinklr's Unified-CXM platform to monitor... customer interactions and streamline engagement. In four years, they managed one million customer engagements and saw a 10% year-over-year increase in social care interactions. 90% of first responses now happen within 10 minutes. Standard Chartered uses social listening and AI to personalize service and reduce churn.
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Sprinklr helped Standard Chartered transform digital customer experience across 31 retail markets. The bank used Sprinklr's Unified-CXM platform to monitor... customer interactions and streamline engagement. In four years, they managed one million customer engagements and saw a 10% year-over-year increase in social care interactions. 90% of first responses now happen within 10 minutes. Standard Chartered uses social listening and AI to personalize service and reduce churn.
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Verint Financial Compliance helped Ninety One, a global asset manager, unify compliance recording across 18 offices. The solution supports over... 950 regulated users and automates daily infrastructure checks, saving three hours each morning. Ninety One reduced user provisioning time from weeks to minutes. The platform ensures financial compliance, reduces liability, and improves operational oversight. Ninety One went live in just three days, meeting strict regulatory and operational needs.
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Feedly Market Intelligence helped S-Communication Services support over a dozen product teams with global market insights. One employee using Feedly... can do the work of six researchers. The team now shares 50 to 250 ideas in product discovery workshops. They achieved 95% cost savings compared to hiring consultants. Feedly enabled a bottom-up innovation culture and continuous idea generation.
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HubSpot helped Wayflyer grow from a startup to a unicorn with over 500 employees. Wayflyer used HubSpot's CRM to automate... manual tasks and improve customer experience. The CRM integrated with Slack and other platforms for better communication and lead tracking. With HubSpot, Wayflyer scaled funding by over 900% and funded more than $800 million to e-commerce merchants. The platform supported their expansion into new products and geographies.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Brand24 helped Cryptiony, a cryptocurrency tax reporting platform, track online mentions and manage its reputation. The team used social listening... to monitor keywords, analyze competitors, and identify new partnership opportunities. Within two years, Cryptiony increased its online reach by 500 times and saw a 12,600% rise in online discussions. They also established 10 influencer collaborations. Brand24 enabled Cryptiony to improve services, address customer pain points, and boost brand awareness.
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Talkwalker helped Bottomline Technologies, a fintech company, measure brand awareness and understand industry conversations. Bottomline wanted to align its organic... and paid marketing but struggled to see how content performed. With Talkwalker, they gained a single view of industry intelligence, social media performance, and media placement. Communication teams used customized reports and dashboards to optimize their work. Insights were delivered faster, solving key business pain points.
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CloudTalk helped Valutico handle over 4,400 calls and serve clients in 90+ countries. Valutico switched from landlines to CloudTalk to... cut costs and improve global customer support. The platform gave their team better analytics, CRM integration, and flexible calling. Productivity increased and manual work dropped. Customer satisfaction rose with faster, more tailored communication.
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Natterbox helped Accquis improve sales efficiency and call reliability. Accquis faced problems with their old voice system, which did not... work well with Salesforce. Natterbox integrated voice calls directly into Salesforce, removing manual work and giving full call visibility. Accquis saw a 90% drop in call quality issues and a 20% increase in sales opportunities. Managers could now track all calls and coach agents better. The IT team reported fewer problems, and the sales team focused more on customers.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Access Bank used Avaya technology to modernize customer and employee experiences. The bank reduced voice response time from nearly 3... minutes to 30 seconds. Email response time dropped from 144 hours to under 7 hours. First call resolution improved to 74%. Access Bank integrated voice biometrics, conversational AI, and video banking for secure, inclusive service. The hybrid cloud system helped scale operations and improve customer satisfaction scores.
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Access Bank used Avaya technology to modernize customer and employee experiences. The bank reduced voice response time from nearly 3... minutes to 30 seconds. Email response time dropped from 144 hours to under 7 hours. First call resolution improved to 74%. Access Bank integrated voice biometrics, conversational AI, and video banking for secure, inclusive service. The hybrid cloud system helped scale operations and improve customer satisfaction scores.
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Access Bank used Avaya technology to modernize customer and employee experiences. The bank reduced voice response time from nearly 3... minutes to 30 seconds. Email response time dropped from 144 hours to under 7 hours. First call resolution improved to 74%. Access Bank integrated voice biometrics, conversational AI, and video banking for secure, inclusive service. The hybrid cloud system helped scale operations and improve customer satisfaction scores.
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Convoso helped a leading debt relief and credit repair company double its daily sales while reducing staff. The company switched... from Five9 to Convoso to boost agent productivity and reclaim its top industry spot. Daily dials jumped from 500 to 8,500, and annual sales rose by 25%. Automated voicemail drops and real-time reporting freed agents to focus on selling and training. The intuitive platform and strong support team made the transition smooth and successful.
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Coda Payments used 8x8’s SMS API to improve customer engagement and security. They switched from email to SMS to reduce... fraud and boost delivery of voucher codes and receipts. Integration with 8x8 was fast and simple, letting them automate messages in 30 countries. The solution cut support tickets and complaints, and helped scale Codashop to new markets. Coda Payments now delivers one-time passwords daily, increasing trust and satisfaction.
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Coda Payments used 8x8’s SMS API to improve customer engagement and security. They switched from email to SMS to reduce... fraud and boost delivery of voucher codes and receipts. Integration with 8x8 was fast and simple, letting them automate messages in 30 countries. The solution cut support tickets and complaints, and helped scale Codashop to new markets. Coda Payments now delivers one-time passwords daily, increasing trust and satisfaction.
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Ozonetel’s CX platform helped AngelOne handle over 40,000 calls daily and up to 1,340 calls at once. The solution improved... first contact resolution to 80% and boosted customer satisfaction by 60%. Self-service IVR automated up to 40% of calls, cutting wait times and reducing abandonment rates by 58%. Average handle times dropped by 25%, and agent attrition fell to one-fourth the industry average. Deep Salesforce integration enabled personalized support and seamless remote work for 650+ agents.
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Nixxis Contact Suite helped Intrum, a leading debt collection company, boost productivity. Intrum switched to the cloud version for more... agility and better management of calls, emails, and admin tasks. The solution enabled Intrum to coordinate activities across multiple countries and sites. Intrum saw a 25% higher response rate and a 30% increase in calls per person per day. Invalid numbers are now detected systematically, and workforce management reporting improved.
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CallMiner helped USCB America ensure 100% compliance in patient conversations. Before using CallMiner, USCB America struggled to give timely feedback... to employees and keep calls compliant. With CallMiner, they improved operations and cut employee onboarding and training time by 50%. The solution made it easier to monitor calls and boost internal efficiency. USCB America now delivers better results for healthcare clients.
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AireSpring Platinum SD-WAN helped Coast Central Credit Union solve frequent WAN outages across 11 rural California locations. The credit union... faced regular network failures due to remote infrastructure and natural disasters. AireSpring deployed SD-WAN to aggregate multiple carriers, boosting bandwidth and ensuring branches stayed online even during outages. Failover now happens in 2ms, with no lost calls or app downtime. Coast Central can now use new cloud services and focus more on business growth.
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Maor Investments used Storydoc to transform their quarterly investor reports from static PDFs into interactive presentations. Before Storydoc, their reports... were hard to read and lacked engagement data. With Storydoc, investors enjoyed a better reading experience and gave positive feedback. The new format helped Maor stand out and reinforced their brand as a tech-driven VC fund. The team now creates reports faster and uses analytics to understand investor engagement.
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Bitrix24 helped HYPOFACT, a Berlin-based financial services firm, regain control over customer data with its CRM platform. The company integrated... Bitrix24 with multiple external platforms using a custom API, enabling unique CRM workflows. During the pandemic, Bitrix24's video conferencing and collaboration tools supported remote work and team communication. HYPOFACT credits Bitrix24 with keeping their business operational and competitive. The platform became central to their daily operations and client management.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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HR Cloud's Onboard helped MCO quickly onboard over 2,000 La Senza employees after an acquisition. MCO needed a solution that... could be deployed in under a month and handle hundreds of retail employees daily. HR Cloud enabled 90% of employees to complete onboarding in five days, surpassing the original 80% target. The platform delivered fast implementation and robust HR features for future management needs.
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Viio’s SaaS Management Platform helped Sambla tackle shadow IT and compliance risks as their SaaS stack grew. Sambla gained real-time... visibility into software usage, compliance gaps, and redundant licenses. The platform enabled centralized contract management and compliance reporting aligned with DORA standards. Sambla reduced compliance risk, avoided license overspend, and improved collaboration between IT and procurement. With Viio, Sambla now manages its SaaS tools with greater control and transparency.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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T. Rowe Price used Zeplin to improve design-to-development workflows. The team faced issues with organization, version tracking, and design documentation.... Zeplin provided structure, version control, and clear communication between designers and developers. This reduced confusion and rework, making the process less error-prone and saving time. The result was a more productive and collaborative product team.
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LinkSquares helped Esusu speed up sales agreements and automate contract reporting. Esusu’s legal team saved five hours per week finding... legacy contracts. Contract turnaround time dropped by two days. Reporting features saved about 10 hours per month. Integrations with Salesforce and DocuSign let teams manage contracts without leaving their main tools. Esusu gained real-time visibility and improved compliance in a highly regulated industry.
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Contractify helps Pitchdrive manage contracts for start-ups. Pitchdrive uses Contractify's data room to keep all legal documents in one place.... The platform sends reminders for contract deadlines, like maturity dates. This helps Pitchdrive avoid missing important tasks. The team can assign follow-up tasks to colleagues. Pitchdrive saves time and reduces legal hassle with Contractify.
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Pramata helped Intercontinental Exchange (ICE) digitize decades of contracts into one system. ICE faced challenges with scattered documents and slow... access to contract terms. Pramata’s platform made it easy to find contracts, track renewals, and use historic terms in negotiations. Legal and business teams now answer questions faster and avoid missed renewals. ICE gained a central place to manage contracts and improved negotiation outcomes.
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DiliTrust helped a major North American financial cooperative transform its legal operations over ten years. The company faced slow meeting... prep, fragmented entity management, and security incidents. DiliTrust’s Board Portal, Legal Entity Management, and Data Room created a secure, unified platform. Since implementation, the customer reported zero recurring security incidents and managed over 800 legal entities. More than 1,800 board meetings were organized for 5,000+ users, with 12 custom interfaces streamlining data flow.
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Aavenir Invoiceflow automated invoice management for a leading investment venture. The company processed over 15,000 invoices yearly and faced slow,... manual workflows. Aavenir's AI-driven solution on ServiceNow enabled 85% zero-touch review and 85% improvement in first-time-right invoice processing. Employee productivity increased by 80%. The accounts team gained real-time invoice status and reduced manual errors.
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Aavenir Invoiceflow automated invoice management for a leading investment venture. The company processed over 15,000 invoices yearly and faced slow,... manual workflows. Aavenir's AI-driven solution on ServiceNow enabled 85% zero-touch review and 85% improvement in first-time-right invoice processing. Employee productivity increased by 80%. The accounts team gained real-time invoice status and reduced manual errors.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Vestwell used Docusign CLM and Salesforce to cut agreement prep time from 75 minutes to just five. The company reduced... client drop-offs by 70% and now onboards over 1,000 new clients each month. Sales teams start agreements in their CRM, and Docusign automates the process. Errors from manual edits are nearly gone. Vestwell also improved customer service with an AI chatbot connected to Docusign data.
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Netcore’s Smart Push and Churn Prediction Module helped TVS Credit boost push notification delivery by 2. 2x. TVS Credit used...these tools to target users likely to churn and send curated content. The company saw a 26.1% increase in user retention and a 23% rise in app engagement. Weekly reviews and data-driven campaigns improved communication. TVS Credit focused on reducing churn and increasing engagement with Netcore’s AI-powered solutions.
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Liberty Tax uses Emma to manage email marketing for over 2,000 franchise locations. The company needed a simple, scalable solution... to keep brand messaging consistent across all locations. Emma’s platform enabled easy onboarding, zero downtime during migration, and provided templates and training for franchisees with little marketing experience. Liberty Tax now plans to use Emma’s automation and segmentation features to deliver more targeted campaigns.
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Essentia Analytics used Rocketseed to boost their brand image in every email. They added banners to highlight thought leadership, podcasts,... and events. This increased website traffic and engagement. Rocketseed gave them consistent branding, social media links, and secure, compliant signatures. Feedback on the banners and engagement data was very positive.
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MEAG used Inxmail to automate its fund price newsletter. Before, staff updated fund data manually, which took a lot of... time. Now, a custom content app in Inxmail sends personalized updates to investors based on their choices. The process is automatic and error-free. Employees now focus more on editorial work and investor communication. Subscriber numbers are rising, showing the value of the new service.
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Q-assign by Ortoo helped OppFi automate the assignment of hundreds of daily loan applications. The platform ensured fair and equal... distribution of work to agents, meeting strict SLA requirements. Dynamic assignment rules and automated re-assignment improved conversion rates across all loans. Agents received balanced workloads, increasing motivation and opportunity. OppFi praised Ortoo for responsive support and effective automation.
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Knak helped Vanguard cut email build time by 59%. Teams now create assets in just 8.8 minutes on average. Vanguard... automated co-branded emails for hundreds of retirement plan sponsors. The no-code platform centralized marketing creation and improved governance. Modular asset libraries enforce consistency. AI tools are now integrated into Vanguard’s content supply chain.
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Pinpointe helped First National Capital Corporation (FNCC) replace an expensive marketing automation tool. FNCC used Pinpointe’s send-on-behalf feature to run... campaigns for 20 sales reps. One part-time marketer managed all email marketing, tracking, and reporting. FNCC generated $70M in revenue and $2M in gross profit with Pinpointe. Marketing expenses dropped by $52,000 and funded 16 new projects.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Exclaimer helped Vancity deploy unified email signatures to 2,600 users with 100% adoption. Before, Vancity used manual processes that caused... inconsistent branding and heavy IT workload. With Exclaimer, the marketing team gained control to manage signatures and campaigns without IT help. The solution automated 20-30 territorial acknowledgement options and enabled complex customizations. Vancity completed a smooth rebrand rollout and now has consistent branding across all emails.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Recapped helped Your Money Line improve sales forecasting and accelerate deal cycles. The team replaced email follow-ups and Google Docs... with digital mutual action plans. Buyer engagement analytics gave clear visibility into prospect activity. New hires closed deals faster, and team morale increased. The platform enabled better collaboration with both clients and partners.
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Highspot helped HSBC build a content community of over 10,000 users in 18 months. HSBC improved content findability by 83%... and increased content usage by 32%. The platform gave HSBC smart controls, better governance, and strong data security. Teams now find and share content faster, boosting collaboration and compliance. Monthly, HSBC sees more than 15,000 unique interactions on the platform.
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Sopro helped Coface, a global credit insurer, generate 1,200 high-quality B2B leads. Coface needed to boost lead generation and ROI... while saving internal resources. Sopro provided industry-specific data and personalized outreach, reducing admin work for the sales team. This allowed Coface to focus on selling and reach major companies they struggled to engage before. The campaign delivered strong business growth and impressive ROI.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesframe helped United Bankers centralize sales materials after several mergers. Advisors now access up-to-date content from one platform, making meetings... smoother and easier to prepare for. The team can adjust presentations in real time and send follow-ups with trackable links. Salesframe improved consistency and reduced admin work for all advisors. Client conversations are now more flexible and focused.
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Enablix helped TreviPay save 5 hours a week on content distribution. The sales team reached 90% adoption of the new... platform. Enablix made it easy to find, share, and update sales content. The marketing team spent less time on admin tasks. Sales cycles became more personalized and effective. TreviPay now has a structured, searchable content library.
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Seismic helped AllianceBernstein save 23,000 seller hours yearly by automating content creation and integrating with Salesforce. Sellers now access up-to-date... marketing materials from one place, improving compliance and client engagement. Mobile access and presentation tools let sellers prepare for meetings quickly, even on the go. The new workflow led to about $1.8M in efficiency savings. AllianceBernstein now delivers more personalized client experiences and closes deals faster.
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YNAB used Zight to help its customer support team reduce time to resolution and improve communication. The team created custom... screen recordings and annotated screenshots to explain issues clearly. This reduced misunderstandings and made support more personal. Zight's passcode feature helped YNAB keep sensitive customer data secure. The result was faster, clearer, and safer support for YNAB customers.
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Apptio Targetprocess helped epay unify project management for 120 users across software development, QA, and support. Before, teams used separate... tools and manual processes, causing wasted time and headaches. With Targetprocess, epay adopted agile practices, managed 15-20 projects at once, and improved visibility across teams. The solution reduced emails, meetings, and made audit reporting easier. Email integration and request management saved time and improved customer support traceability.
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Sprinklr helped Standard Chartered transform digital customer experience across 31 retail markets. The bank used Sprinklr's Unified-CXM platform to monitor... customer interactions and streamline engagement. In four years, they managed one million customer engagements and saw a 10% year-over-year increase in social care interactions. 90% of first responses now happen within 10 minutes. Standard Chartered uses social listening and AI to personalize service and reduce churn.
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Tavex used Qminder to manage customer queues at their busy Copenhagen Central Station location. The system helped Tavex recognize peak... times and improve staff allocation. Qminder made the customer experience more personal and convenient. Staff found the system easy to use, with simple setup and no special training needed. Tavex now uses data from Qminder to spot bottlenecks and boost service quality.
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HubSpot helped Wayflyer grow from a startup to a unicorn with over 500 employees. Wayflyer used HubSpot's CRM to automate... manual tasks and improve customer experience. The CRM integrated with Slack and other platforms for better communication and lead tracking. With HubSpot, Wayflyer scaled funding by over 900% and funded more than $800 million to e-commerce merchants. The platform supported their expansion into new products and geographies.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Trade Ideas used Chargebee to fix revenue loss from failed payments and data errors. Before, they lost money and time... chasing payments and had no single source of truth. Chargebee automated dunning and email notifications, helping them recover 4X revenue for every dollar spent. RevenueStory gave them accurate, real-time data, saving hours each month. Now, Trade Ideas can focus on growing their business and improving customer experience.
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BillingPlatform helped EPIC RPS cut billing labor costs by over 50%. The company automated 75% of its billing process and... reduced billing cycles from a month to two weeks. EPIC centralized reporting and managed rate changes for thousands of accounts with a single cloud-based solution. The platform enabled quick product setup and flexible fee management. EPIC now spends less time on manual tasks and more on business growth.
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Tipalti Accounts Payable helped Outset Global automate invoice processing. The company cut its accounts payable close time by 50%. Manual... processes were replaced with end-to-end automation. Integration with QuickBooks improved data flow and reporting. Outset Global scaled operations without hiring more staff. Team members now focus on strategic work instead of manual tasks.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Contify News APIs helped a global fintech payments and forex app boost user engagement. The app delivered personalized, contextual news... on niche topics like RegTech and cryptocurrency. Contify enabled real-time, time-zone specific alerts and included visual content to increase engagement. Session intervals dropped by 32%. Average session length doubled. Over 100 news updates were delivered each hour.
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G2 helped Kolleno, a financial operations startup, achieve 10x more closed-won opportunities. Kolleno used G2 to build brand trust, attract... high-quality leads, and showcase customer reviews. 20% of G2 website visitors requested demos, and 80% of inbound leads from G2 became qualified sales opportunities. G2 influenced over half of Kolleno’s sales pipeline, driving rapid growth and credibility in a competitive market.
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Trendemon helped Payoneer increase their blog's conversion rates by 145%. Payoneer used Trendemon to deliver personalized content recommendations and calls... to action. The solution enabled Payoneer to track and optimize business goals across their multilingual blog. Trendemon provided insights into top-performing content and traffic sources. This allowed Payoneer to make better decisions and maximize their content marketing ROI.
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Klue helped DailyPay boost its competitive win rate and drive triple-digit year-over-year revenue growth. DailyPay’s Market Strategy team needed better... technology to manage competitive insights as their market grew to over 30 competitors. Klue enabled real-time sharing of competitive intelligence, integrated with DailyPay’s CRM and sales tools, and centralized insights for all teams. Adoption reached 92% among Sales and Client Success teams, making Klue a core part of onboarding and training. The Competitive Enablement program now supports cross-functional collaboration and strategic initiatives.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Innervate helped LendingTree automate and scale creative testing for digital ads. Before Innervate, LendingTree ran manual experiments, limiting speed and... volume. With Innervate, they doubled or tripled the number of tests and achieved a 66% lift in a key experiment. The platform enabled granular targeting by device, browser, and user data. LendingTree now finds winning ad creatives faster, boosting ROI and financial performance.
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Everlytic helped Old Mutual create a personalized birthday messaging campaign. The campaign used API-triggered emails and smart SMS to engage... clients during their birthday month. Each message was tailored with the client's name and offered a chance to win a prize. The campaign drove up to 3.5 times the industry average click rate, with open rates reaching 77.8% and click rates up to 17.6%. Old Mutual tracked results using Everlytic’s reporting tools integrated with their dashboard.
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MonsterInsights helped Independent Financial Group track logged-in user activity and video engagement. The company used UserID Tracking to see which... content users interacted with and for how long. This data let them follow up with users and improve their content strategy. They also linked Google Analytics to their Vimeo videos. As a result, they made their website easier to use and better met the needs of financial advisors.
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Kissht used New Relic to cut observability costs by 25%. The team reduced mean time to detect and resolve issues... from hours to minutes. Kissht improved uptime by 2% during peak periods and lowered P95 API latency by over 20%. Developers now fix problems faster and work together better. New Relic gives Kissht a single view for all system performance data.
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Hitachi Virtual Storage Platform helped China Southern Fund manage rapid unstructured data growth. The company needed high-performance storage for its... core trading systems. Hitachi's all-flash array and content platform delivered 100% data availability and reliability. Operational costs for flash storage dropped by 50%. The solution also ensured compliance and enabled big data intelligence for future growth.
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Visa set a goal to digitally enable 50 million SMBs worldwide. They needed deep insights into SMB payment trends across... Europe. Dynata ran a large annual survey, targeting over 20,000 SMB decision makers in 14 countries. The survey gave Visa actionable data and a 360-degree view of the market. Visa learned that offering card payments can boost SMB revenue by 6% to 15%. By June 2023, Visa digitized nearly 67 million SMBs globally, including 13.5 million in Europe.
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HockeyStack helped Planful increase opportunities by 35%, ROAS by 17%, and pipeline by 41%. Planful switched from Bizible to HockeyStack... for better marketing analytics. HockeyStack gave the team clear visibility into customer journeys and campaign performance. The platform made it easy for all marketing teams to create reports and dashboards. Planful's marketing team now makes faster, data-driven decisions and collaborates more effectively.
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Supermetrics' Data Activation Platform helped the automotive finance branch of a major financial services company in Thailand. The team used... personalized messaging and second-party car model data to target Facebook users. This approach led to a 465% increase in car loan leads. The cost per lead dropped by 84%. Centralized campaign management made marketing more efficient.
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DialShree call center software helped Prudent Corporate Advisory Services Ltd. cut call drop ratio by 100%. The company also reduced... agent attrition by 97.8%. Agent productivity increased by 80%. Prudent used CRM integration with click2call to make work faster. Custom and real-time reports gave better insights. The solution improved call quality and customer support for wealth management clients.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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yetipay used Glide to automate field sales operations and commission payouts. Before Glide, they managed sales and commissions manually, which... was slow and error-prone. With Glide apps, reps can now price deals, generate contracts, and request payouts on their phones. This change helped yetipay grow revenue by 750% in one year, scaling from £400,000 to £3.5 million. Over 260 field agents now use the app, supporting rapid expansion into new countries.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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CleverTap helped Avenue, a US-based brokerage, boost user engagement and sales in just six months. Avenue used CleverTap to segment... users and launch targeted campaigns for events like Black Friday and Carnival. The platform made it faster to create banners and push notifications, improving marketing agility. Avenue increased international transactions and promoted its card for use in over 180 countries. The team now plans to expand campaigns and channels using CleverTap's tools.
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CleverTap helped Avenue, a US-based brokerage, boost user engagement and sales in just six months. Avenue used CleverTap to segment... users and launch targeted campaigns for events like Black Friday and Carnival. The platform made it faster to create banners and push notifications, improving marketing agility. Avenue increased international transactions and promoted its card for use in over 180 countries. The team now plans to expand campaigns and channels using CleverTap's tools.
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ClickUp helped Finastra's marketing team unify go-to-market (GTM) planning across business units. The team replaced fragmented plans with a single... platform, improving transparency and collaboration. ClickUp templates and dashboards enabled consistent data tracking and real-time reporting. Finastra saw a 30% increase in collaboration effectiveness and 40% growth in GTM efficiency. Senior leaders now have instant visibility into marketing activities.
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DANA used Productboard to align its product and delivery teams. Before Productboard, ideas for 40 million users were lost between... departments. Productboard integrated with Jira, Slack, and Zendesk, letting teams share insights and prioritize features. DANA now uses Productboard’s prioritization tools to coordinate engineering and deliver high-priority features. The company improved team alignment and expanded to serve more small and midsize businesses.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Asana helped Yıldız Ventures increase business process execution by 40%. The team centralized workflows and communications, reducing busy work by... 35% and boosting strategic work by 80%. Time spent on email dropped by 35%. Investment evaluation became 50% faster using automated CRM workflows. HR requests now take 50% less time, and all teams track goals and projects in Asana.
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Kantata Professional Services Cloud helped Finastra cut cost leakage by 36% in the first year. The platform gave Finastra better... data for project planning and resource forecasting. Leaders gained more confidence in decision-making with improved business visibility. Finastra achieved payback in less than nine months. Teams now use standardized best practices for project governance.
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Kickidler employee monitoring software helped a financial services company uncover insider theft. The company noticed a sharp decline in client... sales and suspected a leak of their client base. After installing Kickidler, they tracked user activity in their CRM and identified suspicious behavior. Video recordings and web activity logs revealed an employee photographing sensitive data. The company removed the insider, preventing further data loss.
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Rippling helped Y Combinator cut 30-50% of time spent on admin tasks. The HR platform unified hiring, payroll, and compliance... in one system. Y Combinator's team no longer wastes time on manual HR work. Built-in AI and automation features made HR management easier. Employees and founders now get faster support and fewer complaints. Y Combinator recommends Rippling to startups for simple workforce management.
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Desklog helped Heckyl Technologies automate employee supervision and time tracking. The IT team eliminated manual reporting, saving over 20 admin... hours each month. Desklog improved productive work time by 19 percent in the first quarter. Managers gained 100 percent real-time visibility into remote and office teams. The platform's dashboard and analytics boosted departmental efficiency by 23 percent within six months.
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CurrentWare helped a finance and fleet leasing organization with about 105 employees improve endpoint visibility and insider risk control. The IT team... struggled with slow investigations and poor reporting using their previous Linux-based platform. After switching back to CurrentWare, they gained real-time alerts, easier reporting, and better dashboards. The organization now detects risky behavior quickly and prevents data leaks during employee offboarding. Investigation times dropped, and HR and management get clear, actionable reports.
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CurrentWare helped a finance and fleet leasing organization with about 105 employees improve endpoint visibility and insider risk control. The IT team... struggled with slow investigations and poor reporting using their previous Linux-based platform. After switching back to CurrentWare, they gained real-time alerts, easier reporting, and better dashboards. The organization now detects risky behavior quickly and prevents data leaks during employee offboarding. Investigation times dropped, and HR and management get clear, actionable reports.
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Stø used ReadID's NFC-based identity verification to improve BankID account recovery. They replaced manual contact centre processes with self-service verification.... Password reset calls dropped from the top reason to number four. 70% of users now use the self-service flow. Stø projects €11 million in yearly savings. First-attempt conversion rates reached 90%.
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Green Dot used iText Core and pdfHTML to generate dynamic PDF statements from HTML templates. The team needed a solution... that worked with .NET and supported HTML/CSS for easy customization. After testing several PDF libraries, iText stood out for its performance and integration. Green Dot now creates about 80 million statements each year using iText. The integration was smooth, and the team is happy with the results.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Vestwell used Docusign CLM and Salesforce to cut agreement prep time from 75 minutes to just five. The company reduced... client drop-offs by 70% and now onboards over 1,000 new clients each month. Sales teams start agreements in their CRM, and Docusign automates the process. Errors from manual edits are nearly gone. Vestwell also improved customer service with an AI chatbot connected to Docusign data.
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Vestwell used Docusign CLM and Salesforce to cut agreement prep time from 75 minutes to just five. The company reduced... client drop-offs by 70% and now onboards over 1,000 new clients each month. Sales teams start agreements in their CRM, and Docusign automates the process. Errors from manual edits are nearly gone. Vestwell also improved customer service with an AI chatbot connected to Docusign data.
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Tipalti used Hushly to boost lead generation. They saw a 597% increase in leads. The company achieved a 400% return... on investment. Hushly helped Tipalti improve marketing results. The solution focused on content engagement and lead conversion. Tipalti gained more qualified leads for their business.
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FormAssembly helped HFM Investment Advisors, LLC save over 100 work hours and $1,500 by replacing manual, paper-based client onboarding with digital web forms. The firm, with... just 5 staff, now collects at least a dozen new client responses monthly. Integration with Salesforce made data entry faster and easier. Since 2016, HFM has processed 216+ new client forms with minimal maintenance. The solution improved efficiency and client experience for this small financial services business.
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Piggo used LeadsBridge to improve their Facebook Ads campaigns. They wanted to lower their Customer Acquisition Cost and get more... app installs. With LeadsBridge, Piggo cut their Customer Acquisition Cost by 300%. Their ROI increased by 150%. The company had never seen such strong results before.
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Capital One uses direct mail marketing to attract new customers. They segment audiences with data analytics and send personalized offers.... Each mail piece features custom content and eye-catching design. Incentives like sign-up bonuses and cashback are included. Tracking tools measure response and conversion rates. These strategies have increased customer acquisition and brand awareness.
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LinkedoJet helped Lean Green Lead Machine (LGLM) automate LinkedIn outreach to independent financial advisors. LGLM struggled with manual outreach and... ineffective tools before switching to LinkedoJet. In just three weeks, LGLM booked multiple new demos and saw a significant increase in business revenue. LinkedoJet provided easy setup, personalized campaigns, and robust reporting. The tool enabled LGLM to scale lead generation and manage multiple accounts efficiently.
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Cresta helped Propel Holdings, a fast-growing financial services company, scale customer service with AI. Propel achieved a 58% chat containment... rate and reduced after-call work by 50%. Cresta's AI Agent, Agent Assist, and Conversation Intelligence improved agent efficiency and customer experience. The solution enabled Propel to handle 30–40% more contact volume with minimal headcount growth. Real-time insights and automation allowed agents to focus on complex cases and deliver better service.
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Plecto dashboards helped Nets boost annual customer outreach by 50%. The Nordic Outbound Retention team used Plecto to visualize performance... and track KPIs in real time. Managers gained a full overview of staff activity and call efficiency. Real-time insights increased employee motivation and engagement. Monthly customer outreach grew from 2,000 to 3,000, helping reduce churn.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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AmplifAI helped a global financial tech firm unify quality and performance management. The company replaced fragmented QA and coaching tools... with a single platform. AmplifAI enabled AI-powered coaching, dynamic goals, and seamless integration. The rollout delivered millions in annual cost savings and supported hundreds of thousands more customer interactions. Leaders reclaimed several hours per week, and payback came in just a few months.
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Lattice helped ZayZoon move from manual engagement surveys to structured, data-driven HR practices. The platform enabled ZayZoon to run consistent... reviews and development conversations as the team scaled. Managers gained clear insights into employee engagement and could track progress by department, manager, and more. Lattice's goal-setting tools improved accountability and connected employees to company success. ZayZoon now uses Lattice to attract, retain, and grow talent while making people and culture a strategic function.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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MadCap Create helped the Mortgage Bankers Association move from manual workflows to digital content management. MBA scaled its membership from... 4,000 to over 50,000 learners. Learner satisfaction rose to 94%. The platform enabled fast updates and easy distribution across many learning systems. MBA improved staff retention and cut operational costs. The solution made MBA more agile and ready for future growth.
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Taxfix used the Scanbot Document Scanner SDK to improve its mobile tax return app. Before, users uploaded photos that often... failed OCR checks, causing delays and higher costs. With Scanbot SDK, Taxfix integrated high-quality scanning and automatic cropping. This made document capture easier and more accurate. The result was faster turnaround times, lower operational costs, and a better user experience for Taxfix customers.
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Morningstar used Easygenerator and Cornerstone to train 11,500 employees in 34 countries. The company grew from 5,200 to 11,500 employees... without expanding its L&D team. Over 400 internal experts now create and share learning content. Employees built more than 1,500 courses using Easygenerator. Training is now localized and available in multiple languages. Morningstar saw increased skill-building and lower employee attrition.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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HubSpot helped Wayflyer grow from a startup to a unicorn with over 500 employees. Wayflyer used HubSpot's CRM to automate... manual tasks and improve customer experience. The CRM integrated with Slack and other platforms for better communication and lead tracking. With HubSpot, Wayflyer scaled funding by over 900% and funded more than $800 million to e-commerce merchants. The platform supported their expansion into new products and geographies.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Iterable’s Embedded Messaging helped Prosper increase conversions by 15%. The marketing team saw a 5% boost in personal loan originations.... With Iterable, Prosper’s marketers gained control over cross-channel messaging and targeting. Copy Assist reduced campaign copywriting time from a day to minutes. The team now delivers timely, personalized messages without engineering help. This led to faster campaigns and better customer engagement.
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State Street used the Appian low-code platform to automate complex business workflows. The project began with improving customer onboarding. Now,... Appian is used across the organization for process automation. This helped State Street modernize and streamline operations. The platform supports large-scale enterprise needs.
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Ademero AI-powered document intelligence helped a Fortune 500 financial services firm cut compliance review time by 78%. The company automated... regulatory checks, reducing manual errors by 92%. Customer onboarding now takes hours, not days, and abandonment rates dropped from 12% to 2%. Audit preparation time fell from up to 12 weeks to just 2 weeks. The firm gained $12M in annual revenue and improved compliance accuracy to 99.2%.
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St. James’s Place used erwin Data Intelligence by Quest to automate data lineage and improve audit readiness. The firm needed... a way to see and document data sources across a complex data estate. With erwin, they automated documentation, increased data visibility, and tackled regulatory compliance for Consumer Duty reporting. Automation cut manual effort, saving days or weeks in audit response and halved research time for client inquiries. The solution also helped ensure data quality and AI readiness across their business.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Datatonic helped MuchBetter, a payments app, set up real-time analytics using Google Cloud Datastream. This let MuchBetter personalize customer experiences... and improve business reporting. The new system finds in-app issues fast and supports fraud detection with machine learning. The solution was built in 5-6 weeks and keeps costs low while scaling with business growth. MuchBetter’s team can now make data-driven decisions quickly.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Sococo helped Pacific Pension & Investment Institute stay connected during the pandemic. The team used Sococo to work side-by-side online... and host interactive events. Member engagement increased and new offerings like the "PPI Clubhouse" were launched. Members now connect year-round in a secure, always-on space. Sococo enabled PPI to thrive and deepen relationships despite remote work.
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Flock helped Niftymillionaire cut email use by 85%. The company saw a 60% boost in productivity. Teams in Mumbai and... Ahmedabad now connect easily. Flock’s channel messaging and file sharing keep conversations organized. To-do lists and video calls help assign tasks and train teams. Niftymillionaire now serves customers faster and works more efficiently.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Text Request made Credilife’s business number textable and integrated with HubSpot. Credilife sends automated weekly reminder texts to clients about... their financial wellness. The team uses SMS Chat on their website for direct client communication. All SMS records update inside HubSpot, keeping contact info current. Clients prefer texting, making customer service easier and more effective.
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Unblu helped PostFinance handle over 20,000 secure messaging conversations each month. PostFinance replaced email with Unblu to merge all inbound... requests into one secure platform. The company uses live chat, co-browsing, and chatbot support to assist clients on their website. Agents blend phone, chat, and secure mail channels for efficient customer service. PostFinance maintains stable handling times by using predefined responses across text and voice channels.
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Intercom's Fin AI Agent helped Road, a European EV charging platform, scale customer support for over 150,000 users. The 20-person team... used Fin to automate routine queries, cutting open conversations by over 70%. Fin resolved 63% of support chats and delivered a 150% ROI. Customer satisfaction rose by more than 20%. Road kept its culture-driven support while handling rapid growth, all without expanding the team.
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Tier1FX used LiveChat to improve customer service for forex traders. They installed chat software to offer fast, interactive support in... five languages. The chat is managed by 15 trained agents and is used for both support and sales. Customers value the quick responses and easy access to help. Tier1FX credits LiveChat with building customer trust and supporting their business growth.
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Salesforce helped UTI AMC unify over 20 million investor profiles. The company used Data Cloud and Marketing Cloud to automate... and personalize investor journeys. Campaign build and execution time dropped by 40%. Operational efficiency improved by 20%. Re-engagement rates increased by 2.5x. UTI AMC also saw a 28% reduction in cost per acquisition.
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Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The client services team now handles... up to 35 cases per day. NPS scores improved by 23% after the blended agent solution was deployed. UWM reduced calls on a key mortgage term by 97% through better tracking and reporting. Agents now resolve 100% of cases within a 3-hour SLA, improving customer satisfaction.
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Aavenir Invoiceflow automated invoice management for a leading investment venture. The company processed over 15,000 invoices yearly and faced slow,... manual workflows. Aavenir's AI-driven solution on ServiceNow enabled 85% zero-touch review and 85% improvement in first-time-right invoice processing. Employee productivity increased by 80%. The accounts team gained real-time invoice status and reduced manual errors.
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Conga Composer helped HFM Investment Advisors save over 1,000 hours by automating the creation of customer financial action plans. The firm reduced... report preparation time from 1 hour to just 30 seconds. Advisors now send financial action plans every 8 weeks instead of twice a year. Manual data entry was cut by up to 20 hours per week. Data accuracy and document quality improved, strengthening client relationships.
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Brown Advisory used RocketDocs PMAPS with Salesforce integration to fix slow, manual RFP creation. They set up structured content and... workflows for subject matter experts. This cut proposal time by 75%. The new system improved accuracy, compliance, and reporting. Real-time tracking and regular review cycles made the RFP process faster and more reliable.
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