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Stories of our customer success
Discover our repository of case studies that showcase real-world examples of how we are modernizing data for customers.
Banking Transformed: CRM Boosts 8% Customer Growth, 10% Profitability Surge
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Highlights
ROI model validation for continued program investment
8% growth in customer base and 10% increase in customer profitability
Customer Segmentation Model transforming relationship management
Overview
Mastech InfoTrellis partnered with a prominent North American bank to instill a sales culture rooted in customer intimacy. The goal was to transition from a transaction-based to a relationship-based model, ensuring the bank's "small bank feel" persisted amid growth.
Client
A leading North American bank
Geography
North America
Industry
Banking
Tech Stack
Client Relationship Management (CRM) initiatives
The Challenges
- The client was looking to retain a "small bank feel" image amidst company growth
- Core belief in customer intimacy, aiming to drive it through improved information and knowledge
- The primary goal was to shift from a transaction-based to a relationship-based sales model
- Lack of clear understanding of customers hindered targeted incentive programs for maximum impact