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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.
Transforming Banking Relationships Through CRM and Real-Time Engagement
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Highlights
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ROI model validated investment and secured multi-year funding.
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Intelligent customer segmentation focused efforts on high-value members.
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Enhanced customer engagement in credit card usage and loan applications (mortgage, auto, personal).
Overview
A leading American bank set out to transform its customer engagement by shifting from a transactional sales model to a relationship-driven approach. With an unwavering commitment to customer intimacy, the bank aimed to deliver real-time, personalized experiences across digital touchpoints such as mobile, web, and email, ensuring that each customer feels valued and understood.
Client
A leading bank
Geography
Americas
Industry
Banking
Tech Stack
Informatica ETL, Unica, Oracle Responsys
The Challenges
- The transition from a transaction-based sales model to a relationship-centric culture.
- Understand customer needs deeply to drive proactive engagement.
- Eliminate marketing delays caused by batch-based processing, which extended time-to-market to 6–12 weeks.