Financial Services/Banking CRM > Case Studies

An informed and personal touch is the key to successful relationships where money and investments are involved. Customer relationship management (CRM) solutions can address these issues. 

Explore our latest CRM news, analysis, and advice for the financial services and banking industry.

Vibrant Credit Union Moves to Video Banking with Sharpen

Sharpen's cloud contact center platform enables customers to use video kiosks at Vibrant's branch locations

Investopedia Takes a New Marketing Tack with Sailthru

The financial website selected Sailthru to remodel its email newsletter program

Rising Support for Automatic Dialers

3C Logic helps a credit counseling service 'keep up with customers.'

Bank Emerges from the Ashes with Salesforce CRM

Huntington Bank returned to profitability quickly by re-engineering its customer service processes.

IVR Investment Pays Off at Australian Bank

Westpac Group installs Holly Connects platform to address customer service woes.

Software Company Takes Hard Look at Phone Automation

FundNET installs Ifbyphone to redefine call-in support for financial services clients

Retired and Retried

A unit of Prudential Financial invests in to revive a lethargic sales and customer retention program.

Adhering to Higher Quality

New York Life streamlines its workforce, vastly improving internal metrics.

Investing in Knowledge Management

Financial software developer Advent uses InQuira to show it's what you know and who you know.

Ringing the Opening Bell

A financial-trading facility gets a new recording system in less than two weeks—and saves $292,000.

A Site Stops Feeling Overtaxed

The voice of the customer helps Intuit in an online revamp.

Burning Up the Paper Trail

Origen Financial turns to automation to minimize a mountain of mortgage paperwork.

Moving in on Mortgage Delinquencies

The mortgage division of a financial-services firm credits proactive communications with lowering its delinquency rate.

True-Blue Service Documentation

A technology-infrastructure specialist saves about $60,000 in one year by implementing a Web-based service management application from BlueFolder.

Money Changes Everything

Callidus helps a financial force straighten out its transactions.

Rescued at Sea

Microsoft partner IBIS wades in to help a financial services company with unmanageable sales leads.

Secret of My Success: Pay Dirt

A credit union looks to incentive management to help cut back on all the paper.

Crediting Speech

IBM and Call Design help St. George Bank reap the benefits of a speech-user interface.

Secret of My Success: Getting More for the Money

Citizens National Bank turns to a smaller CRM company for bigger results.

Opening Accounts and Relationships

A credit union uses service as a competitive advantage over price.