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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.

Navy Federal Deploys Verint for COVID-19 Response

The credit union turned to Verint's analytics to address changing business conditions

Arxan Nails It with Direct Mail

PFL's tactile marketing program delivers hard-to-reach customers

Access the ICMI Agent Experience Toolkit

To boost customer satisfaction and loyalty, you need your agents to stay engaged and motivated. But how? Access the ICMI Agent Experience Toolkit and to help you assess your current agent experience and discover ways you can improve.

The State of Customer Service Automation 2019

Insights from 75 million issues & 71 million bot interactions reveal how automation trends are driving customer service forward. Download this report to learn about the impact of customer service bots on standard contact center KPIs.

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 Salesforce.com 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.