Financial Services: sourced results
Vendors and case studies with documented, sourced customer outcomes in Financial Services.
Companies
Case studies
Global financial services company grows sales 262% with 6sense
Accession identifies $1.4M in ROI and cuts contracting time 96% with LinkSquares
Achieve generates 3x ROI and cuts after-call work 75% with Cresta
Discover Financial Services saves 200,000 hours with Alation
OneAmerica sources a $6.5M plan mastering virtual selling with Allego
Consumers Credit Union saves $5 in fraud for every $1 spent on Alloy and automates 78% of onboarding decisions
IncredibleBank automates 90% of account openings and cuts manual reviews 90% with Alloy
Launch Credit Union triples digital account openings and auto-declines 95% of fraud with Alloy
Live Oak Bank lowers fraud 27% year over year and cuts investigation time 30% with Alloy
Ramp improves fraud detection efficiency 75% and cuts application review time 25% with Alloy
Skyla Credit Union reduces monthly fraud losses 74% and grows account openings 70% with Alloy
Suncoast Credit Union cuts fraud losses 35% while scaling digital logins with Alloy
First Hawaiian Bank reaches 90%+ match rates and 92% faster activation with Amperity
M-KOPA cuts week-long financial tasks to minutes with Anaplan
Unum speeds its annual planning cycle 25% with Anaplan
Why Coinbase chose Ray and Anyscale for its ML infrastructure
Aqua Finance lifts dollars collected per hour 61% with Cresta
Atlantic Bay Mortgage Group projects $983,500 in annual savings with Argyle
Compass Mortgage cuts verification costs 43% and lifts conversion to 58% with Argyle
First Financial Bank cuts verification costs by more than 60% with Argyle
First United Bank cuts verification spend by 65% with Argyle
Gold Star Mortgage reaches 44% verification conversion with broader Argyle coverage
ATB Financial makes hiring 3x faster with Certn
How Axis Bank made its app 76% faster with Redis
Bain Capital Credit saved 220+ legal hours a month with Ontra
How Bajaj Finserv Cut Test Execution Time and Brought Escaped Defects Below 3%
Battery Ventures cut NDA process time 42% with Ontra
BCP cuts cloud infrastructure deployment time by 96% with HashiCorp
Bendigo and Adelaide Bank cuts build times 30-40% in a zero-disruption cloud migration
How Best Egg Ran 2.7 Million Tests Without Bottlenecks
Capchase saves 600 hours a year moving $750M+ with Modern Treasury
Capital One accelerates transformational learning through Udemy Business
Alma lifts its acceptance rate 15% in a year with Checkout.com
Coinhako sees 50% month-on-month processing volume growth with Checkout.com
Curve optimizes fees to save £2.5 million a year with Checkout.com
How CI Assante Wealth Management achieved 323% ROI with Calendly
Crédit Mutuel Arkéa: 95% of users save time daily with Postman
Intermex reduces critical vulnerabilities by 98% with CrowdStrike Falcon Exposure Management
RACV achieves 322% ROI and over 80% security-efficacy improvement with CrowdStrike
British Business Bank uses Crownpeak DQM to reach best-in-class accessibility
Crux cuts errors 40% and saves $100k with Bigeye
Chime scales member support across chat and voice with Decagon
Valon deploys Decagon AI voice agents for mortgage servicing
Edenred engages 12,000 employees across 44 countries on Sociabble
Elpha Secure cuts SOC 2 renewal time 90% with Thoropass
Experian increases release velocity 50x with Split
Fi Money lowers analytics total cost of ownership by 70% with LaunchDarkly
Financial data provider lifts AI Overview citations 90% in one week with seoClarity
How Drive Capital built a talent advantage for 150+ portfolio companies with Findem
How Kapor Capital scaled portfolio hiring with unified people intelligence from Findem
Forsyth Advisors saved 15+ hours weekly with Fireflies
Reviresco Wealth Advisory saved 30 minutes per meeting with Fireflies
Urenbank turned weeks of UX research synthesis into a day with Fireflies
WealthUp saved 10+ hours per week with Fireflies
First Abu Dhabi Bank cuts operating costs 57% with Kong
Forage saves $100K on simultaneous SOC 2 and PCI audits with Thoropass
Fortune 50 bank lifts productivity 20% and hits 90% adoption with Clari's Groove
FTMO improves US approval ratios 20%+ and scales payouts with Nuvei
Reducing CI costs with an automated merge queue
Generali case study
Group 1001 scales data quality 10x with Soda
HalcyonFT earns SOC 2 and ISO 27001 in a third of the expected time with Thoropass
How Select Star Helped Block Automate Data Lineage at Exabyte Scale
H&R Block cuts screening time to three hours with Certn
Inspiring engagement and accountability at Sammons Financial Group
iPSL completed budgets and forecasts 66% faster with Vena
A leading financial software provider unlocks $2.3M in annual value with Glean
LendingTree cuts alert noise by 90% with Lacework FortiCNAPP
Lendmark Financial lifts NPS an average of 39 points across 450 branches with AskNicely
LSEG increases sales opportunities 44% with Salesloft
Make the Impact triples year-over-year revenue with Nuvei
Masterworks cuts wire payout times 80% with Modern Treasury
How Medical Data Systems Scales $280,000 in Monthly Collections with AI Voice Agents on Retell
Nitrogen Wealth drives 23x influenced ROI and triples sales-accepted opportunities with Metadata
Morningstar's Central Technology team saves 1,972 work days a year with Asana
Motive Partners cut average negotiation time 57.5% with Ontra
Nayax increases cashless transactions by 60% with Nuvei
Neilson Financial Services cuts new-site production time 30% with Kontent.ai
Spindlemedia deploys 10x faster with the Octopus Kubernetes agent
PandaPay lifts merchant auto-approval rates to nearly 70% with Nuvei
Parafin implements Modern Treasury's API in 8 hours
How Credit Karma cut promotion admin time by a third and replaced 30+ spreadsheets with Pave
Paystone increases paid search conversions 47% with Instapage landing pages
Mastercard grows candidate profiles 900% with Phenom
Marquis Finance saved 40% on benefits administration and onboarded in under a day with Playroll
Processing Partners handles 6M transactions annually with Nuvei
Rabbit Care doubles shipping speed and halves cycle time while scaling 10x with LinearB
RAKBANK lifts website engagement 37% and leads 12% with Optimizely
ECSI saved $1.5M a year with always-on front-desk automation
RSA case study
SCOR scales its webinar program and lifts attendance with ON24
Security Bank cuts API-related incidents 25% with Kong Konnect
Security Benefit rebuilds legacy CDP 75% faster and cuts experimentation time 99% with Coalesce
Snap Finance reduces average handle time 40% with Cresta
Lili scales onboarding with Socure amid 1,700%+ customer growth
Solidgate grows multi-market payment volume 15% MoM with Nuvei
How Sunshine Loans Scaled to 700,000+ Monthly Applications and Cut Abandonment Rates to 5% with Retell AI
Super.com saves 1,500+ hours monthly and speeds onboarding 20% with Glean
Thrivent cut MTTR by 66% and logging costs by 50% with Datadog
TMX Group speeds infrastructure provisioning 75% with Terraform and Vault
TransUnion cuts weekly testing from 30 hours to about 2 with Applitools
RBFCU reaches production-ready Open Banking in four months with Tyk
Service Credit Union cuts fraud loss 70% by cracking down on account takeovers with Unit21
How Flatpay optimized marketing efficiency with Weld
American Eagle FCU lifts engagement with WorkTango Surveys and Action Plans
Apple Federal Credit Union rebuilds recognition and eNPS with WorkTango
Worldpay adds close to $100M in pipeline with Outreach