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Financial Services | Digital Transformation

Global Financial Services Leader Boosts Pipeline by $1.9B

Discover how a leading financial services organization modernized its digital ecosystem with a unified marketing technology stack to deliver personalized omnichannel experiences, improve customer insights, and accelerate global growth.
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A leading American multinational financial services organization serving customers across global markets, the company sought to modernize its digital infrastructure and create more connected, personalized experiences at scale.
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Results Achieved

$1.9B

Increase in Pipeline

Expanded the organization’s pipeline through a more connected, personalized digital ecosystem.

$1.3M

Cost Savings

Reduced operational costs through scalable digital infrastructure and streamlined global execution.

99.8%

Website Uptime

Improved digital reliability across the organization’s global web ecosystem.

Challenges Faced by the Client

The organization needed to modernize its digital infrastructure to support global operations and multiple website initiatives across four continents. Disconnected technology and customer data also limited its ability to deliver personalized experiences, while diverse stakeholders and regional requirements created the need for a scalable framework and a technology partner capable of supporting consistent global execution.

Solutions Offered by Altudo

  1. 01

    Built a Global Customer Experience Roadmap

    Conducted discovery workshops to define a global experience roadmap aligned with the organization’s digital transformation goals, stakeholder needs, and customer experience priorities.
  2. 02

    Unified the Marketing Technology Ecosystem

    Implemented a connected digital infrastructure spanning Sitecore, Adobe, Salesforce, and Eloqua, bringing CMS, analytics, marketing automation, and customer data capabilities together.
  3. 03

    Modernized Websites Across Four Continents

    Rebuilt multiple websites on Sitecore with advanced CMS, analytics, and automation capabilities, creating a scalable foundation for consistent digital experiences across regions.
  4. 04

    Created a Single Customer View

    Integrated systems to automate data flows from the data warehouse into the marketing platform, enabling a more unified view of customer interactions and behavior.
  5. 05

    Enabled Personalized Omnichannel Experiences

    Applied personas, scoring, and personalization strategies to deliver more relevant customer journeys while improving engagement and lead conversion.
  6. 06

    Scaled Global Digital Operations with GCC

    Leveraged Altudo’s Global Capability Center model to provide a dedicated, cross-functional delivery team, supporting consistent execution, operational efficiency, and faster time-to-market across regions.
  7. 07

    Improved Digital Reliability & Service Delivery

    The transformation supported 99.8% website uptime and 97.6% SLA adherence, strengthening the reliability and operational performance of the global digital ecosystem.

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