Financial ServicesFinancial Services

Enterprise Digital Transformation

Financial Giant Boosts Pipeline by $1.9B

Personalized omnichannel CX

Overview

As a leading American multinational financial services corporation, the client sought to modernize its digital infrastructure to deliver personalized, omnichannel experiences, empower marketing teams, and gain deeper customer insights. Partnering with Altudo, the organization embarked on a digital transformation journey focused on scalability and customer-centricity.

Through discovery workshops, Altudo defined a global experience roadmap and implemented a unified marketing ecosystem powered by Sitecore, Adobe, Salesforce, and Eloqua. Multiple websites were rebuilt on Sitecore with advanced CMS, analytics, and automation tools, enabling consistent engagement across four continents.

Leveraging Altudo’s Global Capability Center model, the client gained a cross-functional delivery team ensuring high-quality execution worldwide. The integrated solution provided a single customer view, real-time insights, and measurable results, achieving $1.3M cost savings, 99.8% uptime, and 97.6% SLA adherence.


Challenges

  • The client aimed to enhance its digital infrastructure for global operations.
  • Planned multiple website projects across four continents and various stakeholders.
  • Sought to improve services by leveraging a scalable digital framework.
  • Needed better customer insights to deliver personalized experiences.
  • Needed a technology partner to align with their vision and implement the right solution.

Solutions

Our team helped the client implement a comprehensive digital infrastructure with a new CMS, email marketing, automation tools, and analytics platform. They developed a Customer Experience Roadmap to enhance the client’s ecosystem and executed website projects across four continents, leveraging Altudo’s global marketing operations center.

To enable scalable global execution with long-term cost efficiency, the client leveraged Altudo’s Global Capability Center (GCC) model, unlocking access to a dedicated, cross-functional delivery team that ensured operational excellence, faster time-to-market, and consistent quality across regions.

Additionally, the team integrated systems to create a single customer view, automating data flow from their data warehouse to the marketing platform. By adopting best practices like scoring, personas, and personalization, they improved customer engagement and lead conversion. This enabled personalized experiences across regions, ensuring a seamless and customized journey for customers while optimizing global digital operations.


Results

  • 99.8% website uptime increased
  • 97.6% SLA adherence increased
  • $1.9B pipeline increased
  • $1.3M cost saved

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