Active Digital

CASE STUDY

Turning insight into income: Data-driven growth in retail banking

IMPACT SUMMARY

0 %

Increase in cross-sell rate

Personalized offers powered by real-time behavior data
$ 0 M

Incremental revenue attributed to optimized campaigns

Campaign performance directly tied to bottom-line impact
0 X

Improvement in lead conversion velocity

From 10 days to 36 hours from click to conversation
0 %

Lift in marketing-qualified lead (MQL) accuracy

Better targeting with AI-driven audience segmentation

Project Snapshot

A mid-sized retail bank was flying blind—unable to tie marketing activities to customer acquisition or product uptake. Disparate data across card, loan, and savings divisions meant marketers lacked a cohesive view of the customer journey. Leadership wanted smarter investment, but analytics lagged weeks behind campaigns, attribution was murky, and optimization was reactive at best. The result: flatlining engagement, wasted media spend, and a growing disconnect between marketing efforts and financial results.

Our Solution

We implemented a centralized marketing intelligence hub that stitched together customer behavior, transaction data, and channel performance across the bank’s ecosystem. AI agents applied financial-grade attribution models to uncover what truly drove conversions, while real-time dashboards alerted teams to shifts in campaign efficiency. Strategic decisions moved from quarterly to weekly cycles, enabling precise reallocation of spend and accelerated rollout of personalized offers. Marketing became a measurable revenue driver—with insights that now shape everything from product design to branch operations.

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