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Digital Transformation in Banking Case Study Roundup

Planview

As the world grows more and more digital, customers across every industry are expecting digital-first, timely assistance and support. As shown in this digital transformation in banking case study roundup, all businesses — including banks — have been forced to change and evolve with the times.

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A Banker’s Guide to Digital and AI Transformation Success

NG Data

Digital technology and AI have revolutionized finance. According to McKinsey's Eric Lamarre, following a proven roadmap can provide banks a competitive advantage in the never-ending process of digital transformation.

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What We Learned from the 2024 Vision Award Winners

Planview

They have been engaged with Planview to support their “Health Reimagined” initiative, an enterprise-wide digital transformation. The organization serves 4.9 million health plan members and more than 80,000 physicians across California.

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How to prioritize your CX budget

Zendesk

Below, we break down high priority touchpoints by industry paired with a free deeper dive into the solutions, so that you can deliver great CX without breaking the bank. The finance world’s shift to digital has been a long time coming, but its speed accelerated during the pandemic, which means we have a lot to look forward to.