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Customer stories/Large Financial Institution

How a major bank unlocked over $5 million in savings

How a large financial institution unified consent, personalization, and communications into a single, governed execution layer.

How a major bank unlocked over $5 million in savings
  • $5.5M Projected annual cost savings

  • 800K+ Consumer consents in two weeks

  • 37% Improvement in message delivery rates

Company

Large Financial Institution

HQ / Location

India

Industry

Financial Services

Department

Finance,

Marketing,

IT

Scale

Millions of customers and daily interactions

The challenge

At a large financial institution, compliance, marketing, and communications operated in silos. Consent data was fragmented across platforms, marketing relied on generic targeting, and 27+ messaging systems sent billions of ungoverned messages monthly—driving regulatory risk, spiraling costs, and poor customer engagement.

Use cases transformed into AI-Native

With UnifyApps, the institution unified compliance, personalization, and communications into a reusable, AI-Native execution model:

HDFC - Behavioral Upsell Engine

Behavioral Upsell Engine

  • BEFORE Broadcast campaigns using aggregate data

  • COST Missed conversions and high acquisition costs per week

  • AFTER Real-time behavioral nudges across channels

  • BUSINESS IMPACT Higher conversions and portfolio engagement

HDFC - Unified Communication Hub

Unified Communication Hub

  • BEFORE 27+ systems sending 2.5B messages monthly

  • COST $4.1M monthly spend and duplicate messaging

  • AFTER Centralized hub with template and DLT controls

  • BUSINESS IMPACT $5.5M annual savings and 37% higher delivery

90% faster time-to-market

Traditional builds take 12–18 months.

UnifyApps delivered production compliance in two weeks.

Built on AWS

The breadth of AWS let UnifyApps assemble a banking-grade platform on Amazon EKS, drawing on DocumentDB, MSK, MemoryDB, and S3, with Amazon Bedrock  and OpenSearch powering its AI agents, and KMS, Secrets Manager, GuardDuty, and Security Hub layered in for compliance.

Because AWS spans infrastructure, managed AI, and a deep security and DR toolset, UnifyApps deployed fully inside the customer's own landing zone —  running AI-driven automation without sending data outside the bank's environment. AWS's flexibility is what made a regulator-compliant, in-environment AI deployment achievable while meeting strict data-residency and uptime mandates.

AI doesn’t scale through pilots. It scales through architecture.

See how UnifyApps helps compliance, marketing, data & analytics teams build once and scale AI everywhere.