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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.

Scalable, Reusable Foundation

Shared customer, consent, and messaging objects—including Customer Profiles, Communication Templates, and Transaction Logs—enabled reuse across compliance, marketing, and communications.

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