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Estudo de caso

O RBS fornece experiências de cliente personalizadas.

  • Respaldo a mais de 100 jornadas de clientes

  • 20% de aumento na retenção de hipotecas

  • Aumento de 0 para 40% na transição online para filial

"We’re creating an environment where we know our customers individually, and we want to use what we know about our customers to really understand what’s important to them – so that we can be there in the moments that matter."

Decisioning Services Lead, RBS

The Business Issue

Following the global financial crisis, the Royal Bank of Scotland (RBS) was in a hyper-competitive market; it needed to work harder to attract and retain profitable customers. To build a strong base of retail accounts, the bank had to reinvent themselves – moving from a purely sales-driven culture to a customer centric organization, that engaged every customer, one-to-one, across channels.

The Solution

With Pega, RBS has re-built its customer approach around the concept of “Personology”, leveraging real-time data and decisioning to present relevant next best actions to more than 17 million customers, across inbound, outbound, owned, and paid channels.

Instead of only focusing on sales offers, RBS now uses everything that they know about their customers to make sure every engagement adds value, and is based on what is right for the customer in that moment.

The Results

Since implementing Pega, RBS has experienced major performance improvements including:

  • 21 Channels integrated in 4 years
  • 35% Of all new product sales attributed to decisioning
  • 5X Increase in digital lending
  • 20% Improvement in balance retention
  • 35% Less impressions (waste)
  • 18 Point increase in NPS
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Related Resources

RBS: The Always On Customer Brain.

Delivering a Personalized Banking Experience at RBS.

How RBS Transformed to Always-on Customer Engagement.

Pega Marketing

Nunca perca uma oportunidade com o marketing Next Best Action

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Desafio: Retenção de clientes Industry: Serviços financeiros Área do produto: Central de decisões do cliente Área do produto: Marketing Área do produto: Pega Customer Decision Hub Área do produto: Pega Marketing
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