Ziklo Bank
Ziklo Bank increased upsales by 30% thanks to the marketing automation solution offered by Sweet Systems
Effekt
Challenges & goals
Ziklo Bank had a customer lifecycle with well-defined touchpoints and saw huge upsales possibilities with automated communication. Sweet Automation gave them an opportunity to automate their communication and helped them to ensure that they reached the customer at the right time and by the right channel. Ziklo Bank wanted to reduce their time-to-market, the dependency on their own IT department and additionally accelerate the process of activating more customers. Another goal was to reduce the company’s manual processes and its risks.
Solution & result
The solution for the challenge was to use Sweet Automation for automating the touch points. The advanced selection engine with dynamic flows and smart business rules in Sweet enabled them to control the communication without the help of their IT department. The solution has enabled the set-up of automated activities according to the customer lifecycle, such as creating personalized onboard experiences when an account has been opened, by sending alerts to the sales organization when an agreement is about to expire or by automating offers through the CarPay app. Sweet Automation’s powerful selection engine displays and analyzes Ziklo Bank’s customer data in real time which helps them to quickly select a relevant target group. Moreover, Ziklo Bank can combine data from different sources to identify accurate and precise target groups. Sweet Automation’s flow tool is based on target groups and actions that are triggered by rules. Actions that Ziklo Bank uses are e-mail and SMS communication via Biz Wizard that will present offers to the customers through the CarPay app.
- Reduced manual handling by 1 FTE
- Increased upsales with 30%
- Increased opening rate in welcome mail with 15%
- Reduced errors
Ziklo Bank
Ziklo Bank is a Swedish bank focused on creating flexible and sustainable financial solutions for individuals and businesses alike. Originating from Volvofinans, Ziklo has evolved its offerings to meet today’s digital demands, placing the customer at the core. Their ambition is to deliver solutions that are not only seamless and innovative but also sustainable, aimed at enhancing the financial well-being of people and businesses. By combining extensive experience with modern technology, Ziklo Bank provides a reliable banking experience designed for the future.
