Case Study: Yorkshire Building Society improves compliance and speeds approvals with Aprimo

Yorkshire Building Society - Customer Case Study

Yorkshire Building Society (YBS Group), one of the UK's largest building societies, faced challenges with its inefficient, manual processes for managing financial promotions campaigns. The organization relied on disjointed methods like handwritten notes in "job bags," which resulted in lengthy approval times of up to a month, inconsistent audit trails, and increased risk. To enhance marketing quality, improve audit results, and decrease risk, YBS sought a flexible, automated marketing operations solution.

YBS implemented Aprimo Productivity Management to automate and standardize its campaign management and approval workflows. The results were significant, including a decrease in the project rejection rate from 20% to 3% and a 25% improvement in approval turnaround times. The implementation also automated reporting, saving managers four days of work per month and providing robust oversight that significantly reduced risk and improved compliance confidence.

Yorkshire Building Society

Matthew Cox

Customer Strategy and Planning Manager