Case Study: UnionBank achieves AI-driven 138% bancassurance growth and up to 237% conversion lifts with Cloudera

Tapping the potential of data to transform the customer experience

Union Bank of the Philippines, a digital trailblazer in the region, faced rising digital workloads and intensifying competition as the industry shifted toward online retail payments. To stay ahead, the bank needed to automate manual processes, identify new prospects faster, and gain deeper customer insights to improve cross-selling and personalization.

UnionBank built a centralized Data Vault on Cloudera and used Cloudera Data Science Workbench to deploy AI/ML “look-alike” models and intelligent recommendations across channels. The initiative boosted bancassurance bookings by 138% in 2021 and raised monthly conversion rates for credit cards by 187% (telesales) and 237% (EDMs), while auto-loan EDM conversions increased 178%, along with time savings and stronger customer affinity.

UnionBank

Dennis Omila

Chief Information and Operations Officer