Case Study: UniCredit achieves higher customer engagement and increased cross‑selling with Comarch Personal Finance Management

UniCredit - Customer Case Study

UniCredit engaged Comarch to deploy Comarch Personal Finance Management to make online banking more usable and attractive, drive cross‑selling and non‑bank product sales, and integrate diverse data sources. UniCredit needed a flexible, multilingual solution with a high‑accuracy categorization engine to encourage greater customer use of its digital channels.

Comarch implemented the PFM by importing over 1.2 billion transactions, building a high‑performance categorization engine (validated on 2,000,000 transactions), and delivering a responsive AngularJS interface plus features such as limits, tags, notifications, manual categorization and a calendar. The Comarch solution improved customer engagement and sales opportunities: more than one in four customers have access to the PFM and one in three visit regularly, while UniCredit reports higher customer satisfaction, loyalty and better-targeted product offers.

UniCredit

Heiko de Simone

Global Online & Mobile Banking