Case Study: U.S. Retail Bank achieves 20% more referrals and 3× advisor data adoption with Evalueserve's self-service data visualization

U.S. Retail Bank - Customer Case Study

U.S. Retail Bank’s regional managers and financial advisors faced fragmented, non‑centralized customer data, privacy constraints and slow, manual reporting that made identifying cross-sell opportunities and monitoring advisor performance difficult. Evalueserve provided a self-service data visualization tool and customized dashboards to consolidate portfolios, enforce secure access controls, and speed report generation.

Evalueserve implemented individualized advisor reports and a dynamic regional dashboard with secure filtering (advisors see only their customers), reducing report creation to one hour and supporting ongoing use for over four years. The solution produced measurable impact: a 20% increase in referrals, three times as many advisors using data to plan cross-sell strategy, greater efficiency and transparency, increased share of wallet for investment-only customers, and stronger brokerage–retail banking collaboration.