Case Study: Spendesk achieves scalable 1:1 finance community engagement with Orbiit

How Spendesk is using AI to drive connection among members of their high stake customer community

Spendesk, a SaaS company, faced a challenge in scaling the highly personalized, one-to-one networking that was a core value of its CFO Connect community. Their manual member-matching process was effective but consumed an excessive amount of staff time, making it unsustainable for their growing network of over 6,000 finance leaders. To address this, they turned to the vendor Orbiit and its platform for facilitating curated connections.

Orbiit provided an end-to-end solution that automated the matching, scheduling, and feedback collection for one-to-one conversations. This implementation saved the Spendesk community team two full days of work per month while simultaneously improving the member experience. The program achieved significant results, including a 40 Net Promoter Score, with 90% of participants reporting the conversations added value to their community experience and 80% stating they would make a better business decision because of their chat.

Spendesk

Dominique Farrar

Head of Community & Comms