Case Study: Wells Fargo achieves streamlined offer management and improved client satisfaction with ProcessUnity’s Offer Management System

Wells Fargo Implements ProcessUnity’s Offer Management System to help Change Conversations with Plan Sponsors

Wells Fargo’s Institutional Retirement and Trust Division faced fragmented product and service data following growth by acquisition, which made it difficult for client‑facing teams to know what clients were using and which offerings to promote. To address this, Wells Fargo implemented ProcessUnity’s cloud‑based Offer Management System to centralize detailed product and service definitions, usage metrics, and supporting materials.

Using ProcessUnity, Wells Fargo consolidated documentation and plan usage into a single catalog (initially covering six service areas and rolled out to close to 500 client‑facing professionals), enabling consistent talking points, quicker client responses, and organization‑wide alignment on preferred offers. The ProcessUnity solution increased demand for access, helped create client‑ready materials and exception‑management talking points, and enabled client‑health and future strategic‑health scoring — improving product adoption tracking, ROI measurement, and overall client satisfaction.

Wells Fargo

Christine Skatchke

Vice President of Product Development and Strategy