Case Study: Leading Financial Services Organization achieves 2x higher contactability and 12% annual digital sales growth with Tealium

Financial Services Leader Transforms Contact Center Performance with Real-Time Customer Intelligence

Leading Financial Services Organization faced a disconnect between its digital loan application process and offline contact center outreach, which made it difficult to recover abandoned pre-approved applications and convert high-intent customers. With Tealium and Tealium AIStream, the company needed a better way to unify customer data and prioritize who to contact first.

Tealium implemented a real-time customer data orchestration platform with a single customer view, identity resolution, and propensity-based audience rules to power prioritized call center outreach and coordinated follow-up messages. The results included a 2x increase in contactability, an 11% conversion lift on the cart recovery journey, 12% annual digital sales growth from recovered loan applications, and the ability to make operational changes in less than one day while scaling across 13+ products.