Case Study: Financial Services Firm achieves 46% increase in match participation and $3M in annual matched donations with YourCause

Financial Services Firm - Customer Case Study

Financial Services Firm, a global financial services company focused on employee engagement, faced a constrained CSR program run by a one‑person team. Their matching program was narrow and paper‑based, campaign management depended on skilled employees volunteering time from IT and communications, and they lacked unified reporting and a business case to secure additional headcount. They partnered with YourCause and deployed the YourCause platform to simplify program administration and quantify internal resource needs.

With the YourCause platform, Financial Services Firm expanded and modernized its matching and volunteer programs, driving a 46% increase in employee participation in the match program in one year and more than $3M donated through company matches in that year. YourCause’s reporting eliminated the need for skilled volunteer support (implemented for less than the cost of six employees’ time), and the firm used the data to justify growth—quadrupling CSR staff and adding support roles within four years—enabling year‑round matching, payroll deduction, and global volunteer programs.