Case Study: Regional Bank boosts engagement and cross-sell with Zymr's integrated PFM tools

a regional bank boosts mobile engagement 35% with Zymr

The customer, a regional bank, faced limited digital engagement as its mobile app was used only for basic transactions while customers turned to third-party apps for personal finance management. To increase loyalty and cross-selling opportunities, the bank partnered with vendor Zymr to design and implement integrated PFM tools within its existing platform.

Zymr embedded a comprehensive PFM module featuring real-time expense tracking, credit score monitoring, and financial planning tools, seamlessly integrated with the bank's core systems. This solution transformed the app into a financial engagement platform, resulting in 35% of mobile users actively engaging with the new features and a 20% increase in cross-product sales, while also reducing customer churn.