Case Studies

UPTEVIA
Financial Services

UPTEVIA

Crédit Agricole / BNP Paribas

“One platform. Zero silos. Total control.”

95%
Automation Achieved

The Challenge

The Problem They Faced

Multiple disconnected CRM systems created data silos and operational inefficiencies. Marketing teams lacked visibility into campaign performance and customer engagement across channels.

1

Multiple disconnected CRMs

2

Data silos everywhere

3

No unified reporting

4

Inconsistent customer experience

Our Approach

How We Solved It

Centralized all CRM operations into a single controllable platform with automated data synchronization. Implemented A/X testing frameworks, mass personalization capabilities, survey tooling, and executive-level analytics dashboards.

Multi-CRM consolidation

Executive analytics dashboard

A/X testing framework

Survey management tools

Results

The Impact We Delivered

95%
Automation
Automated processes

Multi-CRM
Unified
Single source of truth

100%
Visibility
Full data control

Real-time
Dashboard
Executive reporting

“Our teams gained full data control and repeatable campaign excellence thanks to the centralized stack and deliverability expertise.”

P
Program Lead
Banking Division
UPTEVIA

CRM Integration
Data Centralization
Analytics Platform
Survey Management

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