Banking Success Stories That Prove Transformation Works
Solutions that spark transformation, build relevance and fuel sustainable growth.
Transformation isn't theory — it's action with measurable outcomes. In this curated collection of banking success stories, you'll see how institutions of all sizes have overcome process bottlenecks, reduced costs, and modernized operations while improving customer experience.
​
From rapid wins to strategic overhauls, each case showcases real-world results delivered through our proven methodologies. These are stories of success powered by thoughtful execution — not just strategy decks — and they demonstrate what’s possible when commitment meets clarity.
Whether you're exploring transformation case studies to build your business case or seeking inspiration for your own journey, this is where operational impact becomes tangible.
TransformOps Programs
AI Strategy Sprint Use Cases
Saving $3M Through PEGA-Driven Banking Process Automation
​
For a regional U.S. bank with 200+ branches, we conducted a 6-week automation due diligence that led to a PEGA Robotics deployment. The solution reduced processing time by 75%, improved decision consistency, and unlocked over $3 million in cost savings.​
​​
​
Saving $10M Through Cross-Division Automation for a Global Bank
​
For a London-headquartered global bank, we led a 12-week automation due diligence across Retail, Wealth, Corporate, and Investment Banking. Using our CRISP framework, we identified high-impact automation candidates, designed a future-state TOM, and built a business case that led to $10M+ in cost savings and improved customer experience.
Identifying 200+ RPA Opportunities for a Digital-Only Bank
​
For a scaling digital bank, we evaluated 286 processes and uncovered 200+ robotic automation opportunities. Alongside two Target Operating Models and a strategic roadmap, our recommendations positioned the bank for $35M+ in savings and long-term transformation readiness.
​​
​
Strategic Sourcing Cases
Identifying 150+ Processes for Outsourcing in Banking Operations
​
​​
While assessing 286 operations for a fast-growing digital bank, we identified over 150 processes with strong outsourcing potential. These spanned customer service, compliance, and middle-office functions — all mapped with risk profiles, cost levers, and governance considerations to support a blended delivery model.​​​
​​​
Outsourcing 250+ Processes, Unlocking $30M in Banking Cost Savings
​​​
​We helped a global U.S. bank prepare its 1200-FTE Customer Service group for remote operations. Over a 12-week due diligence, we assessed 400+ processes, identified 147 optimization targets, and built a roadmap that enabled the outsourcing of 250+ processes using a blended in-house, nearshore, and offshore model — saving over $30 million.