Case Studies

Enhancing Customer Insights

A large global bank with operations in 50 countries was seeking a solution strengthen customer loyalty by delivering more personalized services. The goal was to develop a real-time 360 degree view of each customer to be able to provide more relevant offers, delivering stellar service, and boost loyalty.

Challenges Faced

  • Customer data was spread across multiple systems.
  • Data was unstructured and not compared between the different customer interfaces:
    OnlineMobile BankingATMCall CenterBranch
  • There was no solution that combined all data into an accurate picture of the customer.

Data Gathering Methods

  • Text mining and sentiment analysis of customers’ call center conversations to gain insights into product preferences and emerging needs.
  • Analyze spending habit data to predict significant life events Monitor automated billpay and direct deposit activity to identify potential client attrition.


  • Deployed analytics tool to combine transactional and demographic data for each customer into one profile
  • Make data available in real time to agents to provide more relevant advise and cross-selling opportunities to clients.
  • Use client data and insights to tailor marketing campaigns to better address the emerging needs of existing clients


  • Improved customer service satisfaction
  • Tripled revenues from cross- and up-selling to customers
  • Reduced account attrition by 66%.

Private cloud helps bank cut its data center footprint

The bank was aware of the benefits of cloud computing. Given the volume of its sensitive data, the client needed a structured, seamless and secure migration.


Banks need to be cautious when dealing with their customers’ financial information. So, when one of the world’s largest banks wanted to create a private cloud across its six data centers.


and some of its lab environments, it sought an experienced vendor to manage the migration. Several technical challenges, including migrating applications that used a database management system in the backend, had to be resolved. Performance issues with apps that process large messages as well as issues with monitoring the migration’s process also needed to be addressed.


The bank had already tried to carry out the migration internally, but it faced problems with manual workflows, lack of a structured approach and ad hoc communications. In addition, its line—of—business teams were reluctant to participate in the transformation program.


At a glance

One of the world’s largest banks wanted to cut costs by creating a private cloud. We helped it securely migrate more than 800 applications. As a result, the bank has lowered its total cost of infrastructure ownership and now enjoys a more flexible IT setup, improving time to market.


  • Migrated more than 100 applications  to a private cloud.
  • Improved productivity by 25% with a migration tracker system that enhanced task visibility.
  • Reduced infrastructure footprint by 25%, lowering the total cost of ownership.
  • We deployed more than 20 experts to ensure the successful and timely completion of engagement deliverables, adopting an agile scrum methodology with structured communication between on-site and offshore teams to provide visibility into ongoing work.
  • Using automation – Throughout the project, we used various approaches to quickly migrate legacy applications under predefined standards. We also applied a security governance framework using automation scripts, automated infrastructure provisioning and adopted a migration methodology. The migration model helped the team carry out application assessments and migrations in parallel, enabling the migration of more than 100 applications over two years.
  • Our efforts led to the bank hosting its applications on a scalable, standardized, secure and highly available cloud architecture. It can now ramp up applications faster, enabling delivery of products to the market in less time. Additionally, the bank has minimized its application and infrastructure footprints, leading to operational cost savings. Although this was a multi-vendor project, the bank credited TribolaTech for the exceptional work we delivered and the team spirit we demonstrated.

Regulatory Reporting

Client Challenge

  • Understand the requirements for various portfolios that are needed for CCAR submission.
  • Working with constantly changing requirement from regulatory side.
  • Frequent DQ checks updates.
  • BAU support model
  • Automation of manual data updates by business.


  • Define common and robust architecture which supports various portfolios required for regulatory reporting.
  • Code reusability
  • Minimize manual data updates by automation


  • Deploy automated schedule loads for various portfolios.
  • Upgrade platform and DB with latest upgrades available from tool/platform vendors
  • Come up with best standards and practices to help the BAU process seamless and smooth to support business needs.

WOW Factor

  • Deep understanding of Data Quality, Data management and Regulatory Reporting.
  • TribolaTech team has strong background in data management/governance.
  • using industry knowledge and best practices.


  • Reduce data provisioning cycle times from 7 to 4 days.
  • Improved Data-automation by 80%.
  • Increase productivity by 70%
  • Near Real-time quality and trustable data available within 24 hours versus 1 week
  • CCAR Reports and Audit Automation.