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Case Study

Increases revenue by focusing on the Voice of the Client

Increases revenue by focusing on the Voice of the Client

Increases revenue by focusing on the Voice of the Client

Medallia
Pages 3 Pages

Fidelity International unified its fragmented Voice of the Client programs—previously 30 separate initiatives lacking cross-regional comparison—through Medallia software's global automation and Salesforce integration. The platform captured consistent feedback, enabling closed-loop actions that drove 50% higher combined net sales in businesses informed by client insights, 5x relationship NPS growth since launch, and 45% average net sales increases for detractors receiving follow-up calls. Medallia empowered revenue growth by focusing on actionable client voices, transforming siloed data into strategic, continuous improvement across financial services.

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