Case Study

Reimagining banking by turning customer and employee feedback into action

Reimagining banking by turning customer and
employee feedback into action

Reimagining banking by turning customer and employee feedback into action

Pages 4 Pages

BAC, Central America's leading financial institution, evolved from customer-centric to "life-centric" success across economic, environmental, and social dimensions by turning feedback into action. Medallia software captured 1.8M+ customer responses across channels (2019-2022), delivered a sustained 23-point NPS improvement in contact centers and branches over 3 years, and generated 80,000 agent congratulation messages. Regional CX Manager David McCrea credits its real-time analytics for strengthening relationships, empowering employees, and driving measurable loyalty gains that reimagined banking experiences.

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