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Permanent TSB

Building a digital banking leader 
Client
Permanent TSB
Sector
Financial Services
Services
Design / Optimizely Build

With over one million Irish customers and 70+ branches across Ireland, Permanent tsb holds a reputation as the bank of the Irish home owner.

Our objective was to create a digital experience and management platform which would allow Permanent tsb to boost engagement, drive qualified leads into self-service funnels, increase conversions and reduce the need for branch visits.

Customer-centric

The priority was to translate Permanent tsb’s in-branch customer experience into a digital audience – creating an intuitive, welcoming space where customers could access live information and self-service tools relevant to their unique financial needs.

The new navigation and design reflected a customer-centric view of the financial products most suitable for saving, loans, credit and mortgage This was all centred around life events, providing custom calculators, tools and guidance to inform and direct customers. A mobile-first approach was also essential, responding to the seismic shift in banking trends.

Getting value

Agility and customer-centricity quickly paid dividends.
With the new content, campaigns and personalised approach to delivery across all devices, engagement, leads and conversion all improved by double digits in the months post launch. The time required to deliver personalised marketing campaigns around product releases and promotions was slashed by up to 80%.

Building on solid foundations

We have continued to work with Permanent tsb to deliver a programme of transformative projects which have tightened the integrations between their public facing corporate and retail banking website, with back office, CRM and banking platforms empowering the customer to self-serve on key banking facilities. When the Covid crisis hit, PTSB’s platform was poised for a rapid response, enabling customers to self-manage mortgage, emergency borrowing and more.

Digital experience management

We implemented Optimizely CMS to create complete flexibility and control on content, layout, promotions and personalisation. In turn, crafting a new customer experience that works beautifully across all devices.  We also developed online forms, tools and calculators which integrated with the backend to streamline acquisition and enhance customer self-serve functionality.

Permanent tsb's teams are now able to manage, personalise and test every element of the site. Customers have an intuitive banking experience; with mobile optimised for ultimate convenience and access to live information such as borrowing calculators and loan repayment information, 24/7.

We are incredibly pleased with our decision to make UNRVLD our digital partner. The team understand the unique demands of the financial sector, and in a market where we’ve had to quickly stand up a customer segment on-boarding channel to support customers of two banks leaving the Irish market. Working side by side, we’ve created a digital banking experience that instils trust and confidence within our customer base.
Thomas O’Brien
Digital Channels Manager, Permanent TSB

Outputs

UX and UI Design
Optimizely Development
Integration with internal banking systems
Support of multiple initiatives, including online booking platforms, various calculator types, and different account applications
Kiosk development support for in-brand activation

Technology

Optimzely CMS
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