Case Study

Case Study: Hapoalim Injects A Human Touch Into Digital Banking

Multichannel Integration Uncovers New Opportunities

May 25th, 2012
TM
Tiffani Montez
With contributors:
Benjamin Ensor , Douglas Roberge

Summary

Bank Hapoalim observed a shift in expectations and interactions within a high-value segment of customers with a direct channel preference. To meet those customers' needs, Bank Hapoalim developed a new service, Poalim Connect, which combines a personal banking relationship with online personal financial management. The strategy injects a human touch into digital banking to meet the needs of high-value digital customers. The goals of this strategy are to maintain Hapoalim's leadership in direct banking in Israel, retain customers, and acquire new customers. Hapoalim believes the new service has improved customer satisfaction, credit penetration, and customer retention.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.