The challenge
Employers in Banking, the employers’ association for banks in Switzerland, previously used two different US tools for event registrations and newsletters. The functional scope of these systems no longer met the association’s current needs, and members’ contact data had to be managed across multiple platforms. In particular, however, data protection became a concrete problem: many banks blocked the US-based event registration forms for security reasons, which led to a high volume of manual support.
Unified tool, secure data storage
With Friendly Automate, Employers in Banking was able to replace the two existing tools and merge all processes into a single platform. David Frey, Head of Communications and Politics, was able to significantly simplify the previous communication processes and automate parts of them. David can now organize events and marketing campaigns more efficiently. Targeted training by Friendly made it easier for him to get started. As the data is now hosted in Switzerland, it is FADP & GDPR compliant and all forms provided are easily accessible for banks.
Conclusion: Optimized processes, better communication
The implementation of Friendly Automate led to noticeable improvements in the day-to-day work at Employers in Banking. Internal processes were optimized, the newsletter design was modernized and event management was fully integrated. The centralized system, better delivery rates and strategic, automated campaigns have led to a lasting improvement in their digital communication.
Specific results
- Central contact database: All contacts are now gathered in one place so that precise marketing and communication measures can be carried out on a better database.
- Higher accessibility: Banks now have unrestricted access to the event registration forms. This significantly reduces the manual workload.
- Better workflows: Internal processes have been simplified and marketing campaigns run automatically. Both save time and reduce errors.
- More modern newsletters: Thanks to a clearly structured, easily customizable email template, the mailings look more professional and can be duplicated for new campaigns with just a few clicks.
KPIs
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1. Time savings:
Time savings of up to 20% thanks to optimized processes
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2. Cost savings:
Slight decrease in costs for software and support
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3. Data security:
FADP-compliant processing of all data in Switzerland
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4. Personal support:
The support provided by our COO, Lukas Sigel, ensures fast and efficient solutions
“With Friendly Automate, we have found exactly the solution we were looking for: A powerful, flexible and secure platform that helps us to simplify our event and newsletter processes. The personal support provided by Lukas Sigel, who is always on hand with help and advice, is particularly valuable. We feel in very good hands with Friendly Automate.“
David Frey
Head of Communication and Politics
