Case Study
How UMB Used Critical Insights to Drive an Unparalleled Customer Experience
UMB Bank transformed its customer experience by using Medallia’s Experience Cloud and Speech Analytics to launch the CX Ambassador program, achieving a 9-point NPS increase, 20% improvement in first call resolution, and millions in cost savings. The initiative repurposed staff from closed branches to proactively address issues and deepen customer relationships. By acting on 95% of cases within two days and generating \$1.9 million in referrals, UMB shifted from reactive service to empathetic, insights-driven engagement. The program won industry awards and became a model for excellence across the bank.