List of Oracle CX for Financial Services Customers
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Since 2010, our global team of researchers has been studying Oracle CX for Financial Services customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Oracle CX for Financial Services for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Oracle CX for Financial Services for CRM and Investor Relationship Management include: Banco Nacional de Costa Rica, a Costa Rica based Banking and Financial Services organisation with 4800 employees and revenues of $1.00 billion, Bank of Guam, a United States based Banking and Financial Services organisation with 529 employees and revenues of $108.0 million, Radius Bank, a United States based Banking and Financial Services organisation with 150 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using Oracle CX for Financial Services, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Oracle CX for Financial Services customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Banco Nacional de Costa Rica | Banking and Financial Services | 4800 | $1.0B | Costa Rica | Oracle | Oracle CX for Financial Services | CRM and Investor Relationship Management | 2020 | n/a |
In 2020, Banco Nacional de Costa Rica implemented Oracle CX for Financial Services to deliver CRM and Investor Relationship Management capabilities that unify customer data and support sales and marketing workflows in Costa Rica. The deployment established a centralized customer profile model to consolidate contact, interaction, and segmentation attributes across retail and commercial banking touchpoints.
The implementation configured Oracle CX modules including Sales, Service, and Eloqua marketing, and automated lead capture using Oracle Intelligent Advisor. Functional workflows included lead capture and routing, opportunity lifecycle tracking, service case management, campaign segmentation, and cross-channel orchestration, all configured within the Oracle CX for Financial Services application to standardize data models and segmentation logic.
Integrations explicitly included Oracle Intelligent Advisor for automated capture and qualification of inbound leads, and Oracle Eloqua for marketing automation and synchronized campaign audience management, enabling lead status propagation between marketing and sales. Operational coverage focused on marketing and sales departments in Costa Rica, with system configuration aimed at country-level customer engagement and campaign operations.
Governance emphasized standardized CRM data governance and campaign segmentation policies to align sales and marketing processes, and the rollout was executed in approximately three months. The project delivered rapid results and doubled measured conversion rates from approximately 3% to approximately 6%.
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Bank of Guam | Banking and Financial Services | 529 | $108M | United States | Oracle | Oracle CX for Financial Services | CRM and Investor Relationship Management | 2020 | Ekulus Consulting |
In 2020, Bank of Guam implemented Oracle CX for Financial Services. The deployment of Oracle CX for Financial Services addressed CRM and Investor Relationship Management needs by centralizing customer engagement across contact-center, marketing, and sales channels in the Western Pacific region.
Bank of Guam deployed Oracle Cloud CX Sales, Marketing with Eloqua, and Service modules to unify contact-center, marketing, and sales data across channels and enable personalized outreach. The implementation emphasized customer data consolidation, campaign orchestration, and case management capabilities aligned to banking customer lifecycle workflows.
Integrations focused on unifying multichannel contact-center inputs and marketing automation streams into a single customer profile, enabling sales and service teams to access consistent account and interaction histories. Operational coverage included retail banking customer service, marketing outreach programs, and sales pipeline management across the bank's regional footprint.
The multiyear rollout was executed with Ekulus Consulting, with phased deployment across functions and governance to centralize CRM ownership and standardize workflows between sales, marketing, and contact-center operations. Change management included coordination of process handoffs and system access controls to align service and marketing processes with the new platform.
The project delivered explicit operational outcomes, achieving 97% customer satisfaction, approximately 75% increase in agent productivity, and a roughly 90% reduction in unresolved incidents after rollout. These results were reported following the multiyear implementation of Oracle CX for Financial Services with Ekulus Consulting.
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Radius Bank | Banking and Financial Services | 150 | $25M | United States | Oracle | Oracle CX for Financial Services | CRM and Investor Relationship Management | 2020 | n/a |
In 2020 Radius Bank implemented Oracle CX for Financial Services to centralize multi-channel customer service, deploy a digital assistant, and proactively identify customers at risk of leaving. The initiative was executed as a CRM and Investor Relationship Management program focused on US customer service and retention operations. The deployment leveraged Oracle CX Service, also referenced as Oracle B2C Service, to provide multichannel case management, intelligent routing, and a digital assistant configured to resolve routine inquiries and surface churn signals for prioritized follow up. Configuration work emphasized automated chat workflows, agent-assisted escalation paths, and analytics-ready event streams to support at-risk customer identification and case prioritization. Operational coverage included customer contact center agents and retention teams across the United States, with channels consolidated across chat, voice, and email to ensure consistent case handling. The chatbot was instrumented to handle conversational entry points and hand off to live agents where needed, and it handled approximately 15% of chat inquiries within months of launch, while the live-agent queue recorded reduced average handling times. Governance changes included centralized service routing policies, agent workflow standardization, and staged rollout of the digital assistant to validate intent models and containment rates before broader activation. Business outcomes reported by Radius Bank included an increase in net promoter score of approximately 20% and improved retention visibility through proactive identification of customers at risk of leaving.
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