Optimizely and UNRVLD empower Permanent TSB’s journey to a future-proof, full-service digital banking platform

Learn how PTSB's comprehensive digital overhaul with Optimizely's CMS enhanced its customer experience and brand identity

This video case study was jointly produced by Optimizely and UNRVLD

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At a glance

  • Enhanced User Experience: Permanent TSB, with Optimizely CMS, created a seamless, personalized digital banking space that enhances customer engagement and reduces branch visits.
  • Modern Digital Rebrand: UNRVLD developed a striking new visual identity for PTSB, reflecting its updated position as a full-service, customer-focused bank.
  • Comprehensive Digital Solutions: The partnership delivered an integrated platform supporting various initiatives, from online booking to financial calculators, aligned with PTSB's customer-centric approach.

Modernizing digital presence with Optimizely

Permanent TSB, one of Ireland’s leading banks, recognized the need to modernize its digital presence to enhance customer experience and drive business growth. By partnering with Optimizely and digital experience experts UNRVLD, PTSB aimed to develop a robust digital experience and management platform. This strategic initiative was designed to boost customer engagement, increase conversion rates, and minimize the need for in-branch visits. The collaboration set the stage for a transformative digital rebrand that would align with PTSB’s evolving market position.

Aiming for enhanced engagement and streamlined interactions

The primary objective of the project was to create a digital platform that not only improved user engagement but also streamlined customer interactions, enabling them to access services online more efficiently. As PTSB expanded its role as a full-service, customer-focused personal and business bank, it became clear that a new visual identity was necessary. Optimizely provided the technological foundation, while UNRVLD was tasked with crafting a modern, customer-centric identity that would resonate with PTSB’s diverse client base.

Delivering a consistent and intuitive digital experience

UNRVLD successfully delivered a cohesive and visually striking online presence by integrating Optimizely’s Content Management System (CMS) with meticulously developed digital style guides. This integration ensured that PTSB’s new visual identity was not only consistent but also seamlessly aligned with the bank’s updated market position. The intuitive user interface, powered by Optimizely, allows customers to easily access live information and self-service tools tailored to their unique financial needs, creating a welcoming and efficient digital environment.

Comprehensive digital solutions powered by Optimizely

The collaboration between Optimizely, UNRVLD, and PTSB yielded significant outputs, including advanced UX & UI design, the development of a flexible Optimizely CMS, and seamless integration with PTSB’s internal banking systems. The project also supported multiple digital initiatives, such as the creation of online booking platforms, various financial calculators, and different account applications, all designed to enhance customer interactions.

Empowering PTSB’s digital future with Optimizely

At the core of this transformation was Optimizely’s powerful CMS, which provided the flexibility and scalability needed to support PTSB’s growing digital needs. The platform’s robust features empowered PTSB’s content teams to efficiently manage digital content, ensuring that customers always had access to the most relevant and up-to-date information. The successful implementation of Optimizely’s CMS and the new digital identity enabled Permanent TSB to offer a more personalized and engaging banking experience. This transformation not only strengthened customer trust but also positioned PTSB as a leader in the digital banking space in Ireland, prepared for continued innovation and growth.

Industry

Financial services

Product used