Success Stories

In the dynamic consumer banking sector, a leading bank struggled with leveraging data they collected across multiple business lines. Through a Moneta relationship, the CIO shared a desire to utilize this data to get closer to their customers and facilitate cross-selling. The bank already had a relationship with a very large, global consulting firm with whom they had already begun discussing this issue. However, the bank chose a Moneta client for its innovative approach, access to world-class experts, and nimbleness.

Moneta assembled an expert team to develop a comprehensive data strategy that leveraged AI. Their solution enabled the bank to identify and leverage opportunities across businesses, from mortgages to auto loans and retail banking. As a result, the bank has seen a significant increase in cross-selling, unlocking new marketing opportunities and driving growth. For instance, the bank’s ability to cross-sell auto loans to existing mortgage customers increased new loan revenue by an impressive 30%. The Moneta client now enjoys its own great relationship with the bank, which has resulted in significant revenue.

A global pharma company was facing significant challenges in managing its vast network of 30,000+ suppliers. They also needed a predictive ability to predict supply chain challenges to avoid disruption. Moneta connected them to a client who designed an AI-based tool that uses a variety of factors to highlight risk factors, matching experts with decision-makers and reducing the sales cycle significantly.

The results were remarkable. The Moneta client won a multi-million dollar opportunity, thanks to being able to leverage an existing trusted relationship and work directly with pharma executives. The company was able to reduce supplier-related risks by 25%, leading to significantly improved supply chain reliability, while producing significant cost savings.

A Federally Qualified Health Center (FQHC) needed to drive innovation and differentiation in healthcare to compete with giant health systems. The challenge was to improve service delivery and patient care while finding funding sources to offset costs.

Moneta developed an approach to funding innovation through corporate grants, which allowed a client to develop an AI-enabled patient engagement platform that revolutionized the way the FQHC operated. By leveraging AI, the center was able to decrease wait times by 35% and improve the quality of care significantly. Patient satisfaction scores jumped by 20%, and the FQHC was able to position itself as a leading innovator, successfully competing with healthcare giants.

The Moneta client was able to build multiple teams that are now providing these services to other FQHCs across the country and has more than doubled the size of their company.