February 20, 2026

Introduction

AI-Led Personalization Platform adoption enables financial institutions to improve engagement quality and marketing productivity at scale. This case study highlights how an AI-Led Personalization Platform helped a global investment bank simplify operations and unlock growth.

Customer

A global investment bank operating across retail, corporate, and wealth divisions with a fragmented MarTech landscape built through siloed initiatives.

Business Objective

The bank aimed to improve customer engagement quality, reduce operational complexity, and increase ROI on digital investments through a unified AI-Led Personalization Platform.

Scope of Services

The delivery team supported implementation of a unified personalization platform integrating customer data, AI-based segmentation, automated journey orchestration, and omnichannel delivery. A test-and-learn operating model aligned marketing, analytics, and technology teams around shared KPIs.

Benefits

Improved engagement quality
Faster campaign execution
Reduced manual effort and tool overlap

Impact

9% revenue uplift opportunity
$100M+ cost-saving potential
Scalable foundation for AI-led growth

Introduction – Intelligent Documentation Platform

Intelligent Documentation Platform solutions help healthcare organizations reduce administrative burden and improve clinician productivity. This case study demonstrates how an Intelligent Documentation Platform improved digital experience and operational efficiency.

Customer

A large US health system operating across multiple regions and expanding clinical services following a major merger.

Business Objective

The customer aimed to reduce clinician documentation burden, improve productivity, and enhance digital experience while supporting growth and scale.

Scope of Services

BXITech supported a platform-led approach that embedded intelligent documentation directly into existing workflows. The rollout followed a phased adoption model with structured feedback and change management to ensure sustained usage.

Benefits

Reduced documentation effort
Improved clinician productivity
Better provider experience

Impact

50% clinician adoption across specialties
34 minutes saved per provider per day
~$3M annual productivity gains

Introduction – Composable Digital Platform

Composable Digital Platform adoption enables healthcare providers to improve efficiency while remaining flexible for future growth. This case study highlights how a large healthcare system leveraged a platform-led approach to improve IT efficiency and clinician experience.

Customer

A large US healthcare system undergoing merger-led expansion and introducing new products and services, increasing demand for IT capabilities.

Business Objective

The organization sought to improve IT efficiency, enhance digital experience for care providers, and build a flexible platform capable of supporting current and future needs.

Scope of Services

BXITech supported the enterprise architecture team in evaluating composable architecture and designing a platform with orchestrated capabilities. IT partnered with business leaders to align technology investments with care delivery and operational roadmaps rather than implementing isolated tools.

Benefits

Standardized digital capabilities
Improved clinician experience
Flexible platform for future growth

Impact

45% cost efficiency across key IT capabilities
30% productivity improvement for clinical staff
Improved caregiver digital experience

Introduction

AI-Driven Customer Engagement allows restaurant brands to respond to shifting consumer behavior with real-time, personalized interactions. This case study highlights how AI-Driven Customer Engagement helped a restaurant enterprise unify customer intelligence and unlock new revenue opportunities.

Customer

A restaurant business navigating digital adoption, delivery platforms, and rising operating costs.

Business Objective

The customer aimed to improve customer engagement, increase visit frequency, and drive incremental revenue through omnichannel personalization.

Scope of Services

BXITech implemented an AI-powered customer data engine combining first- and third-party data. Salesforce CDP and Marketing Cloud capabilities enabled unified customer identities, real-time personalization, and automated engagement across digital channels.

Benefits

360-degree customer visibility
Real-time personalization
Improved engagement and retention
Smarter demand planning

Impact

$550M incremental revenue opportunity over 5 years
Real-time personalization at scale
Unified data architecture

Introduction – MarTech Transformation

MarTech Transformation enables global brands to deliver personalized, scalable customer engagement across markets. For decentralized cosmetics enterprises, fragmented tools and manual processes limit agility and growth. This case study demonstrates how MarTech Transformation unified marketing execution, data, and governance across brands and regions.

Customer

A global cosmetics enterprise managing 20 brands across six regions and 150 countries.

Business Objective

The organization sought to improve customer penetration and revenue growth by enabling personalized marketing at scale. Key goals included increasing agility, improving cross-brand visibility, reducing manual effort, and aligning leadership around a unified digital vision.

Scope of Services

BXITech partnered with leadership to define a customer-centric MarTech vision and conducted opportunity sizing to drive alignment. Four cross-functional agile pods were established to test and scale personalization use cases. A shared marketing data environment enabled on-demand insights, while a multi-year roadmap aligned long-term value capture with sprint-level delivery.

Benefits

Unified customer marketing vision
Faster experimentation and execution
Improved visibility across brands and regions
Scalable agile marketing model

Impact – MarTech Transformation

~$250M projected cost savings
~15% projected revenue growth
80+ initiatives delivered over 2.5 years
100% leadership alignment

Introduction

E-Commerce Platform Modernization enables retailers to scale digital growth by unifying fragmented commerce systems, partner integrations, and data flows. This case study highlights how a global apparel retailer built a unified commerce foundation to improve visibility, governance, and decision-making across its multichannel ecosystem—driving sustainable digital revenue growth.

Customer

A global apparel e-commerce business expanding its multichannel and partner-led digital commerce ecosystem. The organization relied on multiple internal and external applications to support high-volume digital transactions and partner integrations.

Business Objective

The customer aimed to strengthen digital commerce growth by enabling unified commerce capabilities across channels and partners. Key goals included improving end-to-end process visibility, enabling faster decision-making through integrated data, establishing governance across e-commerce integrations, and supporting scalable growth across high-velocity digital sales channels.

Scope of Services

BXITech supported the customer by defining an integrated e-commerce strategy and execution roadmap. This included assessing integration gaps across internal systems and partner platforms, designing a unified commerce integration architecture, and defining governance models for orchestration and control. BXITech helped evaluate and select a right-fit integration platform, ensuring alignment across business, technology, and ecosystem needs. A robust integration plan was created to support scalability, performance, and operational visibility across the e-commerce ecosystem.

Benefits

Improved end-to-end visibility across digital commerce processes
Faster partner onboarding and integration
Better decision-making through unified commerce data
Stronger governance and integration control
Scalable digital commerce foundation

Impact

~30% growth in digital commerce share of total sales (2019–2021)
Channel partners achieved faster growth and higher profitability