Union Bank: A Leading Retail Bank in the Philippines

There were many obstacles along the way and each one were dealt with in a timely and efficient manner. Solutions and options were provided to aid us in making sound decisions on the way forward. I especially like the way the team handled the project and articulated tasks as it gives me a full view on the progress, next steps as well as the issues that need to be addressed.

About the Customer

The Union Bank of the Philippines, Inc., more commonly known as UnionBank, is one of the universal banks in the Philippines and the ninth largest bank in the country by assets. UnionBank is a joint consortium among the Aboitiz Group, Insular Life, and Social Security System


What did Third Pillar do?

  • UBP EON Social Customer Service
  • Professional Services
    • RBG (R&T))
    • Initial Engagement
    • RBG (G&E))
    • RBG (Ralfh&Tristan)

By automating manual B2B sales processes, we significantly expedited the turnaround time by 99%.

The Results

With the guidance of Third Pillar, the company started the nationwide rollout, which involved traveling throughout the country to train personnel regarding Salesforce. By the end, there is full adoption within the first month and compliance with service-level agreements (SLAs).

Tags: Banking and Finance