CASE STUDY

Tier-1 Bank: 3-Year Digital Transformation Roadmap Delivered on Plan

A tier-1 bank co-designed a 3-year digital transformation roadmap with Mergen. Delivered all 18 strategic initiatives on plan; $80M cumulative outcome.

May 9, 2026 · 2 min read · By admin

At a glance

Industry: BFSI
Topics: Advisory & Strategy · Digital Transformation
Published: May 2026
Headline outcome: 3 years 18 initiatives delivered on plan…

Measured outcomes

What this programme actually delivered.

3 years

18 initiatives delivered on plan over 3 years

$80M

$80M cumulative business outcome documented

+34

Net Promoter Score across customer-facing initiatives: +34 points

The challenge

A tier-1 bank had attempted digital transformation programmes before; they typically lost momentum after year 1. Leadership wanted a roadmap that would actually be delivered.

What we built

3-year roadmap with 18 strategic initiatives across customer, operations, and risk domains. Each initiative scoped + sequenced + owned. Quarterly governance reviews tied to outcomes (not activity).

Outcomes

18 initiatives delivered on plan over 3 years
$80M cumulative business outcome documented
Net Promoter Score across customer-facing initiatives: +34 points
Roadmap governance model now standard practice

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Tier-1 Bank: 3-Year Digital Transformation Roadmap Delivered on Plan

What this programme actually delivered.

The challenge

What we built

Outcomes

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