Case study A data-holistic community approach for Yorkshire Building Society

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Our community of Yorkshire Building Society (YBS) members has enabled them to put customer centricity at the heart of everything they do.

  • Optimising customer engagement – from the AGM pack that is sent to all members to new product emails, we’re able to test ideas and communications, ensuring customers play a key role in shaping  the Society’s engagement, relevance, and appeal.

  • Channel management – the community provides regular feedback on the organisation’s multi-channel approach, from service offerings to testing new digital features, driving continuous improvement.

  • ESG with impact – from identifying appropriate charity and advice partnerships to understanding what sustainability means within the industry context, the community helps to ensure ESG initiatives align with member expectations and create real impact.

  • Two-way conversations – in a landscape where interest rates are constantly changing and consumers shop around for the best rates, we helped YBS understand what matters most to their customers, fostering loyalty and a lasting connection with their audience.

One of the things I’ve learnt about working with Agencies is really quite beautifully simple, the closer you get to each other, the better things get! We’ve really taken this to the next level with Researchbods; I see them as a business partner, we share everything we can, because it’s not just about what I want from them, but also allowing them to spot opportunities where they can add value, that I’ve not spotted. Working closely with an agency of choice is something I’d recommend to all client-side teams – and of course, I’d happily recommend Researchbods!

Steve Grimwade, Yorkshire Building Society

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