ESG reporting in a bank: how did Eximee handle a survey containing up to 16 000 fields?

As EU regulations make ESG reporting mandatory, banks face the challenge of collecting complex data without impacting the customer experience. This case study demonstrates how we utilized the Eximee platform to automate and simplify ESG workflows for a leading Polish bank. Learn how to balance rigorous compliance with a streamlined, digital-first process that keeps clients engaged.

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Customer success stories

  • Self-service
  • Customer communication

ESG reporting in a bank: how did Eximee handle a survey containing up to 16 000 fields?
Eximee Team
01 Apr, 2026
  • Process automation
  • Self-service

426,000 applications, 7 banks, 1 month: behind the scenes of launching a new benefit‑application cycle
Eximee Team
02 Mar, 2026
  • Process automation
  • Employee experience

Conclusions from the implementation of the Business Account Generator at Credit Agricole using Eximee
Eximee Team
17 Sep, 2025
  • Omnichannel banking

Advancements in omnichannel strategy at Credit Agricole: account transfer now available in the mobile app
Eximee Team
31 Jul, 2025
  • Process automation
  • Banking product sales

Business Account Generator at Credit Agricole Bank Polska
Tomasz Ampuła
20 Jan, 2025
  • Omnichannel banking
  • Self-service

Mortgage loan from the couch – implementation of the remote mortgage application process at Credit Agricole Bank Polska
Tomasz Ampuła
29 Oct, 2024
  • Process automation
  • Employee experience

How we created a business application for bank call center consultants
Eximee Team
13 Jun, 2024
  • Banking product sales
  • Customer communication

Partnering with SGB to educate young bank customers
Eximee Team
28 May, 2024
  • Banking product sales
  • Digital transformation

From idea to implementation in just 5 days – the Grand Lottery of Deposits at SGB
Eximee Team
08 Apr, 2024
  • Self-service
  • Banking product sales

A flexible solution for cooperative banking
Eximee Team
20 Mar, 2024
  • Banking product sales
  • Customer communication

New channel of communication with customers – implementation of chat in PKO BP
Piotr Koliński
01 Dec, 2023
  • Customer communication

Implementation of a customer needs survey at Credit Agricole
Tomasz Ampuła
30 Oct, 2023
  • Process automation
  • Banking product sales

Why start automating banking processes from their shared parts?
Michał Stolarski
21 Aug, 2023
  • Employee experience

How client feedback shapes the roadmap for the Eximee Customer Contact Center
Eximee Team
17 Aug, 2023
  • Process automation
  • Employee experience

Building a business application to support front-office and back-office staff in Santander bank
Eximee Team
08 Aug, 2023
  • Process automation
  • Customer communication

How low-code enabled the Safe 2% Mortgage application process for SGB community banks in 2 weeks
Eximee Team
03 Aug, 2023
  • Process automation
  • Digital transformation

Automating an omnichannel banking process with a low-code platform
Eximee Team
03 Aug, 2023
  • Digital transformation

Implementation of the Eximee platform in PKO Bank Polski
Eximee Team
03 Aug, 2023
  • Self-service
  • Customer communication

3 clicks to handle any matter – Eximee Customer Service Zone in Santander bank
Eximee Team
03 Aug, 2023
  • Omnichannel banking
  • Banking product sales

Innovative, omnichannel insurance sales in the bank
Eximee Team
03 Aug, 2023
  • Self-service

Over 200 self-service applications managed from one place
Eximee Team
03 Aug, 2023
  • Banking product sales
  • Digital transformation

Strengthening Credit Agricole’s position as leader in installment loans
Eximee Team
03 Aug, 2023
  • Digital transformation

Swift entry into the Cashless Poland program
Eximee Team
02 Aug, 2023

Trusted by world's leading banks

We appreciate that with the Eximee platform, we can develop modern sales scenarios in the digital world. An additional advantage of the Eximee platform is that it is a fully omnichannel application. Both our customers and employees work on the same application. It facilitates interactions between our employees and customers. I highly recommend it.
Marcin Łaziński
Manager of Omnichannel Experience Optimization Department, mBank