Projects
AI Acceleration & Adoption 
120 Selected cases
SANTANDER
An experience designed to make the bank’s app the preferred channel
We designed a personalized experience to drive adoption of the Santander app based on each customer’s level of digital maturity. We analyzed profiles and barriers, defined a progression matrix, and identified the most relevant features for each phase. Based on these needs, we built the content architecture and an omnichannel experience across CRM, the website, and account managers, aimed at increasing digital autonomy.
CRM & Loyalty
CX & Strategy
Experience Design
SANTANDER
Redesign of the Probate Services
We redesigned Banco Santander’s estate planning service to simplify a complex process and incorporate a people-centered approach. We analyzed the emotional context of grief and transformed the probate process into a service that guides the beneficiary. We reimagined the end-to-end customer journey, expanded our support beyond banking transactions, and designed touchpoints and communications aimed at maintaining the beneficiary’s relationship with the bank.
CRM & Loyalty
CX & Strategy
Experience Design
SANTANDER
A personalized experience to encourage the use of an investment platform
We designed a personalized journey to guide each user toward investing and support their growth within the Bolsas y Mercados platform. Based on an analysis of data and user behavior, we identified three archetypes based on investment experience and risk tolerance. We validated features, services, and value propositions through testing and developed a go-to-market strategy with messaging, channels, and impact tailored to each profile.
CRM & Loyalty
CX & Strategy
Data & Intelligence
Experience Design
SANTANDER
Brand experience developed through a full-funnel strategy for the Smart account
We turned a promotional initiative to celebrate Smart’s one million customers into a campaign that integrated customer acquisition, loyalty, branding, and performance. We segmented and personalized communications based on the target audience’s affinities, developed results-driven creative, and contextualized the pieces within their respective ecosystems. We rounded out the activation with flow planning, traffic qualification, and a CRM journey tailored to each objective.
CRM & Loyalty
CX & Strategy
Experience Design
SANTANDER
Behavioral Design and Tailored Creativity for the Bank’s Insurance Products
We supported the launch of Banco Santander’s pet, health, and home insurance products with a strategy based on behavioral economics and behavioral design. We analyzed the motivations and emotional profiles of their potential customers, defined archetypes and messaging matrices, and developed creative concepts tailored to each stage of the funnel. We also designed the navigation, information architecture, and web-based qualification and self-segmentation mechanisms.
CX & Strategy
Experience Design
SANTANDER
Communication Strategy to Attract, Convert, and Retain Customers
We designed a communication strategy to facilitate customer acquisition and migration to an account with a complex subscription model. We tailored messages and engagement tactics to each stage of the funnel and specific scenarios, coordinating paid and owned channels with site navigation and landing pages. We rounded out the model with specific assets for each phase and a personalized onboarding strategy aimed at strengthening customer loyalty.
CRM & Loyalty
CX & Strategy
Experience Design
SANTANDER
A New Omnichannel Relationship Model for the Bank
We redesigned Banco Santander’s customer relationship model to better leverage each customer’s knowledge and context. We defined an omnichannel strategy that integrates contact planning, new visual and verbal branding, a modular “mobile-first” system, and automated, personalized processes powered by data and machine learning. We incorporated measurement and feedback systems to continuously optimize communications.
CRM & Loyalty
CX & Strategy
Data & Intelligence
Experience Design
Technology & Transformation
SANTANDER
Redesigning the Communication Experience for Card Payments
Together with Santander Global Cards, we redefined the communication experience associated with card payments. We integrated features, channels, and messages under a common model to simplify communications and make them clearer and more relevant, especially at critical moments in the customer journey. The new approach strengthened trust, improved the perception of value, and established a consistent and scalable foundation for its implementation in global markets.
CRM & Loyalty
CX & Strategy
Experience Design
TOUS
Redesign of the loyalty program’s relational model
We transformed the loyalty program to adapt it to a new omnichannel reality. We redefined it to address the new behaviors and needs of omnichannel consumers, establishing a new value proposition and a new operational and rewards model, based on an analysis of its impact on the business.
CRM & Loyalty
Data & Intelligence
BARCELÓ
Designing an omnichannel experience for high-value Unique customers
We redesigned My Barceló Unique’s customer engagement strategy to transform isolated communications into a connected, personalized, and omnichannel experience. We developed a customer blueprint, identified key moments, and designed use cases by customer journey, channel, message, objective, and KPI, combining short- and long-term informational, emotional, and commercial activations.
CRM & Loyalty
CX & Strategy
BARCELÓ
Personalizing the customer journey to recover abandoned reservations
We work with the client to evolve their Tealium and Marketing Automation ecosystem to connect online behavior with offline data and identify the point at which each reservation is abandoned. We redesigned the customer engagement strategy with a full-funnel approach, restored conversion rates, and optimized personalization to scale the model to different markets.
CRM & Loyalty
Data & Intelligence
Technology & Transformation
BARCELÓ
A New Relationship Model for High-Value Guests
We are evolving Barceló’s relationship with its most valuable guests through a relational model that combines customer insights, segmentation, personalization, and benefits. We design journeys and communications that are relevant at every stage, coordinating channels and hotel operations to drive repeat business, engagement, and long-term incremental value.
CRM & Loyalty
Data & Intelligence
PURINA PRO PLAN
Building a New Model for Relationships with Veterinarians
We helped Purina PRO PLAN strengthen its relationship with veterinarians amid increasing competitive pressure. Through interviews with stakeholders and professionals, we analyzed the tensions, needs, and challenges they face throughout their journey. We mapped out opportunities, prioritized the territories with the greatest potential, and devised valuable solutions. The result was a relational framework that connects science, professional development, day-to-day support, and business growth.
CRM & Loyalty
CX & Strategy
Experience Design
CAIXABANK
Xperience CaixaBank: Integrating the Program’s Value into the Customer Relationship
We integrated Xperience CaixaBank into the customer relationship strategy starting with onboarding, linking its benefits and experiences to different stages of the customer lifecycle to reinforce the value proposition and foster customer loyalty beyond financial communications. In addition, we designed a modular model in Adobe Campaign to flexibly incorporate it into 115 customer journeys, adapting the content to each context and making it easier to update and reuse.
CRM & Loyalty
CX & Strategy
Technology & Transformation
SIGNIFY
Development of a Customer-Centric Value Proposition for Professional Lighting Installers
We designed a global loyalty program to strengthen preference for Signify among electrical installers and drive preference and recommendations beyond price. We began with a survey across seven markets, built clusters, and conducted User Hacks with installers and key customer profiles. We defined the value proposition, the loyalty mechanics, the app’s role, and the communications model based on the group’s real needs, frustrations, and emotions.
CRM & Loyalty
CX & Strategy
Experience Design
VIVAGYM
CRM Activation to Convert, Retain, and Re-engage Members
We manage the end-to-end CRM operation for Spain and Portugal at Agillic, from planning, segmentation, and campaign activation to measurement and continuous optimization through A/B testing. In addition, we conduct a comprehensive audit of CRM, data, and martech to identify opportunities and define a roadmap for growth.
CRM & Loyalty
Data & Intelligence
Technology & Transformation