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Customer Stories
Yorkshire Building Society Logo

A social business…

Not just a business that uses social media

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A dentist, a shoemaker and a plumber walk into a pub… what do you get? Founded over 150 years ago, Yorkshire Building Society (YBS) now has a presence in over 240 towns and cities across the UK. From these very humble beginnings, YBS looked to adopt a more digital approach, turning to social media to become more agile, efficient and effective in serving its customers.

YBS’ main goals on social media are to achieve awareness and consideration, alongside the secondary aim of driving landing page views and ultimately sales.

Initially, social media was seen as a tool for the Marketing & Comms teams however as their capabilities on social have grown, with the help of Orlo, social is now touching many other areas of the business – from Customer Services to Risk and Operations. Since bringing the Orlo Platform onboard to streamline their digital conversations, YBS has seen an increase in engagement and customer service messages. The platform’s flexibility and easy set-up allows teams to have access to the channels and brands which they need, with workflows ensuring messages are dealt with correctly. And, as part of the highly regulated financial sector, YBS gained the peace of mind that comes with using the secure and fully auditable platform, backed up by Orlo’s UK based servers.



Increase in engaged users YoY

Demand Deflection


Increase in conversations YoY



Decrease in resolution time YoY

Orlo is at the heart of our social media strategy, providing the functionality to publish and analyse content, monitor mentions and engage with customers in one place. This holistic view helps us meet our regulatory responsibilities and maintain control by ensuring that a diverse range of colleagues can work on the parts of our social media portfolio that are relevant to their role. Orlo's commitment to customer support and product development means the platform is continually evolving to meet our needs in the fast-moving world of social media.

Richard Bassinder

Social Media Manager

We went down to phone lines being open for emergencies only but we quickly realised that we needed another channel for customers to reach us on. We went from having nothing on the website for live chat, to having a fully embedded system.”

Jasmine Dudgon

Communications Specialist

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