Finance Giant Makes Tax Season
Less Taxing for Customers

The Objective

offerings for small and medium businesses, professional accountants and individuals, the brand needs the scale and performance to handle intense high-traffic periods during tax season. It also wants to keep costs low by deploying in the cloud while maintaining the highest possible levels of data security.

The Challenge

A surge in activity during tax season results in hundreds of thousands of concurrent users, but a lack of a single customer view results in multiple logins, slow access to services, and missed marketing opportunities. Identity data is distributed across different product lines and application data silos. Also, the company must meet location-specific data security regulations.

The Solution

Ping Identity Platform implementation in Amazon Web Services cloud resulted in high scale, performance, and data synchronization supporting massive customer identity and preference management volumes, all while lowering costs.

The Results

After implementing Ping, the company managed 500 million entries and a record 250,000 concurrent users at a pace that reached well over 100 tax submissions per second. The unified customer view across all products enhanced customer experience, and cross-sell, and up-sell opportunities resulted in reduced attrition and higher Average Revenue Per Customer. In addition, consolidated identity data enabled a common data service that application developers use to quickly deploy updates.